The Complete Portfolio Analytics and Reporting Platform

Custodial Data
Aggregation

Plan Structure
Maintenance

Performance Measurement
and Attribution

Peer
Comparisons

Investment
Analysis

Portfolio
Reporting

Processing
Automation

Document
Delivery

Manager Research

Access InvestWorks inside PARis!


Northfield Risk Models

Now available in PARis!


Top global institutional investment consultants use PARis.

But your reporting requirements are unique.

You don't want a cookie-cutter solution. You don't want to change the way you do business. You just want a better way.

That's why we offer a flexible solution.

Choose ...

PARis adapts to fit YOUR needs

See how it meets your workflow and reporting requirements

Our Data Center

Access PARis remotely via a cloud-based application hosted in our SSAE-16 compliant data center.

PARis Data center

... or yours

Deploy PARis as an enterprise solution in your own data center.

PARis Data center

Our Data Providers ...

... or yours

Your Providers

Easily integrate your custom and third-party databases or mix-and-match their content to complement the coverage from our providers.

Our Custodian Link ...

Simply turn on data delivery to PARis with your custodian.

  • Choose a day of the month to download
  • Download all portfolios or selected ones with just a mouse-click
  • Perform calculations and run reports right away

... or yours

Choose your own aggregation service for custodian data integration.

Our Calculation Engine ...

Performance

Transaction-level, segment-level by asset class; dollar- and time-weighted.

Risk

Risk measures, factoring, and MPT statistics.

Attribution

Returns-based and holdings-based.

Compliance

Relative to targets, min and max, and benchmarks.

... or yours

Specify your own summary- and detail-level calculations across your total portfolio.

Our Report Layouts ...

Choose from over 150 pre-built report templates.

... or yours

Design your reports from scratch by using exhibits from our extensive library of reusable charts and tables.

Either way, bring your own unique look and feel to your reports.

Custom Colors

Your Colors

Custom Fonts

Your Fonts

Custom Branding

Your Branding

Our Client Portal

Share your reports with stakeholders via PRISM, our distribution portal integrated with PARis.

... or yours

Distribute them via your own client portal or website.

Superior Client Support

You're not just buying software.

You're growing your team with people dedicated to your needs and your success.

Onboarding

From the migration of your data, to setting up your clients, and building your reports and books, your primary support contact will get you up-to-speed with PARis' functionality ready to hit the ground running.

Education

Learning doesn't end with initial training. Your primary support contact learns your business to help establish best practices to maximize your work flow efficiency to best serve your clients.

Enhancements

PARis continues to improve because of your involvement. Regular meetings with the support team allow users to recommend improvements to existing functionality or suggest new functionality.

Best-in-class Portfolio Analytics and Reporting

  • BARCLAYS
  • BOFA
  • MERRILL LYNCH
  • CRSP
  • CITIGROUP
  • FTSE RUSSELL
  • JPMORGAN
  • LIPPER
  • MSCI
  • NASDAQ
  • S&P DOW JONES

ABOC
Amalgamated
Associated Bank
Bank of America
Bank of Oklahoma
BNY Mellon INFORM
BNY Mellon PWM
BNY Mellon Workbench
Brown Bros Harriman
Comerica
Fifth Third Bank
First Clearing

Huntington
IBT (FACTS)
Investors B & T
JP Morgan Chase
JP Morgan Chase SEI
Key Bank
M & T Bank
Marshall & Ilsley
Merrill Lynch MMS
Northern Trust
PNC
Santa Barbara B & T

Schwab
State Street
State Street PAM
State Street SEI
UBOC Global Plus
Union B & T
Union Bank of California
US Bank
Wells Fargo
West Virginia

...and many more!