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.
Learn more
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Hudson Labs
Hudson Labs is a web-based investment research platform that integrates AI-driven fundamental research support, systematic forensic analysis, and the Hudson Labs Co-Analyst. It offers automated company background memos, earnings call summaries, and basic financial metrics, enabling users to save four to ten hours each week. Its forensic risk assessment tools harness AI to systematize the evaluation of qualitative risk factors, such as related party transactions, governance issues, and management integrity risks. The Hudson Labs Co-Analyst provides consistent, reliable, and factual information by creating structured tables from earnings calls, comparing commentary across peers, and consistently extracting guidance. Trusted by asset managers overseeing over $600 billion in assets under management, Hudson Labs is designed to deliver consistent, reliable insights based solely on source material, ensuring factual accuracy without unnecessary elaboration.
Learn more
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research.
Learn more
