Last deal

Amount

Series F

Stage

01.07.2000

Date

1

all rounds

General

About Company
Investment Scorecard provides performance reports and analytic solutions for wealth management firms.

Industry

Sector :

Subsector :

founded date

01.01.1995

Number of employees

Company Type

For Profit

Last funding type

Series F

IPO status

Private

Description

Founded in 1995, Investment Scorecard offers a suite of software solutions that help financial institutions manage compliance requirements, build client relationships, and demonstrate performance. Their SCORECARD software monitors portfolio performance, tracks asset allocation, and provides timely reporting. With their integrated solutions, wealth management firms can proactively manage compliance, measure asset growth, and effectively communicate with clients. In 2007, Investment Scorecard was acquired by Informa Investment Solutions.