Perform® Fixed Income Portfolio Management For Private Clients

• Which of my clients need to extend or shorten duration?
• Which of my clients have cash to invest?
• Is there an easier way to allocate trades across my clients?
• What is the income timing of my client’s portfolio?

Perform For Private Clients (FPC) is a powerful portfolio management tool for managers in the private account business. Delivering all the analytic power of the standard Perform platform, Perform FPC includes many additional features designed specifically for managers of multiple client portfolios. Perform FPC helps money managers decide how to allocate trades in a moving market, construct bid lists easily, move portfolios toward investment objectives, prepare client or sales presentations, and operate within compliance limits.