New Release: Fee Analyzer

New capabilities and expanded data set a new standard for institutional management fee analysis.

Explore New Capabilities

Who We Help

Investment Consultants

Investment Consultants

Allow us to take the stress out of reporting and simplify manager research with the platform trusted by 75% of the Top 20 Institutional Investment Consultants.

See how we can help investment consultants

Asset Owners


Fulfill your fiduciary obligations and monitor the health of your plan with our investment performance analytics and reporting solutions.

See how we can help asset owners

Banks Financial Institutions

Banks & Financial Institutions

Boost advisor productivity with our portfolio analytics and reporting platform.

See how we can help banks & financial institutions

Asset Managers

Asset Managers

Get first-to-market advantage, size up the competition, and introduce your products to influential investors.

See how we can help asset managers

Wealth Managers

Wealth Managers

Deliver institutional-quality performance reports and boost advisor productivity all in one easy platform.

See how we can help wealth managers