Service Overview: Pension Consultant

Insignis Portfolio Intelligence (IPI) is a unique data management service that enables pension consultants to achieve an unequaled level of operational efficiency while expanding the strategic value of their product offering. IPI transforms the cumbersome, tedious(often manual, or only partially automated) data aggregation process for monthly and quarterly performance reporting into a monitoring process enabling heightened levels of qualitative portfolio interaction between pension consultants and their clients. By providing daily or monthly access to consolidated transaction and holding data across multiple custodians, IPI effectively eliminates the high variable cost of manual data entry and reconciliation for pension consultants.

To learn more about the specific features of Insignis Portfolio Intelligence for pension consultants, click here.

For more information please contact Insignis at 312.368.3630 or email us at: info@insignis.com