Name: Investment Metrics
Price: 8000 USD
Author: Investment Metrics

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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Investment Metrics, offered by Confluence, is an investment analytics, reporting, data, and research solution designed for institutional investors and advisors worldwide. According to the vendor, this tool provides valuable insights into investment portfolios, allowing users to proactively manage asset pools and fulfill fiduciary responsibilities. With its portfolio analysis and reporting capabilities, Investment Metrics aims to meet the expectations of asset owners, investment consultants, asset managers, and wealth managers, enabling them to optimize investment strategies and differentiate their offerings in the competitive market.

## Key Features

**Portfolio Analytics and Reporting**: According to the vendor, Investment Metrics provides robust portfolio analysis and reporting solutions for institutional investors and advisors. Users can gain insights into their investment portfolios, helping them proactively manage asset pools and fulfill fiduciary responsibilities. The tool is designed to streamline portfolio analysis with straight-through reporting, aiming to ensure efficient and accurate reporting processes.

**Style Factor and ESG Analysis**: Investment Metrics offers analysis of style factors and environmental, social, and governance (ESG) factors in investment portfolios, according to the vendor. This feature aims to help users understand the impact of different style factors on portfolio performance. The tool also provides tools for evaluating the ESG characteristics of investments and assessing their alignment with client preferences and mandates, supporting the integration of ESG considerations into investment decision-making processes.

**Competitor and Peer Analysis**: Investment Metrics allows users to analyze the performance and characteristics of their investment portfolios relative to competitors and peers, according to the vendor. The tool offers benchmarking capabilities to compare investment strategies and performance against industry standards. This feature aims to help users identify areas of strength and weakness in their investment portfolios compared to competitors and peers, enabling them to make data-driven decisions to optimize investment strategies and differentiate their offerings.

**Market and Manager Research**: Investment Metrics provides research and analysis tools for evaluating investment markets and managers, according to the vendor. Users gain access to a comprehensive database of investment managers and their strategies, aiming to support the assessment of performance, risk, and other key characteristics. This feature aims to facilitate due diligence processes and aid in the selection of investment managers that align with client objectives and preferences.

Basic

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

Investment Metrics

Investment Portfolio Management

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Investment Metrics

Overview

What is Investment Metrics?