Best Financial Analytics Tools

How Many Financial Analytics Software Products Does G2 Track?

Total Products under this Category: 210

Category Stats (Oct 2026)

  • Average Rating: 4.46/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dynamo Software (+0.58%) - Among all products in this category, Dynamo Software recorded the largest rating increase compared to last month

Last updated: October 14, 2026

How Does G2 Rank Financial Analytics Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 1,100+ Authentic Reviews
  • 210+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Financial Analytics Software

G2 Grid® for Financial Analytics Software plotting products by satisfaction and market presence

Highlighted products: FactSet Workstation, Koyfin, Amazon Finspace, eMoney, TradingView, Nasdaq eVestment™, Asset-Map, and RiskExec.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analytics/grids.json?focus%5B%5D=factset-workstation&focus%5B%5D=koyfin&focus%5B%5D=amazon-finspace&focus%5B%5D=emoney&focus%5B%5D=tradingview&focus%5B%5D=nasdaq-evestment&focus%5B%5D=asset-map&focus%5B%5D=riskexec)

FactSet Workstation

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

Average Rating: 4.2/5.0

Total Reviews: 72

How Do G2 Users Rate FactSet Workstation?

  • Quality of Support: 8.1/10 (Category avg: 8.9/10)
  • Cloud: 7.1/10 (Category avg: 8.2/10)
  • Reporting: 5.8/10 (Category avg: 8.4/10)
  • Automation: 6.3/10 (Category avg: 8.0/10)

Who Is the Company Behind FactSet Workstation?

  • Seller: FactSet Research Systems
  • Company Website:
  • Year Founded: 1978
  • HQ Location: Norwalk, CT
  • Twitter: @FactSet
    121,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,326 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 46% Small, 28% Large

What Do G2 Reviewers Say About FactSet Workstation?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use and convenience of FactSet Workstation, appreciating its comprehensive data and simple layout.
  • Users appreciate the abundance of historical financial data provided by FactSet, enhancing their research capabilities significantly.
  • Users value the customization options in FactSet Workstation, enhancing research capabilities and team collaboration effectively.
  • Users find the ease of use of FactSet Workstation impressive, with essential tools centralized for efficient equity research.
  • Users value the comprehensive historical financial data of FactSet, enhancing research efficiency and simplifying analysis.
Cons
  • Users find poor usability in FactSet Workstation, struggling with clunky APIs and repetitive alerts affecting their workflow.
  • Users find the complexity of existing reports in FactSet limits potential improvements and user adaptability.
  • Users experience data inaccuracies with FactSet Workstation, including clunky Excel API and erroneous date filings.
  • Users find the difficult navigation of FactSet cumbersome, making it hard to locate specific information quickly.
  • Users note occasional inaccuracies in EV calculations, particularly related to payment space and cash treatment.

What Are Recent G2 Reviews of FactSet Workstation?

What Are G2 Users Discussing About FactSet Workstation?

Koyfin

Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Average Rating: 4.8/5.0

Total Reviews: 134

How Do G2 Users Rate Koyfin?

  • Quality of Support: 9.2/10 (Category avg: 8.9/10)
  • Cloud: 8.3/10 (Category avg: 8.2/10)
  • Reporting: 8.8/10 (Category avg: 8.4/10)
  • Automation: 6.1/10 (Category avg: 8.0/10)

Who Is the Company Behind Koyfin?

  • Seller: Koyfin
  • Year Founded: 2016
  • HQ Location: New York, New Mexico, United States
  • Twitter: @KoyfinCharts
    74,086 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Advisor
  • Top Industries: Financial Services, Investment Management
  • Company Size: 81% Small, 9% Medium

What Do G2 Reviewers Say About Koyfin?

AI-generated summary from verified user reviews

Pros
  • Users value Koyfin for its user-friendly interface, making data access and analysis straightforward and efficient.
  • Users appreciate Koyfin's intuitive user interface, which enhances efficiency and simplifies investment analysis and reporting.
  • Users value the ease of access and intuitive interface of Koyfin, enhancing their efficiency for investment analysis.
  • Users appreciate the user-friendly interface and customization options in Koyfin, enhancing their investment analysis efficiency.
  • Users value the extensive customization options in Koyfin, enhancing their market analysis and efficiency significantly.
Cons
  • Users find feature deficiencies in Koyfin, particularly in charting tools and financial data export options.
  • Users find Koyfin has limited data, particularly lacking in features for stock listings and UK market information.
  • Users express a desire for insufficient data available on Koyfin, especially for UK and FTSE 100 information.
  • Users find the difficult learning curve of Koyfin can be overwhelming and may hinder the initial experience.
  • Users feel Koyfin's pricing is a bit high for the portfolio outputs and many features require additional costs.

What Are Recent G2 Reviews of Koyfin?

Amazon Finspace

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency.

Average Rating: 4.5/5.0

Total Reviews: 57

How Do G2 Users Rate Amazon Finspace?

  • Quality of Support: 8.8/10 (Category avg: 8.9/10)
  • Cloud: 8.6/10 (Category avg: 8.2/10)
  • Reporting: 8.5/10 (Category avg: 8.4/10)
  • Automation: 8.5/10 (Category avg: 8.0/10)

Who Is the Company Behind Amazon Finspace?

  • Seller: Amazon Web Services (AWS)
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • Twitter: @awscloud
    2,232,483 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    148,266 employees on LinkedIn®
  • Ownership: NASDAQ: AMZN

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 43% Small, 32% Medium

What Are Recent G2 Reviews of Amazon Finspace?

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eMoney

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.   For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.  Key Features and Benefits:  - Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning. Built-in capabilities like CoPlanner help advisors accelerate plan creation and generate personalized planning strategies faster while maintaining advisor control. - Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.  - Award-winning aggregation:  Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.  - 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.  - APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.  - Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.  Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation.

Average Rating: 4.7/5.0

Total Reviews: 68

How Do G2 Users Rate eMoney?

  • Quality of Support: 9.2/10 (Category avg: 8.9/10)
  • Cloud: 9.3/10 (Category avg: 8.2/10)
  • Reporting: 9.0/10 (Category avg: 8.4/10)
  • Automation: 8.6/10 (Category avg: 8.0/10)

Who Is the Company Behind eMoney?

  • Seller: eMoney Advisor, LLC.
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Radnor, PA
  • Twitter: @eMoneyAdvisor
    13,836 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    616 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 72% Small, 18% Medium

What Do G2 Reviewers Say About eMoney?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the excellent customer support from eMoney, receiving valuable guidance and resources for effective software use.
  • Users value eMoney's holistic features and responsive support, enhancing client planning and document management significantly.
  • Users find eMoney's intuitive and professional user interface enhances their financial planning experience significantly.
  • Users value the comprehensive data capabilities of eMoney, enhancing their financial planning effectiveness and client interactions.
  • Users praise the easy-to-use interface of eMoney, facilitating quick learning and efficient financial planning.
Cons
  • Users find eMoney's feature deficiencies limit accurate modeling for debt payoff and short-term financial planning.
  • Users experience frequent disconnections and challenging data access, often leading to frustration and time-consuming troubleshooting.
  • Users find eMoney's interface difficult to learn, leading to potential errors without guidance from support.
  • Users find eMoney not user-friendly, often struggling with its complexity and requiring support to avoid costly mistakes.
  • Users face insufficient data issues when modeling unique client situations, complicating overall planning and support resolutions.

What Are Recent G2 Reviews of eMoney?

What Are G2 Users Discussing About eMoney?

TradingView

TradingView is an innovative venture by a group of developers and traders with experience of building trading software, who share a vision that trading technology should be easy, powerful and accessible to everyone. Taking advantage of the latest advancements in cloud computing and browser languages the idea of bringing interactive charts and widgets through any browser to people around the world was made a reality. TradingView is also a social community for traders to interact and learn, share ideas and work together to improve their skills. Unique and simple way to share live charts instantly with technical analysis ideas brings traders together and it's a first step to having a full trading platform in a web browser.

Average Rating: 4.5/5.0

Total Reviews: 74

How Do G2 Users Rate TradingView?

  • Quality of Support: 8.5/10 (Category avg: 8.9/10)
  • Cloud: 8.5/10 (Category avg: 8.2/10)
  • Reporting: 9.0/10 (Category avg: 8.4/10)
  • Automation: 8.2/10 (Category avg: 8.0/10)

Who Is the Company Behind TradingView?

  • Seller: TradingView, Inc.
  • Year Founded: 2011
  • HQ Location: New York, US
  • Twitter: @tradingview
    896,682 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,923 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer
  • Top Industries: Financial Services, Investment Management
  • Company Size: 75% Small, 21% Medium

What Are Recent G2 Reviews of TradingView?

What Are G2 Users Discussing About TradingView?

Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

Average Rating: 4.4/5.0

Total Reviews: 46

How Do G2 Users Rate Nasdaq eVestment™?

  • Quality of Support: 9.3/10 (Category avg: 8.9/10)
  • Cloud: 6.4/10 (Category avg: 8.2/10)
  • Reporting: 7.8/10 (Category avg: 8.4/10)
  • Automation: 6.8/10 (Category avg: 8.0/10)

Who Is the Company Behind Nasdaq eVestment™?

  • Seller: Nasdaq
  • Company Website:
  • Year Founded: 1971
  • HQ Location: New York
  • Twitter: @Nasdaq
    213,584 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 41% Large, 41% Medium

What Do G2 Reviewers Say About Nasdaq eVestment™?

AI-generated summary from verified user reviews

Pros
  • Users commend the responsive customer support of eVestment, appreciating their willingness to assist and provide guidance.
  • Users value the market insights and peer analysis provided by eVestment's Analytics, enhancing competitive strategy evaluation.
  • Users value the ease of use of Nasdaq eVestment™, appreciating its intuitive interface and efficient data management.
  • Users appreciate the user-friendly interface of eVestment, making data navigation and insights straightforward and efficient.
  • Users value the user-friendly platform of Nasdaq eVestment™, facilitating easy navigation and effective market analysis.
Cons
  • Users often experience slow performance, with delays in data loading and refreshing affecting their overall productivity.
  • Users find the subscription fees for Nasdaq eVestment™ very expensive compared to competitors, impacting overall value perception.
  • Users find poor usability in Nasdaq eVestment™, struggling with clunky design and slow data refresh times.
  • Users express concern over data inaccuracy, highlighting gaps that hinder thorough comparative analysis and report accuracy.
  • Users note the limited data availability in Asia, hindering effective sales prospecting and analysis on Nasdaq eVestment™.

What Are Recent G2 Reviews of Nasdaq eVestment™?

Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.

Average Rating: 4.8/5.0

Total Reviews: 137

How Do G2 Users Rate Asset-Map?

  • Quality of Support: 9.7/10 (Category avg: 8.9/10)
  • Cloud: 8.8/10 (Category avg: 8.2/10)
  • Reporting: 8.8/10 (Category avg: 8.4/10)
  • Automation: 8.6/10 (Category avg: 8.0/10)

Who Is the Company Behind Asset-Map?

  • Seller: Asset-Map Holdings, Inc.
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Philadelphia, Pennsylvania, United States
  • Twitter: @AssetMapLLC
    2,856 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Advisor, Financial Planner
  • Top Industries: Financial Services, Investment Management
  • Company Size: 85% Small, 11% Large

What Are Recent G2 Reviews of Asset-Map?

What Are G2 Users Discussing About Asset-Map?

RiskExec

RiskExec is a leading SaaS-based compliance analytics and reporting platform that helps banks, mortgage lenders, credit unions, and non-traditional lenders more easily comply with demanding regulatory requirements, including HMDA, CRA, and SBL/1071. RiskExec’s browser-based software automatically incorporates new regulatory, geographic, and peer institution data in real-time to help lenders stay up to date on evolving requirements. Financial institutions rely on RiskExec’s modules to geocode; proactively identify areas of disparate impact, redlining, and/or steering; take corrective action as needed; and assemble HMDA and CRA files and run government edit checks prior to submission.

Average Rating: 4.8/5.0

Total Reviews: 23

How Do G2 Users Rate RiskExec?

  • Quality of Support: 9.8/10 (Category avg: 8.9/10)
  • Cloud: 9.8/10 (Category avg: 8.2/10)
  • Reporting: 9.8/10 (Category avg: 8.4/10)
  • Automation: 10.0/10 (Category avg: 8.0/10)

Who Is the Company Behind RiskExec?

  • Seller: RiskExec
  • Year Founded: 2015
  • HQ Location: Knoxville, US
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Banking
  • Company Size: 70% Medium, 26% Large

What Are Recent G2 Reviews of RiskExec?

Strike Money

Strike Money is a powerful stock analysis tool designed to provide investors with real-time market insights, advanced charting capabilities, and data-driven recommendations. It helps traders make informed decisions by offering technical indicators, trend analysis, and data-driven stock predictions. Whether you’re a beginner or an experienced investor, Strike Money simplifies the analysis process by presenting complex financial data in an easy-to-understand format.

Average Rating: 4.8/5.0

Total Reviews: 14

How Do G2 Users Rate Strike Money?

  • Quality of Support: 9.4/10 (Category avg: 8.9/10)
  • Reporting: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Strike Money?

Who Uses This Product?

  • Company Size: 93% Small, 7% Medium

What Are Recent G2 Reviews of Strike Money?

Spreadsheet Server by insightsoftware

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

Average Rating: 4.4/5.0

Total Reviews: 79

How Do G2 Users Rate Spreadsheet Server by insightsoftware?

  • Quality of Support: 8.9/10 (Category avg: 8.9/10)
  • Cloud: 7.2/10 (Category avg: 8.2/10)
  • Reporting: 8.4/10 (Category avg: 8.4/10)
  • Automation: 8.1/10 (Category avg: 8.0/10)

Who Is the Company Behind Spreadsheet Server by insightsoftware?

  • Seller: insightsoftware
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,281 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Accounting
  • Company Size: 105% Medium, 28% Large

What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Spreadsheet Server, noting its quick setup and seamless integration with Excel.
  • Users value the automated report generation capability of Spreadsheet Server, simplifying financial reporting and decision-making processes.
  • Users appreciate the report creation feature of Spreadsheet Server, enabling efficient automation and accurate data analysis.
  • Users value the high reporting quality of Spreadsheet Server, enabling swift, accurate, and customized financial insights.
  • Users highlight the exceptional customer support, noting quick responses and knowledgeable agents that enhance their experience.
Cons
  • Users experience slow performance when opening Excel files with Spreadsheet Server, impacting efficiency in retrieving information.
  • Users face integration issues when using legacy or non-standard ERP databases, requiring custom SQL that compromises robustness.
  • Users find limited customization with Spreadsheet Server, especially when using non-standard ERP accounting databases.
  • Users note the performance issues with delays in Spreadsheet Server, but some have adapted to the new cloud experience.
  • Users report experiencing delays after transitioning to the cloud-based system, although they have adapted over time.

What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware?

FactSet Portfolio Analytics

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients. Key Features Portfolio Analytics: Unique Content Performance Drivers Performance & Attribution Flexible Reports Connected Teams Risk Analytics: Risk Models Risk Over Time Stress Testing Optimized Portfolios Connected Teams Quantitative Research: Portfolio Simulation Backtesting Characteristics Analysis Portfolio Optimization Data Exploration Performance Measurement & Attribution: Relative & Absolute Performance Attribution Models Integrated Data Returns Analysis Reporting & Distribution GIPS Compliance Client & Portfolio Reporting: Trusted Analytics End-to-End Reporting User-Empowered or Managed Services Consistent Branding Oversight and Approvals Commentary in Seconds

Average Rating: 4.5/5.0

Total Reviews: 10

How Do G2 Users Rate FactSet Portfolio Analytics?

  • Quality of Support: 9.0/10 (Category avg: 8.9/10)
  • Cloud: 8.8/10 (Category avg: 8.2/10)
  • Reporting: 8.0/10 (Category avg: 8.4/10)
  • Automation: 8.3/10 (Category avg: 8.0/10)

Who Is the Company Behind FactSet Portfolio Analytics?

  • Seller: FactSet Research Systems
  • Year Founded: 1978
  • HQ Location: Norwalk, CT
  • Twitter: @FactSet
    121,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,326 employees on LinkedIn®
  • Ownership: FDS

Who Uses This Product?

  • Company Size: 50% Medium, 30% Small

What Are Recent G2 Reviews of FactSet Portfolio Analytics?

What Are G2 Users Discussing About FactSet Portfolio Analytics?

RightCapital

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate RightCapital?

  • Quality of Support: 9.6/10 (Category avg: 8.9/10)
  • Cloud: 8.3/10 (Category avg: 8.2/10)
  • Reporting: 9.4/10 (Category avg: 8.4/10)
  • Automation: 8.8/10 (Category avg: 8.0/10)

Who Is the Company Behind RightCapital?

  • Seller: RightCapital
  • Year Founded: 2015
  • HQ Location: Shelton, US
  • Twitter: @RightCapitalHQ
    2,996 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    160 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 86% Small, 14% Medium

What Are Recent G2 Reviews of RightCapital?

Aumni

Aumni's mission is to empower leaders in the private capital markets to make data-based investment decisions. We use the latest technology to discover, analyze, and deliver investment insights previously buried in unstructured closing set documents—we shine a bright light on your best work. And we give you full access to your entire portfolio and unprecedented market benchmarking. It’s all at your fingertips, day or night. With Aumni, you can: ➤ Centralize legal document management — Aumni automates the collection, organization, and audit of the closing set and executed agreements underlying all transactions with each portfolio company. Our audit ensures 100% fidelity across all documents and data sets. ➤ Liberate your workflow — Your team has immediate access to all financial and legal data points, i.e., capitalization, deal terms, legal terms, QSBS tracking, and co-investor analysis. Enjoy newfound liberation from the tedious manual contract searches you used to endure. ➤ Disseminate accurate, valuable information — Centralize and automate access to sought-after documents and data to improve communication with finance, legal, and investment teams, external auditors, and other software systems. ➤ Modernize fundraising — Bolster your appeal by demonstrating a sophisticated data strategy, institutional-level reporting compliance, and proof of readiness for increased transaction volume.

Average Rating: 4.5/5.0

Total Reviews: 23

How Do G2 Users Rate Aumni?

  • Quality of Support: 9.4/10 (Category avg: 8.9/10)
  • Cloud: 8.0/10 (Category avg: 8.2/10)
  • Reporting: 8.8/10 (Category avg: 8.4/10)
  • Automation: 8.7/10 (Category avg: 8.0/10)

Who Is the Company Behind Aumni?

  • Seller: Aumni
  • Year Founded: 2018
  • HQ Location: Salt Lake City, US
  • Twitter: @getaumni
    1,820 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    168 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Venture Capital & Private Equity
  • Company Size: 74% Small, 22% Medium

What Are Recent G2 Reviews of Aumni?

What Are G2 Users Discussing About Aumni?

Envestnet | MoneyGuide

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

Average Rating: 4.0/5.0

Total Reviews: 22

How Do G2 Users Rate Envestnet | MoneyGuide?

  • Quality of Support: 7.5/10 (Category avg: 8.9/10)
  • Cloud: 5.0/10 (Category avg: 8.2/10)
  • Reporting: 7.5/10 (Category avg: 8.4/10)
  • Automation: 5.8/10 (Category avg: 8.0/10)

Who Is the Company Behind Envestnet | MoneyGuide?

  • Seller: Envestnet
  • Year Founded: 1999
  • HQ Location: Berwyn, US
  • Twitter: @Envestnet_
    4,094 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,818 employees on LinkedIn®
  • Ownership: NYSE: ENV

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 83% Small, 13% Medium

What Are Recent G2 Reviews of Envestnet | MoneyGuide?

What Are G2 Users Discussing About Envestnet | MoneyGuide?

Universal Rebalancer

SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is designed to strike a perfect balance between simplicity and precision. UREBAL bridges the gap between rule-based rebalancing systems, which are user-friendly but limited, and risk-based optimizers, which offer precision but can be complex. This powerful tool provides tax-efficient rebalancing, streamlined asset allocation, and model-focused workflows, making it ideal for advisors who value efficiency without sacrificing control. By combining advanced features with an intuitive interface, UREBAL simplifies portfolio rebalancing while addressing critical challenges such as tax efficiency, model consistency, and operational scalability. Investment professionals rely on UREBAL to save time, enhance client outcomes, and reduce errors in portfolio management. UREBAL supports English and is adaptable for global financial operations, enabling seamless integration for clients worldwide. SoftPak’s Universal Rebalancer stands out in the investment portfolio management software market by offering a middle ground between ease of use and advanced functionality. Unlike traditional rule-based systems, UREBAL provides enhanced tax efficiency and dynamic asset allocation capabilities. It also simplifies the complexities of risk-based optimizers, making it accessible for advisors at all levels of expertise. Offering essentially a universal rebalancer that powers the world's wealthiest firms. UREBAL transforms the rebalancing process, saving time and resources while delivering mathematically sound, client-focused results. Whether you manage large-scale portfolios or boutique accounts, UREBAL empowers you to achieve better precision, improve tax outcomes, and enhance operational efficiency—all through an intuitive and flexible platform.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Universal Rebalancer?

  • Quality of Support: 7.6/10 (Category avg: 8.9/10)
  • Cloud: 10.0/10 (Category avg: 8.2/10)
  • Reporting: 5.0/10 (Category avg: 8.4/10)
  • Automation: 8.3/10 (Category avg: 8.0/10)

Who Is the Company Behind Universal Rebalancer?

Who Uses This Product?

  • Top Industries: Retail
  • Company Size: 100% Small, 7% Medium

What Are Recent G2 Reviews of Universal Rebalancer?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated November 14, 2024

Financial Analytics Topics

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Learn More About Financial Analytics Software

What is Financial Analytics Software?

Financial analytics software helps financial services professionals visualize and extract insights from financial data. These solutions are vital tools for financial professionals, particularly those who manage investment portfolios on behalf of clients. Financial analytics tools typically include robust reporting functionality, analytics dashboards, data visualization features, the ability to ingest data from multiple sources, data tagging capabilities, and investment attribution features. At their core, financial analytics services are used to evaluate data and build investment strategies. Financial analytics solutions differ from financial analysis software, which is software designed for internal finance teams responsible for budget management, cash flow, producing financial statements, managing balance sheets, and general financial management of industry-agnostic businesses. 

For example, a financial analyst at a hedge fund is looking to parse historical market data to help a client make the soundest investment in a specific sector. They would use financial analytics tools to help digest the relevant data, manipulate it, visualize it, and analyze it. With the product of the analysis, the financial analyst can provide their client with recommendations on what investments to make. After the investment, the analyst or portfolio manager can utilize the financial analytics platforms to produce reports on investment performance and track gains and losses within specific segments. 

What are the Common Features of Financial Analytics Software?

The following are some core features of financial analytics software that can help users:

  • Data ingestion: These tools ingest data from a variety of data sources. The data will include market prices, the percentage change in price over various periods, trading volume, and more. The data a given solution ingests and the data sources it uses help traders make better investment decisions and get better at forecasting. These solutions can act as a replacement for Excel documents, which traders have historically used quite heavily. 
  • Reporting: Financial analytics software produces reports based on investment analysis and market data. These reports can help users shape future investment strategies. Some solutions include strategy-specific tools where users can test specific scenarios to see how they might play out with different market inputs. Users can produce forecast reports using financial analytics services. 
  • Data tagging: Financial analytics platforms allow users to create tags for and attribute those tags to specific types of data, helping users keep track of them. Data tagging can be used to organize and manipulate data as a given trader wants, allowing the business to automate portions of the process of dealing with historical investment data later on. 
  • Data visualization: These financial analytics platforms can produce visualizations of real-time and historical data. Most solutions contain pre-built visualization types for users to choose from. If available, users can make use of pattern recognition tools to automate previously manual parts of the process and produce custom visualizations within a financial analytics tool. 
  • Dashboards: These financial analytics software contain dashboards for users to have a single-pane view of a specific investment type or portfolio. From this dashboard, users can check on the profitability of specific investments. Users can analyze cash flow management within specific publicly traded companies as part of the inputs for their investment strategy if significant positive cash flow is an important indicator for future success for a particular trading strategy. 

What are the Benefits of Financial Analytics Software?

The following are the benefits of using the best financial analytics tools.

  • Improved investment performance: Financial analytics software can help investment funds and investors improve profitability and introduce more stability to their investment performance. 
  • Real-time portfolio analysis: Traders use financial analytics solutions to automate portions of their workflows related to portfolio management. Users can streamline a great deal of the grunt work when it comes to analysis, allowing them to get better at financial planning for their customers and focus on improving their decision making. 
  • Data-driven insights: Financial analytics platforms provide data-driven insights that can help businesses make informed decisions.
  • Identifying cost-saving opportunities: By analyzing spending patterns and identifying inefficiencies, businesses can reduce costs.
  • Enhanced forecasting: By analyzing historical data and current trends, businesses can make more accurate predictions about future performance.

Who Uses Financial Analytics Tools?

  • Financial analysts: Financial analysts use the best finance analytics software to analyze historical data, predict future market movements, keep up to date with market trends and trading-related information, and help with recommendations regarding investment decisions. 
  • Portfolio managers: Portfolio managers may use financial analytics software to check in on portions of their client's investment performances and help produce sound investment strategies based on data. Typically, portfolio managers will interact with clients via their investment portfolio management solution, which often contains a client portal through which they share vital information. 

Challenges with Financial Analytics Software

The best financial analytics software solutions can come with their own set of challenges. 

  • Data quality: The quality of the analysis that the best financial analytics tools can produce will always be limited by the quality of the data it ingests. Quality, in this case, is two-fold. The first aspect is the actual accuracy of the data. Accurate data is a must. The second aspect of data quality is the variety of data the solution ingests and deals with. A bare-bones financial analytics tool may only be designed to pull data from a few sources. A robust solution may pull in additional data that could be vital indicators of future investment performance, particularly in newer or little-understood markets, driving deeper insights and improved financial performance. 
  • Depth of analysis: Surface-level analysis is fine for surface-level decision making, but the analysis should contain significant depth for large dollar-amount decisions or investments in emerging markets. Finance analytics software with comprehensive feature sets which allow for large degrees of tinkering and customization will enable users to produce a complete analysis with actionable insights. 

Cost of Financial Analytics Tools

The cost of the best financial analytics software can vary significantly depending on several factors, including:

  • Software vendor: Different vendors offer different pricing models, ranging from subscription-based to perpetual licenses.
  • Features: More advanced features and capabilities often come with higher costs.
  • Deployment model: Cloud-based solutions may have lower upfront costs but higher recurring fees, while on-premises solutions may have higher upfront costs but lower ongoing expenses.
  • Scalability: The scalability of the software, especially for growing businesses, can impact the overall cost.
  • Customization: Customizations and integrations with other systems may incur additional costs.
  • Support: Ongoing support and maintenance contracts can add to the total cost of ownership.   

Pricing models:

  • Subscription-based: A recurring fee based on the number of users or the level of usage. Basic tools can start as low as $10 per user per month. More advanced tools can go up to $1,000 per user per month.
  • Perpetual License: A one-time fee for the software license, often with additional fees for maintenance and support.  
  • Hybrid Models: A combination of subscription and perpetual licensing, offering flexibility and cost control.

Note: To get a more accurate estimate of the cost, it's recommended to contact the specific software vendors and discuss your requirements. They can provide detailed pricing information of the best financial analytics tools and tailored solutions.

How to Buy Financial Analytics Software

Requirements Gathering (RFI/RFP) for Financial Analytics Software

The company should put together a requirements list with the end user in mind and a keen understanding of the business’s existing tech stack and how a given solution will fit in so that the buying committee can make informed decisions. Financial data is particularly valuable to bad actors. Its value makes it vulnerable, so financial analytics solutions which deal with sensitive client data should be particularly secure.

Compare Financial Analytics Software Products

Create a long list

The long list should include all solutions that meet the core functionality that the business requires. Price should not be a factor at this stage unless completely prohibitive for specific budgets. 

Create a short list

The short list should include more solutions with nice-to-have functionality and core functionality. This is where the prospective buyer should dive into return on investment (ROI), product adoption, and training strategies. 

Conduct demos

The demo process should include all relevant questions from stakeholders. Specific scenarios likely to occur during daily operations should be addressed during the process. 

Selection of Financial Analytics Software

Choose a selection team

The selection team should comprise a user, a security stakeholder, an IT person with deep knowledge of the organization’s existing tech stack, a privacy professional to sign off on any data handling or permissions concerns, and representatives for any other personas who will have significant interactions with the tool. 

Final decision

The final decision should be made by the consensus of the selection committee. If there is hesitation from any group members, significant strides should be made to address the concerns in full before making a decision.