Analyze Investments in Unconventional Ways


A vigorous analytical engine is at the heart of InvestWorks. Spot investment products. Analyze their performance. Track their stylistic integrity. Dissect them to uncover their composition, asset-class sensitivities, and style disposition. Methodically evaluate them for a litany of risk factors.

Discover meaning in a maelstrom of numbers.

Robust comparative tools are woven into the very fabric of InvestWorks. Compare investments with exceptional ease. Contrast them with peers from carefully-crafted peer groups. Discern important differences among them with precise searches, clear charts, and intuitive reports.

Arrive at the bottom line with fresh insights.

Comprehensive Data

No  Surviorship Bias


Timely Updates

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

Sources You Trust

Any Device. Any Platform. Any time.

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

Asset Managers

Crystallize next-generation investment ideas and seize the first-to-market advantage.

Asset Manager

Investment Consultants

Recommend tomorrow’s winners today and distinguish your advice.

Investment Consultants

Plan Sponsors

Measure your consultant’s effectiveness and make judicious fiduciary decisions.

Plan Sponsors

Wealth Managers

Provide sound financial advice and navigate turbulent markets with confidence.

Wealth Managers

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

Request a No-Obligation Demo

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For immediate attention please call +1 (800) 581-7378.