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Wealth Utilities

PortfolioMetrics

Actionable investment data and analytics for smarter portfolios.

"PortfolioMetrics provides comprehensive investment data aggregation and analytics for financial advisors. It enables RIAs to gain deeper insights into portfolio performance, risk exposure, and asset allocation. Firms use PortfolioMetrics to enhance investment decision-making and client reporting."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #162 in Wealth Utilities
Validated Adoption
43 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Performance attribution analysis
Risk-adjusted return metrics
Customizable reporting dashboards
Benchmark comparisons
Portfolio stress testing

Primary Use Cases

Client portfolio performance reporting
Investment strategy optimization
Risk analysis and compliance

Agentic Intelligence Briefing

"PortfolioMetrics empowers RIAs with data-driven insights to optimize investment portfolios and enhance client communication."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data aggregation
Advanced analytics for portfolio performance
Tools for risk management and reporting

Adoption Hazards

Undisclosed pricing model makes ROI assessment difficult
Lack of website hinders thorough evaluation

Stack Compatibility Profile

How PortfolioMetrics integrates into institutional RIA stacks.

43 Firms Analyzed
Nitrogen Wealth
86%
Stack Correlation
Riskalyze Online
81%
Stack Correlation
NDEX
70%
Stack Correlation
ROL
63%
Stack Correlation
Advisor Websites (Responsive)
53%
Stack Correlation
Elements Financial Planning
49%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking advanced portfolio analytics
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Direct
2FactSet

Value Proposition

"PortfolioMetrics equips RIAs with robust investment data and analytics to enhance portfolio performance and client reporting, potentially leading to improved client retention and acquisition."

Audit Your RIA Stack

See how PortfolioMetrics fits into your overall tech efficiency score.

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