Best Financial Research Software - Page 17

How Many Financial Research Software Products Does G2 Track?

Total Products under this Category: 337

Category Stats (Nov 2026)

  • Average Rating: 4.53/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Endole (+3.72%) - Among all products in this category, Endole recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Financial Research Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,100+ Authentic Reviews
  • 337+ 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

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)

Protozoa

Real Time Risk Systems manages the architecture, implementation and continual development of in-house derivatives analytics for multi-strategy managers. We actively provide this service to a small portfolio of large established hedge funds.

Who Is the Company Behind Protozoa?

Public Comps

Don't go through another SEC filing for SaaS metrics Instantly visualize key SaaS metrics so you can focus on investing not data entry

Who Is the Company Behind Public Comps?

Pulse

Pulse is Norkon’s modular financial platform for publishers, bringing live market data, journalism and interactive investor tools together under the publisher’s brand. Publishers can choose modules that fit their audience and business goals, including market overviews, watchlists, screeners, alerts and portfolios. These tools help readers follow the companies they care about, discover investment ideas and explore relevant financial coverage. Market Intelligence adds AI-powered explanations and personalized insights to Pulse, while Fantasy Funds adds an award-winning investment game. Together, these capabilities help publishers become a daily destination for investors, strengthen reader loyalty and create new revenue opportunities.

Who Is the Company Behind Pulse?

  • Seller: Norkon
  • Year Founded: 2016
  • HQ Location: Oslo, NO
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

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How it works

Qoory

Qoory is a live intelligence platform for crypto and stock markets. It brings together breaking news, social activity, hot searches, market data, entity relationships, and emerging narratives to surface the signals behind market moves. Explore what’s trending, track projects and people, compare assets, ask research questions, and generate cited reports—all in one place.

Who Is the Company Behind Qoory?

QuantConnect

We empower quants and developers to design, backtest, and deploy algorithmic trading strategies across global markets. With our open-source LEAN engine and support for Python and C#, we provide a seamless, code-first environment that makes it easy to go from research to live trading. We offer access to over 400TB of historical data, integrations with 20+ brokerages, and a growing community of over 350,000 members. Whether you're an individual quant or part of a trading firm, we're here to help you build, test, and scale your strategies with confidence.

Who Is the Company Behind QuantConnect?

QuantLink

QuantLink is an AI-first equity research platform for investment analysts, portfolio managers, and finance professionals. Its AI engine reads SEC filings to write analyst-grade research today, alongside institutional 13F smart-money, insider Form 4 activity, congressional trade tracking, and a fundamental and technical screener with backtesting. Machine learning is the core of our mission: multi-factor scoring on every US stock is coming soon.

Who Is the Company Behind QuantLink?

Quill AI

Read SEC filings in seconds instead of hours. Quill lets you search for key pieces of information in SEC filings in Q&A format. Allows you to ask for stocks matching your desired criteria using plain English.

Who Is the Company Behind Quill AI?

  • Seller: Quill AI
  • Year Founded: 2023
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

QUODD

QUODD is a global leader in financial market data. The suite of QX Digital solutions ensures a frictionless flow of data into enterprise data workflows. For example, QX Lookup provides seamless support for ad hoc pricing queries, while QX Query allows for bulk data extraction for SOI and reference workflows. QX Automate enables connections to downstream systems and triggers for scheduled jobs.

Who Is the Company Behind QUODD?

QuoTrend

QuoTrend is an AI-powered stock screener and market-data platform for everyday traders and investors. Instead of learning 170+ filters, you describe what you want in your own words — "dividend payers under 15 P/E with rising earnings" — and the AI builds the screen for you. The filters stay visible and editable, so you always see exactly what you're screening. Coverage spans thousands of US stocks and ETFs with about 20 years of price history: interactive charts, sector and industry heatmaps, insider and congressional trading, earnings, dividend and economic calendars, ETF data, and news. A daily signals board highlights notable setups and shows its historical track record — including the losers. Watchlists and email + Telegram alerts keep you current. The free tier covers most of the platform; Premium — $12.90/mo (billed annually) · $19.90 monthly, with a 7-day free trial — adds full signal depth, advanced filters and data export. QuoTrend is an information tool, not investment advice.

Who Is the Company Behind QuoTrend?

raisin

Deposit Solutions is a globally recognized Fintech company and the Open Banking platform for deposits. Its proprietary Open Banking technology provides an infrastructure for the global USD 50 trillion deposit market that benefits banks and savers alike.

Who Is the Company Behind raisin?

Reamer Research

Reamer Research is a comprehensive research engine designed for institutional mid-frequency trading strategies. It facilitates the entire lifecycle of strategy development, from initial testing against extensive historical market data to live deployment, all within a consistent and stable C Application Binary Interface (ABI). This uniform interface ensures that strategies maintain consistency and reliability across various stages of development and execution. The engine operates through a structured five-step process: 1. Test: Strategies are evaluated against years of Open-High-Low-Close-Volume (OHLCV) data, ranging from intraday to multi-day intervals. This backtesting phase incorporates realistic execution costs, providing a thorough assessment of strategy performance under historical market conditions. 2. Diagnose: Detailed trade-by-trade analysis is conducted, offering insights into every fill, order, closed round trip, and per-trade return. This granular examination allows users to pinpoint the exact origins of results, moving beyond mere summary statistics. 3. Sweep: The robustness of strategies is tested by varying parameters and inputs across multiple runs. This process helps distinguish genuinely robust strategies from those that may have performed well due to specific, potentially non-replicable configurations. 4. Report: Upon completion of each run, Reamer Research generates a comprehensive, schema-versioned JSON document. This report includes summary metrics, drawdown analyses, streaks, and complete trade and order logs, facilitating seamless integration with users' existing tools and workflows. 5. **Connect**: The same strategy interface used during research seamlessly transitions to live execution through a relay. This continuity ensures that the code developed and tested during the research phase is identical to the code deployed in live trading, eliminating the need for rewrites and reducing the risk of discrepancies. A standout feature of Reamer Research is its deterministic output. By utilizing a fixed random number generator seed, the engine produces byte-identical results across repeated runs, including stochastic elements like slippage and spread paths. This determinism ensures that results are reproducible and reliable, a critical aspect for rigorous quantitative research. In terms of performance, Reamer Research is optimized for high throughput. It processes approximately 466,736 OHLCV bars per second, equating to about 2.16 microseconds of work per bar on an AMD EPYC 9575F processor. This efficiency allows for rapid completion of comprehensive strategy sweeps, enabling researchers to iterate and refine strategies promptly. Integration with Reamer Research is streamlined through a stable C ABI. Users can interact with the engine via a single function call, `reamer_research_run_backtest()`, which accepts bars and a strategy, returning a fully-resolved result set. The ABI's stability ensures backward compatibility; binaries compiled against older versions continue to function with newer library versions without requiring recompilation. Reamer Research is available for $1,800 per seat per year. A 30 day trial license is available at $225 per seat, allowing potential users to assess the engine's capabilities and compatibility with their existing systems before committing to a full license.

Who Is the Company Behind Reamer Research?

REDI on Workspace

REDI on Workspace is a native Order and Execution Management System (OEMS) seamlessly integrated within LSEG Workspace, designed to unify front-office workflows for investment professionals. This integration enables users to manage trade execution and market data within a single environment, enhancing efficiency and decision-making processes. Key Features: - Order Placement & Monitoring: Directly place and monitor equity, futures, and listed derivative orders within Workspace. - Order Management: Utilize the integrated Order Blotter to manage and amend orders in real time. - Real-Time Position Tracking: Access live updates of positions, profit and loss (P&L), net asset value (NAV), and exposure through the Positions Blotter. - Customizable Layouts: Tailor the workspace to align with individual workflows for a personalized experience. - Compliance Tools: Implement order limits, maintain restricted trading lists, and receive notifications to ensure adherence to compliance standards. - Reliable Execution Connectivity: Leverage LSEG's Autex Trade Route for dependable trade execution across a vast network of brokers. The primary value of REDI on Workspace lies in its ability to consolidate market data, order management, and execution capabilities into a single platform. This integration eliminates the need for multiple systems, reducing operational complexity and enhancing the speed and accuracy of trading activities. By providing a cohesive environment, REDI on Workspace empowers investment professionals to act on insights promptly, streamline their trading workflows, and make informed decisions with confidence.

Who Is the Company Behind REDI on Workspace?

ReN

Who Is the Company Behind ReN?

Reorg

Reorg is a global provider of credit intelligence, data and analytics for Investment Bankers, Investment Managers, Legal Professionals, Professional Services, and Corporations .

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Reorg?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Reorg?

What Are G2 Users Discussing About Reorg?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024