Investment Consultants

Take the stress out of reporting and simplify manager research with the platform trusted by 75% of the Top 20, and 55 % of the top 100 Institutional Investment Consultants.

Monitor Performance Effortlessly

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.

Simplify Manager Research

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.

Effortless Data Management

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.

Consistent & Customizable Reports

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.

How We Help

Customizable Branded Reports

Customizable Branded Reports

Establish Objective Investment Policies

Establish Objective Investment Policies

Optimize Buy Lists

Optimize Buy Lists

Create Effective Search Books

Create Effective Search Books

Monitor Investment Performance

Monitor Investment Performance

Streamline Document Delivery

Streamline Document Delivery

Gain access to the key attributes every investment presentation should include.

The Guide to Compelling Investment Presentations for Investment Consultants

Download the Guide