Investment Metrics
Curated by SignalPortfolio management solutions enhancing investment insights for wealth managers.
Overview
Investment Metrics is a company that focuses on portfolio management solutions designed for wealth managers in the fintech sector. The company offers various products, including portfolio analytics and reporting, style factor and ESG analysis, and market research, which are intended to support the decision-making processes of institutional investors and advisors. Investment Metrics utilizes technologies such as artificial intelligence and machine learning to provide real-time analytics that assist with dynamic asset allocation and compliance with regulatory requirements. The platform is designed to integrate with custodians and trading systems via APIs, providing a comprehensive view of client assets. This approach aims to meet the demand for clear investment insights and improved financial outcomes, and the company serves investment consultants and asset managers worldwide.
Key facts
- Founded
- 2010
- Headquarters
- Fairfield, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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- Phone
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