Best Financial Analytics Tools - Page 10

IC Smart Platform

Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal.

Average Rating: 5.0/5.0

Total Reviews: 1

IMTC

IMTC’s cloud-based investment management system (IMS) optimizes fixed income portfolios with a speed and accuracy that's never been possible before, leading to improved performance and lower costs. IMTC’s technology enables customization at scale by automating manual fixed income investment processes. The platform helps portfolio managers to construct, optimize, and rebalance portfolios while adhering to unique compliance rules, strategy-specific targets, and individual client requests. IMTC's IMS provides end-to-end management across hundreds of accounts at once: portfolio construction, order management, data & analytics, compliance, and more. The workflow drastically lowers the amount of time spent on individual portfolios and eliminates manual data processing.

InfoBICS

nfoBICS is a trusted provider of advanced Financial Reporting solutions. We empower businesses to streamline their financial operations with precise, insightful, and customized reporting tools. Our solutions cater to companies seeking to enhance financial transparency, optimize performance, and make data-driven decisions. With a strong emphasis on accuracy and compliance, we offer tailored financial dashboards and reports that help organizations monitor key financial metrics, manage risks, and achieve their strategic goals. Our dedicated team of experts is committed to delivering innovative solutions that adapt to evolving business needs, ensuring that our clients stay ahead in a competitive landscape. At InfoBICS, we believe in making financial data accessible, actionable, and impactful, fostering better decision-making and organizational growth.

InvestmentMetrics

InvestWorks is a comprehensive, easy-to-use analytical tool used widely by institutional investment consultants and investors for evaluating money managers and analyzing investment performance.

Average Rating: 4.5/5.0

Total Reviews: 3

IQ Integrated Portfolio Analyzer Plus

The IQ Integrated Portfolio Analyzer Plus tool bridges the gap between spending and effectively implementing your strategic plan. Real-time analytics enable informed business model change, investment guidance and operating model transformation for best outcomes. It is data-driven agility in motion.

iVAL

Keye

AI due diligence platform for private markets

Kinective Insight™

Making blind investments on cash recyclers and self-service kiosks can be costly. Bring clarity to purchasing, deploying, and optimizing your branch technology with Kinective Insight™ (formerly iQ), an actionable business intelligence tool that provides visibility into how your devices are being used day-to-day. • Gain visibility into device usage to optimize purchasing, placement, and impact on branch operations • See exactly how cash is flowing through devices to ensure cash demands are met at the lowest possible cost • Optimize the amount of cash-on-hand reserves for cost efficiency • Executives can view and analyze the device data across entire branch networks Kinective Insight™ (formerly iQ) is a cloud-based, business intelligence tool that gives financial executives actionable data in easy-to-read dashboards to quickly see business-critical information for smarter decisions on purchasing, deploying, and optimizing their entire cash automation and self-service fleets. Financial institutions invest millions of dollars in technology, yet struggle to gain insight into how those investments are performing. Lack of visibility can lead to added costs, downtime, and wasted efforts. Kinective Insight™ (formerly iQ) gives you actionable data in an easy-to-read dashboard, helping you make business-critical decisions. Gain visibility of hardware to make informed decisions. Insight (formerly iQ) equips you with the most important information to run your branches effectively.​

Lacima Analytics

COMPLETE VALUATION, OPTIMISATION AND RISK MANAGEMENT FOR ENERGY AND COMMODITY PORTFOLIOS Lacima Analytics is a comprehensive valuation, optimisation and risk management solution designed for energy and commodity businesses. It provides a consolidated view of value, market risk and credit risk across portfolios of physical assets and complex financial contracts. Supporting multiple commodities, geographies and currencies, Lacima Analytics helps organisations analyse risk across power, gas, LNG, crude oil and refined products, metals, soft commodities and other energy and commodity markets. COMPREHENSIVE VALUATION AND RISK ANALYTICS Lacima Analytics supports a wide range of market and credit risk metrics, including Parametric VaR, Historical Simulation VaR, Covariance Monte Carlo VaR, Earnings-at-Risk, Gross Margin-at-Risk, Cashflow-at-Risk and Potential Future Exposure. Users can perform stress testing and scenario analysis across market prices, positions and model parameters. This includes analysing the impact of potential new trades, changes to volatility, correlations and other market assumptions. Detailed drill-down capabilities help users move from portfolio-level results to underlying trades and analytical drivers, making it easier to identify risk hotspots and understand why valuation or risk metrics have changed. ASSET VALUATION AND OPTIMISATION Lacima Analytics also supports the valuation and optimisation of physical assets, incorporating their specific costs, operational constraints and characteristics. Supported assets include thermal, hydro, wind and solar generation, batteries, gas storage, swing contracts, LNG and other commodity assets. The solution supports more than 200 financial contract types alongside physical asset modelling. FLEXIBLE AND INTEGRATED Lacima Analytics can consolidate portfolios and risk from multiple deal capture and risk systems, helping organisations achieve a single view without replacing their existing infrastructure. Flexible connectivity options include manual entry, staging, Microsoft Excel, CSV, custom integrations and REST APIs. Analytics outputs can also be integrated with existing reporting and business intelligence frameworks. The modular architecture allows organisations to select the capabilities they require and expand the solution as their business, markets and analytical requirements evolve. KEY BENEFITS • Consolidate valuation and risk across multiple systems and portfolios. • Identify risk hotspots and drill down to individual drivers of value and risk. • Calculate a broad range of market and credit risk metrics in a single application. • Perform stress testing and scenario analysis across prices, positions and model parameters. • Value and optimise physical energy and commodity assets. • Support multiple commodities, geographies, currencies and asset types. • Scale into new markets and analytical requirements without replacing existing deal capture systems. • Integrate with existing trading, risk, reporting and business intelligence systems. • Maintain consistency between trading and risk through Lacima's unified numerics and analytical methodologies. • Improve transparency and auditability by retrieving and rerunning historical valuations. Lacima Analytics combines specialist energy and commodity analytics with flexible integration, detailed transparency and scalable architecture to help organisations better understand, manage and communicate portfolio value and risk.

Legro

LSEG Quantitative Analytics Database

A cloud-based platform for back testing investment models that allows professional investors to introduce cutting edge quantitative research and analytics to fund management. You do not need to be a highly skilled developer, or "Quant," to take advantage of advanced quantitative investment strategies and data science. QA Point simplifies workflows, making it easy to construct, validate, and deploy multi-factor quantitative investment strategies – in a fraction of the time it takes using traditional quant tools. With QA Point you can: - Explore and visualize financial data - Construct dynamic universes and screen stocks - Create unique custom factors - Build complex multi-factor models - Test and analyze historical performance of factor models - Generate factor scores for individual securities - Collaborate and share models effortlessly.

MeridianLink Insight

MeridianLink® Insight is a turnkey data intelligence tool that simplifies real-time analysis for financial institutions, eliminating costly R&D, complex master data management, and high-risk IT processes. With hundreds of pre-built dashboards, customizable reports, and automated delivery, institutions save time, reduce manual effort, and make faster, more informed strategic decisions. Dashboards and reports can be tailored to track KPIs, align with departmental goals, and support executive-level decision making. By providing scalable, secure access to critical data, Insight helps institutions boost revenue, optimize operations, and enhance the consumer experience. - Intuitive Insights, Any Time: Identify performance trends and operational gaps through advanced embedded analytics, data visualization, and benchmarking capabilities displayed within intuitive, flexible reporting—no programming skills required. - Instant Data Retrieval & Visualization: Leverage big data technologies to instantly retrieve and visualize data from MeridianLink consumer lending, mortgage lending, and deposit account opening solutions for faster updates and execution. - Dashboards & Reports: Access real-time, customizable dashboards, comprehensive data sets, automated reports, and a powerful exploratory sandbox to track, measure, and predict the success of lending and deposit programs that drive revenue and profitability. - Seamless Integration: Direct connectivity to the MeridianLink® One platform provides comprehensive analytics and reporting across consumer and mortgage lending, and deposit account operations to deliver actionable insights across the entire consumer financial journey. - Strategic Decision Making: Built-in simulators make it easy to model scenarios and assess potential outcomes, while dynamic performance tracking allows users to monitor, compare, and act in real time.

Metrix Finance

Moneytree Merit

With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.

Morphlin

Morphlin offers AI-based trading tools for different market conditions and strategies.