Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

AppO helps make complex decisions by breaking it down into consumable steps. AppO allows you to use tangible measures such as cost/benefit, production statistics and business ratios mixed with any intangible criteria such as reputational benefit, ESG measures etc. Commonly used to select and prioritise portfolios of projects AppO can increase the strategic alignment of your portfolio. AppO can analyse an unlimited number of investment opportunities and prioritize them in order of relative business value. It can also identify unbalanced portfolios by highlighting apparent underspend or overspend on any value measures. AppO allows you to include an unlimited number of opinions of what constitutes value, which will allow you to analyse the opportunities relative to each stakeholder or stakeholder group. AppO can infer the logical consensus position among stakeholders and highlight areas where compromise may be necessary. Thus, you could include investors, customers, and other stakeholders in your strategy development process. Because decisions taken with AppO are statistically defendable if you include ESG value measures AppO will assist in demonstrating how serious your organisation is about ethical behaviour.

Description

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel No 

Pricing Details

$59 per user per month
Range of plans available that will suit your requirements and budget
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kepa Software

Founded

2020

Country

Australia

Website

www.kepasoftware.com

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Product Features

Decision Support

Application Development Yes 
Budgeting & Forecasting Yes 
Data Analysis Yes 
Decision Tree Analysis No 
Monte Carlo Simulation No 
Performance Metrics Yes 
Rules-Based Workflow No 
Sensitivity Analysis Yes 
Thematic Mapping No 
Version Control No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Product Features

Decision Support

Application Development No 
Budgeting & Forecasting No 
Data Analysis Yes 
Decision Tree Analysis No 
Monte Carlo Simulation Yes 
Performance Metrics Yes 
Rules-Based Workflow Yes 
Sensitivity Analysis No 
Thematic Mapping No 
Version Control No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

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