# Best Financial Analytics Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/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. ## How Many Financial Analytics Software Products Does G2 Track? **Total Products under this Category:** 179 ### Category Stats (Jun 2026) - **Average Rating**: 4.43/5 (↑0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Strike (+3.71%) - Among all products in this category, Strike recorded the largest rating increase compared to last month *Last updated: June 24, 2026* ## How Does G2 Rank Financial Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,000+ Authentic Reviews - 179+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Nasdaq eVestment™ Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1583&secure%5Bdisplayable_resource_id%5D=1583&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1583&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&secure%5Bresource_id%5D=1583&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analytics%2Fsmall-business&secure%5Btoken%5D=ea022153ffa773d3741b0d6e9ae2020d3c3fe9de4474a6483df1952ac069248c&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Financial Analytics Software Products in 2026? ### 1. [eMoney](https://www.g2.com/products/emoney/reviews) eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. With over 138,000 users across firms of all sizes, eMoney supports the financial needs of more than 7 million households, making it a trusted partner for financial professionals nationwide who want to help people talk about money.  Built for flexibility and scalability, eMoney enables advisors to engage with prospects and clients at every stage of their financial journey. Whether initiating topic-specific discussions with prospects, delivering holistic goals-based plans, or creating comprehensive cash flow plans for clients with complex needs, eMoney is designed for every planning possibility.   For enterprises, the eMoney platform delivers best-in-class financial planning, client experience, and data aggregation—powered by modern technology that adapts to your firm’s needs. Whether through APIs, modular components, or out-of-the-box application, you can engage with our platform your way. This flexibility is backed by our award-winning security, service, and support, ensuring you maximize the value of your investment and stay focused on your firm’s mission and vision.  Key Features and Benefits:  - Comprehensive Planning Tools: Deliver right-sized planning conversations, regardless of a client's financial complexity. From solving for individual goals to crafting comprehensive plans, eMoney drives meaningful outcomes at every level of planning.  - Industry-leading Client Portal: Deliver a differentiated client experience with the eMoney Client Portal and Premium Client Portal. Give clients a real-time view into their complete financial picture, while fostering trust and transparency through secure communication, document sharing, and real-time access to financial data.  - Award-winning aggregation:  Create a unified view of clients' full financial pictures to uncover opportunities in held-away assets, deliver deeper financial insights, and craft truly comprehensive plans. Our proprietary aggregation service is the driving engine within our Client Portal and it is also available as a standalone solution for firms who want to power their own experiences.  - 30+ Integrations: eMoney is built for the way you work. Our integrations provide access to the technology you need, when and where you need it. We partner with the industry’s most prominent wealth management software vendors to simplify your day-to-day operations while maximizing the value of the plans you deliver.  - APIs and Components: Use eMoney your way. Build, test, and deploy faster than ever with eMoney APIs. Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen.  - Engaging Visual Outputs: Deliver a best-in-class collaborative planning experience using clear and interactive visuals to simplify complex financial concepts and foster enhanced client engagement.  Achieve your goals and theirs with eMoney. Our market-leading, best-in-class financial planning solutions empower you to build stronger relationships, improve your efficiency, and enhance your level of service. We’re here to help you build the plan your clients need, regardless of their financial situation. **Average Rating:** 4.7/5.0 **Total Reviews:** 67 **How Do G2 Users Rate eMoney?** - **Quality of Support:** 9.2/10 (Category avg: 8.8/10) - **Cloud:** 9.4/10 (Category avg: 8.2/10) - **Reporting:** 9.1/10 (Category avg: 8.4/10) - **Automation:** 8.6/10 (Category avg: 7.9/10) **Who Is the Company Behind eMoney?** - **Seller:** [eMoney Advisor, LLC.](https://www.g2.com/sellers/emoney-advisor-llc) - **Company Website:** https://emoneyadvisor.com/ - **Year Founded:** 2000 - **HQ Location:** Radnor, PA - **Twitter:** @eMoneyAdvisor (13,836 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48093 (624 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 72% Small-Business, 18% Mid-Market #### What Are eMoney's Pros and Cons? **Pros:** - Customer Support (10 reviews) - Features (6 reviews) - User Interface (6 reviews) - Comprehensive Data (5 reviews) - Ease of Use (5 reviews) **Cons:** - Feature Deficiency (6 reviews) - Data Accessibility (3 reviews) - Difficult Learning (3 reviews) - Not User-Friendly (3 reviews) - Insufficient Data (1 reviews) ### What Do G2 Reviewers Say About eMoney? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **outstanding customer support** from eMoney, finding it helpful and responsive for financial planning needs. - Users value the **robust planning tools** of eMoney, enabling comprehensive and clear financial decision-making for clients. - Users appreciate the **intuitive and professional user interface** of eMoney, enhancing their financial planning experience effectively. - Users value the **comprehensive data capabilities** of eMoney, enabling detailed and effective financial planning for clients. - Users love the **easy-to-use interface** of eMoney, which allows for quick learning and effective financial planning. **Cons:** - Users find the **feature deficiencies** in eMoney challenging, particularly for unique financial situations and accurate modeling. - Users face **data accessibility issues** with frequent disconnections and limited integration for certain financial institutions. - Users find the **difficult learning curve** of eMoney challenging, leading to potential mistakes in planning recommendations. - Users find the eMoney platform **not user-friendly** , often needing support to navigate and avoid mistakes. - Users face **insufficient data** challenges in complex scenarios, making it hard to troubleshoot unique client situations. #### What Are Recent G2 Reviews of eMoney? **"[Easy-to-Use Interface with a Quick Learning Curve](https://www.g2.com/survey_responses/emoney-review-12399866)"** **Rating:** 5.0/5.0 stars *— Quinlan I.* [Read full review](https://www.g2.com/survey_responses/emoney-review-12399866) --- **"[A Time-Travel-Like View of Clients’ Financial Futures](https://www.g2.com/survey_responses/emoney-review-12400103)"** **Rating:** 4.5/5.0 stars *— Matthew S.* [Read full review](https://www.g2.com/survey_responses/emoney-review-12400103) --- #### What Are G2 Users Discussing About eMoney? - [Is eMoney safe?](https://www.g2.com/discussions/is-emoney-safe) - [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) - 2 comments - [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) - 1 comment - [What is eMoney software?](https://www.g2.com/discussions/what-is-emoney-software) ### 2. [Koyfin](https://www.g2.com/products/koyfin/reviews) Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com **Average Rating:** 4.8/5.0 **Total Reviews:** 124 **How Do G2 Users Rate Koyfin?** - **Quality of Support:** 9.2/10 (Category avg: 8.8/10) - **Cloud:** 8.3/10 (Category avg: 8.2/10) - **Reporting:** 8.3/10 (Category avg: 8.4/10) - **Automation:** 6.1/10 (Category avg: 7.9/10) **Who Is the Company Behind Koyfin?** - **Seller:** [Koyfin](https://www.g2.com/sellers/koyfin) - **Year Founded:** 2016 - **HQ Location:** New York, New Mexico, United States - **Twitter:** @KoyfinCharts (74,086 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/koyfincharts (56 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 80% Small-Business, 10% Mid-Market #### What Are Koyfin's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - User Interface (17 reviews) - Features (16 reviews) - Ease of Access (13 reviews) - Customization (10 reviews) **Cons:** - Feature Deficiency (10 reviews) - Insufficient Data (5 reviews) - Limited Data (5 reviews) - Difficult Learning (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Koyfin? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Koyfin, praising its intuitive interface and efficient setup for investment analysis. - Users appreciate the **intuitive user interface** of Koyfin, enhancing their efficiency in investment analysis and reporting. - Users love Koyfin for its **intuitive interface and customizable features** , greatly enhancing their investment research efficiency. - Users commend the **ease of access** with Koyfin, appreciating its user-friendly interface and efficient setup process. - Users benefit from the **extensive customization options** in Koyfin, enhancing efficiency and personalizing their analysis experience. **Cons:** - Users find **feature deficiencies** in Koyfin, particularly in charting tools and limited export options, impacting usability. - Users express a need for **more data feeds** and improved functionality, especially for UK financial information and Excel downloads. - Users feel Koyfin has **limited data** , lacking essential features like CUSIPs and more comprehensive UK market information. - Users find the **difficult learning curve** of Koyfin challenging, especially with precise metric searches and navigating features. - Users express a need for **limited customization** options, particularly regarding portfolio and branding adjustments. #### What Are Recent G2 Reviews of Koyfin? **"[Interactive Multi-Factor Dashboard with Excellent Graphing for Asset Comparisons](https://www.g2.com/survey_responses/koyfin-review-12796478)"** **Rating:** 5.0/5.0 stars *— Dharmik V.* [Read full review](https://www.g2.com/survey_responses/koyfin-review-12796478) --- **"[Clean UI and Powerful Portfolio & Watchlist Overviews for Financial Advisors](https://www.g2.com/survey_responses/koyfin-review-12836032)"** **Rating:** 5.0/5.0 stars *— Darren L.* [Read full review](https://www.g2.com/survey_responses/koyfin-review-12836032) --- ### 3. [Asset-Map](https://www.g2.com/products/asset-map/reviews) 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 provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments. **Average Rating:** 4.8/5.0 **Total Reviews:** 129 **How Do G2 Users Rate Asset-Map?** - **Quality of Support:** 9.8/10 (Category avg: 8.8/10) - **Cloud:** 8.8/10 (Category avg: 8.2/10) - **Reporting:** 8.8/10 (Category avg: 8.4/10) - **Automation:** 8.6/10 (Category avg: 7.9/10) **Who Is the Company Behind Asset-Map?** - **Seller:** [Asset-Map Holdings, Inc.](https://www.g2.com/sellers/asset-map-holdings-inc) - **Company Website:** https://www.asset-map.com - **Year Founded:** 2008 - **HQ Location:** Philadelphia, Pennsylvania, United States - **Twitter:** @AssetMapLLC (2,856 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/asset-map/about (46 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Advisor, Financial Planner - **Top Industries:** Financial Services, Investment Management - **Company Size:** 85% Small-Business, 11% Enterprise #### What Are Recent G2 Reviews of Asset-Map? **"[Clear Portfolio Visuals + A Standout Questionnaire for Better Client Discovery](https://www.g2.com/survey_responses/asset-map-review-12252180)"** **Rating:** 5.0/5.0 stars *— Catherine T.* [Read full review](https://www.g2.com/survey_responses/asset-map-review-12252180) --- **"[Outstanding Tool for Advisors—Intuitive, Powerful, and Exceptional Support](https://www.g2.com/survey_responses/asset-map-review-11993439)"** **Rating:** 5.0/5.0 stars *— Flavio M.* [Read full review](https://www.g2.com/survey_responses/asset-map-review-11993439) --- #### What Are G2 Users Discussing About Asset-Map? - [What advice do you have for others considering Asset-Map for financial planning?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-asset-map-for-financial-planning) - [How much does asset map cost?](https://www.g2.com/discussions/how-much-does-asset-map-cost) - 1 comment, 1 upvote - [Who owns asset map?](https://www.g2.com/discussions/who-owns-asset-map) - 1 comment - [What are the benefits of asset mapping?](https://www.g2.com/discussions/what-are-the-benefits-of-asset-mapping) - 2 comments, 1 upvote - [What does asset map do?](https://www.g2.com/discussions/what-does-asset-map-do) - 2 comments, 1 upvote ### 4. [TradingView](https://www.g2.com/products/tradingview/reviews) 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 accessible to everyone. Taking advantage of the latest advancements in cloud computing and browser languages the idea of bringing interactive charts and widgets through any browser to people around the world was made a reality. TradingView is also a social community for traders to interact and learn, share ideas and work together to improve their skills. Unique and simple way to share live charts instantly with technical analysis ideas brings traders together and it's a first step to having a full trading platform in a web browser. **Average Rating:** 4.5/5.0 **Total Reviews:** 74 **How Do G2 Users Rate TradingView?** - **Quality of Support:** 8.5/10 (Category avg: 8.8/10) - **Cloud:** 8.5/10 (Category avg: 8.2/10) - **Reporting:** 9.0/10 (Category avg: 8.4/10) - **Automation:** 8.2/10 (Category avg: 7.9/10) **Who Is the Company Behind TradingView?** - **Seller:** [TradingView, Inc.](https://www.g2.com/sellers/tradingview-inc) - **Year Founded:** 2011 - **HQ Location:** New York, US - **Twitter:** @tradingview (896,682 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3179069/ (2,750 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer - **Top Industries:** Financial Services, Investment Management - **Company Size:** 75% Small-Business, 21% Mid-Market #### What Are Recent G2 Reviews of TradingView? **"[Effortless Technical Analysis with Powerful, User-Friendly Charts](https://www.g2.com/survey_responses/tradingview-review-12125633)"** **Rating:** 5.0/5.0 stars *— Faisal M.* [Read full review](https://www.g2.com/survey_responses/tradingview-review-12125633) --- **"[Essential Platform for Market Analysis and Investment Tracking](https://www.g2.com/survey_responses/tradingview-review-12052653)"** **Rating:** 4.5/5.0 stars *— Osvaldo B.* [Read full review](https://www.g2.com/survey_responses/tradingview-review-12052653) --- #### What Are G2 Users Discussing About TradingView? - [How do I use Tradeview software?](https://www.g2.com/discussions/how-do-i-use-tradeview-software) - 2 comments - [Is TradingView a software?](https://www.g2.com/discussions/is-tradingview-a-software) - 5 comments, 2 upvotes - [What is good about TradingView?](https://www.g2.com/discussions/what-is-good-about-tradingview) - 4 comments - [What can TradingView do?](https://www.g2.com/discussions/what-can-tradingview-do) - 3 comments ### 5. [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews) 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 at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency. **Average Rating:** 4.6/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Amazon Finspace?** - **Quality of Support:** 8.8/10 (Category avg: 8.8/10) - **Cloud:** 8.5/10 (Category avg: 8.2/10) - **Reporting:** 8.5/10 (Category avg: 8.4/10) - **Automation:** 8.4/10 (Category avg: 7.9/10) **Who Is the Company Behind Amazon Finspace?** - **Seller:** [Amazon Web Services (AWS)](https://www.g2.com/sellers/amazon-web-services-aws-3e93cc28-2e9b-4961-b258-c6ce0feec7dd) - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @awscloud (2,232,483 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/amazon-web-services/ (156,424 employees on LinkedIn®) - **Ownership:** NASDAQ: AMZN **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 43% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Amazon Finspace? **"[Effortlessly Manages Data with Robust Features](https://www.g2.com/survey_responses/amazon-finspace-review-12065543)"** **Rating:** 4.5/5.0 stars *— Srishti S.* [Read full review](https://www.g2.com/survey_responses/amazon-finspace-review-12065543) --- **"[Search Financial Data Using Terms You Actually Use](https://www.g2.com/survey_responses/amazon-finspace-review-11686075)"** **Rating:** 5.0/5.0 stars *— valentina m.* [Read full review](https://www.g2.com/survey_responses/amazon-finspace-review-11686075) --- ### 6. [Strike Money](https://www.g2.com/products/strike-money/reviews) Strike Money is a powerful stock analysis tool designed to provide investors with real-time market insights, advanced charting capabilities, and data-driven recommendations. It helps traders make informed decisions by offering technical indicators, trend analysis, and data-driven stock predictions. Whether you’re a beginner or an experienced investor, Strike Money simplifies the analysis process by presenting complex financial data in an easy-to-understand format. **Average Rating:** 4.8/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Strike Money?** - **Quality of Support:** 9.5/10 (Category avg: 8.8/10) - **Reporting:** 10.0/10 (Category avg: 8.4/10) **Who Is the Company Behind Strike Money?** - **Seller:** [IndiaCharts](https://www.g2.com/sellers/indiacharts) - **HQ Location:** Mumbai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/strike-ic (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 92% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of Strike Money? **"[Comprehensive Data & Powerful Indicators, Needs Better Scanners](https://www.g2.com/survey_responses/strike-money-review-12889193)"** **Rating:** 4.0/5.0 stars *— Sunder S.* [Read full review](https://www.g2.com/survey_responses/strike-money-review-12889193) --- **"[Strike: Intuitive, Powerful Stock Market Analysis Platform](https://www.g2.com/survey_responses/strike-money-review-12937150)"** **Rating:** 5.0/5.0 stars *— SANTHOSHKUMAR R.* [Read full review](https://www.g2.com/survey_responses/strike-money-review-12937150) --- ### 7. [RightCapital](https://www.g2.com/products/rightcapital/reviews) 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 breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate RightCapital?** - **Quality of Support:** 9.6/10 (Category avg: 8.8/10) - **Cloud:** 8.3/10 (Category avg: 8.2/10) - **Reporting:** 9.4/10 (Category avg: 8.4/10) - **Automation:** 8.8/10 (Category avg: 7.9/10) **Who Is the Company Behind RightCapital?** - **Seller:** [RightCapital](https://www.g2.com/sellers/rightcapital) - **Year Founded:** 2015 - **HQ Location:** Shelton, US - **Twitter:** @RightCapitalHQ (2,996 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10052012/ (155 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Recent G2 Reviews of RightCapital? **"[Intuitive financial planning software that clients can easily understand](https://www.g2.com/survey_responses/rightcapital-review-8346306)"** **Rating:** 5.0/5.0 stars *— Tim S.* [Read full review](https://www.g2.com/survey_responses/rightcapital-review-8346306) --- **"[My Review of Right Capital software](https://www.g2.com/survey_responses/rightcapital-review-12725531)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/rightcapital-review-12725531) --- ### 8. [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) 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. **Average Rating:** 4.0/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Envestnet | MoneyGuide?** - **Quality of Support:** 7.5/10 (Category avg: 8.8/10) - **Cloud:** 5.0/10 (Category avg: 8.2/10) - **Reporting:** 7.5/10 (Category avg: 8.4/10) - **Automation:** 5.8/10 (Category avg: 7.9/10) **Who Is the Company Behind Envestnet | MoneyGuide?** - **Seller:** [Envestnet](https://www.g2.com/sellers/envestnet) - **Year Founded:** 1999 - **HQ Location:** Berwyn, Pennsylvania - **Twitter:** @Envestnet_ (4,094 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/envestnet/ (2,777 employees on LinkedIn®) - **Ownership:** NYSE: ENV **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 83% Small-Business, 13% Mid-Market #### What Are Recent G2 Reviews of Envestnet | MoneyGuide? **"[Excellent product, service, and continuously improving.](https://www.g2.com/survey_responses/envestnet-moneyguide-review-6896077)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/envestnet-moneyguide-review-6896077) --- **"[MoneyGuide Recommendation](https://www.g2.com/survey_responses/envestnet-moneyguide-review-6933333)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/envestnet-moneyguide-review-6933333) --- #### What Are G2 Users Discussing About Envestnet | MoneyGuide? - [How much does money guide elite cost?](https://www.g2.com/discussions/how-much-does-money-guide-elite-cost) - [Does MoneyGuidePro integrate with Salesforce?](https://www.g2.com/discussions/does-moneyguidepro-integrate-with-salesforce) - 1 comment - [How do you use MoneyGuidePro?](https://www.g2.com/discussions/how-do-you-use-moneyguidepro) - [Does MoneyGuidePro have a client portal?](https://www.g2.com/discussions/does-moneyguidepro-have-a-client-portal) ### 9. [Irwin](https://www.g2.com/products/irwin/reviews) 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 that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content. **Average Rating:** 4.5/5.0 **Total Reviews:** 57 **How Do G2 Users Rate Irwin?** - **Quality of Support:** 9.5/10 (Category avg: 8.8/10) - **Cloud:** 8.3/10 (Category avg: 8.2/10) - **Reporting:** 9.0/10 (Category avg: 8.4/10) - **Automation:** 8.3/10 (Category avg: 7.9/10) **Who Is the Company Behind Irwin?** - **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) - **Year Founded:** 2017 - **HQ Location:** Toronto, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/irwinsoftware/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Investor Relations - **Top Industries:** Mining & Metals, Financial Services - **Company Size:** 75% Small-Business, 18% Mid-Market #### What Are Irwin's Pros and Cons? **Pros:** - Customization (1 reviews) **Cons:** - Limited Accessibility (1 reviews) - Limited Data (1 reviews) ### What Do G2 Reviewers Say About Irwin? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customization** options for effectively managing investor relations and campaigns with Irwin. **Cons:** - Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. - Users find the **limited data** for contacts and screening options restrictive compared to other software alternatives. #### What Are Recent G2 Reviews of Irwin? **"[Very organized platform that has a lot of features for issuers and investors.](https://www.g2.com/survey_responses/irwin-review-7293546)"** **Rating:** 4.5/5.0 stars *— Jay R.* [Read full review](https://www.g2.com/survey_responses/irwin-review-7293546) --- **"[Irwin is one of the only software available for corporates to manage Investor Relations.](https://www.g2.com/survey_responses/irwin-review-7313971)"** **Rating:** 4.5/5.0 stars *— Saumya C.* [Read full review](https://www.g2.com/survey_responses/irwin-review-7313971) --- #### What Are G2 Users Discussing About Irwin? - [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for) ## What Is Financial Analytics Software? [Financial Services Software](https://www.g2.com/categories/financial-services) ## What Software Categories Are Similar to Financial Analytics Software? - [Financial Research Software](https://www.g2.com/categories/financial-research) - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) --- ## How Do You Choose the Right Financial Analytics Software? ### What You Should Know About Financial Analytics Software ### What is Financial Analytics Software? Financial analytics software helps financial services professionals visualize and extract insights from financial data. These solutions are vital tools for financial professionals, particularly those who manage investment portfolios on behalf of clients. Financial analytics tools typically include robust reporting functionality, analytics dashboards, [data visualization](https://www.g2.com/articles/data-visualization)features, the ability to ingest data from multiple sources, data tagging capabilities, and investment attribution features. At their core, financial analytics services are used to evaluate data and build investment strategies. Financial analytics solutions differ from financial analysis software, which is software designed for internal finance teams responsible for [budget management](https://www.g2.com/glossary/budget-management-definition), cash flow, producing financial statements, managing balance sheets, and general financial management of industry-agnostic businesses.  For example, a financial analyst at a hedge fund is looking to parse historical market data to help a client make the soundest investment in a specific sector. They would use financial analytics tools to help digest the relevant data, manipulate it, visualize it, and analyze it. With the product of the analysis, the financial analyst can provide their client with recommendations on what investments to make. After the investment, the analyst or portfolio manager can utilize the financial analytics platforms to produce reports on investment performance and track gains and losses within specific segments.  ### What are the Common Features of Financial Analytics Software? The following are some core features of financial analytics software that can help users: - **Data ingestion:** These tools ingest data from a variety of data sources. The data will include market prices, the percentage change in price over various periods, trading volume, and more. The data a given solution ingests and the data sources it uses help traders make better investment decisions and get better at [forecasting](https://www.g2.com/categories/budgeting-and-forecasting). These solutions can act as a replacement for Excel documents, which traders have historically used quite heavily.  - **Reporting:** Financial analytics software produces reports based on [investment analysis](https://www.g2.com/glossary/investment-analysis-definition) and market data. These reports can help users shape future investment strategies. Some solutions include strategy-specific tools where users can test specific scenarios to see how they might play out with different market inputs. Users can produce forecast reports using financial analytics services.  - **Data tagging:** Financial analytics platforms allow users to create tags for and attribute those tags to specific types of data, helping users keep track of them. Data tagging can be used to organize and manipulate data as a given trader wants, allowing the business to automate portions of the process of dealing with historical investment data later on.  - **Data visualization:** These financial analytics platforms can produce visualizations of real-time and historical data. Most solutions contain pre-built visualization types for users to choose from. If available, users can make use of pattern recognition tools to automate previously manual parts of the process and produce custom visualizations within a financial analytics tool.  - **Dashboards:** These financial analytics software contain dashboards for users to have a single-pane view of a specific investment type or portfolio. From this dashboard, users can check on the profitability of specific investments. Users can analyze [cash flow management](https://www.g2.com/categories/cash-flow-management) within specific publicly traded companies as part of the inputs for their investment strategy if significant positive cash flow is an important indicator for future success for a particular trading strategy.  ### What are the Benefits of Financial Analytics Software? The following are the benefits of using the best financial analytics tools. - **Improved investment performance:** Financial analytics software can help investment funds and investors improve profitability and introduce more stability to their investment performance.  - **Real-time portfolio analysis:** Traders use financial analytics solutions to automate portions of their workflows related to [portfolio management](https://www.g2.com/glossary/portfolio-management-definition). Users can streamline a great deal of the grunt work when it comes to analysis, allowing them to get better at financial planning for their customers and focus on improving their decision making.  - **Data-driven insights:** Financial analytics platforms provide data-driven insights that can help businesses make informed decisions. - **Identifying cost-saving opportunities:** By analyzing spending patterns and identifying inefficiencies, businesses can reduce costs. - **Enhanced forecasting:** By analyzing historical data and current trends, businesses can make more accurate predictions about future performance. ### Who Uses Financial Analytics Tools? - **Financial analysts:** Financial analysts use the best finance analytics software to analyze historical data, predict future market movements, keep up to date with market trends and trading-related information, and help with recommendations regarding investment decisions.  - **Portfolio managers:** Portfolio managers may use financial analytics software to check in on portions of their client's investment performances and help produce sound investment strategies based on data. Typically, portfolio managers will interact with clients via their [investment portfolio](https://www.g2.com/glossary/investment-portfolio-definition) management solution, which often contains a client portal through which they share vital information.  ### Software Related to Financial Analytics Software Related solutions that can be used together with financial analytics software include: - [Investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management) **:** Finance analytics software often integrates with investment portfolio management software. Investment portfolio management tools may contain basic analytics features, but traders will want to use a dedicated financial analytics solution for sound decision-making.  - [Financial predictive analytics software](https://www.g2.com/categories/financial-predictive-analytics) **:** Financial analytics tools sometimes contain predictive analytics functionality, and the future will likely see the two spaces overlap significantly. Predictive analytics tools look to the future, playing out investment scenarios based on historical data, often using machine learning technology to bolster the strength of their insights. ### Challenges with Financial Analytics Software The best financial analytics software solutions can come with their own set of challenges.  - **Data quality:** The quality of the analysis that the best financial analytics tools can produce will always be limited by the quality of the data it ingests. Quality, in this case, is two-fold. The first aspect is the actual accuracy of the data. Accurate data is a must. The second aspect of data quality is the variety of data the solution ingests and deals with. A bare-bones financial analytics tool may only be designed to pull data from a few sources. A robust solution may pull in additional data that could be vital indicators of future investment performance, particularly in newer or little-understood markets, driving deeper insights and improved financial performance.  - **Depth of analysis:** Surface-level analysis is fine for surface-level decision making, but the analysis should contain significant depth for large dollar-amount decisions or investments in emerging markets. Finance analytics software with comprehensive feature sets which allow for large degrees of tinkering and customization will enable users to produce a complete analysis with actionable insights.  ### Cost of Financial Analytics Tools The cost of the best financial analytics software can vary significantly depending on several factors, including: - **Software vendor:** Different vendors offer different pricing models, ranging from subscription-based to perpetual licenses. - **Features:** More advanced features and capabilities often come with higher costs. - **Deployment model:** Cloud-based solutions may have lower upfront costs but higher recurring fees, while on-premises solutions may have higher upfront costs but lower ongoing expenses. - **Scalability:** The scalability of the software, especially for growing businesses, can impact the overall cost. - **Customization:** Customizations and integrations with other systems may incur additional costs. - **Support:** Ongoing support and maintenance contracts can add to the total cost of ownership.    **Pricing models:** - **Subscription-based:** A recurring fee based on the number of users or the level of usage. Basic tools can start as low as $10 per user per month. More advanced tools can go up to $1,000 per user per month. - **Perpetual License:** A one-time fee for the software license, often with additional fees for maintenance and support.   - **Hybrid Models:** A combination of subscription and perpetual licensing, offering flexibility and cost control. **_Note:_** _To get a more accurate estimate of the cost, it's recommended to contact the specific software vendors and discuss your requirements. They can provide detailed pricing information of the best financial analytics tools and tailored solutions._ ### How to Buy Financial Analytics Software #### Requirements Gathering (RFI/RFP) for Financial Analytics Software The company should put together a requirements list with the end user in mind and a keen understanding of the business’s existing tech stack and how a given solution will fit in so that the buying committee can make informed decisions. Financial data is particularly valuable to bad actors. Its value makes it vulnerable, so financial analytics solutions which deal with sensitive client data should be particularly secure. #### Compare Financial Analytics Software Products **Create a long list** The long list should include all solutions that meet the core functionality that the business requires. Price should not be a factor at this stage unless completely prohibitive for specific budgets.  **Create a short list** The short list should include more solutions with nice-to-have functionality and core functionality. This is where the prospective buyer should dive into [return on investment (ROI)](https://www.g2.com/glossary/return-on-investment-definition), product adoption, and training strategies.  **Conduct demos** The demo process should include all relevant questions from stakeholders. Specific scenarios likely to occur during daily operations should be addressed during the process.  #### Selection of Financial Analytics Software **Choose a selection team** The selection team should comprise a user, a security stakeholder, an IT person with deep knowledge of the organization’s existing tech stack, a privacy professional to sign off on any data handling or permissions concerns, and representatives for any other personas who will have significant interactions with the tool.  **Final decision** The final decision should be made by the consensus of the selection committee. If there is hesitation from any group members, significant strides should be made to address the concerns in full before making a decision.