You can now deliver a new level of efficiency and gain clearer insights with Confluence’s Portfolio Analytics and Reporting (PARis) platform now with LDI.
With automated data aggregation, streamlined plan analysis with performance, attribution and peer benchmarking on a single platform, you can deliver a new level of efficiency.
16 of the top 20 US investment consultants including the 3 largest global consultants who advise on 90% of US Institutional AUA, rely on us to accelerate institutional plan reporting to their asset owner clients. We help institutional investors and advisors achieve better financial outcomes by:
- Reducing time and resources through data aggregation from asset managers, custodians, record keepers, market indices, and market data providers.
- Making more informed decisions by accounting for both assets and liabilities on the same platform.
- Managing liability risk with easy to calculate and visualize funded status, policy and cashflows analytics to help optimize your LDI reporting strategy.
- Creating branded, customized reports with over 200 pre-built configurable analytics.
Learn how we can save you time with automation with a quick 20 minute demo. You will see how PARis can analyse your data through different lenses, and construct and optimize asset allocations and liabilities to help your clients achieve better financial outcomes.