Highlights

Accurate and Timely Results

Reduce performance delays and improve accuracy.

Accurate and Timely Results

  • Calculate performance daily.. .stop estimating day-weighting of transactions.
  • Manage performance down to the security level.
  • Eliminate performance delays at period ends.

Composite Calculation

Manage portfolio participation for large numbers of accounts.

Composite Calculation

  • Track portfolio participation.
  • Create composites for any asset class.
  • Measure dispersion.
  • Calculate net and gross of fees.

In-depth Reporting

Quickly and easily translate performance returns into client-friendly presentations.

In-depth Reporting

  • Demonstrate performance in a manner that mirrors the actual allocation of assets.
  • Report performance over user-defined time periods.