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Perform FPC

Perform for Private Clients (Perform FPC) is a powerful portfolio management tool specifically for managers in the private account business. While delivering all the analytic power of the standard Perform platform, Perform FPC also includes many features designed specifically for managers of multiple client portfolios.

Perform FPC helps money managers decide how to allocate trades in a moving market, move portfolios toward investment objectives, prepare client or sales presentations, and operate within compliance limits.

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