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Average Ratings 0 Ratings

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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

Synergy Indicata is a top-tier software solution for executing strategies and conducting monitoring and evaluation, offering a comprehensive array of features necessary for assessing both project-level and organization-wide performance. This platform allows organizations to consolidate all program-related data into a single repository, ensuring they have a unified reference point for their diverse programs and projects. Additionally, it aids in the standardization and optimization of project design, planning, budgeting, and implementation processes. Tailored specifically for non-technical users, Synergy Indicata is a web-based application that combines user-friendliness with powerful analytical capabilities, resulting in a highly functional user experience. It can be utilized as a software-as-a-service (SaaS) offering or installed on-premises, providing flexibility to users. Moreover, Synergy Indicata enables the creation of multiple portfolios along with their respective hierarchies, making it adaptable to various organizational needs. The software's inherent versatility allows it to accommodate any type of programmatic framework, ensuring that users can effectively manage their initiatives. In summary, Synergy Indicata stands out as an essential tool for organizations seeking to enhance their project management and evaluation efforts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Vendor Details

Company Name

Synergy International Systems

Founded

1997

Country

United States

Website

www.synisys.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 Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding No 
Strategic Planning Yes 

Data Visualization

Analytics Yes 
Content Management Yes 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Decision Support

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

GIS

3D Imagery No 
Census Data Integration Yes 
Color Coding Yes 
Geocoding Yes 
Image Exporting Yes 
Image Management No 
Internet Mapping Yes 
Interoperability Yes 
Labeling Yes 
Map Creation Yes 
Map Sharing Yes 
Near-Matching No 
Reverse Geocoding Yes 
Spatial Analysis Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Reporting

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

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