Name: Perform FPC
Price: 1500 USD
Author: Investortools

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Beta Family

Mission Control - Project Management Software

Aprika Business Solutions

Rymera Wholesale Suite

Rymera Web Co Pty Ltd

Rymera Advanced Coupons

Mandiant Advantage Automated Defense

Mandiant

Analytic Partners

OvalEdge

Dryad

Dryad Networks GmbH

Cymbio

Codecademy from Skillsoft

Skillsoft

Perform FPC, developed by Investortools®, is a fixed income portfolio analysis system specifically designed for managers of multiple client portfolios. This software combines fixed income analysis with private account management to provide tailored analytics and features to fund, institutional, and private wealth managers. According to the vendor, Perform FPC is used by some of the largest mutual funds, banks, insurance companies, and distinctive private account managers, making it a potentially valuable asset for professionals in the fields of fund management, institutional management, private wealth management, mutual funds, and banks.

## Key Features

**Powerful Analytics**: According to the vendor, Perform FPC offers industry-leading option-adjusted modeling for fixed income portfolio analysis. It provides portfolio shock analysis, including parallel and non-parallel spreads, to evaluate the potential impact of interest rate movements on portfolios. The system allows users to simulate transactions and assess their effects on portfolio performance. Perform FPC also enables GIPS-compliance total return performance analysis on portfolios.

**Flexible Integration**: The vendor claims that Perform FPC seamlessly integrates portfolio management with the CreditScope credit analysis software, allowing for a comprehensive analysis of credit risk. It also integrates long bond portfolio management with the SMART short maturity portfolio system, including 2a-7 compliance. According to the vendor, the system integrates with Custom Index Manager for index total return and risk attribution analysis.

**Compliance and Reports**: Perform FPC offers built-in, fast, and flexible reports that can replace spreadsheets, potentially saving time and effort. Users can produce reports that are immediately presentable to clients, enhancing communication and professionalism. Historical reports can be generated to analyze portfolio performance over time. According to the vendor, the system provides over 150 fields that can be used to create customized reports.

**Separate Account Management**: According to the vendor, Perform FPC addresses account-specific compliance problems, ensuring potential adherence to regulatory requirements. It allows for the customization of investment objectives for each account, enabling tailored portfolio management. The system also offers multi-account reporting capabilities to potentially streamline reporting processes for managers overseeing multiple client portfolios.

**Trading and Workflow**: Perform FPC enables the creation of trade tickets for potentially efficient trade management. Users can allocate trades across multiple accounts, aiming for accurate and timely execution. Trade files can be exported for further processing or integration with other systems. According to the vendor, the system includes pre- and post-trade compliance tests to help ensure regulatory compliance. A comprehensive audit trail and decision history are maintained for potential transparency and accountability.

**Streamlined Presentations**: Perform FPC aims to facilitate the creation of presentations for existing and prospective accounts, potentially streamlining the process. Account investment objectives can be addressed in presentations, showcasing potential alignment with client goals. According to the vendor, the system helps sales personnel analyze customer portfolios, leading to potentially more informed suggestions for swaps and trades. Salespeople can work closely with portfolio managers to aim for enhanced total return and the achievement of investment targets.

Basic

Predict360, the flagship software solution by 360factors, is a Risk and Compliance Intelligence Platform augmented with Artificial Intelligence technology to predict and mitigate operational risks while streamlining regulatory compliance. Predict360 integrates regulations and obligations, compliance management, risks and controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform based on artificial intelligence to provide predictive analytics and unique insights for predicting risks and streamlining compliance.

Predict360 by 360factors

NameScan, a member of the Neurocom group, is based in Australia and provides a publicly accessible online service which enables users to check the names of individual persons or companies instantly, against the Dow Jones Watchlists, which the vendor presents as the most detailed and accurate global watchlists available today of Politically Exposed Persons (PEPs), officially sanctioned individuals and persons of Special Interest.

Sapphire

Emerald

NameScan

Perform FPC

Financial Risk Management

Investortools

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Risk Management Software

Perform FPC

Overview

What is Perform FPC?