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InvestorForce

Other B2B Software · Conshohocken, United States · Founded 1999

Founded in 1999, InvestorForce provides performance reporting and analytics solutions for institutional investment consultants. The company's platform utilizes automated data collection to offer daily monitoring, analysis, and reporting, which provides users with operational efficiencies and deeper insights into investment portfolios. The firm's core offerings include performance reporting, peer benchmarking analytics, and investment policy statement tools. It serves clients such as institutional investment consultants, wealth managers, and investment managers. The business model is centered on providing its software and data solutions to these financial professionals, who collectively manage trillions of dollars in assets. In January 2013, MSCI Inc. acquired InvestorForce for a total consideration of $23.5 million. Subsequently, in July 2018, MSCI announced the sale of InvestorForce to Resurgens Technology Partners. Resurgens then merged InvestorForce with its portfolio company, Investment Metrics, a provider of investment reporting and analytical solutions. The combined entity operates under the Investment Metrics name, which is now a Confluence company. Keywords: performance reporting, investment analytics, institutional investors, financial software, data automation, peer benchmarking, asset management, risk management, wealth management, investment consultants