Gain better understanding of portfolio returns through customizable performance reports that provide detailed breakdowns by asset class,  sector and security. Real-time and historical data help you analyze contributions to return and benchmark comparisons, facilitating more effective portfolio oversight and manager evaluation. 

Access sophisticated risk monitoring tools that integrate with performance data to provide a comprehensive view of portfolio risk exposures and structural analysis. You can benefit from robust attribution analysis and compliance monitoring to identify risk factors and support alignment with guidelines and regulation.  

Support compliance with Global Investment Performance Standards (GIPS) through streamlined composite creation, maintenance and reporting processes.  Automated workflows and integrated data management help to reduce operational risk and improve the accuracy and transparency of composite performance disclosures.

Deliver timely,  accurate and customizable reporting solutions that meet a wider range of client and regulatory requirements, including capital calls, distribution notices and investor statements.  Web-based, branded reports and dashboards support your client conversations and offer functional insights, enhancing engagement and advisor performance.