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Need a flexible performance measurement
and client reporting tool to meet
the changing needs of your clients?
Look no further. Whether you require
a highly customized performance
reporting platform or a completely
outsourced solution for a more standardized
approach across higher volumes of
accounts, we have a variety of tools
to help you measure and manage performance
and risk and build trust with your
clients.
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When it’s time to research
investment managers and products,
you need the most accurate, complete
and up-to-date information. We can
offer you just that. Our research
solution offers the largest separately
managed account database available
in the marketplace today, containing
data from nearly 2,000 investment
management firms and over 10,000
investment products. Use our research
tools to research investment firms,
analyze performance, conduct detailed
statistical analysis and assess
risk.
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more > |
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Looking for a comprehensive financial
planning and wealth management tool
to help provide outstanding service
to your existing clients and attract
new clients to help you grow your
business? We can help. Our next
generation suite of wealth planning
solutions can help increase the
sale of your wealth management products
and services, create highly dynamic
and professional financial plans
and proposals, and compete and win
more business.
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Informa.asset.tv
Does your company have important
information to communicate to a
mass audience or to a select group
of prospects? Do you need a cost-effective
solution for your communication
and branding initiatives? With our
quality videos and extensive online
distribution, you can communicate
your message to qualified professionals
within the trust, wealth and investment
communities. Read
more >
PSN Manager Showcase
is your customized brochure, campaign
or postcard, via electronic link.
Send your most up-to-date company
information to as many clients and
prospects as you desire. PSN Manager Showcase
compliments your current collateral
to help identify a client’s
interests --- providing real time
communications on demand, which
helps determine the profitability
of your marketing efforts, and results
in effective personalized sales
and client service presentations.
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Registered
users receive the latest IIS
product information, investment
manager directories and free
demonstrations!
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