Caliper® Performance Manager from Fiserv is a standalone investment performance measurement engine and data warehouse designed specifically for large brokerage firms and private client environments.
The financial services marketplace is constantly changing, providing opportunities for success and profit to companies that evolve faster than their competitors. The ability to service customers is also of the utmost importance to firms that want to retain business and attract new customers. Now more than ever, financial services institutions require technology that enables them to stay ahead of the competition while providing best-in-class service to customers.
Caliper Performance Manager allows financial professionals to have access to Global Investment Performance Standards (GIPS®) returns for individual accounts, any composite, or combined grouping of accounts, or an entire customer relationship.
This provides the financial professional with the information necessary to have timely discussions with their customers at any level — investment accounts, managed products, retirement planning and education planning.
For more information on Caliper Performance Manager or other wealth management solutions from Fiserv, call us at 800-872-7882 in North America, +44 (0) 845.013.1200 in Europe, and +65 6533.9288 in Asia and Australasia or contact us.Contact Us