# Investment Metrics Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Investment Metrics Software - reviews, pricing plans, popular comparisons to other Reporting products and more. Source: https://www.capterra.com/p/176686/InvestWorks/alternatives --- # Investment Metrics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.invmetrics.com&name=Investment Metrics) ## 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 (2,340) Value For Money 0.0 (0) Value For Money 3.7 (1,525) Customer Service 0.0 (0) Customer Service 3.9 (1,441) ## Investment Metrics alternatives Highest Rated [4.7 (19)](https://www.capterra.com/p/156756/Funnel/reviews/) Starting price $120.00 Per User, Per Month [4.5 (387)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/) Starting price $1851.00 Per User, Per Month [4.4 (360)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/) Starting price $30.00 Per User, Per Month [4.3 (329)](https://www.capterra.com/p/119119/Domo/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 40 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Add customized logos and colors to align with company branding Alter the layout and content of dashboards Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Analyze survey results via statistical testing or crosstabs directly within the software Import, collect, and capture data from multiple sources Connect to big data sources Import and export data to and from software applications Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Track collected or paid charges for services performed or access granted Generate reports to assess the financial performance of an organization Used by financial advisors and money managers Perform various mathematical calculations using the data Manage allocation and performance of financial assets Review data from past periods to reveal recurring tendencies Monitor capital allocation and asset prices over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making stochastic model based on repeated random sampling Allows users to manage data from a number of sources A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Analyze and gain insights into data in real-time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set a time to generate routine reports automatically Search and filter data across systems to locate required information by entering keywords or certain criteria Review data from past periods to reveal recurring tendencies and predict future performance 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. 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