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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

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 Fund Flows

    Questions abound as investors search for value

    By Cameron Brandt 19 Nov 2018

    Topic Industry News

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

    Ryan Nauman's Weekly Recap 11.19.18

    By Ryan Nauman 19 Nov 2018

    The Q3 earnings growth is on pace to be the largest growth since 2010. Despite the stellar earnings growth, markets have been volatile with sharp intra-day moves since the beginning of October. Investors have looked past the stellar earnings while focusing more on headline risks and securing profits rather than capitalizing on the solid earnings and falling valuations. There are notable risks at play - slowing global growth, trade concerns, and rising interest rates – which will continue for the time being. These risks have caused investors to take a defensive stance and until the risks subside, namely trade concerns, while we experienced heightened volatility. A resolution to trade will provide a much-needed boost to equities and help ease some global growth concerns. 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 11.12.18

    By Ryan Nauman 12 Nov 2018

    Oil prices have fallen recently and we get more information regarding oil this week from OPEC and IEA. As the holiday shopping season gets closer, we get retail sales data, which may give us a little glimpse into what to expect moving forward. Investors will get more inflation data, which looks to stay around 2%, despite a tight labor market and increasing input costs. Finally, we are reaching the final leg of the third quarter earnings cycle. We will find out if retail stores capitalized on a strong consumer and what their expectations are for the upcoming holiday season. 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

    The Month Ahead…

    By Cameron Brandt 05 Nov 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • EPFR Fund Flows

    Bond Funds see biggest monthly outflow in October since 4Q15

    By Cameron Brandt 05 Nov 2018

    Topic Industry News

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

    Ryan Nauman's Weekly Recap 11.05.18

    By Ryan Nauman 05 Nov 2018

    Unless you have been living under a rock, you know midterm elections will take place Tuesday. I am very far from a political commentator, but I feel it is definitely worth discussing. There is a lot at stake here, will the GOP be able to retain control over both chambers of Congress, or will Democrats be able to wrestle away control of the House or the Senate or both? Below I take a look at some of the market implications. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    IGM US Mid-Term Elections Preview

    By Christopher Shiells, Tony Nyman, Marcus Dewsnap, Robert Graystone, and Ed Blake 01 Nov 2018

    IGM's US MID-TERM ELECTION PREVIEW – America 'still' First is now available. This report looks ahead to the key risk event next week - the 6th November US Congress and Senate elections. In it we tackle why these mid-terms are attracting greater than usual attention this time around, the possible outcomes and what this means for US economic and foreign policy for the remainder of President Trump's first term in office. Highlights include: A look at the fiscal implications of the vote and what this means for Fed policy. The likely impact on the USD and UST yields. The consequences this could have on Emerging Markets.

    Topic Industry News

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

    Ryan Nauman's Weekly Recap 10.29.18

    By Ryan Nauman 29 Oct 2018

    Typically, investors follow corporate earnings and look for solid growth. However, that hasn’t been the case during the current earnings season. As of Friday the 26th, 48% of the S&P 500 companies have reported third quarter earnings. Currently, year-over-year earnings growth is on pace to eclipse 20%, which would beat analyst’s expectations of 19% growth. Energy, Financials, Communication Services, Materials, Information Technology, Industrials, and Consumer Discretionary sectors have all posted year-over-year revenue growth north of 15%. Additionally, 77% of the reporting companies have posted a positive EPS surprise, while 59% have posted a positive sales surprise. The positive EPS surprise of 77% is above the five year average of 71%, while in aggregate, earnings have beat expectations by 6.5%, which beats the five year average of 4.6%. At the current pace, the third quarter year-over-year earnings growth will be the third highest since Q3 2010. Solid numbers, right? 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

    Major Asian markets still look good to some investors

    By Cameron Brandt 29 Oct 2018

    Topic Industry News

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

    Ryan Nauman's Weekly Recap 10.15.18

    By Ryan Nauman 15 Oct 2018

    The NFIB Small Business Optimism index decreased by 0.9 of a point in September to a seasonally adjusted level of 107.9. NFIB President, Juanita Duggan said that “this is the longest streak of small business optimism in history, evidence that the tax cuts and regulatory rollbacks are paying off for the economy as a whole.” Juanita continued, “Members say that business is booming and prospects continue to look bright.” Despite the slowdown, the September reading is the third highest on record. The biggest problem for the businesses was finding quality labor. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    Viewpoint: Key Brexit Roadblocks Remain

    By Robert Graystone 12 Oct 2018

    The latest bout of Gilt downside, aided by resumed optimism in Brexit negotiations, was a dynamic that we warned of in the run up to last week's keynote speech from PM May at the Conservative party conference. The Prime Minister seems to have successfully run the gauntlet of domestic political events, but we would look to fade further significant downside in Gilts below 119.36 (key technical level) until it becomes clear that UK parliament will pass any transitional deal that is negotiated with the EU. Read more...

    Topic Industry News Brexit

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

    Ryan Nauman's Weekly Recap 10.08.18

    By Ryan Nauman 08 Oct 2018

    Equity markets nearly hit intraday records on Monday, as the U.S. and Canada reached a deal to rework NAFTA. Although the agreement is a big step in the right direction, the new pact isn’t a complete makeover of NAFTA. Instead, it is an updated NAFTA that includes key points on autos, auto workers, dairy, drugs, internet commerce, lumber, and steel. The agreement helped alleviate some trade concerns that have hovered over markets for several months and removed one uncertainty. The news was somewhat of a surprise as there were concerns that the agreement would not happen anytime soon. Despite the uncertainty with China, there has been some momentum on the trade front over the past few months. First Mexico, now Canada, and new negotiations have started between the U.S. and Japan. This momentum helped drive equities to near record highs early in the week. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    The Month Ahead…

    By Marcus Dewsnap, Tony Nyman, and Chris Shiells 05 Oct 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 03 Oct 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

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