Solution introduction

We make it easy to be right

Dig deeper into the insights that matter

Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and efficiency.

  • Save time with automated data aggregation
  • Optimize portfolios for your unique requirements
  • Uncover the insights that matter
  • Streamline manager and plan research
  • Highly customizable portfolio reporting and dashboard

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.