Fund Research & Analytics Whether you're an allocator doing research on funds for your portfolios or a manager wanting to create and distribute your own custom fund fact sheets to clients or prospects, our systems easily deal with return data, performance analytics and the benchmarking you need to get the job done. Portfolio Management & Research FundInsight comprehensively handles both the qualitative and quantitative sides of fund research. Allocators can both leverage 3rd party data feeds for macro level searches or research while also customizing fund level pages to include any proprietary fields they care to track. Better yet, the system handles all of your performance analytics including detailed exposure analysis. Client Relationship Management In Clienteer, your data remains fully actionable in a robust environment, so anything you need - whether it's performance analytics, compliance reporting data or account details - is just a few clicks away. Easily generate and distribute fund fact sheets at the fund or account level on demand in one quick step.