# Best Financial Analytics Tools - Page 11

## How Many Financial Analytics Software Products Does G2 Track?

**Total Products under this Category:** 183

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Total Plan by MSCI (+5.56%) - Among all products in this category, Total Plan by MSCI recorded the largest rating increase compared to last month

_Last updated: August 12, 2026_

## How Does G2 Rank Financial Analytics Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,100+ Authentic Reviews
- 183+ 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.

## G2 Grid® for Financial Analytics Software
 ![G2 Grid® for Financial Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analytics/grids.png?focus%5B%5D=1308824&focus%5B%5D=23539&focus%5B%5D=71118&focus%5B%5D=19508&focus%5B%5D=65016&focus%5B%5D=36416&focus%5B%5D=121091&focus%5B%5D=123573)

Highlighted products: Amazon Finspace, FactSet Workstation, Koyfin, eMoney, TradingView, Nasdaq eVestment™, Asset-Map, and RiskExec.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analytics/grids.json?focus%5B%5D=amazon-finspace&focus%5B%5D=factset-workstation&focus%5B%5D=koyfin&focus%5B%5D=emoney&focus%5B%5D=tradingview&focus%5B%5D=nasdaq-evestment&focus%5B%5D=asset-map&focus%5B%5D=riskexec)

**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_llm&secure%5Bcategory_id%5D=1583&secure%5Bchosen_at%5D=2026-08-15T08%3A10%3A06Z&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%3Fpage%3D11&secure%5Btoken%5D=e7c2fe9f7b873d2e5a7fb109b0a5293b417cea1a1ae53a357d911cdfe7cf340e&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)

### [PortfolioIQ by Synaptic](https://www.g2.com/products/portfolioiq-by-synaptic/reviews)

AI-powered, Human-verified Portfolio Data Terminal for Private Investors PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy. The Result: Teams can spend time analyzing data rather than organizing it Effective collection, no overhead Set up automated data requests from PortCos Get metrics from Docs and Forms, zero duplication Dashboard to track request status and data gaps Zero manual work No more copy-pasting from Docs to spreadsheets 100% accurate data extraction, no checks required Automated alerts when key metrics change Track everything that matters Capture any and every PortCo metric Track Actuals as well as Estimates Audit trails to track re-statements and metric history Generate insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived metrics across your Portfolio Benchmark effectively with time-shifts

#### Who Is the Company Behind PortfolioIQ by Synaptic?

- **Seller:** [Vy Labs Technologies](https://www.g2.com/sellers/vy-labs-technologies)
- **Year Founded:** 2016
- **HQ Location:** Gurgaon, Haryana
- **Twitter:** @synaptic\_data  
880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=046ee3c6959572fa35f7a8ef047d532ba85ac91d9867ba00bab7818601159cb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynaptic-data%2F&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®

### [Pulse](https://www.g2.com/products/monter-pulse-pulse/reviews)

Financial intelligence for SaaS founders. Not just another Dashboard but clear financial insights that drive decisions.

#### Who Is the Company Behind Pulse?

- **Seller:** [Monter Pulse](https://www.g2.com/sellers/monter-pulse)
- **Year Founded:** 2026
- **HQ Location:** Houston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb364f639e93fa494a6d7fa2f0cd683180cf40d1c161913bb24b394dc7e3f333&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpulsemonterfinancial%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [qashqade](https://www.g2.com/products/qashqade/reviews)

qashqade provides private market organizations an enterprise product suite for streamlining their calculation, allocation, tracking and reporting processes. Waterfall and carried interest calculations can be automated, replacing manual, error-prone spreadsheets and improving communications between GPs and LPs through enhanced reporting. Built by private markets experts, for private markets experts, the qashqade platform offers a flexible, modular based solution for fund managers, fund administrators and investors alike, and is asset-class agnostic.

#### Who Is the Company Behind qashqade?

- **Seller:** [qashqade AG](https://www.g2.com/sellers/qashqade-ag)
- **Year Founded:** 2018
- **HQ Location:** Zurich, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b212b4487aaaa78acb634dbd093594fca88b82c093c18e9d7654c389bebf8bb6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fqashqade&secure%5Burl_type%5D=linkedin_company_website)  
37 employees on LinkedIn®

### [Quantfolio](https://www.g2.com/products/quantfolio/reviews)

Quantfolio's Robo Advisor is a white-label solution designed to empower financial institutions to offer self-service and personalized investment advice. By integrating this platform, banks, wealth managers, and fintech companies can efficiently reach a broader customer base, including retail and mass-affluent segments. The solution enhances wealth management processes by automating client onboarding, risk assessments, and investment proposal generation, all while ensuring compliance with regulatory standards. Its modern design allows seamless integration with existing customer interfaces, providing a user-friendly experience that aligns with the institution's brand identity. Additionally, the platform's API-centric structure facilitates easy integration with existing systems and third-party services, creating an efficient technological and operational environment. Key Features and Functionality: - Competitive Advantage: The Robo Advisor can manage a high volume of client portfolios and execute trades efficiently, reducing operational expenses and integrating regulatory updates seamlessly. - Brand Integration: The platform's modern design allows effortless incorporation of the institution's brand identity, ensuring a cohesive and visually appealing user experience. - Regulatory Compliance: Developed with compliance by design, the Robo Advisor ensures that all automated investment advisory processes are transparent, trackable, and continuously adhere to regulatory practices. - API-Centric Structure: The solution's foundational API approach enables seamless integration with existing systems and third-party services, enhancing technological and operational efficiency. - Customizable Advisor Flow: Institutions can tailor the advisor workflow, from client onboarding to investment documentation, adjusting complexity levels to provide personalized advice through advanced risk management and profiling questionnaires. - Automated Documentation: The platform generates investment proposal PDFs automatically, ready for investor confirmation, ensuring smooth integration into the purchasing system. - Insight-Driven Development: Utilizing Deep Alpha APIs, institutions gain insights into investor preferences, saving patterns, demographics, and behavior, allowing for the adjustment of future product offerings. Primary Value and User Solutions: Quantfolio's Robo Advisor addresses the need for scalable, efficient, and compliant investment advisory services. By automating key processes and ensuring regulatory adherence, it enables financial institutions to offer personalized investment advice to a wider audience without significantly increasing operational costs. The platform's customizable and brand-integrated design enhances user engagement, while its API-centric structure ensures seamless integration with existing systems, facilitating a smooth transition to digital advisory services.

#### Who Is the Company Behind Quantfolio?

- **Seller:** [Quantfolio AS](https://www.g2.com/sellers/quantfolio-as)
- **Year Founded:** 2015
- **HQ Location:** Bergen, NO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1633882cf670d2403dd53ff3dc48d4fe1ad57115caf975394909af977b6a7c78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquantfolio%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Quantifi](https://www.g2.com/products/quantifi/reviews)

Quantifi is a specialist provider of analytics, trading and risk management solutions. Our award-winning suite of integrated pre and post-trade solutions allow market participants to better value, trade and risk manage their exposures and respond effectively to changing market conditions. Founded in 2002, Quantifi was started with the goal of delivering the same sophisticated risk management and analytics used by the largest banks to all participants in the market. Today we serve over 200 clients across 40 countries including 5 of the 6 largest global banks, 2 of the 3 largest asset managers, leading hedge funds, pension funds, insurers, brokers, clearing members, corporates and other financial institutions.

#### Who Is the Company Behind Quantifi?

- **Seller:** [Quantifi](https://www.g2.com/sellers/quantifi)
- **Year Founded:** 2002
- **HQ Location:** New York, US
- **Twitter:** @Quantifi  
389 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1bf673c9a293f45ddb1b12c679d2f846a4667ec27891776bf3da6bfdc388de5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquantifi-inc-&secure%5Burl_type%5D=linkedin_company_website)  
87 employees on LinkedIn®
- **Phone:** +44 (0) 20 7248 3593

### [raisin](https://www.g2.com/products/raisin-gmbh-raisin/reviews)

Deposit Solutions is a globally recognized Fintech company and the Open Banking platform for deposits. Its proprietary Open Banking technology provides an infrastructure for the global USD 50 trillion deposit market that benefits banks and savers alike.

#### Who Is the Company Behind raisin?

- **Seller:** [Raisin](https://www.g2.com/sellers/raisin-de40dec2-4ffc-4a71-91db-95383d8c0d75)
- **Year Founded:** 2020
- **Twitter:** @DepositPioneers  
481 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecee734835c99720ea2e4ea1c1c4aa7637a1ad58f4c15e4b6a7f46e265af4e18&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Fraisinus%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Regnology Reporting Hub](https://www.g2.com/products/regnology-reporting-hub/reviews)

Invoke FAS Compta-Report is a reporting solution that interfaces with all accounting systems on the market to produce standardized reports and IFRS statements.

#### Who Is the Company Behind Regnology Reporting Hub?

- **Seller:** [Regnology Group](https://www.g2.com/sellers/regnology-group)
- **Year Founded:** 1994
- **HQ Location:** Frankfurt, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=91e274eeb4c754f133bfedeb6fd96f119a3c1fcf176e79b130aa3b65bbb44f2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fregnology&secure%5Burl_type%5D=linkedin_company_website)  
1,263 employees on LinkedIn®

### [Reyan Consultancy Services](https://www.g2.com/products/reyan-consultancy-services/reviews)

Reyan Consultancy Services (RCS) is serving FrontInvest users since 2013. We are expert in FrontInvest (eFront Application) Implementation Services. We help our customers in designing custom reports (MS WORD/Excel/XML/PDF). Adding new functionalities/screens to manage custom data. Automation in uploading FX rates/valuations in FrontInvest. Data migration, Screen Configurations and report designing are most common services provided by us. Our motto is to deliver best quality services to our esteemed customers at minimal cost.

#### Who Is the Company Behind Reyan Consultancy Services?

- **Seller:** [Reyan Consultancy Services](https://www.g2.com/sellers/reyan-consultancy-services)
- **Year Founded:** 2013
- **HQ Location:** New Delhi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a389cd0160448765978de22d12fa1c4846e8bcc487add6d55f51cd7fe3b9464a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freyan-consultancy-services-rcs%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

### [SAS® Banking Analytics Architecture](https://www.g2.com/products/sas-banking-analytics-architecture/reviews)

SAS® Banking Analytics Architecture Make fact-based decisions while ensuring consistency and reducing data prep time.

#### Who Is the Company Behind SAS® Banking Analytics Architecture?

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware  
60,863 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,638 employees on LinkedIn®
- **Phone:** 1-800-727-0025

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of SAS® Banking Analytics Architecture?

**["Single Access portal for all Banking operations to aid in Decisions"](https://www.g2.com/survey_responses/sas-banking-analytics-architecture-review-9767608)**

**Rating:** 4.0/5.0 stars

_— Amulraj P._

[Read full review](https://www.g2.com/survey_responses/sas-banking-analytics-architecture-review-9767608)

### [SEI Novus Platform](https://www.g2.com/products/sei-novus-platform/reviews)

SEI Novus is a portfolio intelligence platform where asset owners and asset managers ​interact​ with their investments​ and with each other. Investors can access best-in-class solutions to enrich and manage their data, extract actionable investment insights, and improve stakeholder communication via visualization and automation. All investment types—liquid and illiquid—are supported. Accessibility to sophisticated portfolio management, aggregation, and analytics is unmatched. Communication between stakeholders is made seamless. With simple data workflows and newfound data-driven insights, clients have the utmost confidence in their investment decisions. More than a decade ago, SEI Novus invented the art of portfolio intelligence and now supports clients with a total AUM over $4 trillion from 4 offices around the world. With SEI Novus, investors succeed.

#### Who Is the Company Behind SEI Novus Platform?

- **Seller:** [Novus Partners](https://www.g2.com/sellers/novus-partners)
- **Year Founded:** 2007
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e523c5e42e90ed4cadfa5799e362a9ef77e7fb568fdecf564a376dab7a02a31b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnovus-partners%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [Sismo](https://www.g2.com/products/sismo/reviews)

Sismo is a “quantamental” visual platform exclusively designed for portfolio managers by investment and corporate valuation specialists. We are a spirited team of financial analysts and quant experts with asset management and investment banking background, fully-dedicated to providing high value-added services to our clients. With Sismo, we bring to the investment community an intuitive, versatile and scalable analytical solution, for improved investment strategies, in a highly competitive and cost-constraint environment

#### Who Is the Company Behind Sismo?

- **Seller:** [Sismo](https://www.g2.com/sellers/sismo)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=003b54d215fd251595b2c2ee0564cad08d318d7f6c2d555a41acd556908b6731&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsismo-visual-platform-for-portfolio-managers%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Sov.ai Rearch Lab](https://www.g2.com/products/sov-ai-rearch-lab/reviews)

Sov.ai is committed to turning complex financial data in visible insights using machine learning and advanced programmatic methods. We reinvent the concept of ‘dashboard’ to create a unique experience for investment managers that delivers research in a dynamic, automated, and interactive fashion that allows users to work within a full ecosystem of cloud applications that can communicate with one another. We are committed to being the leading firm for innovation in institutional asset management.

#### Who Is the Company Behind Sov.ai Rearch Lab?

- **Seller:** [Sovai](https://www.g2.com/sellers/sovai)
- **Year Founded:** 2021
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44fe8972b62e925b27d34ae3293b75fe043e06088a6bf5b1adfc81513a06b037&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsovai&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Stock Trading Software Reviews](https://www.g2.com/products/stock-trading-software-reviews/reviews)

StockTradingSoftwareReviews.org is a comprehensive platform offering detailed reviews and insights into various stock trading software. It categorizes software types, highlights key features and benefits, and provides tailored recommendations for different levels of traders. The site also includes educational resources to help users understand and effectively utilize these tools, assisting investors in making informed decisions and optimizing their trading strategies.

#### Who Is the Company Behind Stock Trading Software Reviews?

- **Seller:** [Stock Trading Software Reviews](https://www.g2.com/sellers/stock-trading-software-reviews)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [SuiteReport](https://www.g2.com/products/suitereport/reviews)

SuiteReport is an AI-powered financial planning and analysis (FP&A) platform built specifically for NetSuite users. It connects directly to your NetSuite instance to automate budgeting, forecasting, reporting, and scenario planning — replacing the spreadsheet chaos that finance teams deal with every month. Finance teams using NetSuite often face the same bottleneck: the data is in the system, but getting it into a board-ready format means exporting to Excel, rebuilding formulas, writing variance commentary manually, and hoping nothing breaks before the deadline. SuiteReport eliminates that entire workflow. Core capabilities include: NetSuite Reporting — Pre-built financial statements (P&L, Balance Sheet, Cash Flow, MoM, YoY, Financial Ratios) with AI-generated variance commentary and anomaly detection. A drag-and-drop custom report builder lets finance teams build reports without any developer support. Reports can be scheduled for automated delivery to stakeholders on daily, weekly, or monthly cadences. Budget Management — Build P&L, Balance Sheet, and Cash Flow budgets connected to live NetSuite actuals. Manage multiple budget versions, run approval workflows, and get instant actuals-vs-budget variance tracking — all in one place. Rolling Forecasts & Cash Flow Forecasting — Replace static annual budgets with continuously updated projections. Connect bank accounts and NetSuite AR/AP data for 13-week and long-range cash runway visibility. Scenario Planning & Driver-Based Planning — Model best-case, worst-case, and custom scenarios side by side. Link revenue, headcount, and cost drivers to your financial model so that changing one assumption automatically cascades across your P&L, Balance Sheet, and Cash Flow. AI-Powered Insights — SuiteReport includes six AI engines: automated variance commentary, anomaly detection, forecast suggestions, natural language queries, driver impact analysis, and a Budget Copilot. Finance teams can ask questions like "What are my top 5 expenses?" or "What if COGS increases 20%?" and get instant answers. Report Packs & Board Narratives — Combine multiple financial statements into polished, branded report packs with AI-generated executive summaries — exportable as multi-sheet Excel workbooks in one click. SuiteReport is SOC 2 compliant, connects via NetSuite's official ODBC protocols, and requires no IT support to set up. Finance teams typically go live in minutes, not weeks.

#### Who Is the Company Behind SuiteReport?

- **Seller:** [SuiteReport](https://www.g2.com/sellers/suitereport)
- **HQ Location:** Crawley, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32248deda180c197c5970824dc357e8ef6c73d8a64cfe8e78762ac3ea57e7655&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitereport&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®
- **Ownership:** Privately Held
- **Phone:** 01772 639 612

### [Swiset](https://www.g2.com/products/swiset/reviews)

Automated Trading Journal + AI Insights that boost performance of traders. Link your trading platform, get valuable insights and improve your trading activity in a few days. Trusted by thousands of traders in 70+ countries. Any financial market supported.

#### Who Is the Company Behind Swiset?

- **Seller:** [Swiset](https://www.g2.com/sellers/swiset)
- **Year Founded:** 2018
- **HQ Location:** Dubai, AE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61b018c24518f17e49cf7500e259ed457d91f55726aab0a2a655d09cc55212bc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fswiset&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

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 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated November 14, 2024

Financial analytics is the process of applying analytical techniques to financial data to gain insights, make informed decisions, and improve financial performance. It involves collecting, cleaning, and analyzing financial data from various sources, such as financial statements, market data, and economic indicators. Financial analytics software carries out robust data analysis on investment-related data sets. Investment managers use these solutions to pull all investment portfolio data and then query and manipulate it to answer investment-related questions.

Investment and fund managers leverage financial analytics software to build reports, identify potential investment opportunities, and vet those opportunities. Financial analytics tools often offers customizable tagging features that allow users to tag and store data in whichever way they need. Investment professionals use solutions in this category to evaluate past investment decisions, monitor current holdings, and strategize future investments.

Financial analytics software is a part of the [financial services software](https://www.g2.com/categories/financial-services) ecosystem. These applications often import investment data from third-party sources. Additionally, financial analytics software can be integrated with other financial services software, such as portfolio management systems and trading platforms, to create a seamless workflow.

To qualify for inclusion in the Financial Analytics category, a product must:

- Contain financial data aggregation capabilities
- Build investment portfolio reports
- Track investment portfolio performance with segmented filtering
- Provide investment attribution functionality

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