---
description: Review of Investment Metrics Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Investment Metrics | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Decision Support Software](/directory/4202/decision-support/software) > [Investment Metrics](/software/325959/investworks)

# Investment Metrics

Canonical: https://www.softwareadvice.co.nz/software/325959/investworks

> Investment Metrics is a cloud-based portfolio analytics solution. It is designed for investment managers, analysts, and advisors.

Investment Metrics provides a comprehensive set of tools for investment analysis and reporting. It offers portfolio analytics, performance attribution, and risk analysis across asset classes. Users gain insights into portfolio positioning, factor exposures, and risk through interactive dashboards and reports.

The solution is deployed as a software-as-a-service platform and is accessible through any web browser. Implementation typically takes 4 to 6 weeks. Ongoing support is provided through an online knowledge base, email, and phone.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Investment Metrics
- **Founded**: 1995

## Commercial Context

- **Starting Price**: US$8,000.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: User based pricing. Yearly subscription cost.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- API
- Accounting
- Ad hoc Analysis
- Ad hoc Reporting
- Benchmarking
- Charting
- Client Management
- Client Portal
- Customisable Branding
- Customisable Dashboard
- Customisable Reports
- Customisable Templates
- Dashboard
- Data Analysis Tools
- Data Capture and Transfer
- Data Connectors
- Data Import/Export
- Data Visualisation
- Drag & Drop

## Support Options

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

## Category

- [Decision Support Software](https://www.softwareadvice.co.nz/directory/4202/decision-support/software)

## Related Categories

- [Decision Support Software](https://www.softwareadvice.co.nz/directory/4202/decision-support/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Data Analysis Software](https://www.softwareadvice.co.nz/directory/535/data-analysis/software)
- [Reporting Tools](https://www.softwareadvice.co.nz/directory/4284/reporting-tools/software)

## Alternatives

1. [Tableau](https://www.softwareadvice.co.nz/software/1940/tableau) — 4.6/5 (2348 reviews)
2. [JMP](https://www.softwareadvice.co.nz/software/103067/jmp) — 4.5/5 (53 reviews)
3. [Wolfram Mathematica](https://www.softwareadvice.co.nz/software/98129/wolfram-mathematica) — 4.6/5 (169 reviews)
4. [XLSTAT](https://www.softwareadvice.co.nz/software/215278/xlstat) — 4.7/5 (398 reviews)
5. [Rulex](https://www.softwareadvice.co.nz/software/336117/rulex) — 4.9/5 (15 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/325959/investworks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/reporting-tools/investworks-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/325959/investworks> |
| en-GB | <https://www.softwareadvice.co.uk/software/325959/investworks> |
| en-IE | <https://www.softwareadvice.ie/software/325959/investworks> |
| en-NZ | <https://www.softwareadvice.co.nz/software/325959/investworks> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"Investment Metrics","description":"Investment Metrics is a cloud-based portfolio analytics solution. It is designed for investment managers, analysts, and advisors.\n\nInvestment Metrics provides a comprehensive set of tools for investment analysis and reporting. It offers portfolio analytics, performance attribution, and risk analysis across asset classes. Users gain insights into portfolio positioning, factor exposures, and risk through interactive dashboards and reports.\n\nThe solution is deployed as a software-as-a-service platform and is accessible through any web browser. Implementation typically takes 4 to 6 weeks. Ongoing support is provided through an online knowledge base, email, and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b852ed18-5468-4a6b-9847-bf86ab77c4f9.png","url":"https://www.softwareadvice.co.nz/software/325959/investworks","@id":"https://www.softwareadvice.co.nz/software/325959/investworks#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"8000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.nz/software/325959/investworks#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Decision Support Software","position":2,"item":"/directory/4202/decision-support/software","@type":"ListItem"},{"name":"Investment Metrics","position":3,"item":"/software/325959/investworks","@type":"ListItem"}]}]}
</script>