Portfolio Analytics & Reporting (PARis)

Streamline data aggregation, portfolio analytics & reporting

Gain efficient, more accurate insights into institutional plan performance and risk via a single, industry-leading platform.

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80%

Of the top 20 investment consultants rely on our platform

20K+

Plans are processed on our platform

$11T

In AUA benefit from our solution insights

For institutional plan reporting

Facilitate institutional investment analysis and reporting across all plan types and asset classes.

Access best-of-breed performance, attribution, and peer benchmarking—all on one platform.

Track investment policies, run analytics, and produce asset and liability reports.

Automate manual reporting processes to accelerate insight and increase accuracy.

Experience the power of straight-through reporting

Aggregate the broadest set of data from custodians, record keepers, market indices, manager strategies, and more.

Confluence’s PARis is a pivotal solution that will allow us to better service new and existing institutional clients. With enhanced performance and holdings-based capabilities, we’ll be able to exceed our sophisticated clients’ increasing needs. The efficient access to data, analytics, peer benchmarking, and flexible reporting will allow us to scale effectively and retain our clients.
Michael Swope Director, Institutional Consulting Services Group at Baird
Investment Metrics 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, Advanced Capital Group

Discover why top investment consultants rely on PARis

Explore how industry-leading portfolio analytics and reporting can add new efficiency and insight to your organization

Schedule a demo today.