Best Financial Research Software
Financial research software helps portfolio managers and other investment professionals locate, sort, and analyze relevant data to help shape the investment decision-making process. These solutions contain search functionality, access to the latest financial market information, and other tools to aid financial services professionals in their research and analysis.
The main function of financial research software is to provide financial analysts and investors with easy access to key documents, estimates, market news, and financial statements. Solutions in this category also may offer custom reporting, contain risk analytics features, perform stock screens, and include charting tools. Financial research software helps investment professionals manage the analytics and market evaluation critical to portfolio selection by offering them access to massive data sets and the tools to analyze that data. Analysts and other finance professionals use these solutions to keep up to date on the markets, issue market predictions, offer investment advice, and shape their own investing process.
Financial research software is typically offered as a standalone solution, but one that integrates with trading software and other financial services software.
To qualify for inclusion in the Financial Research category, a product must:
Best Financial Research Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. Pitc
- Associate
- Analyst
- Financial Services
- Venture Capital & Private Equity
- 41% Small-Business
- 34% Enterprise
46,502 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more that empowers great advice helps drive success for advisory
- Financial Advisor
- Financial Planner
- Financial Services
- Investment Management
- 53% Small-Business
- 33% Enterprise
215,273 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place
- Financial Services
- Investment Management
- 39% Small-Business
- 35% Enterprise
215,273 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profess
- Analyst
- Associate
- Financial Services
- Pharmaceuticals
- 49% Enterprise
- 33% Small-Business
18,499 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,
- Financial Services
- Investment Management
- 88% Small-Business
- 6% Mid-Market
57,592 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Acquire.com is the best online marketplace to buy and sell SaaS startups. Join 500k+ SaaS entrepreneurs closing life-changing deals. Buy and sell startups in as little as 30 days with help from exper
- Founder
- CEO
- Computer Software
- Information Technology and Services
- 95% Small-Business
- 1% Mid-Market
97,848 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Ideagen Audit Analytics is the only insights database for the audit industry. It is a rich source of data for audit firms and consultants who want to grow their business, policy developers, and academ
- Accounting
- Higher Education
- 51% Enterprise
- 31% Mid-Market
2,262 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The “Investment Research” market leader in the 2023 Kitces Report and the #1 Investment data/analytics AND Economic analysis/stress-testing software respondents plan to add in the 2024 T3 Report, YCha
- Financial Services
- Investment Management
- 80% Small-Business
- 10% Enterprise
37,994 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Grata is the leading business development solution for M&A. Grata unifies the dealmaking workflow into an all in one solution that helps you find, research, and engage with middle market companies
- Associate
- Managing Partner
- Venture Capital & Private Equity
- Financial Services
- 76% Small-Business
- 15% Mid-Market
213 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subsc
- Financial Services
- Investment Management
- 41% Enterprise
- 30% Small-Business
20,385 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edg
- Financial Services
- Investment Management
- 43% Enterprise
- 39% Small-Business
117,908 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in
- Associate
- Financial Services
- Investment Banking
- 36% Enterprise
- 33% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and peopl
- Financial Services
- 39% Enterprise
- 36% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Access an incredible depth and breadth of financial analysis data to make smarter decisions. Eikon is a flexible, open platform that’s purpose-built for trade innovation and lets you connect with the
- Financial Services
- Investment Banking
- 38% Mid-Market
- 32% Enterprise
26,348 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Dealroom is a global data intelligence platform to discover the most promising companies and tech ecosystems around the world. As an API-first company with 100+ data points on over 2M+ startups and sc
- 57% Small-Business
- 39% Mid-Market
8,298 Twitter followers