Ever wish there was a truly comprehensive portfolio management platform—one that pulled together all the information relevant to each client’s investment picture.

Wouldn’t it be great to have a web-based, openarchitecture system that consolidated data feeds from every source—such as reference data vendors, product companies, and custodians—and put it at your fingertips?

There is such a system. It’s called iNautix Enterprise Portfolio Management (iEPM). iNautix® USA is an affiliate of Pershing LLC. iEPM is redefining the very concept of portfolio management technology for a select number of investment professionals in a beta program.

Breakthrough Technology. Turnkey Solutions.
To be sure, portfolio management systems have been around for at least 20 years—but most either have been stand-alone systems, or hampered by the absence of direct communication with outside vendors.

Initial efforts yielded little more than “one-off” systems. In fact, even systemic applications generally have required an administrator to download the data and manually adjust for splits and other modifications. As a result, the scope, reliability, and usability of those systems have been limited.

“It gets everyone on the same page—and puts you ahead of the competition.”

iNautix Enterprise Portfolio Management takes a different approach. Incorporating leading-edge data collection and processing technology—and backed by Pershing’s proprietary technology platform—iEPM offers a turnkey solution for Pershing customers. With multiple data feeds, the same data that powers your portfolio management needs can feed other critical needs, from compliance to holistic financial planning.

The Timing Couldn’t Be Better
As the number and diversity of financial instruments that go into the average portfolio have increased, the advantages of a single system that can evaluate and display the breadth of a client’s investments become self-evident.

The more that you, as an investment professional, know about the state of your clients’ finances, the better the advice that you can give. Today’s investors are more sophisticated than ever, with rising expectations for transparency, accuracy, and immediacy. Thus, whatever portfolio management system you use needs to satisfy those expectations, as well.

Key Benefits—For You and Your Clients
iNautix Enterprise Portfolio Management (iEPM) yields a range of benefits for you:

• Consolidated view. You will have centralized access to a portal that provides a view of all financial information regardless of the provider.
• Productivity. By automating administrative tasks, iEPM frees you to spend more time building relationships with your clients.
• Improved Client experience. By using iEPM directly, your clients can access their portfolio information online—eliminating the need to get the information from you.
• Client management. You will gain a holistic view of your clients’ assets—enabling the same level of support regardless of where the assets are held.
• Practice management. You can quickly identify key aspects of your book of business, such as uninvested cash or at-risk assets.
• Objective advice. Investors expect their investment professionals to select the best products based on suitability for their portfolios—and not just from a limited selection of proprietary products. With iEPM, you have access to an unsurpassed range of investment instruments relevant to your clients’ needs and preferences.

A Comprehensive—and Long-Range—View
Ultimately, the main goal of iNautix Enterprise Portfolio Management is the same as that of any portfolio management system: to provide you with a comprehensive view of a client’s investment picture. But iNautix takes that proposition a huge step further. iNautix offers a longer-term view, by bringing all useful data together to meet your needs—and those of your client—in addition to portfolio management.

iNautix Enterprise Portfolio Management is a single, reliable source of clean, high-quality consolidated data. But, more than that, it ensures that everyone in your firm—compliance personnel, back-office support, and, of course, your client—sees the same information in the same format. It gets everyone on the same page—and puts you ahead of the competition. Contact your home office for more information.