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.
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
