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Wealth management | Who we help | Financial intelligence

Time-poor professionals need to be able to win new business, as well as measure, review and report on their performance quickly. And they need to do this while communicating their value to the investment process.

Our range of products can help you with:

  • Asset allocation
  • Investment proposal creation
  • Performance measurement
  • Performance reporting – in batches or ad hoc
  • Composite creation, management and reporting
  • Compliance monitoring with IPS (Investment Policy Statement) tracking

Our products

 We offer a range of solutions for wealth managers, advisors and bank trusts.

  • WealthIQ delivers investment planning and proposal generation
  • ComplianceIQ monitors investment policy statements, making regulatory compliance easier and more efficient
  • CompSiteIQ allows investment and wealth management firms to create, manage and report on investment performance composites
  • PerformanceIQ is a performance measurement and reporting solution

Our unique strengths

Focus on revenue | Financial intelligence

Accuracy assured

We combine our proprietary performance calculation engine with human checkpoints – giving you the most accurate performance data. We also deliver accuracy through data integration, taking the risk of manual error out of the process.
Reliable content | Financial intelligence

Flexible reporting options

Differentiate yourself from your competition: our reporting is sophisticated to the end-recipient, but can be produced on a mass scale or as a one-off, if necessary.
Custom proposals | Financial intelligence

Custom proposals

The WealthIQ investment proposal system is completely customized for each client, making it an ideal fit in any wealth management business.

Recommended products

Some of our top solutions are itemized below. For our full suite, please see Products & services

Placement tracker | Financial Intelligence

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Key benefits:

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Zephyr | Financial Intelligence


Make intelligent decisions with the premier solution for analytics, research, and custom reporting.

Key benefits:

  • First-class customer service
  • Robust math API
  • Highly flexible reporting
PSN | Financial Intelligence

PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

Key benefits:

  • Logic function
  • Presentation designer
  • Hybrids system

Financial Intelligence: latest

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates,, Co...

    US Equity Funds Having Biggest Outflow Since Jan. 2016

    By Charles Biderman, Informa, TrimTabs 23 Aug 2017

    At Same Time Informa TrimTabs MacroIndex Makes New High US Equity Mutual and US Equity Exchange Traded Funds are on track for the biggest one month combined outflow since January 2016. That bearish tidbit follows on what I wrote last week, which was that US public companies have announced the least amount of new stock buybacks this earnings season in five years, and have also reduced actual capital expenditures on new plant and equipment so far this year to the lowest level in five years. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Zephyr, EPFR

    Revisiting Sharpe’s “Tracks in the Sand”

    By Ryan Nauman 23 Aug 2017

    Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates,

    Politics, Geo and Otherwise, Encourage ‘Bullish’ Range Bias

    By David Ader 18 Aug 2017

    The week just passed was a back and forth story for the Treasury market with, initially, a relaxation of tensions over North Korea edging rates higher which got a further lift on the back of a firm Retail Sales report and its prior upward revisions. That pressure reversed when Trump came back with yet another fiery condemnation of all sides in the Charlottesville altercation saying that both sides, including the apparently newly formed ‘alt left’, were behind the violence and equating Confederate generals to George Washington and Thomas Jefferson. The latter pair, as I recall, were in favor of creating a union vs. breaking it up so I’m not sure the analogy fits, but there you go. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates,, Co...

    Has Corporate America Given Up on Trump? New Float Shrink & Capex Plunging - Cash Growing

    By Charles Biderman, Informa, TrimTabs 16 Aug 2017

    Corporate America appears to have given up on Donald Trump by their actions. I have commented several times this year, in print and on CNBC, that both newly announced stock buybacks and cash takeovers of public companies are plunging. So far this summer, corporate buying is at a multi-year low. But what’s new and much worse for the economy is that, according to S&P Dow Jones Indices’ Howard Silverblatt, capital expenditures since the start of this year --when Donald Trump was sworn in --have plunged to the lowest levels since early 2011. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates,

    Bullish Edge in Range Context

    By David Ader 11 Aug 2017

    I suppose that in the week just passed the big story that kept yields from doing anything major (other than edging lower sans drama) was the rhetoric between Trump and Kim Jong Un which is notable in itself. This hints that the domestic data was worthy of a yawn, which it was, even though my take was that it points to ongoing slow-mo growth that doesn’t do a thing to threaten more intense Fed action or provide solace to the bond bears out there. Nor, for that matter, does it do all that much for the bulls. Fence sitters rejoice. Read more from David Ader's latest musings.

  • Zephyr, EPFR

    Environmental, Social, and Governance Standards Changing How Investors View Corporations

    By Ryan Nauman 09 Aug 2017

    There are many reasons why one decides to invest in a particular investment - promising fundamental outlook, technical signals, emotional attachment, or learning.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates,

    On to Neutral, Balance Between Labor and Inflation and Demand

    By David Ader 04 Aug 2017

    In the week just passed, Treasuries bull flattened largely on the back of a set of soft data leading up to NFP and ancillary issues that have been ongoing (Washington stuff, FX influences) and a teeny bit of reduction in the market’s odds for a Fed hike later this year. Dec Fed Funds edged to 1.21+%, the lowest they’ve been since the middle of May. Hike probabilities sank to 36.5% for that month. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates,, Co...

    VIX – The Canary in the Stock Market Coal Mine

    By Charles Biderman, Informa, TrimTabs 04 Aug 2017

    Low VIX Due to Belief that Central Banks Have the Market’s Back However When The VIX Surges Again, Watch Out Below. The VIX, the acronym for the price volatility index of the S&P 500 (also called the Fear Index) has been trading at below 10 – the lowest since December 1993. The bigger the price changes over a short period of time, whether up or down, the higher the VIX. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates,

    Defensive Into Data Mass, Low Inflation Providing Little Solace

    By David Ader 28 Jul 2017

    In the week just passed perhaps the most anticipated event, though anticipated largely in void of any drama, was the FOMC meeting which delivered exactly what was expected. In short, there were only very modest changes to the words from the June meeting; the market’s subdued reaction reveals all. Read more from David Ader's latest musings.

  • EPFR, IGM Credit, IGM FX and Rates,, Co...

    Biderman on Markets: Zero Interest Rates Creating Lemmings Heading Towards The Inevitable

    By Charles Biderman, Informa, TrimTabs 26 Jul 2017

    For as long as both the European, UK, and Japanese central banks keep printing money the global stock market rally will continue. For as long as the rally keeps going, more and more money will flow into Exchange Traded Funds that passively invest in all the major market indices. However, when the global central banks stop printing money and thereby cease creating asset price inflation; the resulting plunge in stocks will look very similar to lemmings going over the cliff. Read more from Charles Biderman.

    Topic Changing Rate Environment Industry News

  • Zephyr, EPFR

    Keeping Longevity From Killing Your Clients' Retirement

    By Ryan Nauman 21 Jul 2017

    People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates,

    Calling it a Range, Modest Upside a Tactical Play

    By David Ader 21 Jul 2017

    In the week just passed the bond market continued its bullish recovery though with far less of the fundamental impetus that followed the prior week’s litany of economic disappointments – ranging from the Fed’s Labor Market Conditions Indicator to NFIB, CPI, Retail Sales and U Michigan sentiment. The fact that I’m relaying those specific releases now underscores the fact that there wasn’t much new to add or detract from all that. Read more from David Ader's latest musings.

  • IGM Credit

    SPECIAL REPORT - Valuation Overview of 2Q2017 APAC USD issuances

    By Haikal Razak 20 Jul 2017

    Valuation Overview of 2Q2017 APAC USD issuances

  • IGM Credit

    SNAPSHOT: [Aussie Credit & APRA's new capital rules]

    By Michelle Kwek 19 Jul 2017

    The impact if any on APRA's new rules on Australian bank credit

  • EPFR, IGM Credit, IGM FX and Rates,, Co...

    Zero Interest Rates (ZIR) Keeping Inflation Low

    By Charles Biderman, Informa, TrimTabs 19 Jul 2017

    Oil, as evidenced by West Texas Intermediate (WTI), has been trading in range from about $40 to $50 per barrel for two years. Yet most investors, economists and pundits continue to predict a rebound in energy prices. Despite low oil, there have been consistently huge flows into energy-based ETFs. Indeed, so far this year Commodity Energy ETFs have received new money equal to 5% of assets – despite the fact that Commodity Energy ETF prices are down 22%. In other words, even though investors have consistently been losing money, they keep on believing in higher oil prices. Read more from Charles Biderman.

    Topic Changing Rate Environment

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