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mpi Stylus.web

Institutions can now distribute dynamic templates and institutionally-approved reports over the web to designated users with our mpi Stylus.web application. Users may include internal constituents (institutional and retail salespeople, consultants, etc.), clients or approved third parties.

Working with our mpi Stylus Server, mpi Stylus.web sits on your server(s) to let your organization easily control the administration and ongoing updates of the application. Meanwhile, the actual users of our web-based application enjoy great speed and ease of use. In fact, it is possible to print a comprehensive report in seconds: simply specify the desired mutual funds (or portfolio), general asset class category, benchmark, peer group and time period for analysis, and you can instantly generate comprehensive analyses and reports.

Institutional Control and Administration

  • Restrict user ability to modify reports, benchmarks, peer groups, etc. to insure that your Compliance guidelines are met
  • Designate multiple user groups, each with access to specific templates, reports and databases of your design
  • Quickly and easily modify reports and templates, or create new ones, with simple "copy and pasting" from desktop to server (without requiring IT support)
  • Easily manage software and data updates

User Experience

Ease of Use

  • Generate institutionally designed and approved reports in a matter of seconds
  • Access the application from any location over the web
  • No installation required - simply log on
  • No maintenance required: all software, data and report updates are done for you

Research and Analysis

  • Specify desired investment products or portfolios for analysis and reporting
  • If allowed by institution, other parameters such as benchmarks, peer groups and time periods may also be specified
  • Analyze investment products and/or portfolios across institutionally determined analytics
  • Choose from available library of institutionally-approved analysis tasks: analyze one fund, compare two funds, compare current vs. proposed portfolios, etc.

Reporting

  • Choose from a library of approved reports, fact sheets, proposals, etc.
  • Produce reports as Adobe PDF or Microsoft Powerpoint files
  • Incorporate specific client, prospect and user information

 

 

Institutional Software