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.

 

Overview

The financial services marketplace is constantly changing. Tremendous opportunities for success and profit are available 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 their customers.

Caliper Performance Manager follows Global Investment Performance Standards (GIPS®) and allows financial professionals to have access to returns for individual accounts, any composite 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.

 

Features

  • Comprehensive measurement of daily, monthly or segmented monthly performance metrics at multiple user-defined levels for portfolios, households and composites
  • The ability to import and automatically validate high-volumes of security, account, transaction, benchmark and index data at record speed
  • Accrual calculations on a wide range of fixed income instruments providing accurate valuations and performance
  • Open architecture database for simple integration with any firm’s preferred report publishing package

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.

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For more information on Caliper Performance Manager and other Fiserv solutions, call us at 800-872-7882 or contact us.

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