Quickly calculate accurate performance reporting.

Performance Calculation

Get fast and accurate performance reporting at multiple levels. Instead of being limited to specific periods or methodologies, unlock your ability to calculate point-to-point performance for households, asset classes, accounts and securities with PurePerformance.

Key benefits and features:

Time and money-weighted calculations

Calculating money-weighted performance since 2005.

Performance attribution

Measure how your portfolios are affected by different positions.

Risk assessment

Portfolio risk measures to ensure confidence in investment decisions.