Performance Measurement and Client Reporting

Banks and advisors are challenged with showcasing market performance, while at the same time maintaining client privacy and conforming to regulatory standards. To efficiently provide clients across the entire wealth spectrum with tailored, comprehensive, easy-to-understand, and independently-prepared performance measurement solutions, Informa Investment Solutions has created a cohesive suite of performance measurement and client reporting products.

Because we understand that performance measurement and client reporting is one of the most important competitive differentiators, we offer the most comprehensive set of solutions in the industry. With a 30-year history of performance accounting and client reporting solutions, we offer the best business practices and industry insights available. 

Whether fully outsourced or integrated into your existing solutions, our products allow you to meet the diverse needs of your clients – by turning raw data into useable information and actionable intelligence. Additionally, our modular performance measurement platform ensures a real choice in the level of service, power, and workflow.

Application features include:

  • Business Process Outsourcing Where You Need ItFully outsourced middle and back-office tasks related to client reporting and performance accounting or the ability to maintain middle and back-office data maintenance in-house while outsourcing the rest to us.
  • Create Eloquent Reports
    Client reporting systems come with a world-class set of out-of-the-box report templates that can be branded and further customized for flexible report development. The ability to implement proprietary reports is also available.
  • Full Suite of Wealth Management Tools
    A suite of tools for wealth management professionals that covers every aspect of the wealth-management cycle, including raw data feeds.
  • Breadth and Depth of Calculations 
    Powerful and robust, you can perform a range of calculations from net and gross performance, to time and dollar weighted, to security, asset class to sub-asset class performance to MPT and PMPT statistics.
  • Established Custody Interfaces
    Standard adapters to many of the most utilized custodians and processors makes implementation quick and easy.

Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC

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