Institutional Investment Analytics & Reporting
Streamline institutional plan analysis and reporting
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Explore PARis
Portfolio Analytics and Reporting (PARis)
Gain efficient, more accurate insights into institutional plan performance and risk via a single, industry-leading platform.
Achieve new levels of efficiencies and insights with our comprehensive institutional plan analytics and reporting platform, trusted by top investment consultants and asset owners.
Easily integrated with custodians, recordkeepers, market indices, and other critical systems, our platform is designed to simplify workflows and empower better decision-making, offering advanced performance measurement, attribution analysis, peer benchmarking, pension liability calculations, and reporting across all institutional plan types and asset classes.
80%
Of the top 20 investment consultants rely on us.
20K+
Institutional plans are processed on our platform.
$11T+
In AUA benefit from our solution insights.
Benefits to clients
Investment Consultants
Leverage the trusted platform used by 16 of the top 20 investment consultants who advise over 90% of AUA. Enhance decision-making with robust performance and attribution analysis.
Optimize efficiency in managing institutional plan reporting and evaluating liquidity, funding requirements, and portfolio returns.
Asset Managers
Gain transparency, increase accuracy, and control over reporting with peer benchmarking and portfolio insights. Automate data aggregation to save time and reduce risks from manual errors. Simplify workflows with pre-built templates for reporting and to assist with compliance.
Testimonials
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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.
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Performance reporting is the commodity. That’s the baseline. But what is it about the relationship that makes it interesting and sticky and valuable? It’s responsiveness, collaboration and customization. Not all vendor relationships are like that. Everything we’re saying about our relationship with Confluence is what I hope our clients would say about us.
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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.
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Confluence can help you save time, reduce costs, and improve efficiency, all within a single institutional investment analysis and reporting platform.
Schedule a demo today