Best Financial Research Software - Page 5

How Many Financial Research Software Products Does G2 Track?

Total Products under this Category: 318

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+1.12%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: September 30, 2026

How Does G2 Rank Financial Research Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,000+ Authentic Reviews
  • 318+ 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, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Inven, and Koyfin.

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=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=inven&focus%5B%5D=koyfin)

Perspective Analytics

Perspective Analytics is an intelligence layer that uses generative AI to analyze documents of alternative investments like HF quarterly letters or PE decks. It reads through the content and extracts key insights. It is designed for LPs/Advisors/FoF to quickly get up to speed on their portfolio of funds without manually reading 100s of pages.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Perspective Analytics?

  • Financial Analysis: 3.3/10 (Category avg: 8.6/10)
  • Charting: 5.0/10 (Category avg: 8.2/10)
  • Document Search: 5.0/10 (Category avg: 8.3/10)

Who Is the Company Behind Perspective Analytics?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Perspective Analytics?

AI-generated summary from verified user reviews

Pros
  • Users find the centralized insights of Perspective Analytics invaluable for quick, informed investment decisions across diverse funds.
  • Users value the insightful analytics of Perspective Analytics for enhancing investment decision-making across diverse asset classes.
  • Users find Perspective Analytics to be highly efficient in synthesizing insights for quick, informed investment decisions.
  • Users value the speed of insights with Perspective Analytics, enhancing decision-making for their investment teams.
Cons
  • Users note the difficult learning curve with Perspective Analytics, requiring time to become proficient in its features.

What Are Recent G2 Reviews of Perspective Analytics?

PrivCo

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate PrivCo?

  • Financial Analysis: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind PrivCo?

  • Seller: PrivCo
  • Year Founded: 2009
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of PrivCo?

What Are G2 Users Discussing About PrivCo?

Q4 Desktop

Q4 Desktop streamlines, simplifies, and structures how Investor Relations teams manage and build relationships with the Capital Markets. In a single place, IR teams can track, summarize, and report on investor meeting activity and progress, while using that information to execute a strategic and efficient targeting program. Whether in the office or on a roadshow, Desktop integrates directly into your team’s workflow, ensuring you are always ready for your next investor meeting, never worried about losing track of past investor interactions, and able to communicate directly with investors seamlessly.

Average Rating: 3.7/5.0

Total Reviews: 3

How Do G2 Users Rate Q4 Desktop?

  • Ease of Admin: 6.7/10 (Category avg: 8.7/10)
  • Charting: 8.3/10 (Category avg: 8.2/10)
  • Document Search: 6.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Q4 Desktop?

  • Seller: Q4 Inc
  • Year Founded: 2006
  • HQ Location: Toronto, ON
  • Twitter: @q4tweets
    3,593 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    504 employees on LinkedIn®
  • Ownership: TSX: QFOR

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Q4 Desktop?

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Quantify Terminal

Quantify Terminal is a professional-grade global stock market trading terminal that delivers Bloomberg-level market intelligence to traders, investors and students worldwide. Bloomberg Terminal costs $24,000 per year. Quantify Terminal breaks that wall. Most professional market intelligence sits behind highly costly Wall Street tools — inaccessible to retail traders, students and everyday investors who need it just as much as institutional players. Quantify Terminal provides live global indices, real-time news, professional charts, watchlists, portfolio risk management, mutual funds tracker, market heatmap, algo trading editor, geo intelligence, macro economics dashboard, sector performance, commodities, forex and cryptocurrency data — all unified into one fast, focused desktop terminal. Available on Windows, Mac and Linux. Incubated at IIT Jammu. Built to democratize access to professional financial intelligence — for every trader, student and investor on the planet.

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind Quantify Terminal?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Quantify Terminal?

Quartr

Every day, leading companies and financial institutions worldwide rely on Quartr to make better decisions faster. The product suite includes: A free mobile app allowing users to always stay informed and conduct research anytime, anywhere. Quartr Pro, a desktop research platform that increases efficiency and precision in qualitative public market research for top hedge funds, asset managers, equity research departments, and IR professionals. Quartr API, enabling third parties to build custom solutions powered by Quartr's unique live earnings calls and transcription technology, and its extensive global database of IR material – including public company filings, archived earnings call transcripts, and slide presentations.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Quartr?

  • Financial Analysis: 7.5/10 (Category avg: 8.6/10)
  • Document Search: 9.2/10 (Category avg: 8.3/10)

Who Is the Company Behind Quartr?

  • Seller: Quartr
  • Year Founded: 2020
  • HQ Location: Stockholm, SE
  • Twitter: @Quartr_App
    151,091 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    102 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Quartr?

Revli Funding Insights

Revli's Funding Insights is a comprehensive platform designed to empower businesses with up-to-date information on recently funded startups. By delivering weekly reports, it enables users to identify high-value leads and stay ahead in a competitive market. Each report includes detailed company profiles, funding amounts, stages, key investors, industries, locations, and verified contact information for founders and decision-makers. This data is meticulously sourced from legal filings, press releases, and news articles, ensuring accuracy and relevance. With customizable filters for industries, job titles, locations, and funding amounts, Revli's Funding Insights allows businesses to tailor their outreach strategies effectively. The platform's commitment to providing fresh, hand-curated lists every Monday ensures users have the most current information to connect with newly funded startups before they become saturated with outreach. By leveraging this tool, businesses can enhance their prospecting efforts, build strategic partnerships, and drive growth by targeting startups poised for expansion.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Revli Funding Insights?

  • Financial Analysis: 0.0/10 (Category avg: 8.6/10)
  • Charting: 0.0/10 (Category avg: 8.2/10)
  • Document Search: 1.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Revli Funding Insights?

  • Seller: Revli
  • Year Founded: 2021
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Revli Funding Insights?

AI-generated summary from verified user reviews

Pros
  • Users commend Revli Funding Insights for its fantastic customer support, enhancing their experience and addressing issues promptly.
  • Users find Revli Funding Insights incredibly easy to use, thanks to its intuitive interface and excellent customer support.
  • Users appreciate the well-organized data of Revli Funding Insights, which enhances customer targeting and analysis efficiency.
  • Users value the comprehensive information provided by Revli Funding Insights, enhancing their lead generation and saving time.
  • Users value the daily insights from Revli, which streamline their workflow and enhance lead generation efficiency.
Cons
  • Users feel that the search functionality could be enhanced for better sorting and filtering options.

What Are Recent G2 Reviews of Revli Funding Insights?

SavvyMoney

SavvyMoney is the industry leader in financial wellness and growth solutions to over 1,600+ banks, credit unions and fintechs nationwide. Connecting real‑time credit insights and personalized offers with a fully integrated lending and deposit experience, consumers can go from knowing to doing in minutes. With 70+ integrations and white-glove support, SavvyMoney helps financial institutions increase conversions, deepen relationships and grow efficiently.

Average Rating: 5.0/5.0

Total Reviews: 4

Who Is the Company Behind SavvyMoney?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of SavvyMoney?

ACTIV Financial Systems

ACTIV Financial Systems is a global provider of real-time, multi-asset financial market data and solutions.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate ACTIV Financial Systems?

  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind ACTIV Financial Systems?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of ACTIV Financial Systems?

What Are G2 Users Discussing About ACTIV Financial Systems?

Altss

Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self-reported data. The platform covers 9,000+ verified family offices and over 1.5M institutional allocator profiles globally, with a focus on decision-makers, mandate evolution, and historical allocation patterns. Altss is built using OSINT (Open-Source Intelligence) and proprietary research workflows that continuously validate entities, relationships, and capital activity. Rather than acting as a static LP list or CRM, Altss provides behavioral and structural insight into how capital is allocated in practice—who allocates, through which vehicles, under what mandates, and with which existing relationships. Altss enables users to: Research institutional allocators by mandate, strategy, AUM, geography, and asset class Track mandate changes and allocation behavior over time Identify decision-makers and relationship paths across funds and intermediaries Map capital networks to prioritize realistic fundraising and outreach strategies Altss is used by teams that need accuracy, signal quality, and context—not mass contact volume—to support allocator research, capital formation, and relationship intelligence in private markets.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Altss?

  • Financial Analysis: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 10.0/10 (Category avg: 8.2/10)
  • Document Search: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Altss?

  • Seller: Altss
  • Year Founded: 2025
  • HQ Location: Miami, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Altss?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of access to detailed information on family offices, enhancing their outreach campaigns effectively.
  • Users find the ease of use of Altss enhances their ability to conduct personalized outreach effectively.
  • Users appreciate the easy and intuitive interface of Altss, making personalized outreach campaigns a breeze.
  • Users value the comprehensive data from Altss for its personalized outreach support and user-friendly interface.
  • Users find the content generation capabilities of Altss invaluable for crafting personalized outreach campaigns with ease.

What Are Recent G2 Reviews of Altss?

atm marketplace

Boosting profits while acquiring new customers

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate atm marketplace?

  • Financial Analysis: 8.3/10 (Category avg: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 8.3/10 (Category avg: 8.2/10)
  • Document Search: 10.0/10 (Category avg: 8.3/10)

Who Is the Company Behind atm marketplace?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About atm marketplace?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of ATM Marketplace, finding everything quickly and conveniently in one place.
  • Users appreciate the easy and fast search functionality of ATM Marketplace, making it super convenient and hassle-free.
  • Users love the speed and convenience of ATM Marketplace, making it easy to find everything quickly.
Cons
  • Users often experience slow performance, which can hinder their overall satisfaction with the ATM marketplace.

What Are Recent G2 Reviews of atm marketplace?

Bipsync

Bipsync is a software enhances investor productivity and simplifies hedge fund compliance. It provides a research management platform to maximize the productivity of professional investors.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Bipsync?

  • Seller: Bipsync
  • Year Founded: 2012
  • HQ Location: New York, US
  • Twitter: @BipsyncApp
    431 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    78 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Bipsync?

What Are G2 Users Discussing About Bipsync?

CalibreRMS

Calibre is a FinTech which provides a purpose-built Research Management System (RMS) for institutional asset managers, and has leading clients around the world. CalibreRMS helps equity analysts, portfolio managers and ESG specialists to streamline their investment research process. The cloud-based software enables investment teams to capture, share and analyse their research and data in one place, saving time, boosting productivity and enabling better decision-making to maintain a competitive advantage. As a highly flexible and configurable solution, which is built on deep expertise in investment analytics, CalibreRMS is designed to fit in with investment teams' unique ways of working, and evolve with them over time.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate CalibreRMS?

  • Financial Analysis: 8.3/10 (Category avg: 8.6/10)
  • Charting: 8.3/10 (Category avg: 8.2/10)
  • Document Search: 10.0/10 (Category avg: 8.3/10)

Who Is the Company Behind CalibreRMS?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of CalibreRMS?

Consumer Edge

Consumer Edge is the leading provider of global transaction revenue signals, enabling businesses to harness the power of consumer market intelligence. Our full suite of consumer transaction data-driven products enable near real-time earnings predictions, data blending & forecasting, sales growth opportunities, customer retention, market share, and more. Products include credit & debit card transaction data, consumer receipt and POS data, and integrated web traffic data. Whether you’re a public investor, a venture capitalist, or a global retail brand, access insights in products tailored to your business needs. With a robust data-driven approach and a team of industry experts, Consumer Edge empowers organizations worldwide to make informed decisions, drive growth, and stay ahead in today’s competitive marketplace.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Consumer Edge?

  • Charting: 8.3/10 (Category avg: 8.2/10)

Who Is the Company Behind Consumer Edge?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Consumer Edge?

Cortera Pulse

Cortera provides business-to-business payment and purchase behavior data and insights on public and private companies.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Cortera Pulse?

  • Financial Analysis: 8.3/10 (Category avg: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 6.7/10 (Category avg: 8.2/10)
  • Document Search: 6.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Cortera Pulse?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Cortera Pulse?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 35

How Do G2 Users Rate Dasseti ENGAGE?

  • Ease of Admin: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @Dasseti
    79 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 49% Small, 37% Medium

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE exceptionally easy to use, enhancing efficiency and streamlining the questionnaire process.
  • Users value the efficiency of Dasseti ENGAGE, significantly speeding up RFPs and enhancing the overall workflow.
  • Users value the dedicated customer support of Dasseti ENGAGE, enabling quick implementation and effective assistance.
  • Users praise Dasseti ENGAGE's time-saving AI features, which streamline tasks and enhance productivity in financial services.
  • Users value the powerful AI features of Dasseti ENGAGE for saving time and enhancing productivity.
Cons
  • Users find the poor usability of Dasseti ENGAGE limits its effectiveness and complicates their interaction with the platform.
  • Users find the scrolling method and feature limitations hinder the usability and effectiveness of Dasseti ENGAGE.
  • Users find Dasseti ENGAGE not user-friendly, needing improvements in interface complexity, setup, and customization options.
  • Users find the clunky interface of Dasseti ENGAGE difficult to navigate, affecting their overall experience.
  • Users find Dasseti ENGAGE's interface complex for new users, needing more onboarding and facing limited customization options.

What Are Recent G2 Reviews of Dasseti ENGAGE?

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