### 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: FactSet Workstation
[What is a research management system?](/discussions/what-is-a-research-management-system)

What is a research management system?

My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on my money when M came to my rescue and helped me out with the issue. I would have been in a big mess if I had not met Mr. Drewwake wakefiled (drewwake.jtbtech@gmail.com) personal email or WhatsApp him via this address +84 94 767 1524. privately. I wish to recommend Mr. Mack to anyone in recovery of loss. He saves me and I believe he can also save others who have run into loss.

Answered: Nicolas Garick on February 1, 2023

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

0

Question on: Sentieo by AlphaSense
[What does Sentieo cost?](/discussions/what-does-sentieo-cost)

What does Sentieo cost?

$10-$20K / year, depending on AUM

Answered: Will Frazier on February 17, 2023

[Your answer](/discussions/what-does-sentieo-cost/comments/new?remote=true)

0

Question on: YCharts
[Who owns YCharts?](/discussions/who-owns-ycharts)

Who owns YCharts?

YCharts was acquired by private equity firm, LLR Partners in 2020. The Chicago fintech firm was previously backed by Morningstar.

Answered: Kara Hughes on November 2, 2023

[Your answer](/discussions/who-owns-ycharts/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