# Best Financial Research Software - Page 14

## How Many Financial Research Software Products Does G2 Track?

**Total Products under this Category:** 286

### Category Stats (Aug 2026)

- **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Nasdaq eVestment™ (+1.06%) - Among all products in this category, Nasdaq eVestment™ recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Financial Research Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,900+ Authentic Reviews
- 286+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Research Software
 ![G2 Grid® for Financial Research Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-research/grids.png?focus%5B%5D=57456&focus%5B%5D=5970&focus%5B%5D=39661&focus%5B%5D=5283&focus%5B%5D=1305806&focus%5B%5D=71118&focus%5B%5D=1280082&focus%5B%5D=19643)

Highlighted products: Morningstar Direct, PitchBook, AlphaSense, YCharts, Perplexity, Koyfin, Inven, and Morningstar Direct Advisory Suite (formerly Advisor Workstation).

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-research/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=pitchbook&focus%5B%5D=alphasense&focus%5B%5D=ycharts&focus%5B%5D=perplexity&focus%5B%5D=koyfin&focus%5B%5D=inven&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation)

**Sponsored**

### Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1465&secure%5Bchosen_at%5D=2026-08-14T20%3A14%3A27Z&secure%5Bdisplayable_resource_id%5D=1465&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1465&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&secure%5Bresource_id%5D=1465&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3FhsCtaTracking%3Da821d26c-d660-4c11-a438-2112d0f9991d%257C5c90e238-1fc4-4a0a-a2f1-8a6683852bd1%26page%3D14&secure%5Btoken%5D=15cb2f796262e7752bec775a54752657a97101993f5aafef884f1828e4992169&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url)

### [ORATS](https://www.g2.com/products/orats/reviews)

Option Research & Technology Services (ORATS) is a premier option analytics vendor committed to uncovering untapped, alpha-generating strategies through best-of-breed quantitative research, options-related data feeds, and customized options trading decision support solutions.

#### Who Is the Company Behind ORATS?

- **Seller:** [ORATS](https://www.g2.com/sellers/orats)
- **Year Founded:** 2001
- **HQ Location:** Portsmouth, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=494decb11cfd3a22d1f8bb708143f0d1e2edd1321bc2f4b6b57fd160cc0e8959&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foption-research-%2526-technology-services-orats-%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [Orchestrade](https://www.g2.com/products/orchestrade/reviews)

Orchestrade delivers a unified, cross-asset front-to-back trading and risk platform serving banks, hedge funds, asset managers, and energy trading firms. It provides real-time position management, P&L, valuation, risk, and stress-testing for complex portfolios across physical and financial instruments including power, gas, emissions, environmental products, crude and refined oil, weather, freight, cash products, derivatives, and structured transactions such as Gas Storage, PPAs, and BESS contracts. With out-of-the-box trade lifecycle management, full STP connectivity to major exchanges, open APIs, and event-driven automation, Orchestrade enables rapid product deployment, operational efficiency, and seamless ecosystem integration. Available on-premises or through public and private cloud, its modern architecture supports scalability, regulatory compliance, and innovation - delivering lower implementation costs, streamlined upgrades, and reduced ongoing operational overhead in fast-evolving global markets.

#### Who Is the Company Behind Orchestrade?

- **Seller:** [Orchestrade](https://www.g2.com/sellers/orchestrade)
- **Year Founded:** 2009
- **HQ Location:** San Mateo, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0912c1b503d800261acd92bab057d2093ce984e4e7ab9337e77cb90ff499412d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forchestrade-financial-systems%2F&secure%5Burl_type%5D=linkedin_company_website)  
118 employees on LinkedIn®

### [Parsers VC](https://www.g2.com/products/parsers-vc/reviews)

Parsers VC is an innovative platform that leverages advanced artificial intelligence to provide comprehensive, real-time data on venture capital activities. By continuously monitoring over a million websites daily, including those of venture funds, startups, media outlets, and social media platforms, Parsers VC delivers up-to-date insights into venture funds, startups, and their transactions. This enables users to stay informed about the latest developments in the venture capital market. Key Features and Functionality: - VC Funds and Startups Data Collection: Utilizes AI algorithms to meticulously gather and structure data from VC websites, tracking changes in portfolios, teams, and news. - Comprehensive Startup and VC Fund Database: Integrates startups and VCs into a robust database through various methods, ensuring thorough coverage and up-to-date information. - Team Analysis: Collects structured data about employees of venture funds and startups, offering detailed insights into the human resources of these organizations. - News Aggregation and Analysis: Employs natural language processing (NLP to analyze news from various sources, identifying key information relevant to the venture capital ecosystem. - Funding Rounds Identification: Detects and defines funding rounds, enriching the database with invaluable investment data. - Investment Attractiveness Calculation: Features an AI-driven predictive investment algorithm that evaluates the investment potential of startups based on 26 different parameters, achieving near 90% accuracy in predicting successful investments. - Simplified Venture Matching and Advanced Learning: The 'Venture Matching' service simplifies the fundraising journey by effectively connecting startups with the right venture capital funds. Additionally, the use of reinforcement learning continuously refines the predictive investment algorithm, ensuring ever-improving accuracy in venture capital fund selections. Primary Value and User Solutions: Parsers VC addresses the challenge of accessing timely and accurate venture capital data by providing a platform that offers real-time insights into the market. For startups, it simplifies the process of identifying and connecting with suitable venture capital funds, enhancing their chances of securing funding. For investors, it offers a comprehensive database and predictive tools that aid in making informed investment decisions, optimizing portfolio management, and staying ahead of market trends. By delivering precise and up-to-date information, Parsers VC empowers its users to navigate the complex venture capital landscape effectively.

#### Who Is the Company Behind Parsers VC?

- **Seller:** [Parsers](https://www.g2.com/sellers/parsers)
- **Year Founded:** 2019
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2894cfc59d5d8f0b405daa3e2fa8efef97c702315b464b3a359695996ba237c1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fparsers&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [PCS Custody](https://www.g2.com/products/pcs-custody/reviews)

The financial crisis and its aftermath resulted in a wave of regulations, increased demand for operational transparency and banks are implementing transformation strategies to remain viable.

#### Who Is the Company Behind PCS Custody?

- **Seller:** [Professional Computer Services](https://www.g2.com/sellers/professional-computer-services)
- **HQ Location:** Zouk Mosbeh, LB
- **Twitter:** @PCS\_SA  
37 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6573edcf9b2c5bbb27b6ec494816beb6e557a52a77b532a49fd9f20627c7bbc0&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofessional-computer-services-lb&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Pelican Alpha](https://www.g2.com/products/pelican-alpha/reviews)

Pelican Alpha is an AI-powered equity research platform built by Ricardo Lee, CFA — a former analyst at ICONIQ Capital and Osmium Partners (activist hedge fund). The platform runs three systems: Daily Signals — Every market day, Pelican scans 7 sources: insider trades, institutional 13F filings, analyst price targets, congressional trades, press releases, quantitative screens, and special situations. Each signal is scored 1-10 for conviction. 270 hedge funds and portfolio managers subscribe to the daily briefing. Research Reports — The research pipeline takes any ticker through a complete analysis: filings and transcripts are ingested into a vector database (RAG), peer companies are identified, and the system runs multiple valuations (DCF with sensitivity tables, liquidation value, comparable multiples, historical ranges). It scores management quality, classifies business archetypes, and generates a full thesis with bull/bear/base cases. 160+ companies covered, with subscribers able to request any company. AI Research Agent — A conversational tool with 35+ specialized functions. It pulls real-time financial data, searches through earnings transcripts semantically, retrieves specific filing sections, and cross-references institutional holdings. Every response includes citations to source documents.

#### Who Is the Company Behind Pelican Alpha?

- **Seller:** [Pelican Alpha](https://www.g2.com/sellers/pelican-alpha)
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b1c4a6113c6db83322e8b2fbabd743aeb28c57baccfc4b94cc8eaf74bfff93d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpelican-alpha%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [PentaCue](https://www.g2.com/products/pentacue/reviews)

Unlock unparalleled financial analysis with PentaCue - AI Financial Analyst. Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from U.S. Corporate filings to investment trends. Its GPT-driven insights offer real-time market analytics, enabling comprehensive financial forecasting and risk assessment. With PentaCue, dive deep into SEC reports, engage in intelligent financial modeling, and develop robust investment strategies. Our AI-powered tool provides clarity in financial reporting and decision-making. Whether it's SEC filings interpretation or portfolio management, PentaCue stands as your go-to AI financial analyst, delivering accurate, timely, and in-depth financial insights.

#### Who Is the Company Behind PentaCue?

- **Seller:** [PentaCue](https://www.g2.com/sellers/pentacue)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Performativ](https://www.g2.com/products/performativ/reviews)

Performativ is a comprehensive wealth management platform designed to unify and streamline the management of diverse client holdings, ranging from traditional bank accounts to private equity investments. By consolidating data into a single, user-friendly interface, Performativ eliminates the complexities associated with multiple systems and scattered information, enabling wealth managers to focus on delivering exceptional value to their clients. Key Features and Functionality: - Multi-Custodian Data Aggregation: Integrates assets from various custodians, providing a holistic view of client portfolios. - Portfolio Management & Analytics: Facilitates efficient order execution, portfolio rebalancing, and performance benchmarking. - Reporting & Dashboards: Offers customizable reports and dashboards to track performance and highlight key metrics. - Public & Private Investments Management: Supports a wide range of asset classes, including equities, real estate, private equity, and collectibles. - Automation & Efficiency Tools: Automates repetitive tasks, sets alerts, and tracks tasks to streamline workflows. - Integrations & Extensibility: Provides open APIs for seamless integration with third-party software and broker platforms. - Security & Compliance: Ensures data protection with advanced security protocols and compliance with industry standards. Primary Value and Solutions Provided: Performativ addresses the challenges faced by wealth managers by reducing operating costs through automation, expediting client onboarding with streamlined processes, and enhancing team efficiency by minimizing administrative tasks. The platform transforms client engagement by delivering personalized portfolio updates, customized reporting, and valuable insights through a branded client portal and app. By offering a scalable and secure solution, Performativ empowers financial professionals to manage complex portfolios effectively, ensure regulatory compliance, and provide clients with a modern, seamless digital experience.

#### Who Is the Company Behind Performativ?

- **Seller:** [Performativ](https://www.g2.com/sellers/performativ)
- **HQ Location:** Copenhagen, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04fd3129052ebf5f6fef969d61e76f3b8795990a2b79200aadec1e70630983bc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fperformativ&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

### [Picotrade](https://www.g2.com/products/picotrade/reviews)

Why is PicoTrade by advisers, firms and investors around the world? Because our software can help discover investment opportunities using metrics and identify patterns and anti patterns of fundamental financial data. With Picotrade, investments are more transparent and based on fundamentals, whether local or abroad. Get started fast with a free trial

#### Who Is the Company Behind Picotrade?

- **Seller:** [Picotrade](https://www.g2.com/sellers/picotrade)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PineGap](https://www.g2.com/products/pinegap/reviews)

PineGap is an AI-powered equity research platform designed to assist analysts in hedge funds, mutual funds, and investment banks by transforming complex public company data into actionable insights. Utilizing advanced Natural Language Processing (NLP) and Large Language Models (LLMs), PineGap's proprietary Pine-LLM technology enables deep reasoning and analysis, streamlining the research process and enhancing decision-making capabilities.

#### Who Is the Company Behind PineGap?

- **Seller:** [PineGap](https://www.g2.com/sellers/pinegap)
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2afbc05cf2d7311985eb42d11a85cf95a9a74fc06f8f828cc0c68e6af209d9b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpinegap&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Portfolio Optimization Software](https://www.g2.com/products/portfolio-optimization-software/reviews)

Efficient Solutions is dedicated to bringing you innovative portfolio optimization, asset allocation and retirement software at an affordable price. Our products are designed for both investment professionals and sophisticated personal investors

#### Who Is the Company Behind Portfolio Optimization Software?

- **Seller:** [Effisols](https://www.g2.com/sellers/effisols)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Portfolio Optimizer](https://www.g2.com/products/portfolio-optimizer/reviews)

Tools to support the analysis of options and other derivatives, portfolio asset/sector allocation & optimization, investment performance analysis, value at risk (VaR), company valuation, and more.

#### Who Is the Company Behind Portfolio Optimizer?

- **Seller:** [Hoadley](https://www.g2.com/sellers/hoadley)
- **HQ Location:** Grand Rapids, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d44a5c2731d71d6e60f46464dff6f380f7af140ebf566ab97db0a600bf2497c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnet-options&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Portfolio Probe](https://www.g2.com/products/portfolio-probe/reviews)

Portfolio Probe is a financial software program from Burns Statistics that can generate random portfolios and optimize portfolio trades. It runs in the R language (and also in S+).

#### Who Is the Company Behind Portfolio Probe?

- **Seller:** [Burns Stat](https://www.g2.com/sellers/burns-stat)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PredictiveOps](https://www.g2.com/products/predictiveops/reviews)

DisclosureTrack is the fast, easy, and cost effective way to identify responses and changes in periodic public disclosures and filings like Form ADV.

#### Who Is the Company Behind PredictiveOps?

- **Seller:** [Predictive](https://www.g2.com/sellers/predictive)
- **HQ Location:** Bangkok, Thailand
- **Twitter:** @PredictiveOps  
915 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of PredictiveOps?

**["Predict the forecast with accuracy!"](https://www.g2.com/survey_responses/predictiveops-review-1002630)**

**Rating:** 4.5/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/predictiveops-review-1002630)

#### What Are G2 Users Discussing About PredictiveOps?

- [What is PredictiveOps used for?](https://www.g2.com/discussions/what-is-predictiveops-used-for)

### [PrivateCircle](https://www.g2.com/products/privatecircle/reviews)

PrivateCircle is Reimagining Private Markets with Intelligence. We have 2 subscription products, viz. 1. PrivateCircle Research: This is our flagship product used by 250+ marquee VC/PE/IBs/Banks and Corporates in India for their private market intelligence needs 2. PrivateCircle Connect: This is a business development product used by 30+ companies for their prospecting and contact intelligence needs. We do have a marketplace product called PrivateCircle Markets, which is used by startups to fundraise from relevant active private market investors. We leverage our private market intelligence to match investors to companies and vice-versa to enable meaningful funding conversations.

#### Who Is the Company Behind PrivateCircle?

- **Seller:** [PrivateCircle](https://www.g2.com/sellers/privatecircle)
- **Year Founded:** 2015
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c98e82ae92ee2f7395fc02a3ce3585e56e4d0b6b26124f380952eb6b0120e4d0&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprivatecircle&secure%5Burl_type%5D=linkedin_company_website)  
126 employees on LinkedIn®

### [PrivSource](https://www.g2.com/products/privsource/reviews)

PrivSource is a private M&A membership platform connecting buyers to anonymous, middle-market deals.

#### Who Is the Company Behind PrivSource?

- **Seller:** [PrivSource](https://www.g2.com/sellers/privsource)
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00a0b204b034a561c76cb141769dd5738cc4c5568f03a265efa0b6a7cf194cbf&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprivsource&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

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 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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](https://www.g2.com/categories/financial-services).

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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