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Trust in wealth management is built on clarity, consistency, and transparency. This requires both rigorous performance measurement and a client experience that makes those insights accessible. In practice, however, these elements have evolved separately, analytical rigor behind the scenes, and presentation and storytelling at the client level.
Many institutions know this challenge well. Reliable performance and benchmarking data is available, but turning it into clear, engaging client communication remains time-consuming. Reporting cycles are slow, updates are infrequent, and outputs often remain static PDFs. Conversely, some digital tools look good but lack the analytical depth required to properly assess and validate performance.
This is exactly where the partnership between Performance Watcher and Alquant Finlens comes in.
By combining Performance Watcher’s proprietary performance evaluation methodology with Finlens’ digital reporting and visualization platform, we bring together robust analytics, transparency, automation, and a modern client experience in one integrated solution.
How it works:
- Analytics: Performance Watcher provides its established benchmarking approach based on indices that aggregate real mandates after fees, delivering a realistic and unbiased view of performance.
- Digital experience: Finlens makes both investment product performance and benchmark data accessible through white-labelled web interfaces and customizable PDF factsheets. Performance and benchmarks can be visualized interactively and updated on a daily basis, fully aligned with your brand.
What this means for you:
- Efficiency without compromise: Automated reporting reduces manual effort and operational risk, while retaining flexibility for customization.
- Stronger client communication: A clear, transparent, and interactive presentation of performance strengthens credibility and supports more meaningful client discussions.
If you would like to see how this can be applied to your own investment products, we would be happy to walk you through the solution.
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