### 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&nbsp; 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.&nbsp;

[
 ![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: Grata
[What is Grata used for?](/discussions/what-is-grata-used-for)

What is Grata used for?

Grata is used to find, research, and engage with private companies. We're the leading proactive business development and research platform for private markets.

Answered: Rachel Brissette on September 22, 2023

[Your answer](/discussions/what-is-grata-used-for/comments/new?remote=true)

0

Question on: ISI EMIS
[What is EMIS used for?](/discussions/what-is-emis-used-for)

What is EMIS used for?

Hi! EMIS is an intelligence platform used for professionals around to globe to make strategic, risk, and investment decisions. At EMIS, we curate high-quality industry, country, and company information on the world fastest growing markets from the most reliable sources. Learn more at www.emis.com

Answered: Esmeralda del Olmo Garcia on November 15, 2023

[Your answer](/discussions/what-is-emis-used-for/comments/new?remote=true)

0

Question on: YCharts
[What is a Ychart?](/discussions/what-is-a-ychart)

What is a Ychart?

YCharts is an investment research and client communications platform. It provides tools and resources for analyzing and visualizing financial data, including charts, graphs, and other visual representations of market and economic information. YCharts is often used by financial professionals, such as analysts, portfolio managers, and financial advisors, to make informed investment decisions and communicate their insights to clients.

Answered: Kara Hughes on November 2, 2023

[Your answer](/discussions/what-is-a-ychart/comments/new?remote=true)

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## 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