SAYS Platform™ Applications

Benchmark Management lets users quickly build custom and blended benchmarks with flexible rebalancing, using any weighting and return data for more effective analytics.

Carve-out performance generator for GIPS 2020 compliance

Composite Construction & Management streamlines composite creation, membership, and reporting to meet GIPS® standards with speed and flexibility.

Composite Management & Reporting (CMR) is a modular platform that streamlines composite construction, reporting, and GIPS® compliance with ready-made templates, flexible integrations, and turnkey solutions for firms of all sizes.

Powerful cloud-based data management tool with data anonymization capability.

Customize and generate Group-level rollup analysis reports

Flexible data downloads available through custom file and web service formats.

SAYS Platform™ offers robust ex-post return and risk analytics for any frequency of portfolio and benchmark time series data. Performance may be deployed rapidly to provide users with on-demand analytics and reporting.

Generate NAV returns across multiple periods and fund types

Net of Estimated Transaction Cost Calculator for GIPS 2020 compliance

Transaction-based performance. Accurate performance calculations using TWR at all levels of a portfolio at any time period.

Portfolio level performance using market values and inflows/outflows may be calculated within the SAYS Platform™ using, at the portfolio level, either multi-period Dietz or exact IRR methodologies or an exact TWR method if valuations are available on each day with a flow.

Downloadable CSV Text File generated by performing a Remove Duplicates/Unique List operation on multiple uploaded data sets in Multiple Text File formats

Generate a Return Correlation Matrix from return streams

Merge large data sets with ease. Downloadable CSV generated by performing an Union/vlookup operation with either Inner or Outer Join option on multiple uploaded data sets in Multiple Text File formats