Audience
Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers
About Investment Metrics
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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Integrations
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Company Information
Investment Metrics
Founded: 1998
United States
www.invmetrics.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Investment Metrics Frequently Asked Questions
Investment Metrics Product Features
Decision Support
Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Application Development
Budgeting & Forecasting
Decision Tree Analysis
Sensitivity Analysis
Thematic Mapping
Version Control
Investment Management
Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Fund Management
Payroll & Commissions
Risk Management
Reporting
Customizable Dashboard
Data Source Connectors
Drill Down
Financial Reports
Report Export
Scheduled / Automated Reports
Drag & Drop
Email Reports
Forecasting
Marketing Reports
OLAP
Sales Reports
