MPI Stylus Server
The flexibility of custom development at a fraction of the cost & time
MPI’s renowned investment analytics, patented models and flexible reporting can also be harnessed to power your organization’s existing applications and manage your analytics data.
MPI Stylus Server
Investment firms are highly motivated to deliver integrated digital experiences for their internal teams, clients and the general public. In the race to keep ahead of the competition, the “build it vs. buy it” technology decision is critical—and MPI solves that question by offering the best of both worlds with Stylus Server.
MPI Stylus Server delivers the full power of our flagship Stylus Pro analytics and reporting suite as a back-end solution that seamlessly integrates with proprietary and third-party web and enterprise applications. Result: unmatched integration for custom investment research, analysis and reporting.
Why MPI Stylus Server?
Speed to Market Most Stylus Server clients go to production within 3 months or less
Cost Savings Less expensive than custom development
Flexibility MPI’s unparalleled ability to incorporate proprietary data, analytics designs and reports
Control User experiences and BI insights driven by your organization
Queue Management Automatic scaling and user request management
Data Management & Support Already integrated with key 3rd party investment data vendors
Continuous Improvement Take advantage of MPI’s frequent software and analytic advances
Well-proven
MPI Stylus Server is a robust, well-proven integration solution backed by the most experienced fintech company in the business. It has enriched CRMs, investment research platforms, advisor tools, distribution tools, BI platforms and client portals with our industry-leading investment analytics and reporting, and continuous updates and advances, for more than 20 years.
Firms like Fidelity, Prudential, UBS, RPAG, BNY, Franklin Templeton, Bank of America and Mesirow have all relied on MPI Stylus Server to power their applications.
Key Attributes of MPI Stylus Server
Stylus Server allows investment firms to achieve exceptional speed to market and cost efficiency while still providing unparalleled home office control and customization.
Investment Analytics Engine
- Asset allocation and portfolio construction
- Advanced portfolio risk assessment
- Fund analysis, scorecards and ratings
- The full analytic power of the flagship MPI Stylus Pro suite
Third-Party Data Management
Via Stylus Server, MPI can manage vendor relations and packaging associated with index and investment-product data needed for use in your applications—providing a more streamlined and efficient solution to an ongoing resource demand.
Flexible Reporting and Graphical Content
Stylus Server enables a wide variety of pre-designed and user-customizable, integrated text and visual content ranging from individual charts and tables to fully polished, presentation-quality PDF and PowerPoint reports. It is the ideal solution for driving enterprise-wide reporting functions with the ability to deliver instant investment analysis and efficient, standardized report creation.
Stylus Server
Powerful Capabilities
- Automate and scale production of mass analytic runs and/or utilize on-the-fly calculations for ad-hoc analysis and reporting.
- Integrate with multiple databases and applications to achieve proprietary workflows.
- Design custom content for delivery to PDF, PowerPoint, JSON, etc.—without the need for developers.
- Host Stylus Server on your internal servers, third-party cloud providers (such as AWS, GCP, and Azure), or utilize MPI’s own hosting capabilities.
- Leverage MPI’s vast expertise in data management, custom reporting, and quantitative models for analyzing investment products and portfolios.
- Access MPI’s full suite of advanced investment product analytics, asset allocation, portfolio risk, and surveillance.
- Manage queues with MPI’s built-in system to manage concurrent user requests for reports and analytics.
Popular Implementations
Integrations with Existing Client Applications
Stylus Server provides seamless integration into your proprietary tooling. It can power CRMs, research management systems, client portals, BI platforms, and other applications.
Powering External Platforms
MPI clients use Stylus Server to promote their investment products through client portals and to provide tools for financial advisors and other client applications.
Supporting Distribution Teams
Stylus Server delivers powerful analysis and reporting capabilities to sales and marketing colleagues using compliance-approved templates designed by the home office.
Stylus Server
Organizational Benefits
Enterprise Security and Permissioning
Stylus Server can be self-hosted, enabling your IT teams to control access, set unique permissions, and generate robust audit logs.
MPI Bespoke Data Management
MPI has world-class expertise in data processing of third-party indices, currencies, factors and investment product data. Stylus Server is a highly efficient way for investment firms to harness that expertise while maintaining the enterprise-specific mix of data they need.
Developer Friendly
Stylus Server users get investment research and reporting up and running quickly without expensive custom development. And they empower their coders with MPI’s powerful, user-friendly APIs.
Enterprise-Grade Controls
Role-Based Access Controls
Multi-Factor Authentication
AWS
Well-Architected Framework
Cloud Access Controls
Network Access Best Principles
Self-Hosted Options
Controls and Security Features: Stylus Server affords the ability to lock down business rules in reports and other output to ensure that disclosures, report content, available data, and other communication factors meet legal and compliance requirements—and the ability to update these rules efficiently across the enterprise when needed.
MPI Stylus Server allows users to leverage MPI’s decades of experience across quantitative analysis and software development that understands investment firms’ workflows.
With Stylus Server integration, MPI can help you improve your team’s competitive positioning, save time, and efficiently allocate resources while delivering powerful analytics across your business.
Want a turnkey reporting solution designed for advisors serving the 401(k)/DC market? Learn about MPI Stylus Web.