Informa Investment Solutions Adds PDF Upload Capability to PerformanceIQ® Presentation Center

Jan 21, 2016

New Feature Allows Users to Include Proprietary PDF Content in Performance Measurement and Reporting Solution

White Plains, N.Y., January 21, 2016 – Informa Investment Solutions announced today the release of its new PDF Upload capability in the firm’s PerformanceIQ® Presentation Center solution, providing financial professionals with a seamless report package for assimilating personal or firm created content into presentations for clients, investors, or board members.


“PDF Upload provides IIS clients including advisors and portfolio managers with the flexibility to supplement PerformanceIQ® data with their own proprietary information,” said Leno Toich, Managing Director at Informa. “Our clients now have a tremendous tool for incorporating proprietary content into reports and presentations.”


PerformanceIQ® is Informa’s performance measurement and reporting solution that allows institutional and private wealth advisory professionals to quickly and easily analyze investment performance and search for top performers across multiple accounts and portfolios, turning raw data into actionable intelligence. Presentation Center brings that information to life by creating high-end reports that investment professionals have the control and flexibility to tell their story the way they want to.


Among its many features, PDF Upload enables investment professionals to:

  • Upload PDF content for inclusion into Presentation Center templates and presentations
  • Control brand representation in the market
  • Integrate and merge proprietary content
  • Deliver comprehensive and unified client reporting
  • Efficiently deliver high-end presentations using an easily repeatable process
  • Customize and personalize presentations to specific clients, investors, or board members

To learn more about PerformanceIQ® and PDF Upload, visit   

About Informa Investment Solution

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit and follow  

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