Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • Intelex Reviews & Ratings
    4.2 out of 5 stars 199 Ratings
    Company Website for Intelex
  • Ansarada Reviews & Ratings
    4.6 out of 5 stars 363 Ratings
    Company Website for Ansarada
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • Nasdaq Metrio Reviews & Ratings
    4.5 out of 5 stars 14 Ratings
    Company Website for Nasdaq Metrio
  • Fraud.net Reviews & Ratings
    4.6 out of 5 stars 56 Ratings
    Company Website for Fraud.net
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money

What is Investment Metrics?

Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights. Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration. With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors. This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance. Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.

What is BrightScope?

BrightScope transforms the way asset managers engage with their data, allowing for a deeper understanding and more effective application of this information to improve distribution methods. By offering a comprehensive solution that integrates DCIO, retail, and RIA channels, clients experience a substantial boost in sales performance. The efficiency of sales cycles is heightened due to prompt insights regarding how advisors currently use products, emerging usage trends, and fresh opportunities for product placement. You can access the most relevant and actionable insights customized for your team, enabling swift evaluations of assets, flows, and market share across multiple aspects such as territory, product, platform, and advisor. Through the advanced integration of both internal and external data sources, including third-party sales files and market intelligence from all key distribution channels, BrightScope provides asset managers with essential tools to significantly enhance their product distribution efforts. This empowers your team to make faster, well-informed decisions supported by comprehensive, timely insights that can drive sustained growth and improve competitive positioning in the market. Ultimately, this strategy not only optimizes operations but also cultivates a more nuanced appreciation of market dynamics, leading to better long-term outcomes. As a result, asset managers can confidently navigate the complexities of the industry and adapt to changing market conditions effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Company Facts

Organization Name

BrightScope

Date Founded

2008

Company Location

United States

Company Website

www.brightscope.com

Categories and Features

Decision Support

Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Financial Research

Not specified

Investment Management

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

Reporting

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

Wealth Management

Not specified

Categories and Features

Financial Research

Not specified

Popular Alternatives

Popular Alternatives

Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars
Flowspring Reviews & Ratings

Flowspring

ISS MI