Investment Metrics
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Investment Metrics Evaluation Snapshot
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Product Overview
Investment Metrics Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
Investment Metrics Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Data Analysis Software 28 selected features Open category ↗ ⌄
Data Discovery
Reporting & Statistics
Multiple Data Sources
Data Storage Management
Predictive Analytics
Visual Analytics
Customizable Reports
Data Mapping
Ad hoc Analysis
Visual Discovery
Data Visualization
Data Import/Export
Performance Metrics
Dashboard
Drag & Drop
Alerts/Notifications
Search/Filter
Charting
Data Extraction
Sales Trend Analysis
Metadata Management
Widgets
Data Connectors
Forecasting
Sentiment Analysis
Self Service Data Preparation
Self-service Analytics
User Management
Decision Support Software 6 selected features Open category ↗ ⌄
Performance Metrics
Data Visualization
Predictive Analytics
Data Analysis Tools
Visual Analytics
Decision Tree
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Reporting Software 19 selected features Open category ↗ ⌄
Forecasting
OLAP
Customizable Dashboard
Visual Analytics
Multiple Data Sources
Performance Metrics
Data Import/Export
Financial Reporting
Real-Time Reporting
Drag & Drop
Access Controls/Permissions
Ad hoc Query
Scheduled/Automated Reports
Search/Filter
Third-Party Integrations
Sales Reports
Marketing Reports
Data Connectors
Collaboration Tools
Pricing Information
Investment Metrics Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$8000
Per Year
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
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Frequently Asked Questions
Investment Metrics FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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
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Investment Metrics supports the following languages:
- English
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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
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