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
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