Combining fixed income analysis and private account management

Perform for Private Clients (Perform FPC) delivers all the analytic power of the standard Perform platform, along with features designed specifically for managers of multiple client portfolios. 

More 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 import and analyze buy-side portfolios.

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

 

How Perform FPC works for you:

Separate Account Management

  • Addresses account-specific compliance problems,
  • Addresses account investment objectives.
  • Addresses multi-account reporting.

TRADING AND WORKFLOW

  • Create trade tickets
  • Allocate trades across accounts
  • Export trade files
  • Run compliance tests pre-or-post trade
  • Maintain a comprehensive audit trail and decision history

COMPLIANCE AND REPORTS

  • Addresses account-specific compliance problems,
  • Addresses account investment objectives.
  • Addresses multi-account reporting.
  • Streamlined process creates presentations for existing and prospective accounts.