Best Financial Analytics Software

    Financial analytics software carries out robust data analysis on investment-related data sets. Investment managers use these solutions to pull all investment portfolio data and then query and manipulate it to answer investment-related questions.

    Investment and fund managers leverage financial analytics software to build reports, identify potential investment opportunities, and vet those opportunities. Financial analytics software often offers customizable tagging features that allow users to tag and store data in whichever way they need. Investment professionals use solutions in this category to evaluate past investment decisions, monitor current holdings, and strategize future investments.

    Financial analytics software is a part of the financial services software ecosystem. These applications often import investment data from third-party sources.

    To qualify for inclusion in the Financial Analytics category, a product must:

    Contain financial data aggregation capabilities
    Build investment portfolio reports
    Track investment portfolio performance with segmented filtering
    Provide investment attribution functionality

    Top 4 Financial Analytics Software

    • eMoney
    • Asset-Map
    • FactSet Portfolio & Risk Analytics
    • Spreadsheet Server

    Compare Financial Analytics Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (20)4.5 out of 5

    eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement.

    (12)4.8 out of 5
    Entry Level Price:$123/month

    Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

    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 Perform

    (26)4.3 out of 5
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    Spreadsheet Server provides finance teams and business users with an efficient and accurate alternative to native ERP Reporting tools.

    (5)4.5 out of 5

    RightCapital is a financial and tax planning software solution.

    (5)4.3 out of 5

    Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software.

    (3)4.3 out of 5

    Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options! - Goal and Cashflow Planning - Advanced What-If Systems - Accurate and robust calculation engine - Audit Trails

    (11)4.3 out of 5

    FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best

    (2)3.3 out of 5

    Web-based that analyses your portfolio, generates proposals, makes up theoretical illustrations. Includes financial planning.

    (1)5.0 out of 5

    FINCAD provides innovative and trusted financial analytics to Asset Management & Hedge Funds firms, Insurance & Pension companies as well as other large organizations worldwide. F3 delivers a comprehensive, highly flexible, and scalable solution for pricing, valuation, and risk challenges across the enterprise. Specializing in funds/strategies including: FX, Rates, Derivatives, Fixed Income, Global macro and multi-strategy.

    (3)4.2 out of 5

    Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    0 ratings

    9fin uses artificial intelligence to automatically extract key information from bond & loan documentation. By making data easy to search, filter and analyse, 9fin helps fixed income professionals make better, smarter decisions.

    0 ratings

    ABS Suite provides a customizable data architecture that is easily adjusted to accommodate an unlimited number of asset classes, interfaces, and transactions.

    0 ratings

    Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.

    0 ratings

    Alterest is a data and intelligence provider. We are creating data products with deep analytics for participants in the lending markets, starting with a specific focus on alternative, non-bank lending.

    0 ratings

    Timing is critical and PE firms need an informational edge to differentiate and better compete for capital and deals. An end-to-end, private equity business intelligence solution that connects to, transforms, normalizes, and displays all of your data across systems, Altvia Answers makes it easy to perform complex analyses at any time. Altvia Answers provides data analytics to business people—without the help of IT—to answer the questions you know you have, along with the questions you haven’t ye

    0 ratings

    Breakfree Trading™ Algorithm scans the market in real-time for you. Then it simply shows at what price to buy and at what price to sell. By simplifying trading from ground-up, Breakfree Trading users enjoy 8x better success rate than the average retail trader.

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    Brisk saves time by monitoring risks and opportunities, anticipating needs and providing seamless access to products and services at the point of need.

    Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

    Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

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    Make informed decisions about product development to boost marketing and sales results. Broadridge provides one central source for researching and understanding market trends and opportunities.

    0 ratings

    Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

    0 ratings

    Butterwire is your personal AI equity analyst - fundamental, macro and quant analysis. Better equity returns, lower risk, less trading.

    0 ratings

    Clearwater is an automated data aggregation and reporting solution for investment portfolio data.

    0 ratings

    We believe that for Insurance and Banking Institutions, personalization is key to increased customer satisfaction and loyalty as well as to improved business results.  Recognizing the complexities of financial products, Earnix provides an end-to-end Pricing and Product Personalization Software Suite, driven by world-class data science, analytical modeling tools, and integrated machine learning.  The Earnix 3D Personalization Suite™ empowers Financial Institutions to offer the right product, at

    0 ratings

    eFront Portfolio Monitoring (PM) streamlines and automates all portfolio monitoring activities from data collection and standardization all the way to advanced analysis and investor reporting, leveraging eFront’s unparalleled experience in alternative investment technologies and software

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    ETFLogic is a data analytics company that provides a web-based analytics platform with a unique focus on the ETF marketplace. In addition to providing our own platform, we integrate our data analytics and tools into client websites.

    0 ratings

    Radically Insightful Transaction-Level Recommendations to Find Money for Consumers

    0 ratings

    The GCorr Macro EL Calculator forecasts stressed expected losses for portfolios, including loans and credit securities.

    0 ratings

    Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation

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    Leaders
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    Niche
    Spreadsheet Server
    eMoney
    FactSet Portfolio & Risk Analytics
    Asset-Map
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