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 much does eMoney cost?
Because eMoney is a scalable, customizable platform, pricing may vary based on the unique needs of your organization. To get an accurate estimate, talk to us about your financial planning requirements.
Start a free trial or call 1-888-362-4612 to learn more.
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Question on: eMoney
What solutions does eMoney offer for taxable investments?
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing deliverables.
• eMoney users also have the ability to create numerous planning techniques in Advanced Planning.
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Question on: eMoney
How does eMoney handle income taxes?
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital gains events are still calculated using the capital gains rates.
• IRS 1040 Calculation: eMoney's default option, the 1040 calculation, is selected by the majority of users.
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Financial Analytics Software Reports
Grid® Report for Financial Analytics
Summer 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
Momentum Grid® Report for Financial Analytics
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Financial Analytics
Spring 2026
G2 Report: Grid® Report
Grid® Report for Financial Analytics
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Analytics
Winter 2026
G2 Report: Momentum Grid® Report
Grid® Report for Financial Analytics
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Financial Analytics
Winter 2026
G2 Report: Grid® Report




