The Top 20 Financial Research Software

Check out this list of the top Financial Research Software products based on user satisfaction. A product's satisfaction score is calculated by a proprietary algorithm that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers.

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G2 Satisfaction Score

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PitchBook

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

48%

Venture Capital & Private Equity

27%

Investment Banking

13%

Information Technology and Services

12%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

8.8

Ease of Doing Business With

Average: 7.4

8.7

Ease of Setup

Average: 7.3

9.1

Quality of Support

Average: 9.3

9.0

Ease of Admin

Average: 6.2

8.7

Inven

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Banking

31%

Venture Capital & Private Equity

27%

Financial Services

27%

Consulting

16%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.4

Meets Requirements

Average: 9.1

9.1

Ease of Doing Business With

Average: 7.4

9.6

Ease of Setup

Average: 7.3

9.7

Quality of Support

Average: 9.3

9.7

Ease of Admin

Average: 6.2

9.5

Koyfin

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

60%

Investment Management

33%

Capital Markets

Banking

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.2

Ease of Doing Business With

Average: 7.4

9.6

Ease of Setup

Average: 7.3

9.5

Quality of Support

Average: 9.3

9.3

Ease of Admin

Average: 6.2

9.5

Perplexity

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

50%

Marketing and Advertising

29%

Computer Software

13%

Financial Services

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.7

Meets Requirements

Average: 9.1

9.5

Ease of Doing Business With

Average: 7.4

9.6

Ease of Setup

Average: 7.3

9.8

Quality of Support

Average: 9.3

9.0

Ease of Admin

Average: 6.2

9.9

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

74%

Investment Management

19%

Banking

Investment Banking

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

7.5

Meets Requirements

Average: 9.1

8.5

Ease of Doing Business With

Average: 7.4

9.1

Ease of Setup

Average: 7.3

8.0

Quality of Support

Average: 9.3

7.7

Ease of Admin

Average: 6.2

8.5

Morningstar Direct

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

62%

Investment Management

32%

Banking

Higher Education

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

6.9

Meets Requirements

Average: 9.1

8.2

Ease of Doing Business With

Average: 7.4

8.0

Ease of Setup

Average: 7.3

7.8

Quality of Support

Average: 9.3

7.8

Ease of Admin

Average: 6.2

7.9

AlphaSense

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

48%

Investment Management

23%

Pharmaceuticals

17%

Biotechnology

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

9.0

Ease of Doing Business With

Average: 7.4

9.2

Ease of Setup

Average: 7.3

9.2

Quality of Support

Average: 9.3

9.3

Ease of Admin

Average: 6.2

9.0

YCharts

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

67%

Investment Management

29%

Automotive

Construction

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.4

Meets Requirements

Average: 9.1

9.0

Ease of Doing Business With

Average: 7.4

10.0

Ease of Setup

Average: 7.3

9.7

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 6.2

8.7

Wokelo AI

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

78%

Consulting

11%

Information Technology and Services

Investment Management

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.7

Meets Requirements

Average: 9.1

9.4

Ease of Doing Business With

Average: 7.4

9.4

Ease of Setup

Average: 7.3

9.8

Quality of Support

Average: 9.3

9.9

Ease of Admin

Average: 6.2

9.4

#10

Macrobond

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

71%

Consulting

12%

Banking

10%

Investment Management

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.3

Meets Requirements

Average: 9.1

9.1

Ease of Doing Business With

Average: 7.4

9.2

Ease of Setup

Average: 7.3

8.5

Quality of Support

Average: 9.3

9.2

Ease of Admin

Average: 6.2

8.8

#11

Crunchbase

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

39%

Computer Software

24%

Marketing and Advertising

22%

Financial Services

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.1

8.9

Ease of Doing Business With

Average: 7.4

10.0

Ease of Setup

Average: 7.3

9.5

Quality of Support

Average: 9.3

9.1

Ease of Admin

Average: 6.2

9.7

#12

Ideagen Audit Analytics

Overall Satisfaction Score

Top Industries of Reviewers:

Accounting

48%

Higher Education

35%

Research

11%

Education Management

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

9.1

Ease of Doing Business With

Average: 7.4

8.4

Ease of Setup

Average: 7.3

9.4

Quality of Support

Average: 9.3

9.1

Ease of Admin

Average: 6.2

8.1

#13

FactSet Workstation

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

46%

Investment Management

31%

Investment Banking

15%

Banking

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.3

Meets Requirements

Average: 9.1

9.5

Ease of Doing Business With

Average: 7.4

8.9

Ease of Setup

Average: 7.3

9.5

Quality of Support

Average: 9.3

9.3

Ease of Admin

Average: 6.2

0.0

#14

EquityRT

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

38%

Investment Management

38%

Automotive

13%

Consumer Goods

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.1

10.0

Ease of Doing Business With

Average: 7.4

0.0

Ease of Setup

Average: 7.3

0.0

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 6.2

0.0

#15

Grata

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

57%

Financial Services

21%

Investment Banking

14%

Accounting

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.1

9.9

Ease of Doing Business With

Average: 7.4

0.0

Ease of Setup

Average: 7.3

0.0

Quality of Support

Average: 9.3

9.9

Ease of Admin

Average: 6.2

0.0

#16

CB Insights

Overall Satisfaction Score

Top Industries of Reviewers:

Media Production

40%

Consumer Services

20%

Financial Services

20%

Consumer Electronics

20%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.1

10.0

Ease of Doing Business With

Average: 7.4

0.0

Ease of Setup

Average: 7.3

0.0

Quality of Support

Average: 9.3

9.2

Ease of Admin

Average: 6.2

0.0

#17

Dealroom.co

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

27%

Venture Capital & Private Equity

27%

Financial Services

27%

Computer Software

18%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

8.5

Ease of Doing Business With

Average: 7.4

10.0

Ease of Setup

Average: 7.3

8.7

Quality of Support

Average: 9.3

9.7

Ease of Admin

Average: 6.2

0.0

#18

VALUTICO

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

39%

Accounting

28%

Consulting

22%

Venture Capital & Private Equity

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.6

Meets Requirements

Average: 9.1

8.5

Ease of Doing Business With

Average: 7.4

9.0

Ease of Setup

Average: 7.3

9.2

Quality of Support

Average: 9.3

9.2

Ease of Admin

Average: 6.2

9.1

#19

Bloomberg Terminal

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

68%

Investment Management

17%

Education Management

Capital Markets

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

8.3

Meets Requirements

Average: 9.1

9.5

Ease of Doing Business With

Average: 7.4

9.2

Ease of Setup

Average: 7.3

8.3

Quality of Support

Average: 9.3

9.0

Ease of Admin

Average: 6.2

6.5

#20

Backstop Solutions Suite

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Management

70%

Financial Services

20%

Printing

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.0

9.9

Meets Requirements

Average: 9.1

8.7

Ease of Doing Business With

Average: 7.4

0.0

Ease of Setup

Average: 7.3

0.0

Quality of Support

Average: 9.3

10.0

Ease of Admin

Average: 6.2

0.0