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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 Geneva?

Elevate your competitive advantage with a portfolio management solution designed to handle diverse asset classes, multi-currency portfolios, and complex global fund structures. Geneva is purpose-built for operational scalability, effectively removing obstacles that may impede the smooth launch of new business ventures. This powerful solution fosters business expansion through a central portfolio management framework that optimizes operations. By choosing Geneva, you can harness a system that meets your organizational requirements and financial parameters, seamlessly integrating software, cloud delivery, and co-sourcing options. Available for local deployment or cloud access, Geneva provides real-time portfolio management, accounting, investor accounting, and extensive reporting features. Additionally, with Geneva World Investor, both portfolio management and investor accounting are consolidated into a single platform, ensuring a cohesive user experience. Geneva is expertly designed to guarantee operational scalability, making it easy to embrace new business initiatives while improving the overall effectiveness of portfolio management, accounting, and reporting workflows. Ultimately, this solution paves the way for sustained growth and adaptability in an ever-evolving financial landscape.

Media

Media

Integrations Supported

Integrations Supported

SS&C Family Office Services

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

Documentation Hub
Webinars
Online Training
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

SS&C Advent

Company Location

United States

Company Website

www.advent.com/geneva/

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

Not specified

Wealth Management

Not specified

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