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Introducing IIS
Informa Investment Solutions, Inc. (“IIS”) provides
investment professionals with customized systems and outstanding
services for use in their own client relationships. Our unique
ability to create quality products—along with our incomparable
capacity to supply valuable data— makes us a consistent
market leader throughout the investment community.
For 30 years, IIS has served both institutional and retail
investment professionals. Specifically, we work with money
managers, hedge fund managers, wealth managers, brokers, and
investment bankers, providing groundbreaking software and
robust service options that lead the investment software industry.
With three major product lines—PSN, Performer, and Wealth
Management System—IIS is sure to have the right combination
of technology and services to meet your needs.
Every day, more investment professionals and institutions
turn to IIS to improve the accuracy, depth, and presentation
of the information your clients require. We offer the following
value-added solutions:
- Data Management
- Money Manager Research
- Due Diligence Compliance
- Portfolio Accounting and Performance Measurement
- Investment Research and Evaluation
- Investment and Financial Planning
- Wealth Management
Our products and services have a direct impact
on the manner in which our clients interact with the investing
public. We take pride in knowing that, year after year, our
clients depend on our software and services to fulfill mission
critical operations.
When it comes to serving your clients, you can rely on our
extensive array of user-friendly products:
- Data management software for managed accounts, mutual
funds, and hedge funds
- Report and research tools that measure performance and
analyze portfolios
- Comprehensive wealth management, asset allocation and
investment proposal applications
Since every client is different, IIS creates custom solutions
to suit you and your business. We work with you to determine
which options best meet your objectives. We then tailor each
solution to ensure that you receive the exact information
you require in the exact format you need.
IIS serves as an objective, third-party supplier of primary
information. We provide purely impartial data because we maintain
no affiliations with any of the investment managers we track.
And to ensure consistency and reliability, all of our data
comes directly from the source.
At IIS, we back our superior products with superior service.
From the beginning, our staff works closely with you to determine
your needs. We are committed to understanding your business
model and creating a seamless transition from your current
approach to your upgraded solution.
Our relationship with our clients does not end after the
sale is made. We continue to deliver unlimited support and
training services that guarantee you receive the full value
from our products. We never charge for support or training
on our products.
Our experienced support team ensures you get the full value
from our products. We also provide training at your office,
our White Plains office, or another location of your choice.
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