Do you have the data and technology to deliver a powerful customer experience?
Relied on by
Institutional Investment Consultants
Relied on by
Largest US Banks
We listen to our clients and put their needs at the center of everything we do, proven by our award-winning client service team.
Submit your own data, plus analyze and report on over $10 trillion in AUA for over 2,500 institutional plans.
Data powers our investment performance analytics and reporting technology to help you tell a better story.
“Investment Metrics reporting platform streamlined our reporting workflow, moving it from a labor intensive, non-scalable, error-prone system that faced many compliance challenges, to a system which was fully integrated with our existing back-office data and provided us with near real-time data feeds. Using IM, we were able to create a suite of reports leveraged by our Financial Advisors that were consistent, scalable and met our compliance obligations.”
MAJOR FINANCIAL INSTITUTION
“Our in-house reporting platform was incredibly manual. It was no longer scalable and lacked the ability to address our changing business needs. IM integrated all of our existing data sources into their platform and provided us with a seamless, automated ETL integration of the various disparate data, while allowing us to create high custom reports that met our stringent content and presentation standards.”
INSTITUTIONAL ASSET ALLOCATOR
“Investment Metrics enables us to provide our clients with a suite of comprehensive reports which are flexible, repeatable, and fully customized to meet their diverse needs.”
INSTITUTIONAL INVESTMENT CONSULTANT
“Our firm had undergone a number of acquisitions in recent months and we were in need of a single solution across all entities for our investment consulting practice. We chose Investment Metrics because of their multilingual reporting capabilities, their depth and breadth of custom report templates along with a rules-based automated generation tool to meet the mass transition from various platforms.”
LARGE GLOBAL INSTITUTIONAL INVESTMENT CONSULTANT
“The IM platform allows my firm to grow and adapt to an ever-changing marketplace. The easy-to-use platform is driven by a powerful global database of traditional and alternative strategies, and allows us to fully customize our report output.”
BOUTIQUE INVESTMENT CONSULTING FIRM