Solution introduction

Real-time performance and insights for advisors and clients.

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

Flexible, multi-currency performance management and investment analytics.
Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on-demand or periodic reports.

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