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Investment Metrics Logo

Solution for portfolio analysis, reporting, and data

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Investment Metrics - 2026 Pricing, Features, Reviews & Alternatives

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Investment Metrics overview

What is Investment Metrics?

Investment Metrics is an investment analysis software that provides investors with quantitative analysis tools for financial modeling and valuation of public and private companies.

Key features include discounted cash flow analysis, ratio analysis, Monte Carlo simulations, risk analysis tools, and side-by-side comparisons of investment opportunities. Users can analyze investments across asset classes, including stocks, bonds, real estate, venture capital, and private equity. The software integrates with industry data sources and accounting systems to import financial statements and market data for analysis. It generates customized reports that summarize assumptions, methodologies, output variables, sensitivity analysis, and investment recommendations that can be shared with clients and stakeholders.

Investment Metrics aims to empower investment professionals, RIAs, equity analysts, and corporate development teams to make data-driven decisions using quantitative rigor and industry best practices.

Key benefits of using Investment Metrics

Investment Metrics provides analytics, reporting, and data that fuel the institutional investment industry, so:

- Asset Owners can gain insights to manage institutional asset pools and provide fiduciary oversight proactively.

- Investment Consultants can streamline portfolio analysis with straight-through reporting to augment fiduciary responsibilities.

- Asset Managers can gain exposure to new opportunities and differentiate their investment strategies to grow assets.

- Wealth Managers can win and retain more business with the in-depth portfolio analysis that ultra-high net worth clients expect.

Starting price

8000flat rate /
per year

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Investment Metrics reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

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4

3

2

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Investment Metrics's features

"What if" scenarios
Accounting
Ad hoc Analysis
Ad hoc reporting
API
Benchmarking
Charting
Client management
Client portal
Customizable branding
Customizable dashboard
Customizable reports
Customizable templates
Dashboard
Data analysis tools
Data capture and transfer
Data connectors
Data import/export
Data visualization
Drag & drop
Fee management
Financial reporting
For investment advisors
Functions/Calculations
Fund management
Historical trend analysis
Investments tracking
Modeling & simulation
Monte carlo simulation
Multiple data sources
Performance metrics
Portfolio management
Portfolio rebalancing
Real-Time analytics
Real-Time reporting
Reporting & statistics
Reporting/Analytics
Scheduled/Automated reports
Search/Filter
Trend analysis
Visual analytics

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Investment Metrics pricing

Value for money rating:

Starting from

8000

Per year

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Investment Metrics price and value

Value for money rating:

Investment Metrics support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
Chat
Phone Support
Email/Help Desk

Training options

Documentation
Live Online
In Person
Webinars
Videos

Investment Metrics FAQs

Q. What type of pricing plans does Investment Metrics offer?

Investment Metrics has the following pricing plans:
Starting from: $8000.00/year
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of Investment Metrics?

Investment Metrics has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Investment Metrics support?

Investment Metrics supports the following languages:
English


Q. Does Investment Metrics offer an API?

No, Investment Metrics does not have an API available.


Q. What level of support does Investment Metrics offer?

Investment Metrics offers the following support options:
24/7 (Live rep), Chat, Phone Support, Email/Help Desk

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