Product
PORTIA Perform
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Product and service specifications
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Database
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• MS SQL Server
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Language used
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• N/A
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Operating system
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• Windows 2003
• Windows Vista
• Windows XP
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Pricing structure
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• Per seat
• Volume-based
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User interface
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• Web
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Tags: Portia, Perform, Performance, calculate returns, composite-level returns, security-level returns, rates of return, composites, composite reports
Overview
Calculate your performance precisely then choose from a range of flexible delivery options
Measure your performance with precision and ease. PORTIA® Perform calculates total portfolio and composite-level returns then drills down to an unlimited number of segments and security-level returns. View rates of return pre- and post-tax, principal vs. income, time vs. dollar weighted, and gross vs. net of fees - all on the same report.
Combine portfolios into composites dynamically and produce GIPS-compliant composite reports. Utilize PORTIA® Perform's extensive benchmarking options to compare portfolios against the most appropriate index or blend of indices.
With PORTIA Perform, you can:
- Select appropriate calculation methods and segment portfolios into an unlimited number of sectors, then drill down to establish returns at security level.
- Choose from a range of flexible report-delivery methods including PORTIA® Perform, Thomson ONE Wealth Management, or any third-party or proprietary reporting engine.
- Integrate using predefined data mapping and reports between PORTIA® Perform and many popular back-office systems.
- Streamline your entire performance measurement process.
Why choose PORTIA Perform?
- Reduce system maintenance costs
- Handle significant volumes of data
- Integrate with PORTIA® or other systems leveraging PORTIA® Perform's open architecture and flexible integration tools
- Minimize system administration efforts
Learn more about this product
Visit the Thomson Reuters Financial website
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