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Investment Metrics Overview

Investment Metrics is a leading Reporting Software tailored for the investment management industry. It offers a comprehensive platform for performance analytics, attribution analysis, risk assessment, and client reporting. Investment Metrics features robust data integration capabilities, consolidating data from multiple sources to provide a unified view of investment portfolios. The software includes customizable reporting tools that produce detailed and visually appealing reports for internal stakeholders and clients. Additionally, Investment Metrics offers benchmarking and peer comparison functionalities to evaluate performance against industry standards. With its advanced analytics and reporting features, Investment Metrics empowers investment professionals to make informed decisions, demonstrate value to clients, and comply with regulatory requirements.

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Contact Details

  • Vendor Name Investment Metrics
  • Founded 1995
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Information Technology & Services, Internet, Pharmaceuticals

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Investment Metrics Features

  • Arrow Icon Data Discovery
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Data Storage Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Visual Analytics
  • Arrow Icon Customizable Reports
  • Arrow Icon Data Mapping
  • Arrow Icon Ad hoc Analysis
  • Arrow Icon Visual Discovery
  • Arrow Icon Data Visualization
  • Arrow Icon Data Import/Export
  • Arrow Icon Performance Metrics
  • Arrow Icon Dashboard
  • Arrow Icon Drag & Drop
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Search/Filter
  • Arrow Icon Charting
  • Arrow Icon Data Extraction
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Metadata Management
  • Arrow Icon Widgets
  • Arrow Icon Data Connectors
  • Arrow Icon Forecasting
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Self Service Data Preparation
  • Arrow Icon Self-service Analytics
  • Arrow Icon User Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Visualization
  • Arrow Icon Predictive Analytics
  • Arrow Icon Data Analysis Tools
  • Arrow Icon Visual Analytics
  • Arrow Icon Decision Tree
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Forecasting
  • Arrow Icon OLAP
  • Arrow Icon Customizable Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Ad hoc Query
  • Arrow Icon Scheduled/Automated Reports
  • Arrow Icon Search/Filter
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sales Reports
  • Arrow Icon Marketing Reports
  • Arrow Icon Data Connectors
  • Arrow Icon Collaboration Tools

Investment Metrics Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$8000 Per Year

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Investment Metrics FAQs

Investment Metrics is a leading Reporting Software tailored for the investment management industry. It offers a comprehensive platform for performance analytics, attribution analysis, risk assessment, and client reporting. Investment Metrics features robust data integration capabilities, consolidating data from multiple sources to provide a unified view of investment portfolios. The software includes customizable reporting tools that produce detailed and visually appealing reports for internal stakeholders and clients. Additionally, Investment Metrics offers benchmarking and peer comparison functionalities to evaluate performance against industry standards. With its advanced analytics and reporting features, Investment Metrics empowers investment professionals to make informed decisions, demonstrate value to clients, and comply with regulatory requirements.

  • No, Investment Metrics does not offer a free version.

  • Yes, Investment Metrics offers a free trial.

  • No, Credit Card details are not required for the Investment Metrics trial.

  • Investment Metrics offers the following pricing plans & packages:

    Basic

    $8000 Per Year

  • Investment Metrics supports the following payment frequencies:

    • Annual Subscription

  • No, Investment Metrics does not offer an API.

  • Investment Metrics offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • Investment Metrics offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Investment Metrics supports the following languages:
    • English

  • Following are the typical users of the Investment Metrics:
    • Self-Employed , Small-Business , Midsize-Business

  • Investment Metrics supports the following deployment:
    • Cloud Hosted

  • Investment Metrics supports the following devices and operating systems:
    • Web-Based