Precision Analytics

Precision Analytics

Use the latest market data to research investments, compare performance and create customized reports for your clients

Launch Precision Analytics

Benefits of Precision Analytics

Research Investments

Review thousands of North American Mutual Funds, ETFs and Equities, using the latest market data.

  • Search investments using key words or fund attributes.
  • Get access to performance data for thousands of Mutual Funds, ETFs & Equities.

Build Portfolios

Build portfolios for any investor profile.

  • NEW Upload a CSV file with your favorite portfolio
  • Adjust investment weighting by percentages or dollar value
  • Explore detailed historical data

Analyze performance

Empower your clients’ decisions with illustrated fund and portfolio performance, based on unbiased and up-to-date market data.

  • Analyze investments and portfolios on one screen, using key market data.
  • Compare funds across key competitors and indices to satisfy KYP and suitability criteria.

Generate custom reports

Staying on the same page with clients is easier with customized reports.

  • Build robust custom reports
  • Personalize your reports with clients’ contact and other inputs

Precision Analytics training materials


Watch the video for training tips, or reference our frequently asked questions.

Precision Analytics

Use the latest market data to research investments, compare performance and create customized reports for your clients

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.