Perform FPC | Wealth Management Software for Fixed Income SMAs

Perform for Private Clients (Perform FPC) is a powerful portfolio management tool specifically for managers in the private account business. While delivering all the analytic power of the standard Perform platform, Perform FPC also includes many features designed specifically for managers of multiple client portfolios.

Perform FPC helps money managers decide how to allocate trades in a moving market, move portfolios toward investment objectives, prepare client or sales presentations, and operate within compliance limits.

Other products

Perform for Securities Dealers (Perform FSD) is a software tool enabling securities dealers to improve sales and productivity. Perform FSD provides the capability to to import and analyze buy-side portfolios.

The Perform portfolio management system provides fixed income investment professionals with sophisticated indexing, analysis, reporting and modeling.

Features at a Glance

Separate Account Management

Key issues such as compliance often determine scalability in the separate account world. Perform FPC addresses account-specific problems such as compliance, account investment objectives, and multi-account reporting. Continue

Total Return

Total return is calculated in Perform FPC between any portfolio pricing dates, for single accounts or many accounts at once. Return questions are explained from many different perspectives. Continue

Reporting

Portfolio managers and assistants often must create presentations for existing and prospective accounts. Perform FPC includes features which streamline this task. Continue