Run smarter with Unified Metrics

Simplify your operations, save time, and gain an edge with our all-in-one product and services for hedge funds and financial teams.

With Unified Metrics, you can:

Streamline hedge fund operations

Use Portfolio Reporter to manage trades, track securities, and handle day-to-day operations seamlessly.

Supercharge your spreadsheets

Get custom-built Excel solutions that automate workflows and eliminate manual errors.

Automate with AI agents

We design custom AI agents to help funds eliminate repetitive workflows, boost efficiency, and focus on higher-value decisions.

See how we can help you

Book a 15-minute demo

Everything you need to streamline fund operations

📊

Portfolio Reporter

Automated reporting platform with real-time analytics, custom reports, and regulatory compliance.

  • Real-time portfolio monitoring
  • Automated report generation
  • Multi-asset class support
  • Risk metrics & attribution
🤖

AI Agents

Intelligent assistants that help small hedge funds scale by automating processes, surfacing insights, and reducing manual overhead.

  • Automate repetitive tasks
  • Get insights from your data without coding
  • Streamline and connect existing workflows
  • Monitor markets, risk, and operations in real time
📋

Spreadsheet Automation

Professional Excel and Google Sheets solutions that eliminate errors and save hours weekly.

  • Automate the dirty work.
  • Keep your models, make them better.
  • Eliminate errors at the source.
  • Scale without bloat.
"Unified Metrics transformed our operations. We went from spending 3 days on monthly reporting to just 3 hours. The accuracy and speed improvements have been game-changing for our fund."
Sarah Chen Portfolio Manager, Emerging Growth Fund

Portfolio Reporter

Lorem Ipsum

Maximize operational efficiency

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lorem ipsum process visualization with steps such as Data processed, Reports generated, Insights delivered, and Actions automated

Portfolio Analytics

Your data is complex. Analysis shouldn't be.

Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Screenshot of the Portfolio Analytics dashboard in Unified Metrics

Risk Management

Strengthen oversight. Eliminate blind spots.

Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Screenshot of the risk monitoring dashboard with real-time alerts in Unified Metrics

Compliance

Stop regulatory issues before they happen

Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Screenshot of a monthly compliance report in Unified Metrics

Global Operations

One platform for your operations everywhere

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam.

With Unified Metrics, you can finally bring all of your operational data from around the world into a single system. The platform dynamically localizes everything — from currencies and regulations to reporting formats — based on jurisdiction.

Ready to see how we can automate your business?

Join 50+ funds already using Unified Metrics to automate their reporting and focus on what matters most - generating returns.

Free 15-minute demo • No commitment required