# Best Financial Analytics Software with Investment Portfolio Analytics and Advisory Capabilities

## How Many Financial Analytics Software Products Does G2 Track?

**Total Products under this Category:** 180

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Total Plan by MSCI (+5.56%) - Among all products in this category, Total Plan by MSCI recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Financial Analytics Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,000+ Authentic Reviews
- 180+ 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](https://www.g2.com/categories/financial-analytics/grids.png?focus%5B%5D=1308824&focus%5B%5D=71118&focus%5B%5D=19508&focus%5B%5D=65016&focus%5B%5D=36416&focus%5B%5D=121091&focus%5B%5D=123573&focus%5B%5D=1408877)

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

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

**Sponsored**

### ScorebuddyCX

AI-Powered CX Intelligence for Contact Centers ScorebuddyCX is a CX intelligence platform that connects AI quality assurance, conversation analytics, business intelligence, and agent development in one place. Get a complete picture of what's happening across every customer conversation with AI Auto Scoring at 90%+ accuracy. Find the patterns and signals that matter, share them with every team that needs them, from QA and operations to product, marketing, sales, and the C-suite, and close the loop with integrated coaching & learning that turns this intelligence layer into measurable business impact. Trusted by organizations in financial services, betting and gaming, BPO, retail, and more. Visit http://www.scorebuddycx.com to see full case studies and customer outcomes. Key features: -AI Auto Scoring: Score 100% of conversations with AI scorecards built to your own standards, at 90%+ accuracy. -Conversation Analytics: Understand why customers reach out, how they feel, and what's driving contact volumes. -QA for Agents: Build a QA process agents can trust, with consistent scoring and full visibility for managers and agents alike. -QA for Bots: Catch hallucinations, guardrail violations, and off-brand responses before they reach your customers. -Business Intelligence: Share CX intelligence across the business with custom dashboards and reports for every team. -Integrated Coaching: Find every coaching opportunity and act on it faster, with plans built on complete performance data. -Learning Management System: Assign targeted learning the moment conversation data reveals a skill gap.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1583&secure%5Bchosen_at%5D=2026-08-01T22%3A38%3A47Z&secure%5Bdisplayable_resource_id%5D=1989&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=9177&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=9177&secure%5Bresource_id%5D=1583&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analytics%2Ff%2Finvestment-portfolio-analytics-and-advisory&secure%5Btoken%5D=4478b41e53f8f9b4b3224e571e24dd64c14e955c3c063f0070ea36a93ea16965&secure%5Burl%5D=https%3A%2F%2Fhubs.ly%2FQ04qTbNm0&secure%5Burl_type%5D=custom_url)

### [Nasdaq eVestment™](https://www.g2.com/products/nasdaq-evestment/reviews)

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:** 4.5/5.0

**Total Reviews:** 42

#### 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:** 7.9/10 (Category avg: 8.4/10)
- **Automation:** 6.8/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Nasdaq eVestment™?

- **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq)
- **Company Website:** www.nasdaq.com
- **Year Founded:** 1971
- **HQ Location:** New York
- **Twitter:** @Nasdaq  
213,584 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f924015b775f41c31ef39a6eb429c872e681e4d33d3565011bd0b7e87fa2ff8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasdaq%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,468 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 43% Large, 38% Medium

#### What Do G2 Reviewers Say About Nasdaq eVestment™?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **fantastic customer support** provided by Nasdaq eVestment, enhancing their overall user experience and satisfaction.
- Users value the **insightful analytics** of Nasdaq eVestment™, enhancing their understanding of market trends and competitive strategies.
- Users value the **ease of use** of Nasdaq eVestment™, highlighting its intuitive interface and helpful customer support.
- Users appreciate the **intuitive user interface** of eVestment, enabling easy navigation and efficient data retrieval.
- Users value the **user-friendly access** of Nasdaq eVestment™, facilitating effortless navigation and market analysis.

##### Cons

- Users experience **slow performance** when downloading data, making report creation and analysis time-consuming and cumbersome.
- Users find the subscription fees for Nasdaq eVestment™ to be **very expensive** compared to competitors, impacting overall value.
- Users experience **poor usability** with eVestment™, citing clunky design and slow data refresh times that hinder productivity.
- Users find **data inaccuracies** in eVestment, with gaps hindering effective analysis and overall satisfaction with the tool.
- Users express frustration over **limited data** availability, especially in Asia, impacting their sales and analytics effectiveness.

#### What Are Recent G2 Reviews of Nasdaq eVestment™?

**["Straightforward, Data-Rich Platform with Helpful Support and Easy Exports"](https://www.g2.com/survey_responses/nasdaq-evestment-review-13151642)**

**Rating:** 4.5/5.0 stars

_— Jonathan M._

[Read full review](https://www.g2.com/survey_responses/nasdaq-evestment-review-13151642)

**["Fresh Improvements, Strong Integrations for Market Intelligence, and Quarterly Masterclasses."](https://www.g2.com/survey_responses/nasdaq-evestment-review-12973925)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/nasdaq-evestment-review-12973925)

### [FactSet Portfolio Analytics](https://www.g2.com/products/factset-portfolio-analytics/reviews)

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: 7.9/10)

#### Who Is the Company Behind FactSet Portfolio Analytics?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®
- **Ownership:** FDS

#### Who Uses This Product?

- **Company Size:** 50% Medium, 30% Small

#### What Are Recent G2 Reviews of FactSet Portfolio Analytics?

**["Very useful for PM's and Investor Relations alike."](https://www.g2.com/survey_responses/factset-portfolio-analytics-review-3500300)**

**Rating:** 4.0/5.0 stars

_— James S._

[Read full review](https://www.g2.com/survey_responses/factset-portfolio-analytics-review-3500300)

**["Best for portfolio review"](https://www.g2.com/survey_responses/factset-portfolio-analytics-review-3702088)**

**Rating:** 5.0/5.0 stars

_— jessica i._

[Read full review](https://www.g2.com/survey_responses/factset-portfolio-analytics-review-3702088)

#### What Are G2 Users Discussing About FactSet Portfolio Analytics?

- [What is FactSet Portfolio & Risk Analytics used for?](https://www.g2.com/discussions/what-is-factset-portfolio-risk-analytics-used-for)

### [RightCapital](https://www.g2.com/products/rightcapital/reviews)

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: 7.9/10)

#### Who Is the Company Behind RightCapital?

- **Seller:** [RightCapital](https://www.g2.com/sellers/rightcapital)
- **Year Founded:** 2015
- **HQ Location:** Shelton, US
- **Twitter:** @RightCapitalHQ  
2,996 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6abe3b98ef7451547c6aa8c9cd0e2465ed29c2c9fe03e92c44d6b57e0d169487&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10052012%2F&secure%5Burl_type%5D=linkedin_company_website)  
156 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of RightCapital?

**["My Review of Right Capital software"](https://www.g2.com/survey_responses/rightcapital-review-12725531)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/rightcapital-review-12725531)

**["Intuitive financial planning software that clients can easily understand"](https://www.g2.com/survey_responses/rightcapital-review-8346306)**

**Rating:** 5.0/5.0 stars

_— Tim S._

[Read full review](https://www.g2.com/survey_responses/rightcapital-review-8346306)

### [Irwin](https://www.g2.com/products/irwin/reviews)

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content.

**Average Rating:** 4.5/5.0

**Total Reviews:** 57

#### How Do G2 Users Rate Irwin?

- **Quality of Support:** 9.5/10 (Category avg: 8.9/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 9.0/10 (Category avg: 8.4/10)
- **Automation:** 8.3/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Irwin?

- **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited)
- **Year Founded:** 2017
- **HQ Location:** Toronto, Ontario
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
151 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Investor Relations
- **Top Industries:** Mining & Metals, Financial Services
- **Company Size:** 75% Small, 18% Medium

#### What Do G2 Reviewers Say About Irwin?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization** of Irwin for effectively managing investor relations and campaigns.

##### Cons

- Users find the **limited accessibility** of contacts and screening options frustrating compared to other software.
- Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly.

#### What Are Recent G2 Reviews of Irwin?

**["Irwin is one of the only software available for corporates to manage Investor Relations."](https://www.g2.com/survey_responses/irwin-review-7313971)**

**Rating:** 4.5/5.0 stars

_— Saumya C._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7313971)

**["Very organized platform that has a lot of features for issuers and investors."](https://www.g2.com/survey_responses/irwin-review-7293546)**

**Rating:** 4.5/5.0 stars

_— Jay R._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7293546)

#### What Are G2 Users Discussing About Irwin?

- [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for)

### [Company Watch](https://www.g2.com/products/company-watch/reviews)

Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under the category of Financial Risk Management and Third Party & Supplier Risk Management, and is targeted towards businesses looking to make informed decisions regarding potential investments, partnerships, and financial transactions. Company Watch offers a robust suite of features to equip users with the tools they need for effective financial risk management: • Streamlined data acquisition: Effortlessly gather and analyse data from various sources, including public records and sanctions lists. • Automated risk assessments: Leverage pre-built risk profiles and customisable scoring models to gain a swift and insightful understanding of potential financial risks associated with businesses, suppliers, or investment opportunities. • Enhanced due diligence: Conduct in-depth due diligence investigations with features like enhanced director matching, anti-money laundering (AML) checks, fraud checks, and detailed business intelligence reports. • Predictive analytics: Gain valuable insights into future financial performance through cutting-edge predictive analytics tools, allowing for proactive risk mitigation strategies. • Centralised reporting: Generate comprehensive reports that consolidate all risk assessment data and findings, facilitating clear and efficient communication with stakeholders. By utilising Company Watch, businesses can experience a host of benefits: • Confident decision making: Gain the confidence to make informed financial decisions backed by data-driven insights and comprehensive risk assessments. • Reduced risk exposure: Proactively identify and mitigate potential financial risks, minimising potential losses and safeguarding your business. • Improved efficiency: Streamline due diligence processes and save valuable time by automating data collection and analysis tasks. • Enhanced compliance: Ensure adherence to financial regulations with built-in AML checks and compliance features. • Optimised resource allocation: Allocate resources strategically by focusing on the most critical risks identified through Company Watch's risk assessments. Company Watch empowers businesses to navigate the complexities of today's financial landscape with confidence. Its comprehensive suite of features and data-driven insights provide a clear advantage for making informed financial decisions that promote business growth and long-term success.

**Average Rating:** 4.8/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Company Watch?

- **Quality of Support:** 9.6/10 (Category avg: 8.9/10)
- **Cloud:** 8.1/10 (Category avg: 8.2/10)
- **Reporting:** 9.7/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Company Watch?

- **Seller:** [CompanyWatch Financial Analytics](https://www.g2.com/sellers/companywatch-financial-analytics)
- **Year Founded:** 1998
- **HQ Location:** London, London
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31c3e8419d53bb432c928fcc6a74211305fc69b81a681749649538300b0eaca3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcompany-watch-ltd&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Large, 31% Small

#### What Do G2 Reviewers Say About Company Watch?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **first-class customer support** from Company Watch, enhancing the overall intuitive experience of the platform.
- Users commend the **superior quality and reliability** of Company Watch, making it an essential tool for financial diligence.
- Users highlight the **superior quality and reliability** of Company Watch, making it their top choice for financial intelligence.
- Users commend the **high accuracy** of Company Watch, enhancing their onboarding experience with reliable data and support.
- Users value the **superior quality and reliability** of Company Watch, praising its intuitive solutions and industry-leading insights.

##### Cons

- Users find the **limited customization** of Company Watch frustrating, especially when trying to modify the APIs.
- Users face challenges due to the **limited features** of Company Watch, particularly in making API changes.

#### What Are Recent G2 Reviews of Company Watch?

**["How much better or effective it can be"](https://www.g2.com/survey_responses/company-watch-review-9925098)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/company-watch-review-9925098)

**["A highly efficacious Fintel and Financial Risk Management tool."](https://www.g2.com/survey_responses/company-watch-review-9567397)**

**Rating:** 5.0/5.0 stars

_— Murray A._

[Read full review](https://www.g2.com/survey_responses/company-watch-review-9567397)

### [Confluence](https://www.g2.com/products/statpro-confluence/reviews)

StatPro Revolution is an integrated, cloud-based performance and risk platform designed to increase productivity and lower costs

**Average Rating:** 4.4/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Confluence?

- **Quality of Support:** 8.7/10 (Category avg: 8.9/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 7.0/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Confluence?

- **Seller:** [Confluence Technologies](https://www.g2.com/sellers/confluence-technologies-4861da47-4b8a-4c44-8571-12e0ba9ff863)
- **Year Founded:** 1991
- **HQ Location:** Pittsburgh, Pennsylvania, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fab4c5b46de136f41f1d92446236debd652c89621dc3043e777ceaa1db0b9a6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconfluence-technologies&secure%5Burl_type%5D=linkedin_company_website)  
925 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Medium, 33% Large

#### What Are Recent G2 Reviews of Confluence?

**["Confluence as a Centralized, Auditable Control Plane for Security and Compliance"](https://www.g2.com/survey_responses/confluence-review-9710409)**

**Rating:** 5.0/5.0 stars

_— Zeeshan Z._

[Read full review](https://www.g2.com/survey_responses/confluence-review-9710409)

**["Company's internal Wikipedia"](https://www.g2.com/survey_responses/confluence-review-11449014)**

**Rating:** 4.0/5.0 stars

_— Roxy L._

[Read full review](https://www.g2.com/survey_responses/confluence-review-11449014)

### [Moneytree Advise](https://www.g2.com/products/moneytree-advise/reviews)

Moneytree Advise is an easy, effective solution for busy financial advisors. This software simplifies client onboarding and provides an interactive experience for financial planning. The software focuses on clients in the early stages of accumulating wealth or directly on those planning for retirement. Moneytree Advise features goal-based financial plans, an interactive client access portal, and debt freedom analysis to help your clients succeed. - Budget builder - Client access portal - Debt freedom analysis and reporting - Financial literacy educational reports - Goal-based retirement planning - Interactive What-if client tools - Management reporting tools - Risk assessment and insurance analysis - Secure document sharing - White-label branded reports

**Average Rating:** 4.1/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Moneytree Advise?

- **Quality of Support:** 6.3/10 (Category avg: 8.9/10)
- **Cloud:** 5.8/10 (Category avg: 8.2/10)
- **Reporting:** 7.5/10 (Category avg: 8.4/10)
- **Automation:** 5.8/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Moneytree Advise?

- **Seller:** [Moneytree Software](https://www.g2.com/sellers/moneytree-software-fd9c315d-c57f-4d66-aa07-5efa793bdeef)
- **Year Founded:** 1981
- **HQ Location:** Muncie, US
- **Twitter:** @MoneyTreeSW  
257 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b9d6680bedc106c47b438f1165f926694680fd88c28be5001e07fa0a2f2f825&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoneytree-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Medium, 43% Small

#### What Are Recent G2 Reviews of Moneytree Advise?

**["Long-time user...because of the data integrity and service"](https://www.g2.com/survey_responses/moneytree-advise-review-5067926)**

**Rating:** 4.5/5.0 stars

_— Laurie N._

[Read full review](https://www.g2.com/survey_responses/moneytree-advise-review-5067926)

**["Best tool for Financial Advising"](https://www.g2.com/survey_responses/moneytree-advise-review-8560875)**

**Rating:** 4.5/5.0 stars

_— Nithees Balaji M._

[Read full review](https://www.g2.com/survey_responses/moneytree-advise-review-8560875)

#### What Are G2 Users Discussing About Moneytree Advise?

- [What is Moneytree Plan used for?](https://www.g2.com/discussions/what-is-moneytree-plan-used-for) - 1 comment

### [Equisoft/analyze](https://www.g2.com/products/equisoft-analyze/reviews)

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Equisoft/analyze?

- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 9.2/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Equisoft/analyze?

- **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc)
- **Year Founded:** 1994
- **HQ Location:** Montréal, CA
- **Twitter:** @Equisoft  
411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a98b6579f2189be9aed230e038ca4776d076f24956c4ecfdbd81c1ac6c500c55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequisoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
908 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small

#### What Are Recent G2 Reviews of Equisoft/analyze?

**["Equisoft: The future of Insurance CRMs"](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)**

**Rating:** 5.0/5.0 stars

_— Daniel C._

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)

**["The contribution of a professional dimension"](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)**

**Rating:** 4.5/5.0 stars

_— Sylvain B._

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)

### [Nasdaq IR Insight](https://www.g2.com/products/nasdaq-nasdaq-ir-insight/reviews)

Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can employ a data-driven approach to their IR strategy, while also aligning with investor expectations and delivering strategic guidance. Purpose-built for IR Professionals: Support IR team workflows with advanced tools and features that are designed to make a difference. Continuous Investment & Client Support: Ensure an optimized experience for IR teams through 15+ years of focused user feedback and feature development, as well as Nasdaq’s client success team support. Premium Content & Functionality: Pairing institutional-grade data with real-time investor updates from Nasdaq’s Advisory analysts.

**Average Rating:** 4.3/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Nasdaq IR Insight?

- **Quality of Support:** 8.9/10 (Category avg: 8.9/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 7.5/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Nasdaq IR Insight?

- **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq)
- **Company Website:** www.nasdaq.com
- **Year Founded:** 1971
- **HQ Location:** New York
- **Twitter:** @Nasdaq  
213,584 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f924015b775f41c31ef39a6eb429c872e681e4d33d3565011bd0b7e87fa2ff8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasdaq%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,468 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Large, 40% Small

#### What Do G2 Reviewers Say About Nasdaq IR Insight?

_AI-generated summary from verified user reviews_

##### Pros

- Users find exceptional value in the **customer support** provided by the NASDAQ team and surveillance analysts.
- Users appreciate the **ease of access** provided by Nasdaq IR Insight, enhancing team efficiency through Outlook integration.
- Users value the **efficiency** of Nasdaq IR Insight, particularly with its integration into Outlook for streamlined workflow.
- Users value the **reporting capabilities** of Nasdaq IR Insight, finding it essential for centralizing event management.

##### Cons

- Users often face **data inaccuracy** issues with Nasdaq IR Insight, leading to unsatisfactory reporting outcomes.
- Users find **difficult learning** challenging, especially when trying to amend meetings or add notes while on the go.
- Users note the **limited customization** of Nasdaq IR Insight compared to other platforms, impacting charting and data export options.
- Users find Nasdaq IR Insight's **limited data capabilities** a drawback compared to competing platforms, impacting functionality.
- Users face **poor usability** with Nasdaq IR Insight, finding it challenging to amend meetings and add notes on the go.

#### What Are Recent G2 Reviews of Nasdaq IR Insight?

**["User-Friendly UI with Great Analyst Support and Easy Institutional Reporting"](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-12812063)**

**Rating:** 5.0/5.0 stars

_— Ashita M._

[Read full review](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-12812063)

**["Great easy to use platform and wonderful support team"](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-10558552)**

**Rating:** 4.5/5.0 stars

_— Matthew S._

[Read full review](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-10558552)

#### What Are G2 Users Discussing About Nasdaq IR Insight?

- [What is Investor Relations used for?](https://www.g2.com/discussions/what-is-investor-relations-used-for)

### [Altvia](https://www.g2.com/products/altvia/reviews)

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Altvia?

- **Quality of Support:** 9.4/10 (Category avg: 8.9/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Altvia?

- **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc)
- **Company Website:** altvia.com
- **Year Founded:** 2006
- **HQ Location:** Broomfield, CO
- **Twitter:** @altvia  
301 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de671ff390ebfce79d82af835db4ff65f296351db03e114ce0eaf7ae874cf0ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplication-experts-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 13% Large

#### What Do G2 Reviewers Say About Altvia?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional customer support** from Altvia, noting quick responses and collaborative assistance for efficient operations.
- Users value the **exceptional customer support** from Altvia, which enhances collaboration and workflow efficiency.
- Users find Altvia's interface very **easy and intuitive** , complemented by excellent support and tailored solutions.
- Users value the **exceptional customer management** offered by Altvia, highlighting their attentive and strategic support team.
- Users value Altvia for its **comprehensive data** that streamlines reporting and communication with LPs effectively.

##### Cons

- Users find Altvia **expensive** , as many useful features require additional costs beyond the main tool.
- Users find the **data entry cumbersome** , wishing for better automation and memory of previously entered information.
- Users note the **missing features** in Altvia that hinder modern business practices and limit email functionality.
- Users experience limitations with the **scalability and automation** features of Altvia, impacting overall efficiency.
- Users find **data entry cumbersome** due to repetitive input, wishing for auto-population features to streamline the process.

#### What Are Recent G2 Reviews of Altvia?

**["Superb Product with a Superb Team!"](https://www.g2.com/survey_responses/altvia-review-10714885)**

**Rating:** 5.0/5.0 stars

_— Alexandra L._

[Read full review](https://www.g2.com/survey_responses/altvia-review-10714885)

**["Good"](https://www.g2.com/survey_responses/altvia-review-11393917)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/altvia-review-11393917)

### [Pepper](https://www.g2.com/products/pepper/reviews)

Pepper is a cloud-native investment data platform that powers investment managers' decision-making infrastructure. It has a full suite of functionality that enables investment managers to create a single golden source of data for all their functional requirements, investor reporting, compliance reporting, and analytics. Our smart digital data platform delivers targeted solutions enabling fund managers to execute deals with speed, accuracy, and confidence. Each manager has their own specific fund structure and deal flow, so we built our service platform to be flexible and easily configured to meet the changing requirements of private equity funds, credit funds, fund of funds, family offices, investment banks, and M&A advisory firms.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Pepper?

- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Cloud:** 6.7/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Pepper?

- **Seller:** [On Pepper](https://www.g2.com/sellers/on-pepper)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e6b4c61fef1da3d015108f33c0c7a7a08f695cfe50e587d02161d9eda2c0e2b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fon-pepper%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Small

#### What Are Recent G2 Reviews of Pepper?

**["Complex Data Management Made Easy"](https://www.g2.com/survey_responses/pepper-review-4908015)**

**Rating:** 5.0/5.0 stars

_— Raj M._

[Read full review](https://www.g2.com/survey_responses/pepper-review-4908015)

**["Pepper has increased out business by leaps and bounds."](https://www.g2.com/survey_responses/pepper-review-8909754)**

**Rating:** 4.0/5.0 stars

_— Kathleen M._

[Read full review](https://www.g2.com/survey_responses/pepper-review-8909754)

#### What Are G2 Users Discussing About Pepper?

- [Does Pepper the robot have an AI?](https://www.g2.com/discussions/does-pepper-the-robot-have-an-ai)
- [Where is Pepper robot used?](https://www.g2.com/discussions/where-is-pepper-robot-used) - 1 comment
- [What can Pepper do?](https://www.g2.com/discussions/what-can-pepper-do)

### [Visible](https://www.g2.com/products/visible/reviews)

Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.

**Average Rating:** 4.7/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Visible?

- **Quality of Support:** 9.5/10 (Category avg: 8.9/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Visible?

- **Seller:** [Visible.vc](https://www.g2.com/sellers/visible-vc)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @VisibleVC  
3,956 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e61dc583bc63d265e1f3856598900fec898a10068b2568c8b52925a10c6fc6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2954729&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 94% Small, 6% Medium

#### What Are Recent G2 Reviews of Visible?

**["Great-Looking, Intuitive Interface That Feels Like Notion"](https://www.g2.com/survey_responses/visible-review-12503467)**

**Rating:** 4.5/5.0 stars

_— Cibby P._

[Read full review](https://www.g2.com/survey_responses/visible-review-12503467)

**["Visible Is an Essential Tool for Investor Outreach and Updates"](https://www.g2.com/survey_responses/visible-review-13172575)**

**Rating:** 5.0/5.0 stars

_— Manuel M._

[Read full review](https://www.g2.com/survey_responses/visible-review-13172575)

### [Advisory World](https://www.g2.com/products/advisory-world/reviews)

Integrated Capital Engine is a web-based software that analyses portfolios, generates proposals, makes up theoretical illustrations.

**Average Rating:** 3.3/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Advisory World?

- **Quality of Support:** 5.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Advisory World?

- **Seller:** [LPL Financial](https://www.g2.com/sellers/lpl-financial)
- **Year Founded:** 1987
- **HQ Location:** San Diego, US
- **Twitter:** @AdvisoryWorld  
1,247 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c7297c6f10dc897d08d0b10cc9395db9f4b6d557c0bff7b4734bead40310761&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisoryworld-financial-technology&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Advisory World?

**["AdvisoryWorld - Greatest portfolio review tool in our arsenal"](https://www.g2.com/survey_responses/advisory-world-review-2065256)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/advisory-world-review-2065256)

#### What Are G2 Users Discussing About Advisory World?

- [What is SCANalytics used for?](https://www.g2.com/discussions/what-is-scanalytics-used-for)

### [Total Plan by MSCI](https://www.g2.com/products/total-plan-by-msci/reviews)

Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Total Plan by MSCI?

- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Total Plan by MSCI?

- **Seller:** [MSCI](https://www.g2.com/sellers/msci)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4dd5359ceb29d2f542aae235eca57d93f19e215a3b4e8a5aff55217cff02a2fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmsci-inc%2F&secure%5Burl_type%5D=linkedin_company_website)
- **Ownership:** NYSE:MSCI
- **Total Revenue (USD mm):** $1,557

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Total Plan by MSCI?

**["All Investments in One Place with Strong Reporting"](https://www.g2.com/survey_responses/total-plan-by-msci-review-13138633)**

**Rating:** 5.0/5.0 stars

_— Petar D._

[Read full review](https://www.g2.com/survey_responses/total-plan-by-msci-review-13138633)

**["Great multi-asset class portfolio analytics software"](https://www.g2.com/survey_responses/total-plan-by-msci-review-5143774)**

**Rating:** 4.5/5.0 stars

_— Verified User in Printing_

[Read full review](https://www.g2.com/survey_responses/total-plan-by-msci-review-5143774)

#### What Are G2 Users Discussing About Total Plan by MSCI?

- [What is The Caissa Platform used for?](https://www.g2.com/discussions/what-is-the-caissa-platform-used-for)

### [Clearwater Analytics](https://www.g2.com/products/clearwater-analytics/reviews)

Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance and reporting. Each day, the Clearwater solution reports on more than $7.3 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Clearwater Analytics?

- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Cloud:** 6.7/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 8.3/10 (Category avg: 7.9/10)

#### Who Is the Company Behind Clearwater Analytics?

- **Seller:** [Clearwater Analytics](https://www.g2.com/sellers/clearwater-analytics)
- **HQ Location:** Boise, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5349d72ad55d32cab752b1fce1ddafd721eefc1e693d1ade5f8e3e8827929dab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclearwateranalytics%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,015 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Clearwater Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Clearwater Analytics for its **outstanding customer support** , highlighting well-defined workflows and skilled resources.
- Users commend the **outstanding data accuracy** and effective reconciliation process provided by Clearwater Analytics' skilled team.
- Users commend Clearwater Analytics for its **efficient reconciliation process** , highlighted by skilled team support and defined workflows.
- Users commend Clearwater Analytics for its **exceptional reconciliation team** , highlighting their skilled resources and effective workflow.
- Users commend the **outstanding research support** from Clearwater Analytics, noting excellent communication and timely project execution.

#### What Are Recent G2 Reviews of Clearwater Analytics?

**["A good trusted investment acc. Software."](https://www.g2.com/survey_responses/clearwater-analytics-review-5410137)**

**Rating:** 5.0/5.0 stars

_— rutika a._

[Read full review](https://www.g2.com/survey_responses/clearwater-analytics-review-5410137)

**["Excellent for annual reconciliations"](https://www.g2.com/survey_responses/clearwater-analytics-review-10413743)**

**Rating:** 4.0/5.0 stars

_— Mohit K._

[Read full review](https://www.g2.com/survey_responses/clearwater-analytics-review-10413743)

#### What Are G2 Users Discussing About Clearwater Analytics?

- [What is Clearwater Analytics used for?](https://www.g2.com/discussions/what-is-clearwater-analytics-used-for)

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[Browse Financial Analytics Themes](/categories/financial-analytics/themes)

Below are the top-rated Financial Analytics Software with Investment Portfolio Analytics and Advisory capabilities, as verified by G2’s Research team. Real users have identified Investment Portfolio Analytics and Advisory as an important function of Financial Analytics Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Show More

* * *

## How Do You Choose the Right Financial Analytics Software?

### What You Should Know 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](https://www.g2.com/articles/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](https://www.g2.com/glossary/budget-management-definition), 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](https://www.g2.com/categories/budgeting-and-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](https://www.g2.com/glossary/investment-analysis-definition) 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](https://www.g2.com/categories/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](https://www.g2.com/glossary/portfolio-management-definition). 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](https://www.g2.com/glossary/investment-portfolio-definition) management solution, which often contains a client portal through which they share vital information. 

### Software Related to Financial Analytics Software

Related solutions that can be used together with financial analytics software include:

- [Investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management) **:** Finance analytics software often integrates with investment portfolio management software. Investment portfolio management tools may contain basic analytics features, but traders will want to use a dedicated financial analytics solution for sound decision-making. 
- [Financial predictive analytics software](https://www.g2.com/categories/financial-predictive-analytics) **:** Financial analytics tools sometimes contain predictive analytics functionality, and the future will likely see the two spaces overlap significantly. Predictive analytics tools look to the future, playing out investment scenarios based on historical data, often using machine learning technology to bolster the strength of their insights.

### 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)](https://www.g2.com/glossary/return-on-investment-definition), 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.