Investment Metrics 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.

Integrations

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Company Details

Company:
Investment Metrics
Year Founded:
1998
Headquarters:
United States
Website:
www.invmetrics.com
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Investment Metrics Features and Options

Investment Management Software

Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Reporting Software

Customizable Dashboard
Data Source Connectors
Drill Down
Financial Reports
Report Export
Scheduled / Automated Reports

Decision Support Software

Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow

Investment Metrics User Reviews

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