Investment Metrics 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Investment Metrics

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Pricing

Starting at $8,000.00 per year

About Investment Metrics

Investment Metrics is a cloud-based portfolio analytics solution. It is designed for investment managers, analysts, and advisors.

Investment Metrics provides a comprehensive set of tools for investment analysis and reporting. It offers portfolio analytics, performance attribution, and risk analysis across asset classes. Users gain insights into portfolio positioning, factor exposures, and risk through interactive dashboards and reports.

The solution is deployed as a software-as-a-service platform and is accessible through any web browser. Implementation typically takes 4 to 6 weeks. Ongoing support is provided through an online knowledge base, email, and phone.

Investment Metrics Screenshots

Investment Metrics Pricing and Plans

Starting price: $8,000.00 per year

Free Trial

Free Version

Basic

$8,000.00

flat rate, per year

No plan information available

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Investment Metrics Features

Popular features found in Reporting
Ad hoc Query
Customizable Dashboard
Dashboard Creation
Data Import/Export
Drag & Drop
Forecasting
Multiple Data Sources
OLAP
Performance Metrics
Scheduled/Automated Reports
Search/Filter
More features of Investment Metrics
Accounting
Ad hoc Analysis
Ad hoc Reporting
API
Benchmarking
Charting
Client Management
Client Portal
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Analysis Tools
Data Capture and Transfer
Data Connectors
Data Visualization
Fee Management
Financial Reporting
For Investment Advisors
Functions/Calculations
Fund Management
Historical Trend Analysis
Investments Tracking
Modeling & Simulation
Monte Carlo Simulation
Portfolio Management
Portfolio Rebalancing
Real-Time Analytics
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Trend Analysis
Visual Analytics
"What If" Scenarios