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Best Financial Analytics Tools - Page 12

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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 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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Best Financial Analytics Software At A Glance

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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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174 Listings in Financial Analytics Available
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vichara's vCMBS is an advanced software solution designed to enhance the analysis, valuation, and risk management of Commercial Mortgage-Backed Securities . Tailored for financial professionals, vCMBS

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
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  • vCMBS features and usability ratings that predict user satisfaction
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  • Seller Details
    Year Founded
    2001
    HQ Location
    Ridgewood, New Jersey, United States
    LinkedIn® Page
    in.linkedin.com
    268 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vichara's vCMBS is an advanced software solution designed to enhance the analysis, valuation, and risk management of Commercial Mortgage-Backed Securities . Tailored for financial professionals, vCMBS

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
vCMBS features and usability ratings that predict user satisfaction
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Seller Details
Year Founded
2001
HQ Location
Ridgewood, New Jersey, United States
LinkedIn® Page
in.linkedin.com
268 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    VentureInsights(VI) is a workflow automation software for for venture capital and private equity funds. VI's makes it easy to identify winners in your inbox by converting pitch decks from founders int

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  • Seller Details
    Year Founded
    2021
    HQ Location
    Norwalk, US
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

VentureInsights(VI) is a workflow automation software for for venture capital and private equity funds. VI's makes it easy to identify winners in your inbox by converting pitch decks from founders int

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
VentureInsights features and usability ratings that predict user satisfaction
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Seller Details
Year Founded
2021
HQ Location
Norwalk, US
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
G2 Advertising
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  • Product Description
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    This description is provided by the seller.

    gini is an award-winning fintech on a mission to help more people understand their data and make it work harder for their benefit.

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  • Verified Metrics features and usability ratings that predict user satisfaction
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  • Seller Details
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  • Seller Details
    HQ Location
    Chicago, US
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

gini is an award-winning fintech on a mission to help more people understand their data and make it work harder for their benefit.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Verified Metrics features and usability ratings that predict user satisfaction
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Seller Details
HQ Location
Chicago, US
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
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  • Product Description
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    This description is provided by the seller.

    Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve c

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  • Seller Details
    Year Founded
    2011
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    44 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve c

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Vidrio features and usability ratings that predict user satisfaction
0.0
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0.0
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Seller Details
Year Founded
2011
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vRMBS is a comprehensive software solution developed by Vichara Technologies, designed to facilitate in-depth, loan-level analysis of both agency and non-agency residential mortgage-backed securities

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
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  • Seller Details
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  • Seller Details
    Year Founded
    2001
    HQ Location
    Ridgewood, New Jersey, United States
    LinkedIn® Page
    in.linkedin.com
    268 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vRMBS is a comprehensive software solution developed by Vichara Technologies, designed to facilitate in-depth, loan-level analysis of both agency and non-agency residential mortgage-backed securities

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
vRMBS features and usability ratings that predict user satisfaction
0.0
No information available
0.0
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0.0
No information available
0.0
No information available
Seller Details
Year Founded
2001
HQ Location
Ridgewood, New Jersey, United States
LinkedIn® Page
in.linkedin.com
268 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey.

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  • Seller Details
    HQ Location
    New Jersey, US
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
WealthForce.ai features and usability ratings that predict user satisfaction
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Seller Details
HQ Location
New Jersey, US
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision-making.

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    Industries
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    Seller
    Moody's
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    11,674 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision-making.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Wealth Scenario Generator features and usability ratings that predict user satisfaction
0.0
No information available
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No information available
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No information available
0.0
No information available
Seller Details
Seller
Moody's
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
11,674 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    XLQ2 is a popular stock market utility which has been in constant development since 2000 allowing you to work with all kinds of market data via formulae in excel, via a com interface and directly in x

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  • Seller Details
    Seller
    QMatix
    Year Founded
    2023
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

XLQ2 is a popular stock market utility which has been in constant development since 2000 allowing you to work with all kinds of market data via formulae in excel, via a com interface and directly in x

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
XLQ2 features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
QMatix
Year Founded
2023
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the t

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
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  • Zola Analytics features and usability ratings that predict user satisfaction
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  • Seller Details
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  • Seller Details
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the t

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Zola Analytics features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®