Financial Analytics Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Financial Analytics Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Financial Analytics Software Articles
The Problematic Entry of Big Tech Into Financial Services
Techfin is still in its budding stages and has only recently started to shape its identity.
by Patrick Szakiel
Artificial Intelligence in Financial Research
Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception.
AI for financial research
Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.
by Patrick Szakiel
Financial Analytics Software Glossary Terms
Financial Analytics Software Discussions
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Question on: eMoney
How does eMoney keep its data secure?
Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort and part of our culture. Our hosting infrastructure includes high-level security protocols to protect sensitive online data. All advisor and client information is encrypted and stored in geographically dispersed and secure databases.
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Question on: eMoney
Does eMoney offer data entry services?
The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and setting up client homepages.
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Question on: eMoney
What other financial software providers does eMoney integrate with?
eMoney works with a number of the industry's most prominent software providers to deliver powerful integration options for financial advisors, including: Salesforce, Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more.
Financial Analytics Software Reports
Grid® Report for Financial Analytics
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Analytics
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Financial Analytics
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Analytics
Summer 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Financial Analytics
Summer 2026
G2 Report: Grid® Report
Grid® Report for Financial Analytics
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Analytics
Spring 2026
G2 Report: Momentum Grid® Report
Grid® Report for Financial Analytics
Spring 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Financial Analytics
Spring 2026
G2 Report: Grid® Report




