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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

The contemporary analytics landscape truly took shape with the introduction of QlikView, our inaugural analytics platform, powered by its transformative associative engine. This innovation fundamentally altered how businesses engage with data, offering intuitive visual exploration that democratized business intelligence for a wider audience than ever before. We continue to set the standard with Qlik Cloud® Analytics for cloud-based SaaS implementations, alongside Qlik Sense® for traditional on-premises setups. Each of these solutions enhances human intuition through AI-driven insights, enabling your team to shift from passive analysis to active engagement, facilitating real-time cooperation and decisive action. By leveraging both cloud and on-premises analytics, you gain unparalleled flexibility and choice in determining how to store, transform, and analyze your data, ultimately enhancing your organization's analytical capabilities. This adaptability ensures that your team can effectively respond to evolving data needs and capitalize on opportunities as they arise.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alteryx No 
Brightflag No 
DOIT-BI No 
Dealavo No 
Devart ODBC Drivers No 
Golfmanager No 
ImpactECS No 
Inforiver No 
LeadSparK No 
Mapal Culture Suite No 
Mobisale No 
QlikMaps No 
RestApp No 
Revo XEF No 
SmartFeed No 
Uppwise APM No 
Vertica No 
Xplenty No 
doolytic No 
mpmX No 

Integrations

Alteryx Yes 
Brightflag Yes 
DOIT-BI Yes 
Dealavo Yes 
Devart ODBC Drivers Yes 
Golfmanager Yes 
ImpactECS Yes 
Inforiver Yes 
LeadSparK Yes 
Mapal Culture Suite Yes 
Mobisale Yes 
QlikMaps Yes 
RestApp Yes 
Revo XEF Yes 
SmartFeed Yes 
Uppwise APM Yes 
Vertica Yes 
Xplenty Yes 
doolytic Yes 
mpmX 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 No 
Mac No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Vendor Details

Company Name

Qlik

Founded

1993

Country

United States

Website

www.qlik.com

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 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Decision Support

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

Reporting

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

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