Confluence PARis


Portfolio Analytics and Reporting:
We make it easy to be right


 

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Institutional Plan Analytics and Reporting

Automate data aggregation and streamline plan analysis. With performance, attribution, and peer benchmarking on a single platform, our straight-through reporting delivers a new level of efficiency.

Data Aggregation

Portfolio Construction

Portfolio Analytics

Research and Monitoring

Liability Reporting

Save time with automated data aggregation.

Seamlessly aggregate the broadest set of data from custodians, record keepers, market indices, manager strategies, and more.

Optimize portfolios for your unique requirements.

Construct and model asset allocation and requirements utilizing a structured, repeatable approach.

Uncover the insights that matter.

Access 200+ analytic templates with built-in configurations to customize and optimize the portfolio reporting experience.

Streamline manager and plan research.

Tap into the largest and most robust plan sponsor peer-group data to benchmark net and gross performance, asset allocation and key risk metrics.

Powerful pension liability calculations and analytics.

PARis Liability Reporting offers robust pension liability calculations and analytics. It is seamlessly integrated into the PARis platform’s report books.