Average Ratings 0 Ratings
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
VisiRule, a low-code, no-code tool that allows subject matter experts such as lawyers, tax advisors and engineers to quickly create and deliver intelligent advice using decision tree flowcharts, and troubleshooting guides. These can be used as self-service web apps or as Intelligent ChatBots.
VisiRule transforms specialist expertise into smart AI solutions. It can triage complex problems and make recommendations. It enforces actions and creates bespoke documents.
VisiRule allows you to quickly create systems to solve common, but not trivial, queries and computations that staff and customers have to deal with. It is also cost-effective. This allows staff to concentrate on the more difficult tasks and gives clients instant access to high-quality advice, anywhere, anytime.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Devart ODBC Drivers
No
Redis
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$995
various flat-fee pricing models available
Free Trial
Yes
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
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Logic Programming Associates Ltd
Founded
1981
Country
United Kingdom
Website
www.visirule.co.uk
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
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
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
No
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
No
Workflow Management
No
Prototyping
Animation
No
Collaboration
No
Drag & Drop
Yes
Software Prototyping
Yes
Templates
No
UI Prototyping
No
UX Prototyping
No
Usability Testing
No
Version Control
No