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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 Portfolio Analytics

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

Key benefits:

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

PSN Enterprise - Separate Account Analytics Software

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

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.19.19

    By Ryan Nauman 19 Feb 2019

    I have mentioned before that the U.S. consumer will play a very important role in order for the current U.S. expansion to continue. This expansion has been aided over the years with accommodative monetary and pro-growth fiscal policies. Now that interest rates are higher and pro-growth initiatives, like tax cuts, may be harder to pass due to a split congress, more pressure will be placed on consumers to keep the party going. However, this week’s soft retail sales report brings into question whether the consumer is in a position or willing to spend enough to keep the expansion going. I do believe the soft retail sales report is an outlier, as consumers had to contend with a myriad of bad news during the end of 2018. Even if it is an outlier, the U.S. will need some help from the world’s largest economies to keep the expansion going, however, I think the help may be hard to find. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Quants Corner

    14 Feb 2019

    Topic Industry News

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.11.19

    By Ryan Nauman 11 Feb 2019

    Momentum was building on hopes progress was being made on the trade front between the U.S. and China. However, the optimism was subdued after President Trump’s national economic council director Larry Kudlow said a “sizable distance” still exists between the U.S. and China on trade negotiations. Technological and structural issues remain the big hurdles. Additionally, CNBC reported that a meeting between President Trump and Chinese President Xi Jinping is unlikely to take place prior to the March deadline. If no deal is struck by the fast approaching March 1st deadline, the tariffs on Chinese goods may jump to 25%. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Riskier fixed income groups fare well in early February

    By Cameron Brandt 08 Feb 2019

    Topic Industry News

  • EPFR Fund Flows

    Quants Corner

    By Sayad Baronyan 04 Feb 2019

    Topic Industry News

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.04.19

    By Ryan Nauman 04 Feb 2019

    The Federal Reserve unanimously left key policy rates unchanged and continued to stress its “patient” and “data driven” stance. The Fed statement removed "further gradual increases”, signaling a pause in rate hikes, and “autopilot” when referring to their balance sheet runoff. The change in the statement is in partly due to "muted inflation" and recent "global economic and financial developments." The Fed also changed their tone on the pace of U.S. economic growth from “strong” in December to a “solid” pace in early 2019. Here is a noteworthy statement from the Fed officials. “In light of global economic and financial developments and muted inflation pressures, the Committee will be patient as it determines what future adjustments to the target range for the federal funds rate may be appropriate to support these outcomes.” Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 01.28.19

    By Ryan Nauman 28 Jan 2019

    After 35 days, President Trump agreed to a deal to temporarily reopen the government on Friday. The question remains, will the government be able to come to an agreement before the temporary deal ends on February 15. All eyes will be on the government over the next three weeks to see if they can come to some sort of agreement on border security. The shutdown was on the verge of having a greater material impact on the U.S. economy, as the White House estimated the economy loses a little more than one-tenth of a percentage point each week of the shutdown. Assuming a deal does get completed, this temporary deal staved off what could have been a major detractor of economic growth. However, if a deal doesn’t get completed look for the negative backlash to grow stronger. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Investors give investment-grade corporate debt another look

    By Cameron Brandt 25 Jan 2019

    Topic Industry News

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 01.22.19

    By Ryan Nauman 22 Jan 2019

    Optimism that a trade agreement will be made between the U.S. and China grew during the week. Equities rallied on Thursday on news that the U.S could ease tariffs on Chinese goods. However, the statements were retracted and markets fell from highs during the day. This news was followed up with a Bloomberg report that China is prepared to increase U.S. imports to $1 trillion a year. According to the report, China offered "a six-year buying spree to ramp up imports from the U.S., in a move that would reconfigure the relationship between the world's two largest economies." Markets rallied on the report, resulting in the S&P 500 exiting correction territory. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Emerging Markets Funds forge ahead in mid-January

    By Cameron Brandt 18 Jan 2019

    Topic Industry News

  • EPFR Fund Flows

    Start to 2019 echoes that of the previous year

    By Cameron Brandt 15 Jan 2019

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 01.14.19

    By Ryan Nauman 14 Jan 2019

    One of the primary causes of the market sell-off during the latter part of 2018 was the concern over the Federal Reserve raising interest rates too quickly and too high. These concerns have subsided slightly by recent dovish statements from Fed officials. Fed Chairman Powell reiterated that the Fed will remain patient and data dependent regarding the health of the global and domestic economies when determining their future path of policy rates. Fed officials, Resengren, Clarida, and Evans echoed the “wait and see”, and “data dependent” approach during the week. This dovish tone has provided fuel for the recent rally, as expectations are for the Fed to pause their rate hikes during the first quarter of the year. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 01.07.19

    By Ryan Nauman 07 Jan 2019

    Concerns over slowing global growth were rekindled, as weak manufacturing numbers from China and Europe added more reasons to be concerned. The Caixin/Markit Manufacturing Purchasing Managers' index showed that China’s manufacturing sector contracted for the first time in 19 months. Despite the recent stimulus from the Chinese government, the economy continues to be sluggish. Investors continue to be concerned that the slowing growth in China and Europe will spread to other parts of the world. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

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