Top Free Financial Analytics Software

Check out our list of free Financial Analytics Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Financial Analytics Software to ensure you get the right product.

Results: 6
(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.

JP
I use Asset Map every single day because it allows me to quickly capture and update data on my clients. Read review
Zev G.
ZG
The graphical representation of assets and income provides a easy way to visualize complex information and relationships. Read review

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

II
PA3 was very comprehensive and allowed for a very detailed analysis of fund performance. It also allowed for a real look into factors that drive... Read review
JS
Very useful for portfolio managers, easy to customize and gives concise information for them to use in investment and risk meetings. The... Read review
(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

UF
Simplicity, ease of use, functionality. Very easy to train on or even self-teach. Read review
UF
I save my small practice about $1000 per year from my previous financial planning tools. I like that this is an affordable option for my small... Read review
(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

UI
Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they... Read review
0 ratings

Moneytree Advise is an easy, effective solution for busy planners. Advise allows you to spend more time with clients and less time creating financial plans through intuitive navigation and clear reports. Instant, side-by-side scenario comparisons allow for rich client interaction.

0 ratings

UBQuant’s cloud-based SaaS solution delivers a transformative way for bank UBPR analysis with our award-winning insights engine. Using our intuitive visualizations, compare your custom peers or regulatory peer group averages or watchlist trends, augmented with individual bank data points. Our Critical Ratios offers leading key metrics to drive your performance insights beyond the standard UBPR ratios. Build your own performance stories by modeling with your custom ratios by defining your own for

Top 6 Free Financial Analytics Software in 2021

  • Asset-Map
  • FactSet Portfolio & Risk Analytics
  • Moneytree Plan
  • FactSet Research Management
  • Moneytree Advise