Banks & Financial Institutions

Boost advisor productivity with the portfolio analytics and reporting platform trusted by the largest US banks.

High-Quality Reports That Set Your Advisors Apart

Customize reporting with the branding, design, and custom elements that will make your advisors stand-out, including global research, analyst commentaries, and disclosures. Show manager selection and asset allocation impact on performance, enabling advisors to show their value-add to clients.

Empower Financial Advisors & Boost Productivity

Streamline report design, data import, and content distribution on a single platform so advisors can spend more time with clients. Quickly incorporate a wide-range of institutional-quality performance, risk, and portfolio attribution analytics. Easily integrate the distribution of client deliverables, research reports, and white papers.

Simplify Data Collection & Systems Integration

Automate daily custodial data feeds using either your data or our 75+ custodial integrated feeds, and monthly performance and characteristics data via our proprietary manager database. Integrate your internal systems, including CRM or back office Accounting systems, and 3rd party platforms.

Strengthen Compliance & Oversight

Eliminate external data sources (Excel, Access, etc.) that can pose a significant compliance threat, and tailor our rule-based tools to create and manage unique, client-mandated compliance requirements. Facilitate home office control of content and report format by client type, and deploy custom dashboards to easily identify risk across your Advisor network.

How We Help

Simplify integration with Internal Systems

Simplify Integration with Internal Systems

Improve Data Collection and Aggregation

Improve Data Collection & Aggregation

Streamline Report Design & Document Delivery

Streamline Report Design & Document Delivery

Archive Reports in a Secure Repository for Easy Reference

Archive Reports in a Secure Repository for Easy Reference

Effortlessly Meet Compliance Requirements

Effortlessly Meet Compliance Requirements

Access Multi-asset Risk Attribution

Access Multi-asset Risk Attribution