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Save time, win business

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

WealthManagement.com

Driving real marketing results with integrated offerings.

Key benefits:

  • Strategic advantage
  • Higher revenue generations
  • The benefits of targeted advertising
Zephyr | Financial Intelligence

Zephyr

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, WealthManagement.com

    A Respite

    By David Ader 16 Feb 2018

    “Coming on the heels of the massive tax cut approved in December, last week’s budget agreement was a breathtaking abdication of fiscal responsibility.”  Thus, begins Lou Crandall’s MMO for Feb 12 and he could have taken those words from my mouth but beat me to the punch.  Since I’ve stolen that, I might as well offer a version of a chart Lou used which is a variation on the theme of many I’ve sent out; the budget as a % of GDP. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Abby Someone. Who? Abby Normal.

    By David Ader 09 Feb 2018

    “I understand. You found paradise in America, had a good trade, made a good living…” thus begins the opening lines to “The Godfather” when Vito Corleone hears Bonasera’s request for justice.  Think about it; we found paradise with our 401ks, had on good trades, and all that.  Now, like Bonasera, we’d like the Don to make an offer the folks trading ETNs can’t refuse. Read more from David Ader's latest musings.

    Topic Industry News

  • PSN Enterprise, Zephyr

    Active Management Outperforms in 2017

    By Ryan Nauman 08 Feb 2018

    Active Management Outperforms in 2017

    Topic Returns Based Style Analysis Manager Analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Sauce for Bond Goose and Equity Gander

    By David Ader 02 Feb 2018

    It’s hard to be a bond bull when everyone everywhere is telling you it’s the end of the bond bull market, as if the rise from the absolute lows 100 plus bp ago and five Fed hikes wasn’t enough.  Just about everything is about rising bond yields.  Front page headlines read like the WSJ’s “Government Bonds Swoon World-wide” and the FT’s “Bond investors’ dash for the doors fuels concern about strength of equities rally” and those are merely the tip of the iceberg. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Nothing Exceeds Like Excess

    By David Ader 26 Jan 2018

    There might be something disingenuous going on, but what do I know? I specifically refer to Washington, but I’ll expand that to the investment community, or at least some of it. In sum, let me rain on someone’s parade. I read this week that Trump Administration leaked a $ trillion infrastructure plan which a few hours after it was leaked went to $1.7 trillion as announced by Trump -- that’s not a leak but a gush. The plan has that 50% of the appropriations for it going towards grants to public and private initiatives. Here’s a link to the original report (https://goo.gl/D4ge74). I’m not sure how this all works, but according to some of the reports on this the Administration has sought $200 bn in grants over 10-yr to “leverage” investment from state, local and private sources” to get to that $1 trillion and presumably more to get to $1.7 trillion. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Join the Bond Bear Crowd

    By David Ader 19 Jan 2018

    Curious, have you come across anything recent about bonds yields rising?  A Google search on “end of bond bull market” pulled up 13.3 million articles about that in 0.45 seconds.  A search on “bond bear market” came up with 11.4 mn.  In context, anything related to bond bull or market came up with 1-4 mn references.  I guess that cat is out of the bag, huh? Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    More Jitters Than News hit Bonds

    By David Ader 12 Jan 2018

    The bond market’s second week of the year was yet another setback aided by reports of diminished interest in things bond from Japan (reducing QE size) and reports that Chinese officials are recommending a slowing or halting its buying of Treasuries.  That, combined with a series of other nuances, drove a technical selloff and we all know that technical moves, in this case 10s breaking 2.50%, have a momentum all their own though requiring fundamental rationales.  The latter were around (see the above bullets) though supply when the market’s already on the defensive surely adds to the pressure. Read more from David Ader's latest musings.

    Topic Industry News

  • IGM Credit

    SPECIAL REPORT - Valuation Overview of 4Q2017 APAC USD issuances

    By Haikal Razak 05 Jan 2018

    Valuation Overview of 4Q2017 APAC USD issuances

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Old News Still Sends Chill to Bond Market

    By David Ader 05 Jan 2018

    It’s been a tough start to the New Year if you’re a fan of the bond market.  Tuesday, for example, saw stories with headlines like “With Red Tape Losing Its Grip, Firms Ante Up” and that from the New York Times.  The story was about business confidence translating to investment. The same day the Wall Street Journal headlined “Sluggish Wages See Uptick” and “Pensions Keep Up Costly Market Bets.”  The former was about pay in low UNR areas rising at twice the national average and the latter about CalSTERs deciding NOT to sell $50 plus billion in stocks to move into bonds. Read more from David Ader's latest musings.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Measured Wealth Private Client Group LLC

    20 Dec 2017

    Quote from Richard Kesner, President of Measured Wealth Private Client Group LLC, formerly known as The CommonWealth Group.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Municrest Investment Management Company

    20 Dec 2017

    Quote from Jeffrey Slater, President, MuniCrest Investment Management Company.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Great Western Bank

    20 Dec 2017

    Quote from Scott Olson, Senior Wealth Advisor, Great Western Bank.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Merchants and Planters Trust

    20 Dec 2017

    Quote from Nate Watson, Senior Vice President and Trust Officer Merchants and Planters Trust.

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    The Context - 2018 Outlook

    By Andy Hicks 18 Dec 2017

    The Context, from IFI Research, contains thought leadership articles spanning a host of asset classes around the globe

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Cadence Bank

    18 Dec 2017

    Quote from Daniel Phillips, Trust Portfolio Manager of Cadence Bank.

    Topic Industry News

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