### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Financial Research Software Resources ##### Articles, Discussions, and Reports to expand your knowledge on Financial Research Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Financial Research Software Articles [![The Problematic Entry of Big Tech Into Financial Services](https://learn.g2.com/hubfs/architectural-design-architecture-buildings-306519.jpg "The Problematic Entry of Big Tech Into Financial Services")](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services) [ ### The Problematic Entry of Big Tech Into Financial Services ](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services) Techfin is still in its budding stages and has only recently started to shape its identity. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Artificial Intelligence in Financial Research](https://learn.g2.com/hubfs/Stock%20images/Abstract%20high%20tech%20background%20with%20graphs%20and%20diagrams-1.jpeg "Artificial Intelligence in Financial Research")](https://www.g2.com/articles/artificial-intelligence-financial-research) [ ### Artificial Intelligence in Financial Research ](https://www.g2.com/articles/artificial-intelligence-financial-research) Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research  Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel ## Financial Research Software Discussions 0 Question on: Backstop Solutions Suite [The relationship options should be streamlined; is that possible? It seems repetitive.](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive) That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly for more input. Answered: Sam Bolda on February 23, 2022 [Your answer](/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive/comments/new?remote=true) 0 Question on: Orion Risk Intelligence [What is HiddenLevers used for?](/discussions/what-is-hiddenlevers-used-for) What is HiddenLevers used for? Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers) to help quantify the potential impacts of future risks and make more informed financial decisions. You can start a trial of Risk Intelligence here: https://orion.com/advisor-tech/risk-intelligence Answered: Becca Perkins on July 30, 2024 [Your answer](/discussions/what-is-hiddenlevers-used-for/comments/new?remote=true) 0 Question on: YCharts [What is YCharts used for?](/discussions/what-is-ycharts-used-for) What is YCharts used for? Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5\_Impactful\_Ways\_Advisors\_Use\_YCharts.pdf Answered: Kara Hughes on November 2, 2023 [Your answer](/discussions/what-is-ycharts-used-for/comments/new?remote=true) - ‹ Prev ‹ Prev - 1 - [2](/categories/financial-research/resources?discussions_page=2) - [3](/categories/financial-research/resources?discussions_page=3) - [4](/categories/financial-research/resources?discussions_page=4) - [Next › Next ›](/categories/financial-research/resources?discussions_page=2) ## Financial Research Software Reports Mid-Market Grid® Report for Financial Research Summer 2026 G2 Report: Grid® Report Grid® Report for Financial Research Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Financial Research Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Financial Research Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Financial Research Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Financial Research Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Financial Research Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Financial Research Spring 2026 G2 Report: Grid® Report Grid® Report for Financial Research Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Financial Research Spring 2026 G2 Report: Momentum Grid® Report