Introducing: Fee Analyzer

A wealth of actual post-negotiated fee data, right at your fingertips.

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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.

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Asset Owners

Asset
Owners

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

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Banks Financial Institutions

Banks & Financial Institutions

Boost advisor productivity with our portfolio analytics and reporting platform.

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Asset Managers

Asset Managers

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

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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