Unparalleled Software and Services to Empower Informed Financial Strategies

Introducing IIS

Informa Investment Solutions, a subsidiary of Informa plc, is a leading provider of solutions and custom services to financial institutions and investment professionals. For over 30 years, Informa Investment Solutions has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, bank trusts, money management firms, investment consultancies, and pension plan sponsors. Our unique ability to create quality, customized products – along with our unrivaled capacity to supply valuable data and support services – makes us a consistent market leader throughout the investment community. Every day, more investment professionals and institutions turn to IIS to improve the accuracy, depth, and presentation of the information their clients require. We offer the following value-added solutions:

• Data Management
• Money Manager Research
• Due Diligence Compliance
• Portfolio Accounting and Performance Measurement
• Investment Research and Evaluation
• Investment and Financial Planning
• Wealth Management

Our products and services have a direct impact on the manner in which our clients interact with the investing public. We take pride in knowing that, year after year, our clients depend on our software and services to fulfill mission critical operations.

Powerful, Flexible Products

When it comes to serving your clients, you can rely on our extensive array of user-friendly products:

• Data management software for managed accounts, mutual funds, and hedge funds
• Report and research tools that measure performance and analyze portfolios
• Comprehensive wealth management, asset allocation and investment proposal applications

Since every client is different, IIS creates custom solutions to suit you and your business. We work with you to determine which options best meet your objectives. We then tailor each solution to ensure that you receive the exact information you require, in the exact format you need.

Data Integrity

IIS serves as an objective, third-party supplier of primary information. We provide purely impartial data because we maintain no affiliations with any of the investment managers we track. To ensure consistency and reliability, all of our data comes directly from the source.

World-Class Service and Support

At IIS, we back our superior products with superior service. From the beginning, our staff works closely with you to determine your needs. We are committed to understanding your business model and creating a seamless transition from your current approach to your upgraded solution.

Our relationship with our clients does not end after the sale is made. We continue to deliver unlimited support and training services that guarantee you receive the full value from our products.

We never charge for support or training on our products. Our experienced support team ensures you get the full value from our products. We provide training at your office, our White Plains office, or another location of your choice.

Product and Service Overview

Read our Product and Service Overview.