# Best Financial Analytics Tools - Page 7

## 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%3A08%3A07Z&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%3D7&secure%5Btoken%5D=25760ae9626273c247402b9cd1dfb34a8d4031e9fd0a91d40a05d881efbdefda&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)

### [Broadridge Data Management Analytics and Reporting](https://www.g2.com/products/broadridge-data-management-analytics-and-reporting/reviews)

Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

#### Who Is the Company Behind Broadridge Data Management Analytics and Reporting?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Performance Analytics](https://www.g2.com/products/broadridge-performance-analytics/reviews)

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

#### Who Is the Company Behind Broadridge Performance Analytics?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

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

Bullpen is an AI-powered platform designed to automate and streamline workflows for financial services teams, particularly those in private equity, asset management, and other capital investment firms. The platform is built to simplify complex, manual tasks like investment memo creation, due diligence, portfolio analysis, and reporting, all of which are typically time-consuming and prone to errors when done manually. Bullpen differentiates itself from other general-purpose AI tools, such as ChatGPT, by offering a specialized platform built from the ground up for the unique needs of financial services teams. Unlike more generic AI tools that require significant customization to be useful in a financial context, Bullpen offers purpose-built AI that is immediately applicable to the workflows of financial institutions. This focus on financial services, combined with its flexible, customizable AI tools, makes Bullpen stand out in the competitive landscape. In summary, Bullpen is a high-performance, AI-driven platform that helps financial services firms automate critical workflows, improve decision-making, and increase efficiency, all while ensuring security, compliance, and scalability. By focusing on specialized financial workflows, it empowers investment teams to move faster, make smarter decisions, and generate more value without increasing headcount or resources.

#### Who Is the Company Behind Bullpen?

- **Seller:** [Bullpen](https://www.g2.com/sellers/bullpen)
- **Year Founded:** 2024
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b24eb322967c195152553289d8a4abfc7c20cc2aab678ee399fad25b4bf7fb41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbullpen-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [Bunker](https://www.g2.com/products/bunker-technologies-bunker/reviews)

Bunker is your Plug & Play Financial Analytics Software with Pivot Ready Excel and Gsheets. Through direct API connections to Xero, Netsuite and QuickBooks, Bunker streamlines the process of accessing, analyzing, and presenting financial data - with speed. It automates data integration and offers powerful visualization tools such as: - Overview Dashboard - Accounts Receivable Dashboard - Cash Flow Dashboard - Vendor Dashboard - Profit & Loss Views - Pivotable GL data via Exports or GSheet extensions Designed for finance professionals, Bunker allows users to handle more accounts, deliver faster analysis, and provide high-quality, data-driven strategic advice. By acting as a force multiplier in financial management, Bunker empowers users to scale their impact while maintaining the depth and quality of their analysis, whether working with a single company or multiple clients. Security: SOC 2, GDPR and ISO 27001 certified

#### Who Is the Company Behind Bunker?

- **Seller:** [Bunker Technologies](https://www.g2.com/sellers/bunker-technologies)
- **HQ Location:** Minnesota , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0de1d79f4c191d8b4a208d2e491b18e03a05a24e627926ff01452e9ee080c8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbunker-tech&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

### [ByteCI, LLC.](https://www.g2.com/products/byteci-llc/reviews)

UBQuant’s cloud-based SaaS solution delivers a transformative way for bank UBPR analysis with our award-winning insights engine. Using our intuitive visualizations, compare your custom peers or regulatory peer group averages or watchlist trends, augmented with individual bank data points. Our Critical Ratios offers leading key metrics to drive your performance insights beyond the standard UBPR ratios. Build your own performance stories by modeling with your custom ratios by defining your own formulas to turn the bank financial data into actionable insights. The UBQuant standard interface for all plans includes bank report visualization with % change, peer average comparisons, and watchlist trending, along with downloadable respective individual bank data. Standard Ratios: From Summary Ratios to Fiduciary & Related Services, all regulatory categorized UBPR metrics organized for intuitive access and better analytics. Plus, research analysis on any UBPR or Call report metric. Critical Ratios: UBQuant pre-defines CAEL metrics (Capital Adequacy, Asset Quality, Earnings, Liquidity) and other critical metrics with real-time formula-based computations to provide deeper insights for premium users. (We curated these ratios to support evaluation of bank’s financial condition based on the commonly used regulatory rating metrics, red flags, industry resources, and our customer requests.) Custom Ratios: UBQuant pro users can define their own custom formula ratios to build their personal set of analytics. Real-time computations yield instant results along with peer computations and trends. No limitations or restrictions on metrics – any valid Call and/or UBPR metric combination can be used.

#### Who Is the Company Behind ByteCI, LLC.?

- **Seller:** [UBQuant](https://www.g2.com/sellers/ubquant)
- **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®

### [Capital Quant Agency](https://www.g2.com/products/capital-quant-agency/reviews)

🏆 WealthTech Company of the Year - Africa 2022. 🏆 Best FinTech Solutions Provider - MENA 2022. Capital Quant Agency is an early-stage Fintech start-up specialized in Capital and Financial Markets Technologies. Our ambition is to provide financial institutions, trading rooms - asset managers and institutional investors a powerful capital and financial markets decision-making software SaaS adapted to the needs of our clients, modular and scalable. Our software will help our clients to evaluate investment opportunities, optimize their portfolios, and migrate financial risks. Thanks to its decision-making software, Capital Quant Agency have the ambition to provide its clients with a global and comprehensive view with an advanced workflow and process automation spanning multiple instruments and asset classes. In addition to that, our smart decision-making tools allow our clients to manage and monitor in real-time through a single fully integrated software SaaS, in a perspective to improve their operations on markets and meet their requirements. -- Contact Us (Casablanca, Morocco) Email .: contact@capitalqagency.com Website .: www.capitalqagency.com Schedule a Meeting: https://calendly.com/capital-quant-agency/

#### Who Is the Company Behind Capital Quant Agency?

- **Seller:** [Capital Quant Agency](https://www.g2.com/sellers/capital-quant-agency)
- **Year Founded:** 2020
- **HQ Location:** Casablanca, MA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0baa4eb818e282da851c4dc0530ce8275c8b3393d2703a84345565f8a2aa041&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapital-quant-agency&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Chhord AI](https://www.g2.com/products/chhord-ai/reviews)

Chhord AI is a lightweight AI analytics tool that turns raw data files into instant visuals and insights without SQL, formulas, or setup. Chhord AI is designed for ad-hoc analysis and rapid exploration, rather than long-term BI infrastructure. Users can upload a CSV file and immediately explore the data through charts, tables, and graphs using natural language. Chhord AI works well for analysts, finance teams, and operators who regularly export data from tools such as CRMs, accounting systems, marketing platforms, or internal databases and need quick insights without the need for heavy tooling. Note: Chhord AI is not intended to replace full BI tools or data warehouses. It’s best used when speed and simplicity matter more than complex dashboarding or long-term reporting pipelines.

#### Who Is the Company Behind Chhord AI?

- **Seller:** [Chord Innovation](https://www.g2.com/sellers/chord-innovation)
- **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®

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

Claira is an AI-powered Deal Intelligence platform designed for financial institutions. It transforms complex financial documents into actionable insights, enabling professionals to make more informed investment decisions and streamline their deal processes.

#### Who Is the Company Behind Claira?

- **Seller:** [Claira](https://www.g2.com/sellers/claira)
- **HQ Location:** New York, New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbff24325900da4ef88c112ef72538e619fcfbccabe80125fda5617de4f1ff85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclaira-technology&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [Client Financial Reporting Program](https://www.g2.com/products/client-financial-reporting-program/reviews)

Add-on service for financial service providers (ie, accountants, fractional CFOs, financial advisors etc) to have increased visibility and clarity on client's finances through financial reporting and analytics.

#### Who Is the Company Behind Client Financial Reporting Program?

- **Seller:** [Fiscility](https://www.g2.com/sellers/fiscility)
- **Year Founded:** 2024
- **HQ Location:** Casper, US
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e25668222a9ecf433c67291d2b6bb39de2289c15288d906ecc4fb981c7444719&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Ffiscility%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Contovista is a Swiss FinTech company with the mission to facilitate the transition to data-driven banking. They specialise in big data analytics, business intelligence and visualisation of financial data. Their product portfolio includes a Personal Finance Management (PFM) solution, a Business Finance Management (BFM) solution for SMEs as well as an Advanced Data Analytics Engine.

#### Who Is the Company Behind Contovista?

- **Seller:** [Contovista](https://www.g2.com/sellers/contovista)
- **Year Founded:** 2013
- **HQ Location:** Schlieren, Zurich, Switzerland
- **LinkedIn® Page:** [ch.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b43dd143e436609aa742dad1c938dd6a71be73fd1453afa8cf8c54c7b4b3a72b&secure%5Burl%5D=https%3A%2F%2Fch.linkedin.com%2Fcompany%2Fcontovista-ag&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

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

Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value. For more information, visit https://countercyclical.io

#### Who Is the Company Behind Countercyclical?

- **Seller:** [Countercyclical](https://www.g2.com/sellers/countercyclical)
- **Year Founded:** 2022
- **HQ Location:** Chicago, Illinois
- **Twitter:** @countercyclicaI  
88 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5beab149ec9a1bc3e6879fc06d6dc8816e393b14666716df8d51aeb17ef351e8&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcountercyclical&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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

Credit Pulse, an innovative credit analysis platform that utilizes cutting-edge machine learning algorithms to comprehensively analyze textual information extracted from regulatory filings by efficiently identifying credit default and bankruptcy risks. Credit Pulse empowers financial institutes with a significant competitive edge when making crucial investment decisions With 10 years of real market data as its foundation, Credit Pulse has undergone rigorous testing to deliver a comprehensive and impartial analysis, achieving a remarkable accuracy rate of over 90% on test datasets. Our extensive database now encompasses a 13-year history. With a highly trained ML algorithm based on data from over 7,000 companies and 54,000 filings, Credit Pulse delivers accurate risk assessments, offering valuable insights one to two quarters ahead of potential risks. By solely focusing on text information from filings, Credit Pulse uncovers underlying financial stress that traditional analytical tools may miss. The platform's real-time analysis, available within four minutes of SEC filings, empowers risk management professionals and hedge fund managers to make informed decisions and mitigate risks proactively.

#### Who Is the Company Behind CreditPulse?

- **Seller:** [Decimal Point Analytics](https://www.g2.com/sellers/decimal-point-analytics)
- **Year Founded:** 2003
- **HQ Location:** Mumbai, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55cb9cab26b3b6f4117ac17e4795f9d968cf05209a6f30261fd1075391e56124&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdecimal-point-analytics%2F&secure%5Burl_type%5D=linkedin_company_website)  
784 employees on LinkedIn®

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

Cryptopolitan Data tool provides real-time pricing, comprehensive coin rankings, and advanced analytics for journalists, content creators, social media managers, and crypto-traders & investors. As the data-driven arm of Cryptopolitan, it empowers traders and researchers with the live metrics and historical insights needed to navigate the volatile digital asset landscape.

#### Who Is the Company Behind Cryptopolitan?

- **Seller:** [Cryptopolitan](https://www.g2.com/sellers/cryptopolitan)
- **Year Founded:** 2018
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=06fc05fa0847a922f2b4b63c290546d3e86e91bc4041285af488632d3e277dcc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcryptopolitan%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

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

daappa is the data, accounting, and administration platform for private assets. The daappa platform is a combination of software, cloud technology, data management and proactive client servicing designed to assist asset owners, general partners, asset managers and fund administrators to be data-driven, transparent and operationally efficient. daappa has been purpose-built to manage complex investment, structures and funds related to private equity, debt, loans and real assets with front to back-office functionality, inbuilt workflow, reporting and data management capabilities that are delivered via a secure, managed cloud service.  We are a socially responsible global fintech with a mission to advance the democratisation of private asset markets. We are trusted by our clients to help them stay ahead of regulatory and operational change. Our agile team cares deeply about what we produce and deliver to help our clients minimise their risks and maximise their opportunities.

#### Who Is the Company Behind daappa?

- **Seller:** [daappa Limited](https://www.g2.com/sellers/daappa-limited)
- **Year Founded:** 2000
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8ce6e137e221b1adbcb310634b863548f212edd47d68b38c667e596c33093ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmeetdaappa%2F&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

### [Days to Expiry Option Selling Analyser](https://www.g2.com/products/days-to-expiry-option-selling-analyser/reviews)

Days to Expiry is an options income platform for traders and investors who sell covered calls, cash-secured puts, and run the wheel. It connects to Interactive Brokers or CSV files, turns trade history into an income dashboard, and scans for new opportunities with real-time data. Each setup includes historical backtests—assignment rates, win/loss distribution, and average hold time—so users can pick strikes and DTE with actual risk statistics instead of guesswork.

#### Who Is the Company Behind Days to Expiry Option Selling Analyser?

- **Seller:** [Days to Expiry](https://www.g2.com/sellers/days-to-expiry)
- **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®

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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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