Related Products
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About
Dimply has built a platform that enables financial institutions to build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalized experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world. A new-generation customer experience platform, designed specifically for financial services. We allow you to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Build and deploy customer experiences to engage, inform, and transact with your customers effortlessly. Bring your own data in real time to orchestrate the next experience for your customers. Deliver consistently perfect on-brand experiences dropped straight into your apps.
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About
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.
Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA.
With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial companies searching for a solution to manage, optimize, and personalize customer experience
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Audience
Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDimply
Founded: 2020
Ireland
www.dimply.ai/
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Company InformationInvestment Metrics
Founded: 1998
United States
www.invmetrics.com
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Categories |
Categories |
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Decision Support Features
Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Reporting Features
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
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Integrations
No info available.
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Integrations
No info available.
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