Informa Investment Solutions Announces Partnership with HWA International to Provide PerformanceIQ® Reporting Solution

Oct 1, 2015


Strategic Partnership Provides Clients with Personalized Performance Reporting Solution 


White Plains, NY, October 1, 2015 –
Informa Investment Solutions announced today a strategic partnership with trust accounting software provider HWA International Inc. to provide the company’s PerformanceIQ® performance reporting solution (formerly Investment Scorecard®) as a third-party service for HWA clients who are seeking a more personalized solution. Merchants & Planters Bank is the first client to use PerformanceIQ® since the partnership formalized. 

“We are thrilled that HWA has added PerformanceIQ® as its premier performance reporting solution,” said Leno Toich, managing director at Informa Investment Solutions. “Our offering aligns perfectly with HWA’s software, helping their clients generate personalized reporting solutions for efficient portfolio management, trust operations, and client communications.”

PerformanceIQ® provides a personalized, effective solution for institutional and private wealth advisory professionals which allows for a quick and easy way to analyze investment performance and search for top performers across multiple accounts and portfolios. Furthermore, the solution uses industry standard calculation methodologies; comparative analysis of indexes and benchmarks; and statistical analysis including absolute, target and relative measures to turn raw data into actionable intelligence.

“We view the partnership with Informa as a key step in offering more sophisticated performance reporting options to our clients,” said Donna Manley, vice president at HWA International. “Not only are the reports more detailed and graphical, our clients will be presenting independently calculated returns that have been reviewed by performance experts.”

 “While the implementation process was completed earlier this summer, our team is excited about the product and have received positive feedback from our clients that have reviewed the reports,” said Nate Watson, senior vice president and trust officer at Merchants and Planters Bank. “We look forward to continuing to use PerformanceIQ® and providing our clients with greater analysis.”

About HWA International, Inc.

Founded in 1974, HWA International offers three customizable software products for foundations, banks, trust companies, family offices and other financial institutions. TrustNet (transaction-based trust accounting), TRUSTprocessor (general ledger-based trust and fund accounting), and TAMS (a smaller version of TrustNet) are licensable solutions for a full range of fiduciary operations. HWA is known for developing software that is feature-rich, reliable, flexible and fully customizable. Visit hwainternational.com for more information. 

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