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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.

View Free 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.
30 Financial Analytics Products Available
(122)4.8 out of 5
1st Easiest To Use in Financial Analytics software
Save to My Lists
Entry Level Price:$142.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 85% Small-Business
    • 11% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Asset-Map features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 8.8
    8.8
    Cloud
    Average: 8.0
    8.7
    Reporting
    Average: 8.4
    8.6
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • R Joseph  I.
    RI
    Clients appreciate the visual perspective while discussing a non -tangible concepts organization and opportunities Read review
    Ryan K.
    RK
    Great snapshot in time of all the moving parts and target maps is very powerful. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2008
    HQ Location
    Philadelphia, Pennsylvania, United States
    Twitter
    @AssetMapLLC
    2,844 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    45 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 85% Small-Business
  • 11% Enterprise
Asset-Map features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 8.8
8.8
Cloud
Average: 8.0
8.7
Reporting
Average: 8.4
8.6
Automation
Average: 7.8
R Joseph  I.
RI
Clients appreciate the visual perspective while discussing a non -tangible concepts organization and opportunities Read review
Ryan K.
RK
Great snapshot in time of all the moving parts and target maps is very powerful. Read review
Seller Details
Company Website
Year Founded
2008
HQ Location
Philadelphia, Pennsylvania, United States
Twitter
@AssetMapLLC
2,844 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 86% Small-Business
    • 8% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Koyfin features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.8
    8.3
    Cloud
    Average: 8.0
    8.3
    Reporting
    Average: 8.4
    6.1
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Dan M.
    DM
    Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data... Read review
    DC
    Combined with the emergence of AI, it provides a great platform from which to do comprehensive and timely research on Equity and other securities Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    71,222 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 86% Small-Business
  • 8% Mid-Market
Koyfin features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.8
8.3
Cloud
Average: 8.0
8.3
Reporting
Average: 8.4
6.1
Automation
Average: 7.8
Dan M.
DM
Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data... Read review
DC
Combined with the emergence of AI, it provides a great platform from which to do comprehensive and timely research on Equity and other securities Read review
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
71,222 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 accessib

    Users
    • Software Engineer
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 76% Small-Business
    • 23% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TradingView features and usability ratings that predict user satisfaction
    8.5
    Quality of Support
    Average: 8.8
    8.5
    Cloud
    Average: 8.0
    9.0
    Reporting
    Average: 8.4
    8.1
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Luca P.
    LP
    - The charting engine supports 17 core chart types on basic plans, expanding to 21 on premium tiers, including specialized formats like Renko,... Read review
    Alberto D.
    AD
    TradingView offers excellent real-time data, highly customizable charts, and a smooth interface that makes it easy to follow price movements across... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    New York, US
    Twitter
    @tradingview
    881,540 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,227 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 accessib

Users
  • Software Engineer
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 76% Small-Business
  • 23% Mid-Market
TradingView features and usability ratings that predict user satisfaction
8.5
Quality of Support
Average: 8.8
8.5
Cloud
Average: 8.0
9.0
Reporting
Average: 8.4
8.1
Automation
Average: 7.8
Luca P.
LP
- The charting engine supports 17 core chart types on basic plans, expanding to 21 on premium tiers, including specialized formats like Renko,... Read review
Alberto D.
AD
TradingView offers excellent real-time data, highly customizable charts, and a smooth interface that makes it easy to follow price movements across... Read review
Seller Details
Year Founded
2011
HQ Location
New York, US
Twitter
@tradingview
881,540 Twitter followers
LinkedIn® Page
www.linkedin.com
2,227 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. Wit

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 72% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • eMoney features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 8.8
    9.4
    Cloud
    Average: 8.0
    9.1
    Reporting
    Average: 8.4
    8.6
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Financial Services
    UF
    The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. Read review
    Verified User in Financial Services
    UF
    The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2000
    HQ Location
    Radnor, PA
    Twitter
    @eMoneyAdvisor
    13,891 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    631 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. Wit

Users
No information available
Industries
  • Financial Services
Market Segment
  • 72% Small-Business
  • 17% Mid-Market
eMoney features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 8.8
9.4
Cloud
Average: 8.0
9.1
Reporting
Average: 8.4
8.6
Automation
Average: 7.8
Verified User in Financial Services
UF
The software is very intuitive and allows for meaningful reports for clients to understand their financial situation. Read review
Verified User in Financial Services
UF
The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive... Read review
Seller Details
Company Website
Year Founded
2000
HQ Location
Radnor, PA
Twitter
@eMoneyAdvisor
13,891 Twitter followers
LinkedIn® Page
www.linkedin.com
631 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 tha

    Users
    • Investor Relations
    Industries
    • Mining & Metals
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Irwin features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 8.8
    8.3
    Cloud
    Average: 8.0
    9.0
    Reporting
    Average: 8.4
    8.3
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Daniel W.
    DW
    Clean layout, shareholder information great and current Read review
    Michael M.
    MM
    Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 tha

Users
  • Investor Relations
Industries
  • Mining & Metals
  • Financial Services
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Irwin features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 8.8
8.3
Cloud
Average: 8.0
9.0
Reporting
Average: 8.4
8.3
Automation
Average: 7.8
Daniel W.
DW
Clean layout, shareholder information great and current Read review
Michael M.
MM
Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
(23)4.5 out of 5
4th Easiest To Use in Financial Analytics software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 previou

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    Market Segment
    • 74% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aumni features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 8.8
    8.0
    Cloud
    Average: 8.0
    8.8
    Reporting
    Average: 8.4
    8.7
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Venture Capital & Private Equity
    EV
    Friendly, competent employees Pleasant onboarding experience JP Morgan's acquisition is a good signal regarding Aumni's innovation Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aumni
    Year Founded
    2018
    HQ Location
    Salt Lake City, US
    Twitter
    @getaumni
    1,862 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    282 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 previou

Users
No information available
Industries
  • Venture Capital & Private Equity
Market Segment
  • 74% Small-Business
  • 22% Mid-Market
Aumni features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 8.8
8.0
Cloud
Average: 8.0
8.8
Reporting
Average: 8.4
8.7
Automation
Average: 7.8
Verified User in Venture Capital & Private Equity
EV
Friendly, competent employees Pleasant onboarding experience JP Morgan's acquisition is a good signal regarding Aumni's innovation Read review
Seller Details
Seller
Aumni
Year Founded
2018
HQ Location
Salt Lake City, US
Twitter
@getaumni
1,862 Twitter followers
LinkedIn® Page
www.linkedin.com
282 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 85% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RightCapital features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 8.8
    8.3
    Cloud
    Average: 8.0
    9.4
    Reporting
    Average: 8.4
    8.8
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Financial Services
    UF
    The immediate help we can get from the support team when we are stuck on how to model something. It's especially helpful because we like to create... Read review
    Chris A.
    CA
    I have found the customizable snapshot to be incredibly insightful to summarize and track the key metrics in my clients' financial lives. Also, I... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Shelton, US
    Twitter
    @RightCapitalHQ
    2,973 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
Market Segment
  • 85% Small-Business
  • 15% Mid-Market
RightCapital features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 8.8
8.3
Cloud
Average: 8.0
9.4
Reporting
Average: 8.4
8.8
Automation
Average: 7.8
Verified User in Financial Services
UF
The immediate help we can get from the support team when we are stuck on how to model something. It's especially helpful because we like to create... Read review
Chris A.
CA
I have found the customizable snapshot to be incredibly insightful to summarize and track the key metrics in my clients' financial lives. Also, I... Read review
Seller Details
Year Founded
2015
HQ Location
Shelton, US
Twitter
@RightCapitalHQ
2,973 Twitter followers
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 po

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 30% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FactSet Portfolio Analytics features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 8.8
    8.8
    Cloud
    Average: 8.0
    8.0
    Reporting
    Average: 8.4
    8.3
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Investment Management
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,168 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
    Ownership
    FDS
Product Description
How are these determined?Information
This description is provided by the seller.

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 po

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 30% Small-Business
FactSet Portfolio Analytics features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 8.8
8.8
Cloud
Average: 8.0
8.0
Reporting
Average: 8.4
8.3
Automation
Average: 7.8
Verified User in Investment Management
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
Seller Details
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,168 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
Ownership
FDS
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 44% Enterprise
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Company Watch features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 8.8
    8.1
    Cloud
    Average: 8.0
    9.7
    Reporting
    Average: 8.4
    9.2
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Naga S.
    NS
    With company watch, i am able to get all the details about UK incckporporated companies which is required to compelte the KYC review of the... Read review
    NAVEEN N.
    NN
    I like CW most for its detailed company reports which is useful for completing the CDD review for the entities Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1998
    HQ Location
    London, London
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 44% Enterprise
  • 31% Small-Business
Company Watch features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 8.8
8.1
Cloud
Average: 8.0
9.7
Reporting
Average: 8.4
9.2
Automation
Average: 7.8
Naga S.
NS
With company watch, i am able to get all the details about UK incckporporated companies which is required to compelte the KYC review of the... Read review
NAVEEN N.
NN
I like CW most for its detailed company reports which is useful for completing the CDD review for the entities Read review
Seller Details
Year Founded
1998
HQ Location
London, London
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 acr

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 46% Small-Business
    • 40% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FactSet Workstation features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.8
    7.1
    Cloud
    Average: 8.0
    6.7
    Reporting
    Average: 8.4
    6.3
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Investment Management
    UI
    Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they... Read review
    Verified User in Legal Services
    GL
    I rely on FactSet's ability to chart stock prices. The downloadable documents are accurate and easy to use. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,168 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 acr

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 46% Small-Business
  • 40% Enterprise
FactSet Workstation features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.8
7.1
Cloud
Average: 8.0
6.7
Reporting
Average: 8.4
6.3
Automation
Average: 7.8
Verified User in Investment Management
UI
Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they... Read review
Verified User in Legal Services
GL
I rely on FactSet's ability to chart stock prices. The downloadable documents are accurate and easy to use. Read review
Seller Details
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,168 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 focu

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 57% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Moneytree Advise features and usability ratings that predict user satisfaction
    6.3
    Quality of Support
    Average: 8.8
    5.8
    Cloud
    Average: 8.0
    7.5
    Reporting
    Average: 8.4
    5.8
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Financial Services
    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
    Verified User in Medical Practice
    UM
    I love the easy of use and the intuitive navagating process. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1981
    HQ Location
    Muncie, US
    Twitter
    @MoneyTreeSW
    260 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 focu

Users
No information available
Industries
No information available
Market Segment
  • 57% Mid-Market
  • 43% Small-Business
Moneytree Advise features and usability ratings that predict user satisfaction
6.3
Quality of Support
Average: 8.8
5.8
Cloud
Average: 8.0
7.5
Reporting
Average: 8.4
5.8
Automation
Average: 7.8
Verified User in Financial Services
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
Verified User in Medical Practice
UM
I love the easy of use and the intuitive navagating process. Read review
Seller Details
Year Founded
1981
HQ Location
Muncie, US
Twitter
@MoneyTreeSW
260 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ATAS is a professional software for volume and order flow analysis. It combines deep analytical tools with a flexible interface. ATAS helps traders visualize market activity in real-time, uncover hidd

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ATAS features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 8.8
    7.5
    Cloud
    Average: 8.0
    7.2
    Reporting
    Average: 8.4
    7.5
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Fund-Raising
    UF
    ATAS provides everything a professional trader needs – from order flow and footprint charts to advanced volume analysis tools. What stands out most... Read review
    Kevin D.
    KD
    ATAS provides extremely clean and precise visualizations of order flow information. What is particularly impressive is how much relevant data can... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ATAS
    Year Founded
    2011
    HQ Location
    Riga, LV
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ATAS is a professional software for volume and order flow analysis. It combines deep analytical tools with a flexible interface. ATAS helps traders visualize market activity in real-time, uncover hidd

Users
No information available
Industries
No information available
Market Segment
  • 80% Small-Business
ATAS features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 8.8
7.5
Cloud
Average: 8.0
7.2
Reporting
Average: 8.4
7.5
Automation
Average: 7.8
Verified User in Fund-Raising
UF
ATAS provides everything a professional trader needs – from order flow and footprint charts to advanced volume analysis tools. What stands out most... Read review
Kevin D.
KD
ATAS provides extremely clean and precise visualizations of order flow information. What is particularly impressive is how much relevant data can... Read review
Seller Details
Seller
ATAS
Year Founded
2011
HQ Location
Riga, LV
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Visible features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 8.8
    10.0
    Cloud
    Average: 8.0
    10.0
    Reporting
    Average: 8.4
    9.2
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Bronson H.
    BH
    Visible is an absolute game-changer for startup founders. The platform makes it super easy to connect with investors and send out beautifully... Read review
    Guise B.
    GB
    I have been raising investment across multiple startups for over a decade, and I have tested lots of different tools to help me do so, but visible... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2016
    HQ Location
    San Francisco, CA
    Twitter
    @VisibleVC
    4,006 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
Visible features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 8.8
10.0
Cloud
Average: 8.0
10.0
Reporting
Average: 8.4
9.2
Automation
Average: 7.8
Bronson H.
BH
Visible is an absolute game-changer for startup founders. The platform makes it super easy to connect with investors and send out beautifully... Read review
Guise B.
GB
I have been raising investment across multiple startups for over a decade, and I have tested lots of different tools to help me do so, but visible... Read review
Seller Details
Year Founded
2016
HQ Location
San Francisco, CA
Twitter
@VisibleVC
4,006 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Our trading platform powered by a proprietary algorithm processes & decodes markets structure in real-time for you. Scanning through 100,000+ financial assets every second, Breakfree Trading™ alg

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Breakfree Trading Navigator features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 8.8
    10.0
    Cloud
    Average: 8.0
    1.7
    Reporting
    Average: 8.4
    5.0
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Financial Services
    UF
    Breakfree trading is a revolutionary new way of trading the world markets. Breakfree trading is very innovative, in such that the software used is... Read review
    Mark A.
    MA
    It offers a new and more straightforward way to trade the financial markets. It shows the market in real-time. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    N/A
    Twitter
    @BreakfreeTradi1
    15 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Our trading platform powered by a proprietary algorithm processes & decodes markets structure in real-time for you. Scanning through 100,000+ financial assets every second, Breakfree Trading™ alg

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Breakfree Trading Navigator features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 8.8
10.0
Cloud
Average: 8.0
1.7
Reporting
Average: 8.4
5.0
Automation
Average: 7.8
Verified User in Financial Services
UF
Breakfree trading is a revolutionary new way of trading the world markets. Breakfree trading is very innovative, in such that the software used is... Read review
Mark A.
MA
It offers a new and more straightforward way to trade the financial markets. It shows the market in real-time. Read review
Seller Details
HQ Location
N/A
Twitter
@BreakfreeTradi1
15 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Entry Level Price:€99.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to m

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fintellect features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 8.8
    10.0
    Cloud
    Average: 8.0
    8.3
    Reporting
    Average: 8.4
    8.3
    Automation
    Average: 7.8
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Dmytro Z.
    DZ
    The biggest benefit for me ir project profitability and overhead estimation. I love the clockify integration that we frequently use and... Read review
    Dmytro N.
    DN
    I had a chance to work with various accounting software, accountants and even advisors. Financial reporting is not my strongest suit and I have... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2022
    HQ Location
    Tallinn, EE
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to m

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Fintellect features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 8.8
10.0
Cloud
Average: 8.0
8.3
Reporting
Average: 8.4
8.3
Automation
Average: 7.8
Dmytro Z.
DZ
The biggest benefit for me ir project profitability and overhead estimation. I love the clockify integration that we frequently use and... Read review
Dmytro N.
DN
I had a chance to work with various accounting software, accountants and even advisors. Financial reporting is not my strongest suit and I have... Read review
Seller Details
Year Founded
2022
HQ Location
Tallinn, EE
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®