Institutional Client Reporting for Investment Consulting Firms and Advisors

Improve Your Investment Performance Reporting

Does your reporting:

  • Require extensive resources to produce?
  • Remain confined to Excel and PowerPoint, making it non-scalable?
  • Lack the flexibility needed to serve your clients effectively?
  • Make it difficult to manage index, custodial, and manager data?

PARis can help!

Enter your email to request a demo

We make reporting easier! Here is a sample of the reports you can use with PARis

Total Plan Reports
Asset Class Reports
Manager/Fund Reports
Private Equity Reports

PARis Portfolio Analytics and Reporting Platform provides:

  • The largest plan and asset class comparative universes
  • Robust, scalable reporting
  • Support for DB, DC, E&F, and HNW, all on the same platform
  • Fully integrated index, security, custody, record keeper, and manager data
  • Multi-asset class, multi-currency, and multi-language capabilities

“Investment Metrics (PARis) allows us to provide value add for our clients. They understand our world, what we need to be successful, and it’s evident they are a partner who shares in our vision today – and our opportunities for tomorrow.”

Wendy Langowski

Head of Reporting ACG

"PARis is relied on by 16 of the top 20 investment consultants who advise on over 90% of AUA."

Rob Norcross

Product Manager, PARis Confluence

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