MPI Stylus Server

The flexibility of custom development at a fraction of the cost & time

MPI’s renowned investment analytics, patented models and flexible reporting can also be harnessed to power your organization’s existing applications and manage your analytics.

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Investment firms are highly motivated to deliver integrated digital experiences for their internal teams, clients and the general public. In the race to keep ahead of the competition, the “build it vs. buy it” technology decision is critical—and MPI solves that question by offering the best of both worlds with Stylus Server.

MPI Stylus Server delivers the full power of our flagship Stylus Pro analytics and reporting suite as a back-end solution that seamlessly integrates with proprietary and third-party web and enterprise applications. Result: unmatched integration for custom investment research, analysis and reporting.

Why MPI Stylus Server?

Speed to Market Most Stylus Server clients go to production within 3 months or less

Cost Savings Less expensive than custom development

Flexibility MPI’s unparalleled ability to incorporate proprietary data, analytics and reports

Control User experiences and BI insights driven by your organization

Queue Management Automatic scaling and user request management

Data Management & Support Already integrated with key 3rd party investment data vendors

Continuous Improvement Take advantage of MPI’s frequent software and analytic advances

Well-proven

MPI Stylus Server is a robust, well-proven integration solution backed by the finest quantitative analysis in the business. It has enriched CRMs, investment research platforms, advisor tools, distribution tools and client portals with our industry-leading investment analytics and reporting, and continuous updates and advances, for more than 20 years.

Key Attributes of MPI Stylus Server

Stylus Server allows investment firms to achieve exceptional speed to market and cost efficiency while still providing unparalleled home office control and customization.

Investment Analytics Engine

Asset allocation and portfolio construction
Advanced portfolio risk assessment
Fund analysis, scorecards and ratings
The full analytic power of the flagship MPI Stylus Pro suite

Third-Party Data Management

Via Stylus Server, MPI can manage packaging associated with index and investment-product data needed for use in your applications—providing a more streamlined and efficient solution to an ongoing resource demand.

Flexible Reporting and Graphical Content

Stylus Server enables a wide variety of pre-designed and user-customizable, integrated text and visual content ranging from individual charts and tables to fully polished, presentation-quality PDF and PowerPoint reports. It is the ideal solution for driving enterprise-wide reporting functions with the ability to deliver instant investment analysis and efficient, standardized report creation.

Stylus Server

Powerful Capabilities

Automate and scale production of mass analytic runs and/or utilize on-the-fly calculations for ad-hoc analysis and reporting.
Integrate with multiple databases and applications to achieve proprietary workflows.
Design custom content for delivery to PDF, PowerPoint, JSON, etc.—without the need for developers.
Host Stylus Server on your internal servers, third-party cloud providers (such as AWS, GCP, and Azure), or utilize MPI’s own hosting capabilities.

Leverage MPI’s vast expertise in data management, custom reporting, and quantitative models for analyzing investment products and portfolios.
Access MPI’s full suite of advanced investment product analytics, asset allocation, portfolio risk, and surveillance.
Manage queues with MPI’s built-in system to manage concurrent user requests for reports and analytics.

Popular Implementations

Integrations with Existing Client Applications

Stylus Server provides seamless integration into your proprietary tooling. It can power CRMs, research management systems, client portals, BI platforms, and other applications.

Powering External Platforms

MPI clients use Stylus Server to promote their investment products through client portals and to provide tools for financial advisors and other client applications.

Supporting Distribution Teams

Stylus Server delivers powerful analysis and reporting capabilities to sales and marketing colleagues using compliance-approved templates designed by the home office.

Stylus Server

User Story: Asset Manager Boosts Wholesaling Results

A leading asset manager wanted to enable its wholesalers to produce impactful portfolio comparison reports without involving the home office, and they did not want to introduce another complex tool for their sales force to learn.

MPI Stylus Server added that capability efficiently and seamlessly across the organization.

Key Client Challenges

How can we more effectively support our wholesalers without further taxing the home office?

How can we add an easy-to-use solution that leverages our existing technology?

How can we ensure that our wholesalers are producing compelling reports that position our products favorably against the competition?

MPI Solution

We showed this client how they can leverage MPI’s Stylus Server tool and connect it to their own proprietary CRM system already in use. In this way, portfolio analysis reports can be run directly from the existing CRM system, providing wholesalers the same user experience they are accustomed to.

Results

Now, with wholesaler analytic and reporting tools streamlined in one place, less support and handholding is needed while more reports are being generated—driving increased sales and client engagement.

Connecting its CRM to MPI’s Stylus Server tool, the asset manager can now create an almost limitless array of different fact sheets, fund comparisons and portfolio reviews with great flexibility and efficiency—helping them respond quickly to market demands and differentiate the firm’s content from its competitors’.

Stylus Server

Organizational Benefits

Enterprise Security and Permissioning

Stylus Server can be self-hosted, enabling your IT teams to control access, set unique permissions, and generate robust audit logs.

MPI Bespoke Data Management

MPI has world-class expertise in data processing of third-party indices, currencies, factors and investment product data. Stylus Server is a highly efficient way for investment firms to harness that expertise while maintaining the enterprise-specific mix of data they need.

Developer Friendly

Stylus Server users get investment research and reporting up and running quickly without expensive custom development.

Enterprise-Grade Controls

Role-Based Access Controls

Multi-Factor Authentication

AWS
Well-Architected Framework

Cloud Access Controls

Network Access Best Principles

Self-Hosted Options

Controls and Security Features: Stylus Server affords the ability to lock down business rules in reports and other output to ensure that disclosures, report content, available data, and other communication factors meet legal and compliance requirements—and the ability to update these rules efficiently across the enterprise when needed.

MPI Stylus Server allows users to leverage MPI’s decades of experience across quantitative analysis and software development that understands investment firms’ workflows.

With Stylus Server integration, MPI can help you improve your team’s competitive positioning, save time, and efficiently allocate resources while delivering powerful analytics across your business.

Want a turnkey reporting solution designed for advisors serving the 401(k)/DC market? Learn about MPI Stylus Web.