Success Stories

Case Studies

Cadence Bank

Cadence Bank
“PerformanceIQ has turned what used to be one of our Trust Portfolio Managers’ major headaches into a competitive advantage.”
—Daniel Phillips, Trust Portfolio Manager, Cadence Bank

Measured Wealth Private Client Group LLC, formerly The CommonWealth Group
“Some other products may compare in terms of information or report generation, but I’ve always ended up feeling limited. With PSN, I get the data and the report capabilities, and I can synthesize it with my own information.”
—Richard Kesner, President

Great Western Logo

Great Western Bank
“PerformanceIQ more than filled the gaps in our prior performance measurement system...Most importantly, it's been very well received by our clients.”
—Scott Olson, Senior Wealth Advisor, Great Western Bank

Measured Wealth Private Client Group LLC, formerly The CommonWealth Group 
“Some other products may compare in terms of information or report generation, but I’ve always ended up feeling limited. With PSN, I get the data and the report capabilities, and I can synthesize it with my own information.” 
—Richard Kesner, President  

MerchantsPlantersTrust

Merchants and Planters Trust
“Our experience since going live with PerformanceIQ has been a very positive one. Internally, our annual review of portfolio managers and annual review of accounts takes a portion of the time it used to at our trust committee meetings. Externally, we have a slick report to present when reviewing performance with our clients.” 
—Nate Watson, Senior Vice President and Trust Officer 

Municrest

MuniCrest Investment Management Company
“Generating reports used to take me weeks, but now I can have reports for Q1 delivered by 10 a.m. on April 1.”
—Jeffrey Slater, President

Client Testimonials

iAB Financial Bank

iAB Financial Bank
“PerformanceIQ is a key part of our portfolio management and client reporting processes.  It is truly a premier investment performance reporting product.”
—Travis McEowen, Portfolio Manager, iAB Financial Bank

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