Validate that your portfolios are meeting objectives and automatically generate results for individual investments and your total plan. Measure exposure to a wide range of risk factors with our built-in Northfield engine.
Use our platform to meet client investment objectives through comparison of performance, risk, and investment style of individual investments and entire peer groups. View in-depth asset manager profiles containing portfolio details, performance, risk, and more and share custom-branded, ready-to-distribute profiles and investments at the click of a button.
Our integrated database seamlessly combines proprietary institutional data, comprehensive market and index data, and a first-class security master. Automatically download data from your custodian to make data collection and updates absolutely pain-free.
Design and build consistent and customizable reports using mix-and-match pre-build report elements or custom charts and tables. Easily add your commentaries, annotations and Microsoft Office or PDF documents and align reports to your brand guidelines, down to logo, font face and colors.