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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
OfficeReports is a powerful suite of Microsoft Office add-ins that enables market researchers and data professionals to analyze survey data and generate fully automated reports—directly within Excel and PowerPoint. By embedding advanced analytics and reporting capabilities inside the tools users already rely on, OfficeReports eliminates the need for manual copy-paste, external scripting, and disconnected workflows.
The suite includes three tightly integrated tools:
Calculo: Perform advanced cross-tabulations, apply filters, weighting, and run statistical significance tests (Z-tests, T-tests) from raw survey data (.sav, .csv, or Excel). Built for Excel, Calculo gives researchers full analytical power within a familiar interface.
Presento: Automatically generate branded PowerPoint slides from structured crosstab data. Presento supports dynamic resizing of tables and charts, uses icons to visualize significance, and can replace text labels with brand logos—ensuring cleaner, more intuitive presentations.
Intelligo: Combines Calculo and Presento into one seamless solution for recurring and high-volume survey reporting. Build your reports using preliminary data, then update all charts and tables with one click when final data becomes available—ideal for tracking studies and syndicated research.
OfficeReports supports integration with SPSS, SurveyMonkey, Qualtrics, Alchemer, and more, making it a scalable, accurate, and efficient reporting platform for insights-driven teams in over 30 countries. It’s designed to reduce effort, eliminate human error, and increase time-to-insight—without ever leaving Office.
API Access
Has API
API Access
Has API
Integrations
SurveyMonkey Enterprise
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$108 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Investment Metrics
Founded
1998
Country
United States
Website
www.invmetrics.com
Vendor Details
Company Name
OfficeReports
Website
www.officereports.com
Product Features
Decision Support
Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports