Performance Management Reporting Module

Our performance management module pulls data from Axys, and APX.  This module allows clients to generate informative reports that detail the select time period performance of indices and accounts in ways that would be difficult to do in Axys and APX. The reports break down asset class returns, and can be sorted and filtered based on total assets under management per relationship. Given this flexibility, the reports are frequently used by top level managers to review performance of investment managers. They can also be used by investment managers, and operations staff for quality control purposes.