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What is Speedbooks?

Speedbooks reporting software features a real-time dashboard accessible to both you and your clients, complemented by a user-friendly mobile application. It seamlessly converts data from your accounting software into intuitive dashboards and straightforward reports that effectively highlight the performance of various segments of your business. The era of struggling with complicated spreadsheets, manual reporting, and missed opportunities is over, along with the stress of costly annual account preparations! You can effortlessly access your financial data on desktop and mobile devices any time and from any location. Speedbooks allows you to quickly create a variety of financial reports independently, giving you immediate insights into your financial situation. This makes it a valuable addition to your current accounting software. Wave farewell to the challenges of complex spreadsheets; with Speedbooks, you have a wealth of ready-to-use Excel report templates at your fingertips. Whether you need a thorough management overview, a monthly breakdown, or an annual account summary, the options are limitless, empowering you to make well-informed decisions with confidence. Additionally, the software's user-friendly interface ensures that users of all skill levels can harness its full potential without unnecessary complications.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Speedbooks

Date Founded

2009

Company Location

Netherlands

Company Website

www.speedbooks.nl/

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Categories and Features

Reporting

Customizable Dashboard
Financial Reports
Report Export
Sales Reports

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

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