Performance & Analytics
Achieve compliance with current and future global investment performance standards.
Avoid the manual reconciliation when it comes to producing data and ensure the consistency of your firms results. Automate your GIPS composite reporting process, encouraging full and fair investment performance disclosures.
Increase your firm’s credibility and drive business growth
Global GIPS verifications
Facilitate compliance with future and prevailing GIPS standards and ensure you have the GIPS verified numbers you need to use in pitch books, slide decks and client reports in order to close deals.
Greater operational cohesion
With a robust library of report templates that can be leveraged for your reporting needs, this solution enables more efficient and timely reporting to external auditors, consultants, advisors, prospects and clients, including the GIPS required disclaimers whilst supporting and improving internal recurring and ad-hoc reporting tasks.
Instill investor confidence
Data integrity and control
Failures in data control and operational risk are mitigated because our technology streamlines the calculation, creation and maintenance of composites. This means that you have data integrity, control of composites creation and the flexibility to amend reporting which is crucial in instilling investor confidence.
Easily compare portfolios
Maintain GIPS compliance and easily compare your advisors’ portfolios to your model portfolios to calculate any discrepancies between the prescribed risk and return profiles.