We bridge the gap between your data and your insights. A seamless, hands-off setup process designed to let you focus on business while we handle the technology.
The onboarding journey
We have refined our setup process to be as “plug-and-play” as possible with an average integration time of just 1 week. While we connect your data, your operations continue as usual.
Step 1
Secure Connection
We handle the technical heavy lifting. Whether you use a PMS, a core banking system, or internal IT, we establish a secure, automated data flow.
- No disruption
- Anonymized data
- 15+ months history imported
Step 2
Quality Control
Data is only useful if it is accurate. Before you log in, we rigorously test your “ecosystem”.
- Consistency check (currencies, risk levels, and asset classifications)
- Automated and manual checks
Step 3
The Calibration Workshop
We tailor the platform to your reality. We organize a dedicated workshop to configure the platform with your key users using your live data.
Step 4
Team Training
We organize a dedicated session to train all your users. We ensure your entire team, from Relationship Managers to the CIO, masters the platform and can leverage the data immediately.
Step 5
Daily Synchronization
Once live, the process runs on autopilot, with a daily data transfer directly from your core system, ensuring your analysis is always up to date without any manual intervention.
- Automatic daily transfer
- Zero manual manipulation
- Seamless integration
A Partner and a Community. Not just a platform
We make sure you are rapidly autonomous, but never left on your own.
We are with you for the long haul.
24/7 access
to resources
Access a complete library of tutorials, guides, and documentation to master the platform at your own pace.
Proactive
care
We schedule regular check-ins to ensure the platform evolves with your needs.
Continuous
improvement
As your ecosystem grows, we help you refine your data to ensure Performance Watcher remains your single source of truth.
Select the plan that fits your vision
We offer flexible solutions designed to scale with your organization, whether you are an independent manager or a global private bank.
Essential
Ideal for boutique firms looking for a credible, independent benchmark to assess the quality of their strategies.
Up to 3 users
Up to 100 portfolios
What’s included:
- Standard dashboard
- Standard analysis
- Portfolio-based PWI+ Indices
Plus
Our most popular plan for growing teams that need advanced reporting, automatic composites, and custom analysis dates.
Up to 6 users
Up to 500 portfolios
Essential features +
- Extended dashboard
- Extended analysis
- Composite (automatic and manual)
- Main pairs-based PWI+ indices
- Reporting with your logo
- Certification eligibility
Team
The full-scale solution for institutions requiring unified dashboards, advanced API access, and team-wide rights management.
Up to 20 users
Up to 2000 portfolios
Plus features +
- Custom dashboard
- All PWI+ Indices
- Custom funds
- White label platform
- API access
- Certification eligibility