MPI Software Product Overview
Driving smarter investment research, portfolio construction and optimization, performance analysis, risk surveillance, distribution and reporting decisions
MPI’s Stylus solutions are the most advanced investment research, analysis and reporting technologies available in the market. They are used by hundreds of institutional investors, consultants, wealth management firms, asset managers and retirement plan advisors to make smarter investment product research, portfolio optimization, performance attribution, risk surveillance, and reporting decisions.
MPI Stylus Pro
Our flagship application, Stylus Pro is our most advanced and flexible solution and is used by institutional investors, wealth management firms, asset managers, consultants, regulators and others in their work with both traditional and alternative investment products.
Stylus Pro encompasses invaluable capabilities that mesh into a powerful suite of tools that enable extensive fund and portfolio due diligence including investment analytics and reporting, manager search and rating systems, asset allocation and portfolio construction. Stylus Pro allows users to design and create their own highly customizable analytics, content and reports with maximum efficiency. Automation and integration capabilities allow Stylus Pro to work well with other applications or to be the research and reporting hub for your organization.
Stylus Pro provides a comprehensive, efficient quantitative solution that elevates the quality of investment research, analysis, monitoring, and reporting.
MPI Stylus Web
Designed specifically for advisors, institutional consultants, asset managers, wholesalers and institutional salespeople, MPI Stylus Web is a cloud-based retirement plan analysis, monitoring, and reporting application with streamlined workflows.
With its intuitive interface backed by the strength of our institutional tools, Stylus Web is used for best-in-class fund analytics, QDIA monitoring with target-date-fund suitability reviews, alerts for key changes in funds, and efficient creation and distribution of fund-level and plan-level reports to internal teams, partners, investors and prospects.
Target-Date Radar
Available within MPI Stylus Web and as a standalone product, Target-Date Radar is a robust and easy-to-use cloud-based analytics and reporting tool that helps advisors select the most suitable target-date funds for retirement plans and helps asset managers distinguish their funds in the marketplace.
Target-Date Radar includes purpose-built tools for assessing the suitability of funds for particular plan demographics and preferences, as well as evaluating target-date offerings side-by-side. It is used by defined-contribution advisors to meet the needs of their clients while fulfilling their own fiduciary obligations (including fund monitoring) and by asset managers to help better demonstrate their advantages in the marketplace.
MPI Stylus Server
MPI Stylus Server harnesses all of our analytic and reporting capabilities to power other cloud-based applications. Many of the world’s top investment companies use Stylus Server to power their internal research applications, CRMs, RMS platforms, advisor tools and wholesaler distribution systems. Stylus Server also powers external tools like client portals, advisor tools provided by asset management firms, and the offerings of other fintech providers.
Stylus Server can be hosted by our clients or by MPI to deliver powerful analytics, graphics and full reports in PDF or PowerPoint format for quick and easy speed to market. Because all Stylus Server content is designed in our Stylus Pro desktop tool, our clients have full control to refine existing content, create new content or respond to the needs of the field with amazing speed.
Rather than wrestle with the classic “buy it vs. build it” quagmire, Stylus Server lets you have it both ways—you can take advantage of all of MPI’s ready-to-use analytics and content and easily customize almost any aspect to the unique requirements of your organization.
MPI Stylus Server is the industry-leading solution providing incredible speed to market, flexibility, value, and an exceptional technology partner to help MPI clients achieve their goals.