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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

G-CLIP is an advanced, cloud-based platform that enables corporate clients of financial institutions to efficiently monitor cash balances across various subsidiaries and currencies, while also facilitating the allocation of those funds into a range of cash-equivalent investments, including money market funds and time deposits. In addition to enabling clients to invest their surplus cash in approved options, G-CLIP provides valuable insights into risk exposure through an easy-to-use analytics suite. Developed by FO2, G-CLIP is rooted in a deep understanding of client requirements, product fundamentals, regulatory frameworks, and market dynamics, which collectively enhance liquidity and foster greater transparency within a single, user-friendly liquidity portal. Furthermore, G-CLIP can function as a standalone, turnkey solution or seamlessly integrate with other FO2 modules, thereby enriching the user experience while simultaneously boosting the financial institution's operational capabilities and return on investment. This flexibility allows institutions to tailor their offerings to better meet client demands.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

RentSyst Yes 

Integrations

RentSyst No 

Pricing Details

No price information available.
Free Trial No 
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) No 
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

Financial Oxygen

Founded

1999

Country

United States

Website

www.financialoxygen.com

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management 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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