Average Ratings 0 Ratings
Average Ratings 1 Rating
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
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
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
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