# The Top 8 Easiest To Use Financial Research Software

See the top Financial Research Software products based on usability ratings. A product’s usability score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

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The Top 8 Easiest To Use Financial Research Software

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[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Easiest+To+Use+Financial+Research+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Deasiest_to_use%0aSee+the+top+Financial+Research+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

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[Collapse AllExpand All](#)

Usability Score

Compare

[Expand/Collapse Perplexity](#)

#1

[![Perplexity](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1bc31cfaa3db34efccf0e9f8c718f9b2/perplexity.jpg "Perplexity")](/products/perplexity/reviews)

[Perplexity](/products/perplexity/reviews)

9.3

[Expand/Collapse Perplexity](#)

Overall Usability Score

9.3

Usability Score Breakdown

Ease of Admin

Average: 8.9

10.0

Ease of Use

Average: 8.4

9.5

Meets Requirements

Average: 8.6

8.8

Customer Segment Breakdown

Small Business

67%

Mid Market

21%

Enterprise

12%

[Expand/Collapse Inven](#)

#2

[![Inven](https://images.g2crowd.com/uploads/product/hd_favicon/dc2364ee418eb9d983927dd197f50e9e/inven.svg "Inven")](/products/inven/reviews)

[Inven](/products/inven/reviews)

9.2

[Expand/Collapse Inven](#)

Overall Usability Score

9.2

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.6

Ease of Use

Average: 8.4

9.3

Meets Requirements

Average: 8.6

9.0

Customer Segment Breakdown

Small Business

76%

Mid Market

16%

Enterprise

8%

[Expand/Collapse AlphaSense](#)

#3

[![AlphaSense](https://images.g2crowd.com/uploads/product/hd_favicon/0c32e6c4bc7531f6d84e9c2e33d30921/alphasense.svg "AlphaSense")](/products/alphasense/reviews)

[AlphaSense](/products/alphasense/reviews)

9.0

[Expand/Collapse AlphaSense](#)

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.2

Ease of Use

Average: 8.4

8.5

Meets Requirements

Average: 8.6

8.8

Customer Segment Breakdown

Small Business

32%

Mid Market

20%

Enterprise

48%

[Expand/Collapse Crunchbase](#)

#4

[![Crunchbase](https://images.g2crowd.com/uploads/product/hd_favicon/4e063c5c462fd4949132bd47e8f0a2f3/crunchbase.svg "Crunchbase")](/products/crunchbase/reviews)

[Crunchbase](/products/crunchbase/reviews)

8.7

[Expand/Collapse Crunchbase](#)

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.4

Ease of Use

Average: 8.4

9.1

Meets Requirements

Average: 8.6

8.6

Customer Segment Breakdown

Small Business

57%

Mid Market

29%

Enterprise

14%

[Expand/Collapse PitchBook](#)

#5

[![PitchBook](https://images.g2crowd.com/uploads/product/hd_favicon/1496253346/pitchbook.png "PitchBook")](/products/pitchbook/reviews)

[PitchBook](/products/pitchbook/reviews)

8.4

[Expand/Collapse PitchBook](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.7

Ease of Use

Average: 8.4

8.6

Meets Requirements

Average: 8.6

8.5

Customer Segment Breakdown

Small Business

39%

Mid Market

26%

Enterprise

35%

[Expand/Collapse Ideagen Audit Analytics](#)

#6

[![Ideagen Audit Analytics](https://images.g2crowd.com/uploads/product/hd_favicon/7a8739a2ef4375633bb33b9483c348ae/ideagen-audit-analytics.svg "Ideagen Audit Analytics")](/products/ideagen-audit-analytics/reviews)

[Ideagen Audit Analytics](/products/ideagen-audit-analytics/reviews)

8.0

[Expand/Collapse Ideagen Audit Analytics](#)

Overall Usability Score

8.0

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.2

Ease of Use

Average: 8.4

8.5

Meets Requirements

Average: 8.6

9.0

Customer Segment Breakdown

Small Business

17%

Mid Market

35%

Enterprise

48%

[Expand/Collapse Morningstar Direct](#)

#7

[![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")](/products/morningstar-direct/reviews)

[Morningstar Direct](/products/morningstar-direct/reviews)

7.9

[Expand/Collapse Morningstar Direct](#)

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 8.9

7.6

Ease of Use

Average: 8.4

6.4

Meets Requirements

Average: 8.6

7.8

Customer Segment Breakdown

Small Business

36%

Mid Market

28%

Enterprise

36%

[Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#)

#8

[![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

[Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

7.9

[Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#)

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.2

Ease of Use

Average: 8.4

7.1

Meets Requirements

Average: 8.6

8.1

Customer Segment Breakdown

Small Business

62%

Mid Market

13%

Enterprise

26%