Investment Metrics

Investment Metrics is the leading provider of investment performance analytics and reporting solutions for the institutional investment industry. The company’s platform enables the world’s leading investment professionals to analyze and report on over $10 trillion of assets under advisement with accuracy and efficiency. Investment Metrics is headquartered in Norwalk, Connecticut.

Recent News: July 2018, Investment Metrics and InvestorForce Announce Merger (Closed October 2018)



Assurance Software

Assurance Software is the leading global provider of comprehensive business continuity and disaster recovery software and services. Assurance is known for its easily configured SaaS applications that ensure a fit to the unique needs of each customer. With Assurance as their go-to partner for continuity and resilience, businesses confidently mitigate risk, manage recovery, and safeguard their employees, customers, operations and brands. Assurance Software serves over 800 customers internationally and is headquartered in Wayne, Pennsylvania.

Recent News: January 2019, Assurance Software Acquires ClearView to Become Largest Global Provider of Business Continuity Solutions


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MackeyRMS™ is the leading provider of SaaS-based research management software optimized for investment professionals. With clients on its platform managing over $2.5 trillion in AUM, the company is recognized for being highly automated and ultra-portable. MackeyRMS works with users’ existing devices and applications to seamlessly aggregate and organize research content. MackeyRMS is headquartered in Boston, MA.

Recent News: June 2019, MackeyRMS Announces Strategic Equity Partnership with Resurgens Technology Partners