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
Articles and Reports
We think these articles will be of interest to UBS:
Closing out 2025: A year of transition, transparency, and transformation
IntroductionThe scale of the challengeA focus on trading, post-trading, and asset managementPart of a wider simplification driveKey actions proposedGreater supervisory powers for ESMAWill this succeed where earlier CMU efforts fell short?How Confluence Technologies...
After the Alert – November 2025
SFDR review – Level 1 text published
SFDR review – Level 1 text publishedOn 20 November 2025, the European Commission published its revised Level 1 text for the Sustainable Finance Disclosure Regulation (SFDR) framework. This text serves as an overhaul to the original framework, adopted in 2019 and...