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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. When users leave Perform FPC reviews, G2 also collects common questions about the day-to-day use of Perform FPC. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.

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