Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • Intelex Reviews & Ratings
    193 Ratings
    Company Website
  • Ansarada Reviews & Ratings
    363 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    802 Ratings
    Company Website
  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Fraud.net Reviews & Ratings
    56 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    139,855 Ratings
    Company Website

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 Croesus?

Croesus Advisor, our portfolio management solution, is crafted to be intuitive, efficient, and cutting-edge, equipped with sophisticated tools that empower wealth management advisors to securely and proficiently manage client assets. The introduction of Croesus Central transforms portfolio rebalancing into a simple, tailored, and fluid experience. This tool not only guarantees adherence to both client and regulatory standards but also boosts reliability and adaptability, allowing advisors to dedicate more time to engaging with clients and fostering business expansion. Furthermore, Croesus’s application programming interfaces (APIs) facilitate the secure and effortless transmission of financial data. Since its founding in 1987, Croesus has emerged as a prominent figure in the wealth management landscape, gaining the confidence of numerous brokerages and banks to oversee over 1 trillion dollars in client assets. The versatility of our products to adapt to diverse business scenarios ensures that they continue to be exceptionally user-centric while achieving remarkable performance and efficiency. As the financial sector progresses, Croesus remains committed to innovation, consistently offering solutions that address the evolving demands of wealth management experts, thereby reinforcing our position as a trusted partner in this dynamic field.

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

$377 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Company Facts

Organization Name

Croesus

Date Founded

1987

Company Location

Canada

Company Website

www.croesus.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

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems