Impressive Analytics

Simple yet Powerful

Expressive Reports

Simple yet Effective

Easily Customized ...too!

Your Brand

Your Style

Your Format

Your Report

Comprehensive Data

No  Surviorship Bias

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Timely Updates

Quarter End + 15
Quarter End + 21
Quarter End + 30

Sources You Trust

Any Device. Any Platform. Anytime.

All you need is device with a web browser and an internet connection.

Our technology automatically delivers content optimized for your device.

Our SSAE-16 compliant datacenter guarantees 99.999% uptime.

No Java. No Flash. No Apps.

InvestWorks is Affordable ...

How Much does it Cost?

Less than you think. Subscription rates are based on the number of users.

What's Included?

Unlimited use of InvestWorks, unlimited web-based training, and toll-free support.

Can I Try before I Buy?

Absolutely. Call us for a demonstration and we’ll set up a trial account for you right away.

Rule the Competitive Landscape

Request a Test Drive Today!

...and experience the convenience of InvestWorks.

InvestWorks is Easy-to-use and Easy-to-afford

  1. Standard Deviation
  2. Sharpe Ratio
  3. Beta
  4. Alpha
  5. Active Return
  6. Tracking Error
  7. Information Ratio
  8. Treynor Ratio
  9. R-Squared
  10. Up-market Capture Ratio
  11. Down-market Capture Ratio
  12. Consistency

The last 10 calendar years starting with the current year.

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