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:

  • Aggregate and provide real-time access to financial market news and key documents
  • Provide access to macroeconomic data, company information, transaction information, and capital structure information
  • Contain tools for analyzing financial data
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    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 subscribers turn knowledge into action.

    YCharts, an “Inc. 5000 Fastest Growing Company”, is an online financial data platform that enables its customers to make smarter investment decisions. Thousands of devoted investors gain ready access to quality data, powerful visualization tools, and advanced analytics, all at an affordable price. Investors use YCharts for idea generation via stock and fund screeners; analysis through Model Portfolios and fundamental & technical charting; dynamically linking Excel spreadsheets with current

    FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe.

    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 people worldwide with robust tools for analysis, idea generation, and workflow management.

    Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management syst

    Thomson Reuters Eikon provides easy access to trusted news, data, and analytics, all filtered by relevance to your exact needs, and displayed in a highly visual way that's easy to grasp and act on.

    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. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. With offices in Seattle, San Francisco, New York and London, PitchBook serves more than 18,000 clients globally. What yo

    Insight360 is designed to provide investor relations professionals the tools to benchmark their investor interactions by sector, region or market capitalization, help determine when your non-deal roadshow would be most effective, prioritize and target cities by tracking the real-time increase in capital flows, track the activity of your investor targets in real-time

    Business Quant is an investment research platform. It provides tools and datasets to empower investors, so they can evaluate companies better and make informed investment decisions.

    Investor relations professionals face unique challenges every day. We've built our products with one goal in mind: to help public companies understand, attract, and communicate with their investors. We’ve broken the mould on traditional IR solutions to build the industry’s most innovative websites, webcasting, and intelligence tools on the market today. Let us help you predict stock movements, remain proactive, and facilitate better communication with your C-suite. provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

    Money.Net provides real-time market prices along with all of the relevant fundamental reference data for global markets, such as supply and demand statistics, or corporate actions. Money.Net also includes a professional technical charting system, the fastest live breaking market news, an Excel API to update your spreadsheets with live feeds and historical data, alerts, notifications, squawk, analytics, and much more, all in one place.

    ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media; while raising the customer engagement quotient of your research in the market place.

    ACTIV Financial Systems is a global provider of real-time, multi-asset financial market data and solutions.

    Amenity's products transform unstructured data into targeted information and deliver it in elegant formats that are intuitive to use, frictionless to onboard, and designed to best compliment existing workflows. The Amenity Analytics Platform systematically analyzes every earnings call transcripts and SEC filings enabling the ability to spot outliers, identify critical insights, and understand key drivers.

    Axia is a web-based, enhances business agility through a quick setup process while offering licensing, sourcing, deployment and pricing options.

    SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps over a thousand firms get more done in less time.

    Backstop offers a complete research management solution, combining qualitative, quantitative and subjective data tracking tools in one package.

    Barchart's Historical and End-of-Day data is available for worldwide equities, futures, indices, funds and forex. This data can be delivered to users through Barchart OnDemand or common file transfer methods such as FTP. One-time data sales, as well as daily update services are available, and can be customized to meet the product set defined by clients. Barchart’s redundant data integrity policies ensures the data meets the highest standards of accuracy

    Integrate real-time, delayed, and historical market data into third-party applications with technology managed and hosted by Barchart. Market data is fed directly to the client/end-user applications with Barchart as the vendor of record. Barchart's Market Data Feeds are used by companies in finance, commodities, agricultural, energy and media. They are compatible with many independent software vendors (ISVs) offering trading, charting, and financial analysis applications and websites, as well

    cmdtyNewswires delivers actionable news, market analysis, and proprietary data sets that give commodity professionals what they need to make business critical decisions every day. Subscribers receive real-time premium content 24 hours a day containing the information that matters most. Content is accessed through Barchart Market Data Solutions or through the users' current desktop provider. Easily integrate cmdtyNewswires into your client-facing applications, improving news ROI, and overall cu

    cmdtyStats™ is the source for economic data and commodity statistics – all made available in one easy to use API. Users can access key economic releases from the U.S. Census, including Construction Spending, New Home Sales, Durable Goods Orders, Manufacturers’ Shipments, and Wholesale trade through the cmdtyStats API or inside cmdtyView®, Barchart's market data terminal. Data available over the cmdtyStats API or within cmdtyView® includes: Agriculture – Production, pricing, and global trade da

    The CRB BLS Spot Market Price is a measure of price movements of 22 basic commodities whose markets are among the first to be influenced by changes in economic conditions. Sub-indices for six major asset classes are calculated. Asset Classes Calculated: -Metals -Textiles -Raw Materials -Foodstuffs -Fats & Oils -Livestock

    EQS COCKPIT provides a safe, fast and reliable distribution channel for regulatory reporting, corporate news, and press releases.

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