--- title: "Investment Metrics Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Investment Metrics Software - reviews, pricing plans, popular comparisons to other Decision Support products and more." source_url: "https://www.capterra.com/p/176686/InvestWorks/" page_type: "product" language: "en" --- # Investment Metrics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Investment Metrics ## What is Investment Metrics? Investment Metrics is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. ## What is Investment Metrics used for? [Reporting](https://www.capterra.com/reporting-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Decision Support](https://www.capterra.com/decision-support-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $8000 Flat Rate, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Investment Metrics?[Manage this product listing](https://www.g2.com/products/investmentmetrics/claim_requests/new?auto=true) ## Investment Metrics Overview Updated September 2026 AI summary Investment Metrics offers businesses across all sizes a web-based platform focused on reporting, data analysis, and investment management. It enables users to generate custom reports, visualize data from multiple sources, and analyze trends with real-time and scheduled reporting tools. The platform supports customizable dashboards, financial reporting, and integration via API, with deployment available through cloud and SaaS options. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Investment Metrics 0.0 VS. [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting Price $8000 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.1 (2,354) Value For Money 0.0 (0) Value For Money 3.7 (1,539) Customer Service 0.0 (0) Customer Service 3.9 (1,453) ## Investment Metrics alternatives [Tableau](https://www.capterra.com/p/208764/Tableau/) [4.6 (2,362)](https://www.capterra.com/p/208764/Tableau/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208764/Tableau/) [JMP](https://www.capterra.com/p/151815/JMP-Statistical-Software/) [4.5 (53)](https://www.capterra.com/p/151815/JMP-Statistical-Software/reviews/) Starting price $1390.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/151815/JMP-Statistical-Software/) [Wolfram Mathematica](https://www.capterra.com/p/171048/Wolfram-Mathematica/) [4.6 (169)](https://www.capterra.com/p/171048/Wolfram-Mathematica/reviews/) Starting price $335.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171048/Wolfram-Mathematica/) Highest Rated [XLSTAT](https://www.capterra.com/p/119448/XLSTAT/) [4.7 (398)](https://www.capterra.com/p/119448/XLSTAT/reviews/) Starting price $295.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/119448/XLSTAT/) ## FAQs about Investment Metrics Overview ### What company size and specific industries is Investment Metrics built for? Investment Metrics is designed for mid-sized to enterprise organizations in the investment management and financial services sectors, including institutional investment consultants, asset managers, asset owners, hedge funds, wealth managers, advisors, RIAs, OCIOs, plan sponsors, endowments, foundations, banks, and other financial institutions. Features and Usability ### What are the key features of Investment Metrics? Investment Metrics offers portfolio analysis, risk analysis, accounting, and API access as core features. It also includes portfolio management, performance metrics, benchmarking, financial reporting, and risk management, plus ad hoc reporting, customizable dashboards, data import/export, charting, and what-if scenarios for investment advisors. Getting Started and Support ### What training and onboarding options does Investment Metrics offer? Investment Metrics provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced instructional content. Getting Started and Support ### What customer support options does Investment Metrics offer? Investment Metrics provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Support is set up for direct contact through multiple channels, giving users several ways to reach assistance when needed. ## Features AI summary Based on 4,769 Decision Support reviews Capterra data shows that buyers of reporting software rank the following features as their top priorities: - **Customizable Reports** (**54%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**56%**) - **Data Visualization** (**44%**) Investment Metrics supports all three features reviewers rate most important: **Customizable Reports**, **Reporting/Analytics**, and **Data Visualization**. Together, these capabilities give teams the flexibility to tailor reports, track performance through detailed analysis, and present data in a clear visual format, helping businesses make informed decisions faster. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Ad hoc Reporting Generate one-off reports that meet information requirements API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Client Management Manage contact details and communication with clients Investment Metrics 41 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Fee Management: Track collected or paid charges for services performed or access granted - Financial Reporting: Generate reports to assess the financial performance of an organization - For Investment Advisors: Used by financial advisors and money managers - Functions/Calculations: Perform various mathematical calculations using the data - Fund Management: Manage allocation and performance of financial assets - Historical Trend Analysis: Review data from past periods to reveal recurring tendencies - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monte Carlo Simulation: stochastic model based on repeated random sampling - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $8,000 Flat Rate,Per Year Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.