Performance Analytics

Real-time performance and insights for advisors and clients

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

Flexible, multi-currency performance management and investment analytics

Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on demand or periodic reports.

Conforms to GIPS

Customized Portfolio Views

Flexible Goal-Based Models

Performance Benchmarks

Ex-Post Risk

Data Aggregation

Gain performance insight from customized portfolio views

Optimize investor outcomes with flexible goal-based models

Benefit from benchmark performance measurements

Gain performance insight from customized portfolio views

Customize comprehensive portfolio views of investors' holdings and performance, value history, asset allocation at the account, individual or household level.

Learn More About Our Performance Analytics Solution

Access High-Quality Data With Ease

Open solution: Integrate easily with your existing data, platforms and infrastructure, supporting real-time and non-standard formats from any back office
Isolate exceptions and data anomalies for quick resolution of account-specific and global issues

On-Demand, Real-Time Reporting

Custom, advanced reports: Generate professionally designed reports with branding, graphing and packaging capabilities
Standard performance reports: Access a pre-defined set of on-demand reports for advisors and investors
Managed account reporting: Include model management and sleeve-level support for UMAs/SMAs
Large-volume capabilities: Generate, create and deliver statements and reports in large quantities

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Experience a new standard for performance measurement

15K+

Advisors use our Performance Analytics solution.

12M+

Accounts processed daily from a single implementation.

55K+

Requests processed for reports daily.

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Information and analysis to help strengthen client relationships and grow your business.

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Performance Analytics

Real-time performance and insights for advisors and clients

Flexible, multi-currency performance management and investment analytics

Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on demand or periodic reports.

Gain performance insight from customized portfolio views

Customize comprehensive portfolio views of investors' holdings and performance, value history, asset allocation at the account, individual or household level.

Optimize investor outcomes with flexible goal-based models

Measure performance by goal-based models to create a household asset-allocation strategy that optimizes investor outcomes.