Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Effortlessly tap into, explore, and interact with innovative solutions that enhance both productivity and influence. Workspace serves as your primary resource for a wide array of information—ranging from extensive datasets and analytical tools to reliable news and various content types. It incorporates a cohesive developer environment that provides the flexibility to utilize and interpret data, as well as the ability to create and share customized applications, systems, and tools within an open community that fosters creativity and collaboration. Gain access to top-tier data analytics and solutions powered by AI and contributions from the community. We provide exceptional, curated resources across numerous asset classes, which include ESG-centric portfolio suggestions and alternative data insights. With its user-friendly, browser-like interface, Workspace simplifies the process of locating and analyzing the information you require, while also enabling you to track market trends across multiple screens. This seamless integration of tools and resources ensures that users can maximize their efficiency and effectiveness.
API Access
Has API
No
API Access
Has API
Yes
Integrations
HERE Enterprise Browser
No
Jupyter Notebook
No
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
Python
No
Integrations
HERE Enterprise Browser
Yes
Jupyter Notebook
Yes
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
Python
Yes
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
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Investment Metrics
Founded
1998
Country
United States
Website
www.invmetrics.com
Vendor Details
Company Name
LSEG Data & Analytics
Country
United Kingdom
Website
www.lseg.com/en/data-analytics/products/workspace
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