# Best Financial Research Software - Page 5

## 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=2026-08-15T12%3A37%3A41Z&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%3Fpage%3D5&secure%5Btoken%5D=9cb6f13c24def78fdd1b4d41acc9ac8f491f5e89df69eeb1752ee13330c0370c&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)

### [PrivCo](https://www.g2.com/products/privco/reviews)

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: 8.5/10)

#### Who Is the Company Behind PrivCo?

- **Seller:** [PrivCo](https://www.g2.com/sellers/privco-704dc781-db3f-472e-8145-a459e5471f2f)
- **Year Founded:** 2009
- **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=fdfd4dd53fa5a9ec908d7b0371b7842ed006f410ea05792bd2876e14755f1571&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprivco-media-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

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

**["PricCo is good but lacking functionality "](https://www.g2.com/survey_responses/privco-review-2687086)**

**Rating:** 4.0/5.0 stars

_— Verified User in Research_

[Read full review](https://www.g2.com/survey_responses/privco-review-2687086)

**["Deep, Structured Private Company Financial Intelligence That Fits Your Workflow"](https://www.g2.com/survey_responses/privco-review-12793269)**

**Rating:** 5.0/5.0 stars

_— David C._

[Read full review](https://www.g2.com/survey_responses/privco-review-12793269)

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

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

### [Q4 Desktop](https://www.g2.com/products/q4-inc-q4-desktop/reviews)

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: 8.6/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Q4 Desktop?

- **Seller:** [Q4 Inc](https://www.g2.com/sellers/q4-inc)
- **Year Founded:** 2006
- **HQ Location:** Toronto, ON
- **Twitter:** @q4tweets  
3,593 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cfa3fa83ace2e6191e76485d043f8262b753013a7e18f2b338aa596863f53b69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F206721%2F&secure%5Burl_type%5D=linkedin_company_website)  
496 employees on LinkedIn®
- **Ownership:** TSX: QFOR

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Q4 Desktop?

**["Great product highly recommended"](https://www.g2.com/survey_responses/q4-desktop-review-713804)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/q4-desktop-review-713804)

### [Quartr](https://www.g2.com/products/quartr/reviews)

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: 8.5/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Quartr?

- **Seller:** [Quartr](https://www.g2.com/sellers/quartr)
- **Year Founded:** 2020
- **HQ Location:** Stockholm, SE
- **Twitter:** @Quartr\_App  
151,091 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=351ae120e80ca93417d67bdd084aeb1b6b573457ba0346b8f7cdd4b79a3263af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquartr-ab%2F&secure%5Burl_type%5D=linkedin_company_website)  
102 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Great user experience and everything ready in just one app"](https://www.g2.com/survey_responses/quartr-review-11263412)**

**Rating:** 5.0/5.0 stars

_— Miguel G._

[Read full review](https://www.g2.com/survey_responses/quartr-review-11263412)

**["The Perfect Accompaniment for Any Buy-Side Research Analyst"](https://www.g2.com/survey_responses/quartr-review-11402020)**

**Rating:** 5.0/5.0 stars

_— Jon W._

[Read full review](https://www.g2.com/survey_responses/quartr-review-11402020)

### [Revli Funding Insights](https://www.g2.com/products/revli-funding-insights/reviews)

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: 8.5/10)
- **Charting:** 0.0/10 (Category avg: 8.3/10)
- **Document Search:** 1.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Revli Funding Insights?

- **Seller:** [Revli](https://www.g2.com/sellers/revli)
- **Year Founded:** 2021
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd79d03ff7abc597154c543a019dd82983ce918064299b793178fb93dde50ec1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetrevli&secure%5Burl_type%5D=linkedin_company_website)  
3 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 appreciate the **fantastic customer support** from Revli, enhancing their overall experience and ensuring smooth operations.
- Users appreciate the **ease of use** of Revli Funding Insights, valuing its intuitive interface and excellent support.
- Users appreciate the **well-organized data** of Revli Funding Insights, enhancing their customer analysis and engagement efficiency.
- Users value the **comprehensive information** provided by Revli Funding Insights, enabling efficient lead generation and time savings.
- Users enjoy the **daily insights** of Revli Funding Insights, finding them time-saving and highly effective for lead generation.

##### Cons

- Users suggest improvements to the **sort and filter options** in the web version of Revli Funding Insights.

#### What Are Recent G2 Reviews of Revli Funding Insights?

**["Important boost of intel for your next marketing campaign"](https://www.g2.com/survey_responses/revli-funding-insights-review-10551933)**

**Rating:** 5.0/5.0 stars

_— Eitan Z._

[Read full review](https://www.g2.com/survey_responses/revli-funding-insights-review-10551933)

**["A Game-Changer for Startups"](https://www.g2.com/survey_responses/revli-funding-insights-review-10566751)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/revli-funding-insights-review-10566751)

### [SavvyMoney](https://www.g2.com/products/savvymoney/reviews)

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?

- **Seller:** [SavvyMoney](https://www.g2.com/sellers/savvymoney)
- **Year Founded:** 2009
- **HQ Location:** Dublin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08e8f2026b3d0a7783ad514733ed8d59375214747b202469dfe72963ebe4dcde&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsavvymoney%2F&secure%5Burl_type%5D=linkedin_company_website)  
152 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["SavvyMoney Makes Credit Insights and Hyper-Targeted Member Campaigns Easy"](https://www.g2.com/survey_responses/savvymoney-review-12721201)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/savvymoney-review-12721201)

**["Empowered Member Engagement and Loan Growth"](https://www.g2.com/survey_responses/savvymoney-review-12634868)**

**Rating:** 5.0/5.0 stars

_— Melanie Q._

[Read full review](https://www.g2.com/survey_responses/savvymoney-review-12634868)

### [ACTIV Financial Systems](https://www.g2.com/products/activ-financial-systems/reviews)

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: 8.6/10)

#### Who Is the Company Behind ACTIV Financial Systems?

- **Seller:** [Options It](https://www.g2.com/sellers/options-it)
- **Year Founded:** 1993
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0599eb9bac363c825a3a99802c2f629af0ac4c3dc6267cd3b0a71e438d01da8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptions-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
558 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of ACTIV Financial Systems?

**["ACTIV Financial Market Data vendor. Most stable and reliable vendor system on the street."](https://www.g2.com/survey_responses/activ-financial-systems-review-6769415)**

**Rating:** 5.0/5.0 stars

_— Pradeep K._

[Read full review](https://www.g2.com/survey_responses/activ-financial-systems-review-6769415)

#### What Are G2 Users Discussing About ACTIV Financial Systems?

- [What is ACTIV Financial Systems used for?](https://www.g2.com/discussions/what-is-activ-financial-systems-used-for)

### [Altss](https://www.g2.com/products/altss/reviews)

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: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Altss?

- **Seller:** [Altss](https://www.g2.com/sellers/altss)
- **Year Founded:** 2025
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb15c9699d536a3ce1c43bdbde43a37ff1cf7cf759a526c7a9347323ee709ef7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltss&secure%5Burl_type%5D=linkedin_company_website)  
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 appreciate the **ease of access** to detailed information, enhancing personalized outreach and user experience.
- Users commend the **ease of use** of Altss, finding the interface intuitive for personalized outreach campaigns.
- Users appreciate the **intuitive interface** of Altss, making it easy to find specific family offices and useful features.
- Users value the **comprehensive data** on Family offices, enhancing their outreach campaigns and user experience.
- Users value the **content generation capabilities** of Altss, facilitating personalized outreach campaigns with ease.

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

**["The only LP database we actually use"](https://www.g2.com/survey_responses/altss-review-11317889)**

**Rating:** 5.0/5.0 stars

_— Tatiana S._

[Read full review](https://www.g2.com/survey_responses/altss-review-11317889)

**["Most detailed family offices database for personalized outreach"](https://www.g2.com/survey_responses/altss-review-11926783)**

**Rating:** 5.0/5.0 stars

_— Andrew Z._

[Read full review](https://www.g2.com/survey_responses/altss-review-11926783)

### [atm marketplace](https://www.g2.com/products/atm-marketplace/reviews)

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: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind atm marketplace?

- **Seller:** [Networld Media Group](https://www.g2.com/sellers/networld-media-group)
- **HQ Location:** Louisville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae3d5b34917484ed95f5466ba263128b1c89fd27e3eeb362b936106a9ec93d2a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatmmarketplace-com&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### 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 appreciate the **ease of use** of ATM Market Place, enjoying its convenience and hassle-free experience.
- Users appreciate the **easy and fast search functionality** of ATM Marketplace, enhancing convenience and reducing hassle.
- Users love the **speed and convenience** of ATM Marketplace, making it easy to find everything in one place.

##### Cons

- Users find that the **slow performance** of the ATM marketplace can be frustrating during usage.

#### What Are Recent G2 Reviews of atm marketplace?

**["Convenient and Easy"](https://www.g2.com/survey_responses/atm-marketplace-review-10400724)**

**Rating:** 4.5/5.0 stars

_— Towseef M._

[Read full review](https://www.g2.com/survey_responses/atm-marketplace-review-10400724)

### [Bipsync](https://www.g2.com/products/bipsync/reviews)

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](https://www.g2.com/sellers/bipsync)
- **Year Founded:** 2012
- **HQ Location:** New York, US
- **Twitter:** @BipsyncApp  
431 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f76e80c330965cafc87ae9b8b0b2853056a71f3ef5d019e1d04b5d6816cabc5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbipsync&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Comprehensive Note Taking Platform with Improved Compliance"](https://www.g2.com/survey_responses/bipsync-review-2057551)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/bipsync-review-2057551)

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

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

### [CalibreRMS](https://www.g2.com/products/calibrerms/reviews)

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: 8.5/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CalibreRMS?

- **Seller:** [Calibre Financial Technology](https://www.g2.com/sellers/calibre-financial-technology)
- **Year Founded:** 1999
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [au.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8ee9a636c550f9c6913d5c3f1ae575d50ace8d115ace49f2e8711f938e9b363&secure%5Burl%5D=https%3A%2F%2Fau.linkedin.com%2Fcompany%2Fcalibre-financial-technology&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["The only research workflow tool that configures to our process and our information"](https://www.g2.com/survey_responses/calibrerms-review-8851443)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/calibrerms-review-8851443)

### [CityFALCON](https://www.g2.com/products/cityfalcon/reviews)

We provide personalised financial news, content, and analytics for investors, traders, and anyone requiring access to relevant, high-quality financial information. We convert unstructured data into structured data using natural language processing (NLP) and then personalise it with machine learning. We also utilise voice and chatbot technologies for a handsfree experience, and further analytics are under development. In short, we are democratising access to financial content for the retail market.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate CityFALCON?

- **Financial Analysis:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.6/10)
- **Charting:** 6.7/10 (Category avg: 8.3/10)
- **Document Search:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CityFALCON?

- **Seller:** [CityFALCON](https://www.g2.com/sellers/cityfalcon)
- **Year Founded:** 2014
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81a334d1cca1db7ee991205101140865945774e7c0fa94e76e95314443f80f3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcityfalcon%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Best one-stop shop to get real time financial news, hands down!"](https://www.g2.com/survey_responses/cityfalcon-review-3022448)**

**Rating:** 4.5/5.0 stars

_— Adam O._

[Read full review](https://www.g2.com/survey_responses/cityfalcon-review-3022448)

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

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

### [Consumer Edge](https://www.g2.com/products/consumer-edge/reviews)

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: 8.3/10)

#### Who Is the Company Behind Consumer Edge?

- **Seller:** [Consumer Edge Research](https://www.g2.com/sellers/consumer-edge-research-fef60d28-139d-401d-a44a-585d63e968f7)
- **Year Founded:** 2009
- **HQ Location:** New York, US
- **Twitter:** @ConsumerEdge  
395 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5ff1be57cbfda5126c764bafe83b8c1513aa38ff2898180fc86faeab89aef6e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconsumeredge&secure%5Burl_type%5D=linkedin_company_website)  
123 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Consumer Edge?

**["Coarseness of the consumer transaction data"](https://www.g2.com/survey_responses/consumer-edge-review-9886203)**

**Rating:** 4.0/5.0 stars

_— Maria R._

[Read full review](https://www.g2.com/survey_responses/consumer-edge-review-9886203)

### [Cortera Pulse](https://www.g2.com/products/cortera-pulse/reviews)

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: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 6.7/10 (Category avg: 8.3/10)
- **Document Search:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Cortera Pulse?

- **Seller:** [Cortera](https://www.g2.com/sellers/cortera)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=037011329e9cecc6336def3864971c12930fd65ceab6f8ff83b6cfa4467dc264&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcortera-inc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
170 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Cortera Pulse?

**["Cortera has the info credit seekers seek just not all the businesses you need to find"](https://www.g2.com/survey_responses/cortera-pulse-review-7788231)**

**Rating:** 4.5/5.0 stars

_— Erin E._

[Read full review](https://www.g2.com/survey_responses/cortera-pulse-review-7788231)

### [Dasseti ENGAGE](https://www.g2.com/products/dasseti-engage/reviews)

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:** 32

#### How Do G2 Users Rate Dasseti ENGAGE?

- **Ease of Admin:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Dasseti ENGAGE?

- **Seller:** [Dasseti](https://www.g2.com/sellers/dasseti)
- **Company Website:** www.dasseti.com
- **Year Founded:** 2019
- **HQ Location:** New York, US
- **Twitter:** @Dasseti  
79 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6b3867c27c40647b91d0a8e1a36f43e23ef589d2c7e2073c1863c40077a7e10&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdasseti&secure%5Burl_type%5D=linkedin_company_website)  
79 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 41% Medium, 41% Small

#### What Do G2 Reviewers Say About Dasseti ENGAGE?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Dasseti ENGAGE to be **extremely user-friendly** , significantly simplifying the questionnaire and due diligence processes.
- Users appreciate the **efficiency** of Dasseti ENGAGE, noting significant time savings in completing RFPs and questionnaires.
- Users commend the **dedicated customer support** of Dasseti ENGAGE, facilitating quick onboarding and effective assistance.
- Users value the **time-saving AI features** of Dasseti ENGAGE that streamline tasks and enhance productivity significantly.
- Users value the **powerful AI features** of Dasseti ENGAGE, which significantly enhance efficiency and save time.

##### Cons

- Users find **poor usability** in Dasseti ENGAGE, noting the need for a more intuitive interface and improved features.
- Users experience **feature deficiencies** in Dasseti ENGAGE, citing limitations in scrolling, attachment options, and document management.
- Users find Dasseti ENGAGE's interface to be **not user-friendly** , with complexities that hinder ease of use, especially for newcomers.
- Users find the **interface clunky** , making navigation and searching for past documents frustrating and inefficient.
- Users find Dasseti ENGAGE's interface to be **complex for new users** , requiring more onboarding and manual intervention than anticipated.

#### What Are Recent G2 Reviews of Dasseti ENGAGE?

**["Simple, Intuitive Due Diligence Management with Responsive Support"](https://www.g2.com/survey_responses/dasseti-engage-review-13159310)**

**Rating:** 4.5/5.0 stars

_— Harshal P._

[Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-13159310)

**["An Effective Platform for Modern Due Diligence Management"](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)**

**Rating:** 4.5/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/dasseti-engage-review-12930644)

### [Deepvue](https://www.g2.com/products/deepvue/reviews)

Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Deepvue?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Deepvue?

- **Seller:** [Deepvue](https://www.g2.com/sellers/deepvue)
- **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=73753ee50f076b9d0374731bbad922670127fd7518c01776305edd8b938694ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeepvue%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Deepvue?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Deepvue's **interactive interface** makes building and managing learning models easy and accessible for beginners.
- Users appreciate the **interactive interface** of Deepvue, which simplifies building and managing learning models for beginners.

##### Cons

- Users experience **performance issues** when managing large datasets or complex models, complicating their overall experience with Deepvue.
- Users often face **slow performance** when working with large datasets or complex models in Deepvue.

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

**["user friendly platform"](https://www.g2.com/survey_responses/deepvue-review-10445500)**

**Rating:** 4.5/5.0 stars

_— Jayalakshmi S._

[Read full review](https://www.g2.com/survey_responses/deepvue-review-10445500)

**["Deepvue – the Apple equivalent of the trading world"](https://www.g2.com/survey_responses/deepvue-review-12650799)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/deepvue-review-12650799)

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[Browse Financial Research Themes](/categories/financial-research/themes)

 ![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

Show More