Financial Performance Manager

Completely automate financial performance reporting

With multiple funds and fund classes, manually updating the fund performance information on your website can be a time consuming and costly undertaking.

Shrinking Planet provides mutual fund and other investment solution providers with the tools to completely automate the creation of professional-looking online and print-ready financial performance reports.

Our one-stop financial performance manager provides unmatched functionality in a simple, web-based tool that will save you time, money and effort.

Our system also allows you to connect directly to your data custodian, allowing for self updating and dynamic charting. What’s more, it connects seamlessly with our Document Resource Center, so you can automatically display performance data side by side with relevant video and news articles.

Want the information on the go?

We have mobile app solutions for the major mobile platforms, including Apple iOS, Android, Blackberry and Microsoft.

Keep up to date and never again have to manually generate your fund performance materials every time your fund information changes.

There’s a lot more to the story.

Shrinking Planet did an excellent job in designing a fund reporting center to facilitate our communications with both our clients and our investment advisor channel.

Jennifer Doherty
Chief Operating Officer, JC Clark Ltd.

Are you ready to take the next step?

Contact us for a free consultation