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Ratings and Reviews 0 Ratings
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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 Equisoft/analyze?
Equisoft/analyze for advisors functions as a comprehensive solution for asset allocation and wealth analysis specifically designed for financial advisors. By employing a distinctive four-step methodology, it guarantees that the recommendations provided align closely with the risk profiles of investors. The platform adequately addresses suitability and know-your-product regulations, granting users access to an array of over 20 distinct institutional-grade analytic metrics. These metrics are sourced from reliable third-party data providers, with the added flexibility to integrate custom data feeds, and they encompass a diverse range of investment vehicles, including mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. The analysis process considers essential variables such as investment timeframes, account inflows and outflows, distributions reinvestment, rebalancing thresholds, and the tax status of accounts. Moreover, users can develop retirement strategies by assessing cash flows, asset growth and withdrawal phases, and the likelihood of financial success, among other functionalities. The tool also allows for a thorough evaluation of life, critical illness, and disability insurance, supported by user-friendly guided workflows that enhance the overall experience. Additionally, its advanced analytics equip advisors to make informed decisions that resonate with their clients' financial aspirations, ultimately leading to more effective client-advisor relationships. As a result, this platform significantly contributes to the optimization of financial planning processes.
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
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Online Training
Company Facts
Organization Name
Investment Metrics
Date Founded
1998
Company Location
United States
Company Website
www.invmetrics.com
Company Facts
Organization Name
Equisoft
Date Founded
1994
Company Location
Canada
Company Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
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
Wealth Management
Not specified