mpi Enterprise Platform

Introduction

In an elegant and efficient manner, mpi's Enterprise Platform can streamline and automate your organization's entire process of data integration, analysis, reporting, publishing and distribution of content in your organization. Our enterprise system is the truest embodiment of all that MPI stands for and reflects the intelligence, experience and client-focus of our firm.

mpi Enterprise Platform is a "turn-key" solution that can completely change the way that your firm manages and communicates information. There are two primary elements to our enterprise capabilities:

The organizational efficiencies and synergies that can be realized through optimal inter-department use of our software applications, and
The additional tools and services that can turn your mpi Stylus Pro Suite into a true enterprise research and reporting platform.

Organizational Benefits

Automate the analysis, reporting and publishing of all internal and external reports, marketing pieces or client communications so that a single "click" can do it all
Save enormous amounts of time, money and resources
Eliminate the need for custom software development
Lessen the data administration burden on you IT Department
Lessen the sales support burden on research groups, product development, tech analysts, etc.
Provide your sales force with an unlimited array of institutionally-approved, dynamic reports for use with clients and prospects
Eliminate clumsy processes for requesting and delivering custom reports to your field force (consultants, salespeople, advisors, etc.) by using our dynamic web-based distribution solutions
Eliminate repetitive tasks, freeing up resources and allowing professionals to concentrate on their "core" functions
Instantly modify report content and design, without the help of designers, programmers or IT support
Eliminate unnecessary publishing and/or design programs

Enterprise Concept I: Optimal Inter-Department Integration

mpi Enterprise Platform can benefit almost every area of a financial organization. Investment Research, Product Development, Risk Management, Alternative Investments, Performance Measurement, Marketing, Investment Consulting, Institutional Sales, Private Client and Retail Sales can all use mpi products and services to achieve incredible efficiencies.

Data Integration: multiple proprietary and/or third party databases from throughout the entire organization can be linked to the mpi Stylus Pro Suite with our Open Database Link (ODL)
Inter-Department Synergy: separate business units can perform their own analysis and reporting, easily share Stylus templates and reports with other units to share information, evaluate new product ideas, identify marketing opportunities, etc; reports can be easily published to websites, intranets or for printing
Enterprise Distribution: Stylus.web, Stylus Server and Stylus can all distribute dynamic report content throughout the organization

Enterprise Concept II: Research & Reporting Platform

By utilizing some of our additional tools and services, you can turn your mpi Stylus Pro Suite into a true enterprise research and reporting platform. By incorporating our data integration, automation and publishing applications, a single "click" can instantly analyze thousands of investment products and portfolios using data from multiple proprietary and third-party data sources; produce reports, fact sheets, marketing pieces, etc. for each; then publish the files to your website, intranet or for printing. Additionally, our distribution products allow you to instantly make dynamic versions of the reports available to your representatives, clients or approved third parties.

Data Acquisition and Integration

Our Open Database Link (ODL), part of the Enterprise Package of Stylus modules, can ensure that multiple proprietary and/or third-party databases are seamlessly integrated into the mpi Stylus Pro Suite to meet your research and reporting needs.

Flexibility to work with almost any kind of database(s): Oracle, Access, etc.
Link text files, spreadsheets and Metastock as well (including Excel, Word and PowerPoint)
Incorporate any kind of data: returns-based, holdings-based, text, etc.

Automation & Publishing

With our included scripting language, StylusScript , and macros, your organization can completely automate its entire research, reporting and publishing process. As a result, massive publishing projects can be managed with incredibly efficiency and few resources. The mpi Stylus Pro Suite, despite its well-deserved research and reporting reputation, is also a full featured publishing application that can, quite literally, drive all of your publishing projects.

With our automation and publishing features you can instantly run an entire analysis, reporting and publishing process with a single "click":

Research & Reporting

Run your custom-designed analysis on thousands of investment products and portfolios
Incorporate dynamic text commentaries, disclaimers and footnotes that literally write themselves
Produce reports in various file formats for every product or portfolio
Convert our charts, tables and dialogs to suit organizational preferences, including foreign languages.

Publishing

Export reports, charts and tables
Batch process large publishing jobs to websites, intranets or for printing
Merge multiple .pdf documents with our from throughout your organization to create truly comprehensive pieces
Automate all of these activities so that one "click" can literally power your entire publishing process

Enterprise Distribution

mpi offers organizations the ability to efficiently distribute institutionally-approved content "templates" (fact sheets, reports, marketing pieces, client communications, etc.) to internal recipients, representatives, clients or approved third parties that dynamically calculate and reflect user-specified input. mpi offers three distinct applications:

mpi Stylus.web

mpi's ready-to-use web application provides a simple, streamlined interface for your designated users to dynamically generate approved reports and materials (comes with the mpi Stylus Server)

mpi Stylus Server

This version of the mpi Stylus Pro Suite can be placed onto your organization's own servers to produce custom web applications that provide dynamic research and reporting to designated users.

mpi Stylus Suite

This desktop, advisor-oriented version of our mpi Stylus Pro Suite, allows organizations to distribute approved reports and materials to their professionals, while also providing them with a powerful tool to design their own analyses and reports.