Investment Metrics Discount - Up to 45% off

Global leading provider of investment analytics, reporting, and data for the institutional investment community.

Get discount

What is Investment Metrics?


Investment Metrics is a global provider of portfolio analytics, reporting, and data solutions designed to assist institutional investors and advisors in achieving better financial outcomes, growing assets, and retaining clients through clear investment insights. The platform offers comprehensive tools for institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis. It supports over 20,000 institutional asset pools, 28,000 funds, and 900,000 portfolios, representing more than $14 trillion in assets under advisement. Key features include accounting, ad hoc reporting, API integration, benchmarking, charting, client management, customizable dashboards and reports, data visualization, financial reporting, performance metrics, portfolio management, real-time analytics, and trend analysis.

Investment Metrics offers several key features that enhance portfolio analysis and reporting:

  1. Comprehensive portfolio analytics and reporting
  2. Factor and ESG analysis capabilities
  3. Manager research and competitor analysis
  4. Extensive prebuilt and customizable reports
  5. Data integration and import/export functionality
  6. Client management and reporting tools

Eligibility


Number of Seats/Users: Investment Metrics offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Investment Metrics that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Investment Metrics. Investment Metrics reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Investment Metrics offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Investment Metrics. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Investment Metrics often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

See more
Investment Metrics logo

Investment Metrics - Up to 45% off

Get discount

Reviews


Hey there! At Spendbase, we’ve been diving into our internal data to get a better understanding of how our clients feel about Investment Metrics. Here’s what we’ve found:

User-Friendly Interface

Many Spendbase clients appreciate the intuitive design of Investment Metrics. They find the platform easy to navigate, which makes portfolio analysis a breeze. The clean interface and clear metrics are often highlighted as standout features.

Comprehensive Data Access

Our clients value the extensive historical data available through Investment Metrics. This wealth of information allows for thorough backtesting and analysis, covering both US and EU markets. The unlimited access to this data, even in the free version, is a significant advantage.

Effective Backtesting Tools

Spendbase clients frequently use Investment Metrics for backtesting investment strategies. The platform’s polished interface and straightforward navigation make testing and refining portfolios efficient and effective.

Reliable Reporting Features

The reporting capabilities of Investment Metrics are highly regarded. Clients find the reports to be clear and well-presented, making them valuable tools for client presentations and internal assessments.

Responsive Customer Support

Our internal data indicates that clients appreciate the responsive and helpful customer support provided by Investment Metrics. The team is noted for being receptive to feedback and continuously improving the platform based on user suggestions.

Value for Money

Many clients feel that Investment Metrics offers excellent value, especially when compared to more expensive tools. The combination of comprehensive features and competitive pricing makes it a preferred choice for many.

Areas for Improvement

While the feedback is largely positive, some clients have suggested enhancements to further improve the platform. These include expanding the range of available data and integrating additional features to meet diverse investment analysis needs.

In summary, our internal data shows that Spendbase clients find Investment Metrics to be a user-friendly and comprehensive tool for portfolio analysis and reporting. Its intuitive interface, extensive data access, effective backtesting tools, reliable reporting features, responsive customer support, and excellent value for money make it a standout choice in the market.

See more

See how much you can save on your stack

Save from 3% up to 50%

1. Pick your tools
2. We’ll estimate savings

Get my forecast

Pick your team’s tools!

Click to select one or more tools.

What’s your company size?

Just click to select.

1-50
50-100
100-200
200+

What’s your business email?

We'll send you calculations right away

Back

The email is flying to your inbox!

Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What types of discounts are available for Investment Metrics products?

We offer volume-based discounts and special promotions; contact our sales team for current offers.

2. How can I qualify for a discount on Investment Metrics services?

Eligibility depends on factors like subscription length and user count; reach out to discuss your specific needs.

3. Are there any discounts for non-profit organizations?

Yes, we provide special pricing for non-profits; please contact us to learn more.

4. Do you offer discounts for educational institutions?

Educational institutions may qualify for discounted rates; get in touch to explore available options.

5. Is there a free trial available for Investment Metrics products?

We offer a 7-day free trial; sign up on our website to get started.

6. Can I get a discount for referring new customers?

Yes, we have a referral program with benefits; contact us for details.

7. Are there seasonal promotions or discounts?

We occasionally run seasonal promotions; subscribe to our newsletter to stay informed.

8. Do you offer discounts for long-term commitments?

Long-term subscriptions often come with discounted rates; let's discuss the best plan for you.

Related discounts

Software cost optimization 

Investment Metrics savings in five steps

Let’s estimate your potential savings and see how you can scale your cloud infrastructure.



One call. No cost. No commitments

image
1
Hop on a call with us
2
See cost saving options
3
Get under 
our umbrella 
4
Use discounts and credits
5
Get 39% average SaaS savings
Get deal
image

meet vendor relationship EXPERTS

Our customers save millions with us

icon
100% Accurate pricing benchmarks
Our vendor management team finds where you're overpaying—and shows you exactly how much you can save.
icon
39% Average software savings
We'll get you the best deals on SaaS vendors: terms, pricing, and perks most don't even know are on the table.
icon
86% Vendor negotiation success
Our negotiators use the right strategies to build win-win vendor relationships—so you don’t have to sweat it.
Investment Metrics logo

Save on Investment Metrics

It’s time to shrink your bill

Let our SaaS cost optimization experts check what deals you can get and how much you can save on your corporate subscriptions

See how you can:

  • Learn about pricing benchmarks and discounts
  • Present potential savings by vendor to your team
  • Meet your SaaS and cloud cost optimization goals

Get Investment Metrics discount

We’ll email you back within 1 business day