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Many separate account managers create client presentations. It is also very common for managers to “pitch” a prospective new account by analyzing prospective-client portfolios in Perform. Analyzing these accounts and creating presentations can be time-consuming. Perform® For Private Clients can help. Client (or prospective client) reporting is a strength of the Perform® For Private Clients (“Perform® FPC”) versions of Perform. Perform® FPC includes the tools to create both current and prospective-client presentations in minutes, rather than hours. With prior planning, the templates which Perform® FPC executes can be customized to exactly reflect a firm’s existing in-house presentation packages - including a firm’s logo and color schemes. Output can be delivered via Word, Excel, or Powerpoint. If client reporting or asset-gathering is a business function your firm is tasked with, contact Investortools to learn how we can help. |
Investortools, Inc. serves institutional investment organizations by providing portfolio management and credit analysis systems. Our products and services are designed, produced and enhanced to assist users in their analyses and presentations relating to fixed income investment securities. In addition to our standard products, we serve clients requiring system specialization by designing and implementing customized systems. Our clients include mutual fund investment advisors, bank trust departments, insurance companies, investment counselors and securities dealers. Our systems are used by portfolio managers, portfolio analysts, securities analysts, representatives of securities dealers and other investment professionals. Founded in 1983 and incorporated in 1985, we are located in Yorkville, Illinois in the Chicago area. |
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