Investment Metrics

United States HQFounded 2010

Deployment

WindowsMacLinux

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Overview

About Investment Metrics

Investment Metrics are the leading provider of investment performance analytics and reporting solutions for the global institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global financial institutions. Our solutions are powered by Investment Metrics’ unprecedented global database of traditional and alternative strategies which enable the world’s leading investment professionals to analyze and report on over $10 trillion of assets under advisement for 5,500+ institutional plans, and 10,000+ defined contribution plans, with accuracy and efficiency.

At a glance

Software information

Industries served, licensing and the support Investment Metrics provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Investment Metrics features

The full feature set, grouped by module.

Investment Management Software

  • Asset Management
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management Software

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management

Plans

Investment Metrics pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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