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 from our experts, discussions from users like you, and reports from industry data.
Financial Research Software Articles
The Problematic Entry of Big Tech Into Financial Services
Techfin is still in its budding stages and has only recently started to shape its identity.
by Patrick Szakiel
Artificial Intelligence in 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.
by Patrick Szakiel
Financial Research Software Discussions
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Question on: Backstop Solutions Suite
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.
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Question on: Orion Risk Intelligence
What is HiddenLevers used for?What is HiddenLevers used for?
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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
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Question on: YCharts
What is YCharts used for?What is YCharts used for?
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Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5_Impactful_Ways_Advisors_Use_YCharts.pdf
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Financial Research Software Reports
Mid-Market Grid® Report for Financial Research
Spring 2026
G2 Report: Grid® Report
Grid® Report for Financial Research
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Financial Research
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Research
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Financial Research
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Financial Research
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Financial Research
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Financial Research
Winter 2026
G2 Report: Grid® Report
Grid® Report for Financial Research
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Financial Research
Winter 2026
G2 Report: Momentum Grid® Report


