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What is XcelPros BI?

Power BI, created by Microsoft, stands out as a sophisticated business analytics platform aimed at delivering insights that enable quick and well-informed decision-making. It empowers users to transform their data into visually engaging formats that can be conveniently shared with colleagues across multiple devices. With a unified interface, users can effortlessly explore and analyze data, whether it's stored on-premises or in the cloud. The platform promotes teamwork by allowing the distribution of customized dashboards and interactive reports among group members. It features strong governance and security protocols, making it highly scalable across various organizational levels. Power BI caters to both self-service and enterprise analytics, positioning itself as one of the largest business intelligence clouds in existence. By harnessing advanced AI technology and ongoing enhancements driven by user feedback, organizations can revolutionize their approach to converting data into actionable insights at scale. The process of moving from data accumulation to actionable insights is streamlined, as users can connect to a wide array of data sources, easily prepare their datasets, and generate impressive reports in just minutes. Additionally, Power BI simplifies the management of data, guarantees compliance, and upholds security, while equipping users with crucial insights that support their decision-making processes. Ultimately, this all-encompassing tool not only boosts productivity but also cultivates a culture centered around data within the organization, ensuring that all team members are aligned and informed in their strategies.

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS

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
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

XcelPros

Date Founded

2011

Company Location

United States

Company Website

xcelpros.com/products/power-business-intelligence/

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Categories and Features

Business Intelligence

Not specified

Reporting

Customizable Dashboard
Forecasting
Report Export

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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