--- title: Perform FPC Reviews meta\_title: 'Perform FPC Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Perform FPC works for a business like yours. aggregate\_rating: rating\_value: 5.0 review\_count: 1 scale: '5' date\_modified: '2026-06-04' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services ---

# Perform FPC Reviews & Product Details

Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.

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Seller
[INVESTORTOOLS](https://www.g2.com/sellers/investortools)
Discussions
[Perform FPC Community](https://www.g2.com/products/perform-fpc/discuss)

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## Top-Rated Alternatives

[

 ![Koyfin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Koyfin")

Koyfin

4.8/5(132)

](https://www.g2.com/products/koyfin/reviews)

[

 ![Asset-Map](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asset-Map")

Asset-Map

4.8/5(129)

](https://www.g2.com/products/asset-map/reviews)

[

 ![Spreadsheet Server by insightsoftware](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Spreadsheet Server by insightsoftware")

Spreadsheet Server by insightsoftware

4.4/5(81)

](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

[
View All Alternatives
](https://www.g2.com/products/perform-fpc/competitors/alternatives)

SL

sheridan l.

C

Small-Business (50 or fewer emp.)

9/22/2022

"Perform User"

5/5

What do you like best about Perform FPC?

This platform is easy to navigate and offers clarity to support my daily work. Review collected by and hosted on G2.com.

What do you dislike about Perform FPC?

There are support systems that I still have yet to learn to use. Review collected by and hosted on G2.com.

What problems is Perform FPC solving and how is that benefiting you?

It offers systems that help make my workplace a more creative atmosphere and offers multiple people to input their unique ideas. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

### There are not enough reviews of Perform FPC for G2 to provide buying insight. Below are some alternatives with more reviews:

[

1

 ![Koyfin Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin Logo")

Koyfin

4.8

 (132) 

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

](https://www.g2.com/products/koyfin/reviews "Koyfin")[

2

 ![Asset-Map Logo](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map Logo")

Asset-Map

4.8

 (129) 

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

](https://www.g2.com/products/asset-map/reviews "Asset-Map")[

3

 ![Spreadsheet Server by insightsoftware Logo](https://images.g2crowd.com/uploads/product/hd_favicon/af822dea178570fb85c20c6019f278cd/spreadsheet-server-by-insightsoftware.svg "Spreadsheet Server by insightsoftware Logo")

Spreadsheet Server by insightsoftware

4.4

 (81) 

Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.

](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews "Spreadsheet Server by insightsoftware")[

4

 ![TradingView Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "TradingView Logo")

TradingView

4.5

 (75) 

TradingView is an advanced financial visualization platform with the ease of use of a modern website.

](https://www.g2.com/products/tradingview/reviews "TradingView")[

5

 ![Amazon Finspace Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3a7a925cc43d97814fa81ec2d6c06f45/amazon-finspace.jpeg "Amazon Finspace Logo")

Amazon Finspace

4.5

 (68) 

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency.

](https://www.g2.com/products/amazon-finspace/reviews "Amazon Finspace")[

6

 ![eMoney Logo](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney Logo")

eMoney

4.7

 (67) 

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

](https://www.g2.com/products/emoney/reviews "eMoney")[

7

 ![Irwin Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e9370065a53a978a6fa07d306829d964/irwin.png "Irwin Logo")

Irwin

4.5

 (57) 

Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.

](https://www.g2.com/products/irwin/reviews "Irwin")[

8

 ![Nasdaq eVestment™ Logo](https://images.g2crowd.com/uploads/product/hd_favicon/3c2f2f14fb1c08d611a97c7d731ad55b/nasdaq-evestment.svg "Nasdaq eVestment™ Logo")

Nasdaq eVestment™

4.5

 (44) 

eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.

](https://www.g2.com/products/nasdaq-evestment/reviews "Nasdaq eVestment™")[

9

 ![FactSet Workstation Logo](https://images.g2crowd.com/uploads/product/hd_favicon/1ea53e45360132c8f3934fac33b67ce6/factset-workstation.svg "FactSet Workstation Logo")

FactSet Workstation

4.3

 (35) 

Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.

](https://www.g2.com/products/factset-workstation/reviews "FactSet Workstation")[

10

 ![Dynamo Software Logo](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg "Dynamo Software Logo")

Dynamo Software

4.2

 (35) 

Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.

](https://www.g2.com/products/dynamo-software-dynamo-software/reviews "Dynamo Software")
[Show More](#)

##### Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

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[Financial Analytics](https://www.g2.com/categories/financial-analytics)

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