Armundia MT-Performance

Armundia MT-Performance is the specialised module for advanced portfolio performance calculation based on Money Weighted Rate of Return (MWRR) and Time Weighted Rate of Return (TWRR)—two widely recognised and technically sophisticated methodologies for measuring returns over time.

Designed to meet the needs of family offices, wealth advisory networks, private banks, and institutional managers, MT-Performance delivers high-precision calculation tools capable of handling operational complexity, irregular cash flows, and multi-asset, multi-currency transactions.

The module integrates seamlessly with the Armundia suite or with other wealth management ecosystems, allowing for automated performance processing over customisable time horizons, with comparisons against benchmarks and reference indices. It also manages data normalisation from multiple custodian banks and heterogeneous external sources.

Thanks to robust algorithms, MT-Performance ensures accuracy, consistency, and compliance with regulatory requirements in reporting and transparency (e.g. MiFID II). Results are available through interactive dashboards and detailed, exportable reports—supporting advanced advisory activities and reporting to high-net-worth clients.

Armundia MT-Performance is the ideal solution for turning one of the most technically demanding tasks in wealth management into an efficient, reliable, and fully integrated process within existing digital workflows.