Advisors & Wealth Managers

Combining exceptional analytical firepower with extremely flexible reporting, our solutions enable you to address any client need whether your focus is on traditional manager search and selection, alternative investments or asset allocation.

Improve Client Recommendations

Our solutions enable advisors and wealth managers to create, distribute and deliver powerful investment insights to prospects and clients at each stage of your relationship, whether you are performing individual fund analysis before a first meeting or screening a larger fund peer group to find opportunities to improve client portfolio dynamics.

Whether you work with 401(k)’s and other DC plans, endowments and foundations or individuals or high-net worth and other individual investors, our solutions can help you take your practice to the next level.

  • Generate powerful, unique analyses that differentiate you from the competition.
  • Optimize client portfolios with mean-variance optimization (MVO), Black-Litterman, multiple frontiers and more.
  • Leverage flexible analytics and charting tools to support your client recommendations.
  • Create custom manager scorecards, ratings or rankings.

Streamline Analysis & Reporting

Producing the analysis and reporting required to win and retain new clients can burden even for the largest of firms.  MPI Stylus solutions helps you streamline the investment analysis and reporting process, improve efficiency and reduce costs.

Instead of juggling multiple analytics and reporting applications to produce the content your business needs, leverage a single solution that enables you to seamlessly conduct sophisticated investment research and analysis and produce institutional quality reports ready for distribution to clients and prospects.

  • Centralize your fund analysis and reporting in one application.
  • Search, select and monitor managers with our unique visual screening tools.
  • Calculate superior returns-based analytics and proprietary validation techniques.

Stylus Pro for Advisors & Wealth Managers

Our flagship application, MPI Stylus Pro is our most advanced solution. Comprised of four distinct modules―Stylus, Prospector, Allocator, Integrator―and delivered as a desktop application, Stylus Pro provides a comprehensive, quantitative solution to meet your investment research, analysis and reporting needs.

Stylus Web for Advisors & Wealth Managers

MPI Stylus Web offers advisors the power of MPI Stylus Pro reporting and distribution capabilities with the ease and speed of a cloud-deployed solution. With Stylus Web, advisors can run in-depth product, manager and portfolio analysis, and create and distribute highly customized, institutionally approved reports over the web, supporting organizational flexibility while ensuring report consistency across your firm.

Need an out-of-the-box research and reporting solution? We recommend you look into MPI Stylus Web.