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features
design
support

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Write a Review

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

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdminPulse No 
Octopus Accountancy No 
Penneo No 
QuickBooks Online No 
Sage 100 No 
Xero No 

Integrations

AdminPulse Yes 
Octopus Accountancy Yes 
Penneo Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Xero 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 Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Vendor Details

Company Name

Silverfin

Country

Belgium

Website

www.silverfin.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

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

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