Wealth Managers

Deliver institutional-quality performance reports and boost advisor productivity all in one easy platform.

Exceed Client Expectations

Use our portfolio analytics and reporting to deliver institutional-quality reports not only to your institutional clients but also to your ultra-high net worth and retail clients. Save time and distinguish your practice.

Streamline Workflows

Use our research to streamline reporting on a single, integrated, easy-to-use platform. Returns-based analysis, holdings-based analysis, peer analysis, custom benchmarking, portfolio compliance, risk analysis, cash flow analysis, portfolio rebalancing – let Investment Metrics do the grunt work and free up your financial advisors to focus on what they do best.

Turn Data into Insight

Through our integrated database of proprietary institutional data you can easily access SMAs, UMAs, Mutual Funds, CITs, Hedge Funds, and Private Investments – and their reporting specific nuances. Report on individual sleeves within a UMA account, for example.

Manage Unique Requirements

Say goodbye to external data sources such as Excel spreadsheets, which pose a huge compliance threat in today’s environment. Instead, use our portfolio analytics and reporting solutions to validate that you’re meeting investment policy objectives and unique compliance requirements mandated by clients.

How We Help

Tackle a Variety of Investment Vehicles

Tackle a Variety of Investment Vehicles

Improve Performance Reports

Improve Performance Reports

Empower Financial Advisors

Empower Financial Advisors

Simplify Data Management

Simplify Data Management

Meet Compliance Requirements

Meet Compliance Requirements

Streamline Document Delivery

Streamline Document Delivery

View the on-demand webinar to learn how to deliver your report with clarity and confidence.

Best Practices & Emerging Trends in Client Performance Reporting

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