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Description

Investortools offers valuable insights into identifying and quantifying the various sources and factors contributing to a portfolio’s overall return. Delve into the mathematics that underpin these calculations while discovering how the Custom Index Manager (CIM) can assist in elucidating your portfolios' performance. Factor-based attribution breaks down returns by utilizing independent systematic factors such as income effects, yield curve shifts, and spread impacts. In contrast, allocation attribution focuses on the excess return—calculated as the difference between the portfolio's total return and the index's total return—resulting from strategic allocation choices and variances within each category. Additionally, simulated performance delivers an in-depth (Bottom-Up) analysis of Total Return, enhancing your understanding of investment outcomes. This comprehensive approach equips investors with the necessary tools to make informed decisions and optimize their portfolio strategies effectively.

Description

Leverage the capabilities offered by the Objective Platform to achieve your objectives in a cost-efficient manner or maximize the returns on your set budget. It is important to move beyond relying solely on metrics from specific channels. Instead, assess how your marketing expenditures contribute to your overall business goals. Establish your definitive source of truth. With the Objective Platform, you can streamline the processes of data collection, validation, and integration from over 200 sources, enabling you to obtain results more swiftly and accurately. Employ modeling techniques to connect business outcomes with media spending and other significant variables. The approach is both objective and transparent. Utilize our proven dashboards and reports to gain insights into what drives your marketing and media performance. This platform not only assists you in measuring the effectiveness of your marketing investments but also helps pinpoint anomalies. By applying these insights, you can begin to test new strategies and refine your approach for even greater effectiveness. Ultimately, this will empower you to make informed decisions that enhance your marketing 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 Yes 
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) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Investortools

Founded

1983

Country

United States

Website

www.invtools.com

Vendor Details

Company Name

Objective Partners

Founded

2014

Country

Netherlands

Website

www.objectivepartners.com

Product Features

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation No 

Product Features

Marketing Analytics

A/B Testing No 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics Yes 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics No 

Marketing Attribution

Attribution Modeling Yes 
Audience Segmentation No 
Conversion Tracking Yes 
Cross-Channel Attribution Yes 
Customer Journey Mapping Yes 
Multi-Touch Attribution Yes 
Predictive Analytics Yes 
ROI Tracking Yes 

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