Wealth Management and Investment Planning

Large firms and advisors need tools to grow their business by profiling their clients and prospects. With our Wealth Management and Investment Planning products, you can manage risk with minimal resources by analyzing portfolios, blending product offerings and determining optimal asset allocation strategies.

That information can then be used to create investment plans and investment policy statements that put information into perspective with detailed analytics. Additionally, you have tools to ensure compliance with fiduciary quality investment standards, manage regulatory requirements, create and maintain composites in compliance with GIPS® and access a consolidated trust-owned life insurance management system.  

Designed to help you provide outstanding service to your clients and attract new business, the Wealth Management and Investment Planning solutions can also provide oversight and compliance. Our active portfolio monitoring system will help you manage risk with minimal resource requirements.

Delivered as SaaS (Software as a Service) in as little as two sessions with our system configuration specialists, these solutions can be deployed independently to complement your existing systems or in conjunction with other industry products. Wealth management firms of all sizes can enjoy improved productivity and profitability from this suite of solutions.

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

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