PerformanceIQ

Remove the hassle from account performance and tailoring client-ready reports with PerformanceIQ. A perfect solution for banks and advisors, PerformanceIQ demonstrates your firm’s value and results based on stringent data validation. Delivered as privately labeled reports, you can then customize to your specifications. 

Presentation Center

Provide timely and focused responses to your clients’ changing needs and requests for customized reports with our newest addition to PerformanceIQ, Presentation Center. All the analytics you will need to provide an accurate depiction of portfolio performance for individual or mass client reporting are included in Presentation Center. Moreover, our pre-defined report templates offer a high degree of customization, producing presentations that will catch the eye and hold attention.

“I have been a PerformanceIQ client for almost 14 years. The PerformanceIQ product itself is very useful, both from a client reporting and internal reporting and analytics perspective. I’ve found the product to be flexible with enough options for customization to our organization’s particular needs. Clients like the format and details it provides and as we’ve standardized what’s in our client reviews, we have found the reports contain a nice mix of information. In summary, the product is great. That said, the real value of PerformanceIQ lies with the people within the Informa organization. Their customer service has been exceptional and their follow-through is very impressive. We have placed some big demands on our Informa client service team, some of which we initially believed they wouldn’t be able to accommodate, and to date they have delivered each of them. I truly feel they are part of our Investment Team and a real extension of our own internal resources – in other words, they are a valuable partner.”-- Steven R. Witten, Vice President and Chief Investment Officer, Tri-Star Trust Bank

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