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Best Financial Analytics Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Analytics to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Financial Analytics category.

In addition to qualifying for inclusion in the Financial Analytics Software category, to qualify for inclusion in the Small Business Financial Analytics Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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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.

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8 Listings in Small Business Financial Analytics Available

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
    • 81% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Koyfin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Features
    16
    User Interface
    15
    Affordable
    11
    Data Accessibility
    10
    Cons
    Feature Deficiency
    9
    Insufficient Data
    9
    Limited Data
    7
    Difficult Learning
    5
    Poor Usability
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Koyfin features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 8.8
    8.3
    Cloud
    Average: 8.0
    8.3
    Reporting
    Average: 8.4
    6.1
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    72,425 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 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
  • 81% Small-Business
  • 8% Mid-Market
Koyfin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Features
16
User Interface
15
Affordable
11
Data Accessibility
10
Cons
Feature Deficiency
9
Insufficient Data
9
Limited Data
7
Difficult Learning
5
Poor Usability
5
Koyfin features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 8.8
8.3
Cloud
Average: 8.0
8.3
Reporting
Average: 8.4
6.1
Automation
Average: 7.8
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
72,425 Twitter followers
LinkedIn® Page
www.linkedin.com
51 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • eMoney Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    14
    Ease of Use
    11
    Features
    10
    Comprehensive Data
    7
    Easy Implementation
    7
    Cons
    Feature Deficiency
    6
    Data Accessibility
    5
    Insufficient Data
    4
    Integration Issues
    4
    Not User-Friendly
    4
  • 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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2000
    HQ Location
    Radnor, PA
    Twitter
    @eMoneyAdvisor
    13,855 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    637 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
14
Ease of Use
11
Features
10
Comprehensive Data
7
Easy Implementation
7
Cons
Feature Deficiency
6
Data Accessibility
5
Insufficient Data
4
Integration Issues
4
Not User-Friendly
4
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
Seller Details
Company Website
Year Founded
2000
HQ Location
Radnor, PA
Twitter
@eMoneyAdvisor
13,855 Twitter followers
LinkedIn® Page
www.linkedin.com
637 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.

    Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data a

    Users
    No information available
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 43% Small-Business
    • 32% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Amazon Finspace features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 8.8
    8.5
    Cloud
    Average: 8.0
    8.5
    Reporting
    Average: 8.4
    8.4
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Seattle, WA
    Twitter
    @awscloud
    2,218,572 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    152,002 employees on LinkedIn®
    Ownership
    NASDAQ: AMZN
Product Description
How are these determined?Information
This description is provided by the seller.

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data a

Users
No information available
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 43% Small-Business
  • 32% Mid-Market
Amazon Finspace features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 8.8
8.5
Cloud
Average: 8.0
8.5
Reporting
Average: 8.4
8.4
Automation
Average: 7.8
Seller Details
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@awscloud
2,218,572 Twitter followers
LinkedIn® Page
www.linkedin.com
152,002 employees on LinkedIn®
Ownership
NASDAQ: AMZN
  • 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
    • 74% Small-Business
    • 22% 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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    New York, US
    Twitter
    @tradingview
    888,013 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,543 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
  • 74% Small-Business
  • 22% 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
Seller Details
Year Founded
2011
HQ Location
New York, US
Twitter
@tradingview
888,013 Twitter followers
LinkedIn® Page
www.linkedin.com
2,543 employees on LinkedIn®
(125)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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2008
    HQ Location
    Philadelphia, Pennsylvania, United States
    Twitter
    @AssetMapLLC
    2,838 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 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
Seller Details
Company Website
Year Founded
2008
HQ Location
Philadelphia, Pennsylvania, United States
Twitter
@AssetMapLLC
2,838 Twitter followers
LinkedIn® Page
www.linkedin.com
47 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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Shelton, US
    Twitter
    @RightCapitalHQ
    2,962 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    153 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
Seller Details
Year Founded
2015
HQ Location
Shelton, US
Twitter
@RightCapitalHQ
2,962 Twitter followers
LinkedIn® Page
www.linkedin.com
153 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 83% Small-Business
    • 13% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Envestnet | MoneyGuide features and usability ratings that predict user satisfaction
    7.5
    Quality of Support
    Average: 8.8
    5.0
    Cloud
    Average: 8.0
    7.5
    Reporting
    Average: 8.4
    5.8
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Envestnet
    Year Founded
    1999
    HQ Location
    Berwyn, Pennsylvania
    Twitter
    @Envestnet_
    4,107 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,773 employees on LinkedIn®
    Ownership
    NYSE: ENV
Product Description
How are these determined?Information
This description is provided by the seller.

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

Users
No information available
Industries
  • Financial Services
Market Segment
  • 83% Small-Business
  • 13% Mid-Market
Envestnet | MoneyGuide features and usability ratings that predict user satisfaction
7.5
Quality of Support
Average: 8.8
5.0
Cloud
Average: 8.0
7.5
Reporting
Average: 8.4
5.8
Automation
Average: 7.8
Seller Details
Seller
Envestnet
Year Founded
1999
HQ Location
Berwyn, Pennsylvania
Twitter
@Envestnet_
4,107 Twitter followers
LinkedIn® Page
www.linkedin.com
2,773 employees on LinkedIn®
Ownership
NYSE: ENV
  • 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Irwin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    1
    Cons
    Limited Accessibility
    1
    Limited Data
    1
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
1
Cons
Limited Accessibility
1
Limited Data
1
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
Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®