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Average Ratings 0 Ratings
Description
Dimply has created a platform that empowers financial institutions to develop uniquely branded and engaging fintech solutions, which can tap into the extensive data available within their partners' ecosystems, allowing for the intelligent presentation of tailored and relevant experiences that evolve with the customer's needs. Our goal is to enhance individuals' perceptions and emotions regarding their finances, thereby fostering a more prosperous financial future for both them and society as a whole. This innovative customer experience platform is tailored specifically for the financial sector. It enables you to utilize any available data source to provide highly personalized digital interactions, no matter how complex, on a large scale. You can easily create and implement customer experiences that engage, inform, and facilitate transactions with your clients seamlessly. By integrating your data in real time, you can orchestrate the next optimal experience for your customers, ensuring that each engagement is consistently on-brand and delivered directly within your applications. This approach not only strengthens customer relationships but also contributes to a more dynamic financial environment.
Description
Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights.
Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA.
We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dimply
Founded
2020
Country
Ireland
Website
www.dimply.ai/
Vendor Details
Company Name
Investment Metrics
Founded
1998
Country
United States
Website
www.invmetrics.com
Product Features
Product Features
Decision Support
Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports