About Performer

Our Performance Measurement and Client Reporting System is available through our Enterprise solutions, through an ASP deployment or through the Performer Service Bureau.

Performer ASP
This solution combines comparative, statistical and style analysis with extensive reporting capabilities to offer focused solutions that match the needs of your clients. The ASP solution gives you access to all of Performer’s functionality without the need to enlist additional hardware, software, or internal IT support. The ASP deployment is ideal for small firms that do not have IT resources and for larger firms that wish to not tax existing IT resources. The IIS Facilities Management team maintains all of the hardware and software necessary to operate Performer and you access via a secured web site.

Additional modules available for Performer ASP include:

Performer Page Designer
The Performer Page Designer allows you to combine Performer graph and report templates, text boxes, commentary, and images in a single report page. You have full control to resize each object, drag and drop objects to any location on the page, and customize the objects, thus providing a substantial opportunity to further tailor client output.

Performer Producer
Performer Producer enables you to easily produce electronic and printed reports in a batch environment. The reports may be posted in Performer IQ’s report catalog, emailed to clients, or archived.

Performer IQ
Performer IQ, an add-on module of Performer, provides remote access to Performer data and client reports within an Internet browser. Performer IQ provides access to client data via a library of predefined inquiries; each inquiry is designed to display specific data related to the portfolio, its assets, its transactions, and its performance. Drill down capabilities within each inquiry allow you to obtain increasingly granular portfolio data.

The report scheduler in Performer IQ enables the automated process of running reports for specific portfolios, groups of clients, or any user controlled compilation of accounts.

Performer IQ also contains a PDF file catalog wherein all current and historic client reports are available. Typically, the catalog is populated by Performer Producer, storing customized presentations for each client. The catalog may be enabled for access by your end client. Therefore, your clients have the opportunity to obtain electronic versions of their investment reports.

Performer Service Bureau
This service provides impartial performance analysis delivered in private labeled reports tailored to your specifications. This process can be fully outsourced or combined with an ASP deployment where you have access to Performer’s reporting tools.