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 both Apple iOS and Android mobile platforms.

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.

Contact us today for a consultation

"For over seven years, Shrinking Planet has reliably provided outstanding support and a superb solution for our financial reporting requirements. We are very happy with Shrinking Planet as a website development partner and would be pleased to recommend them to our peers in the alternative investment industry."

James Wanstall
President, Blumont Capital


Bullion Management Group

Bullion Management Group is a global leader in providing secure and cost-effective ways to purchase and store physical gold, silver and platinum bullion


Blumont Capital

Blumont Capital is a Canadian alternative asset investment management company and a leader in managing and marketing “Alternatives” or “Hedge Fund” products for Canadian Retail Investors.


Man Investments Canada

Man Investments offer a comprehensive suite of funds through their performance-driven investment engines to a highly-diversified client base.


JC Clark Investments

JC Clark Ltd. offers specialized investment Funds which strive to preserve capital, attain outstanding risk-adjusted absolute returns and maintain a low correlation to the broad equity market indices.


Redwood Asset Management

Redwood Asset Management is a Toronto-based investment fund manager focused on delivering unique and flexible fund mandates to Canadians.


Next Edge Capital

Next Edge Capital is an alternative investment fund manager providing leading-edge solutions for investors. They needed both a website to display news and information, and also a dynamic reporting area that could showcase their fund performance to prospective clients.


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