# Best Financial Risk Management Software

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

   Financial risk management software manages exposure to various types of risk for financial services institutions by conducting in-depth analysis, generating reports, and simulating investment scenarios. Financial services institutions use these solutions to conduct detailed analysis on potential deals and investments. Financial risk management software is used by financial services professionals to identify risk, measure the amount of risk, and generate plans to deal with the risk.

Financial risk management software help businesses, typically investment firms, generate value for shareholders by identifying good hedging opportunities to manage risk. This often includes analyzing scenarios, reporting on those scenarios, and generating scenario simulations to determine the best possible investment opportunities using available financial instruments.

Financial risk management software is part of the [financial services software](https://www.g2.com/categories/financial-research) category and imports market data to help in conducting analysis. These solutions may integrate with financial research software and connect with other data sources to provide a more comprehensive set of data to work with.

To qualify for inclusion in the Financial Risk Management category, a product must:

- Conduct risk exposure analysis across multiple asset classes
- Generate financial risk reports
- Simulate deal and investment scenarios





## Category Overview

**Total Products under this Category:** 237


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 700+ Authentic Reviews
- 237+ 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.


## Best Financial Risk Management Software At A Glance

- **Leader:** [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
- **Highest Performer:** [SAS Risk Modeling](https://www.g2.com/products/sas-risk-modeling/reviews)
- **Easiest to Use:** [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
- **Top Trending:** [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
- **Best Free Software:** [Creditsafe](https://www.g2.com/products/creditsafe/reviews)


## Top-Rated Products (Ranked by G2 Score)
### 1. [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
  Creditsafe is a comprehensive data intelligence solution designed to help organizations manage credit risk, compliance, and data hygiene with confidence. By delivering global coverage breadth across more than 430 million businesses in over 200 countries, Creditsafe provides the data freshness & source diversity companies need to make informed, data-driven decisions that fuel growth and operational efficiency. The platform is built around key business drivers that address modern credit and compliance challenges. With continuous monitoring & alerts, users are instantly notified of material changes impacting customers, suppliers, or prospects, ensuring proactive risk management. Creditsafe’s insolvency prediction strength and cross-border score consistency further enhance the accuracy of credit evaluations, allowing organizations to identify potential risks early and maintain financial stability. For businesses seeking speed and flexibility, Creditsafe offers instant vs. investigated delivery, enabling onboarding in under 60 seconds when needed, while still supporting deeper due diligence where required. Its powerful portfolio analytics & dashboards give decision-makers actionable insights at scale, while API integration depth ensures seamless connectivity to existing systems. Flexible pricing & access models make it suitable for both SMBs and large enterprises, with SMB-friendly access options designed to meet the needs of growing companies. Beyond credit risk, Creditsafe strengthens compliance processes with KYB/AML compliance bundling and corporate linkage & UBO insight, helping organizations meet regulatory obligations and uncover hidden ownership structures. In addition, collections and recovery support tools aid in maintaining healthy cash flow by optimizing recovery strategies. With its combination of advanced analytics, dedicated account managers, and scalable delivery models, Creditsafe empowers businesses of all sizes to navigate the complexities of credit management. By uniting trusted data, portfolio insights, and robust compliance tools under one platform, Creditsafe positions itself as a strategic partner for organizations seeking to enhance resilience, streamline processes, and unlock sustainable growth.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 149

**User Satisfaction Scores:**

- **Quality of Support:** 9.0/10 (Category avg: 8.4/10)
- **Ease of Use:** 9.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Creditsafe](https://www.g2.com/sellers/creditsafe)
- **Company Website:** https://www.Creditsafe.com/us
- **Year Founded:** 1997
- **HQ Location:** Dublin, Ireland
- **LinkedIn® Page:** https://www.linkedin.com/company/creditsafe/ (1,652 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Credit Analyst, Controller
  - **Top Industries:** Manufacturing, Accounting
  - **Company Size:** 50% Mid-Market, 29% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (54 reviews)
- Setup Ease (17 reviews)
- Ease of Setup (14 reviews)
- Data Management (12 reviews)
- Efficiency (12 reviews)

**Cons:**

- Inaccuracy (15 reviews)
- Inefficient Search (12 reviews)
- Data Management (9 reviews)
- Limited Functionality (7 reviews)
- Poor Navigation (7 reviews)

### 2. [World-Check On Demand](https://www.g2.com/products/world-check-on-demand/reviews)
  Help meet your regulatory obligations, make informed decisions, and prevent your business being used to launder the proceeds of financial crime or associated with corrupt practices. The World-Check Risk Intelligence database delivers accurate and reliable information to help you make informed decisions. It has hundreds of specialist researchers and analysts across the globe, adhering to the most stringent research guidelines as they collate information from reliable and reputable sources - such as watch lists, government records, and media searches. Simplify your customer and third-party screening process through state-of-the-art technology combined with human expertise. The World-Check data is fully structured, aggregated, and de-duplicated. It can be easily absorbed into various workflow screening platforms in-house, cloud-based, or third-party solutions through a delivery method that suits your requirements. Coverage includes: - Politically exposed persons (PEP), close associates, and family members - State owned entities and state invested enterprises - Global sanctions lists - Narrative sanctions (sanctions ownership information) - Global regulatory and law enforcement lists - Negative media - Iran economic interest (IEI) - US SAM - Vessels information


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 51

**User Satisfaction Scores:**

- **Quality of Support:** 8.9/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [London Stock Exchange Group (LSEG)](https://www.g2.com/sellers/london-stock-exchange-group-lseg)
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/london-stock-exchange-group/ (23,319 employees on LinkedIn®)
- **Ownership:** LON: LSEG

**Reviewer Demographics:**
  - **Top Industries:** Banking, Financial Services
  - **Company Size:** 38% Enterprise, 31% Small-Business


#### Pros & Cons

**Pros:**

- Customer Screening (4 reviews)
- Compliance (3 reviews)
- Comprehensive Coverage (2 reviews)
- Analytics Insights (1 reviews)
- Detection Efficiency (1 reviews)

**Cons:**

- Data Inaccuracy (2 reviews)
- Poor Usability (2 reviews)
- Complexity (1 reviews)
- Download Issues (1 reviews)
- Expensive (1 reviews)

### 3. [SAS Risk Management](https://www.g2.com/products/sas-sas-risk-management/reviews)
  Profitability. Efficiency. Regulatory compliance. No matter how your financial institution prioritizes risk, SAS has proven methodologies and best practices to help you establish a risk-aware culture, optimize capital and liquidity, and meet regulatory demands. Put on-demand, high-performance risk analytics in the hands of your risk professionals to ensure greater efficiency and transparency. Strike the right balance between short- and long-term strategies. And confidently address changing regulatory requirements.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 92

**User Satisfaction Scores:**

- **Quality of Support:** 8.4/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Company Website:** https://www.sas.com/
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware (60,996 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1491/ (18,238 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Banking, Financial Services
  - **Company Size:** 39% Mid-Market, 37% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Features (1 reviews)
- Implementation Ease (1 reviews)
- Solution Efficiency (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Not User-Friendly (1 reviews)
- Poor Interface Design (1 reviews)

### 4. [SAS Risk Modeling](https://www.g2.com/products/sas-risk-modeling/reviews)
  SAS Risk Modeling delivers an integrated infrastructure to handle data, build models using traditional statistical methods as well as advanced machine learning techniques, backtest the model, and implement them quickly providing a more flexible risk modeling solution than any outsourcing alternative. With SAS Risk Modeling, modelers can create open, explainable models in a well-managed and controlled environment. And they can do it for their regulatory risk, business models and using the latest analytic techniques, such as artificial intelligence (AI) and machine learning. These models can be deployed into integrated decision management workstreams that deliver tangible business benefits and ROI. SAS Risk Modeling is part of the Risk Modeling and Decisioning solution that combines the data management, model development, deployment, and monitoring capabilities of SAS Risk Modeling with the intuitive decision process design and rule set management capabilities of SAS Intelligent Decisioning.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Quality of Support:** 8.5/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware (60,996 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1491/ (18,238 employees on LinkedIn®)
- **Phone:** 1-800-727-0025

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 50% Enterprise, 25% Mid-Market


#### Pros & Cons

**Pros:**

- Analytics (1 reviews)
- Ease of Use (1 reviews)
- Features (1 reviews)
- Implementation Ease (1 reviews)


### 5. [Comply](https://www.g2.com/products/comply-comply/reviews)
  Comply is the leading global provider of comprehensive regulatory compliance software and solutions for the financial services sector. Headquartered in Arlington, Comply serves over 5,100 clients globally, including RIAs, broker-dealers, private funds, and global financial institutions. Our Comply Platform provides an all-in-one approach to address firm and employee compliance requirements through a configurable and scalable software-as-a-service (SaaS) platform coupled with expert consulting services. The Comply platform delivers a unified “command center” for modern compliance. Key capabilities include employee trade monitoring, certifications & attestations, risk assessments, case management, control room and conflict checking, communications archiving, and political contributions monitoring. With deep integrations and advanced workflows, Comply enables compliance teams to automate routine tasks, connect insights across the firm, and maintain a complete audit trail — all in a mobile-first, user-friendly experience. Comply empowers financial firms to turn compliance from a manual, fragmented process into a proactive and defensible program. By helping firms anticipate risks, close gaps faster, and prove supervision in action, Comply supports compliance leaders in staying ahead of enforcement trends, scaling with confidence, and safeguarding their firm’s reputation. Whether for a newly registered RIA or a global private fund manager, Comply provides the infrastructure firms need to build resilient, future-ready compliance programs.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 23

**User Satisfaction Scores:**

- **Quality of Support:** 8.6/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Comply](https://www.g2.com/sellers/comply)
- **Company Website:** https://www.comply.com/
- **Year Founded:** 2003
- **HQ Location:** New York, US
- **Twitter:** @ComplySci (417 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/complysci (32 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Investment Management
  - **Company Size:** 48% Small-Business, 30% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (10 reviews)
- Ease of Use (10 reviews)
- User Experience (9 reviews)
- Helpful (7 reviews)
- Compliance (5 reviews)

**Cons:**

- Poor Customer Support (3 reviews)
- Access Limitations (2 reviews)
- Lack of Guidance (2 reviews)
- Learning Difficulty (2 reviews)
- Access Issues (1 reviews)

### 6. [RapidRatings](https://www.g2.com/products/rapidratings/reviews)
  RapidRatings® is a specialized performance network designed to assist enterprises in managing third-party and supply chain risk effectively. By leveraging verified financial health intelligence, RapidRatings connects enterprises with their suppliers and vendors, fostering shared transparency across the entire ecosystem. This innovative approach enables organizations to gain early visibility into potential financial stress, allowing them to prevent disruptions, enhance supplier relationships, and ultimately drive improved performance. The foundation of RapidRatings' offerings is the Financial Health Rating (FHR®) Report, which assesses the financial stability of both public and private companies across more than 140 countries. The FHR evaluates critical financial documents such as balance sheets, income statements, and cash flow trends, alongside key risk drivers. This comprehensive analysis provides organizations with current risk insights and historical performance tracking, empowering them to make informed decisions regarding their supplier relationships. In addition to the FHR Report, RapidRatings offers ActionPath, a tool that assists suppliers in transforming financial risk findings into actionable improvement strategies. This feature not only enhances the confidence enterprises have in their supplier base but also provides suppliers with a structured approach to bolster their performance and demonstrate resilience over time. By focusing on measurable improvements, ActionPath helps create a more robust supply chain. Furthermore, RapidRatings introduces RiskPulse, which enhances the monitoring capabilities of the network. RiskPulse offers real-time oversight of over 400 million entities globally, providing critical data such as payment behavior, credit scores, legal filings, alerts, and trend analysis. This extensive monitoring ensures that enterprises have scalable oversight of their supplier and vendor ecosystems, enabling them to respond proactively to any emerging risks. Collectively, these tools equip enterprises with a comprehensive view of the risks associated with their suppliers and vendors. Simultaneously, suppliers benefit from actionable strategies aimed at optimizing their business operations and strengthening partnerships. RapidRatings stands out in its category by delivering a holistic approach to supply chain risk management, ensuring that both enterprises and suppliers can navigate the complexities of financial health and performance with confidence.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 18

**User Satisfaction Scores:**

- **Quality of Support:** 9.1/10 (Category avg: 8.4/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [RapidRatings](https://www.g2.com/sellers/rapidratings)
- **Company Website:** https://www.rapidratings.com
- **Year Founded:** 2007
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/rapid-ratings-international (180 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 78% Enterprise, 17% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (6 reviews)
- Ease of Use (5 reviews)
- Helpful (3 reviews)
- Response Time (3 reviews)
- Flexibility (2 reviews)

**Cons:**

- Data Management (1 reviews)
- Expensive (1 reviews)
- Slow Loading (1 reviews)
- Slow Performance (1 reviews)

### 7. [Company Watch](https://www.g2.com/products/company-watch/reviews)
  Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under the category of Financial Risk Management and Third Party & Supplier Risk Management, and is targeted towards businesses looking to make informed decisions regarding potential investments, partnerships, and financial transactions. Company Watch offers a robust suite of features to equip users with the tools they need for effective financial risk management: • Streamlined data acquisition: Effortlessly gather and analyse data from various sources, including public records and sanctions lists. • Automated risk assessments: Leverage pre-built risk profiles and customisable scoring models to gain a swift and insightful understanding of potential financial risks associated with businesses, suppliers, or investment opportunities. • Enhanced due diligence: Conduct in-depth due diligence investigations with features like enhanced director matching, anti-money laundering (AML) checks, fraud checks, and detailed business intelligence reports. • Predictive analytics: Gain valuable insights into future financial performance through cutting-edge predictive analytics tools, allowing for proactive risk mitigation strategies. • Centralised reporting: Generate comprehensive reports that consolidate all risk assessment data and findings, facilitating clear and efficient communication with stakeholders. By utilising Company Watch, businesses can experience a host of benefits: • Confident decision making: Gain the confidence to make informed financial decisions backed by data-driven insights and comprehensive risk assessments. • Reduced risk exposure: Proactively identify and mitigate potential financial risks, minimising potential losses and safeguarding your business. • Improved efficiency: Streamline due diligence processes and save valuable time by automating data collection and analysis tasks. • Enhanced compliance: Ensure adherence to financial regulations with built-in AML checks and compliance features. • Optimised resource allocation: Allocate resources strategically by focusing on the most critical risks identified through Company Watch's risk assessments. Company Watch empowers businesses to navigate the complexities of today's financial landscape with confidence. Its comprehensive suite of features and data-driven insights provide a clear advantage for making informed financial decisions that promote business growth and long-term success.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 16

**User Satisfaction Scores:**

- **Quality of Support:** 9.6/10 (Category avg: 8.4/10)
- **Ease of Use:** 9.6/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [CompanyWatch Financial Analytics](https://www.g2.com/sellers/companywatch-financial-analytics)
- **Year Founded:** 1998
- **HQ Location:** London, London
- **LinkedIn® Page:** https://www.linkedin.com/company/company-watch-ltd (28 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 44% Enterprise, 31% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (2 reviews)
- Guidance (2 reviews)
- Helpful (2 reviews)
- Accuracy (1 reviews)
- Assessment Process (1 reviews)

**Cons:**

- Limited Customization (1 reviews)
- Limited Features (1 reviews)

### 8. [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)
  Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Quality of Support:** 8.9/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech (7,825 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/orionwealthtech/ (1,926 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Investment Management
  - **Company Size:** 75% Small-Business, 22% Mid-Market


### 9. [MyComplianceOffice](https://www.g2.com/products/mycomplianceoffice/reviews)
  With over 1M users globally, MCO has built a long-term compliance platform that fits the needs of financial services firms of all sizes, delivering: • A single integrated solution that checks for conflicts across systems • Centralized data for ease-of-access, consistency and unparalleled risk control • An easy-to-use interface to increase employee efficiency and adherence • A scalable modular approach to meet the unique needs of every firm With 1500 clients in over 105 countries and employees around the world, MCO delivers affordable, easy to-use compliance management technology that helps highly regulated firms better monitor, identify and remedy conflicts of interest and compliance issues. The MyComplianceOffice Compliance Management Platform contains four comprehensive compliance solutions which manage complex and burdensome processes and provide transparency into a company's potential conflicts of interest and conduct-related activities. Know Your Obligations (KYO) provides easy to use compliance oversight with the ability to deconstruct regulations, frameworks, policies and controls into visual maps that clearly communicate the obligations that require oversight and enables them to track the changes as they are made to the obligations. Know Your Employee (KYE) provides compliance teams with an easy and affordable way to monitor, manage and ensure that employee policies are followed. Intuitive interfaces enable employees to fulfil their compliance obligations with a minimum of effort. Know Your Transaction (KYT) helps the Control Room and Compliance Team mitigate risk that can originate from breaches in market manipulation, insider trading, suitability, conflicts of interest, fund mandate and investment banking activities. Know Your Third Parties (KYTP) makes it easy to oversee due diligence activities associated with third party relationships including vendors, customers, counterparties, agents and partners.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 60

**User Satisfaction Scores:**

- **Quality of Support:** 8.5/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [MyComplianceOffice](https://www.g2.com/sellers/mycomplianceoffice)
- **Company Website:** https://mco.mycomplianceoffice.com/
- **Year Founded:** 2008
- **HQ Location:** New York, NY
- **Twitter:** @mycompliance (1,124 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mycomplianceoffice/ (336 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Investment Management
  - **Company Size:** 47% Small-Business, 38% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (7 reviews)
- User Interface (5 reviews)
- Customer Support (4 reviews)
- Efficiency (3 reviews)
- Centralized Management (2 reviews)

**Cons:**

- Improvement Needed (5 reviews)
- Interface Issues (3 reviews)
- Outdated Interface (3 reviews)
- Inadequate Reporting (2 reviews)
- Limited Features (2 reviews)

### 10. [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews)
  Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 71

**User Satisfaction Scores:**

- **Quality of Support:** 7.7/10 (Category avg: 8.4/10)
- **Ease of Use:** 7.8/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Nitrogen](https://www.g2.com/sellers/nitrogen)
- **Year Founded:** 2011
- **HQ Location:** Auburn, CA
- **Twitter:** @nitrogenwealth (8,670 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1917520/ (217 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Investment Management
  - **Company Size:** 89% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Investment Management (1 reviews)
- Setup Ease (1 reviews)
- Simple (1 reviews)
- User Interface (1 reviews)

**Cons:**

- Expensive (3 reviews)
- Feature Deficiency (1 reviews)
- Outdated Interface (1 reviews)
- Poor Customer Support (1 reviews)

### 11. [FactSet Portfolio Analytics](https://www.g2.com/products/factset-portfolio-analytics/reviews)
  FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients. Key Features Portfolio Analytics: Unique Content Performance Drivers Performance & Attribution Flexible Reports Connected Teams Risk Analytics: Risk Models Risk Over Time Stress Testing Optimized Portfolios Connected Teams Quantitative Research: Portfolio Simulation Backtesting Characteristics Analysis Portfolio Optimization Data Exploration Performance Measurement & Attribution: Relative & Absolute Performance Attribution Models Integrated Data Returns Analysis Reporting & Distribution GIPS Compliance Client & Portfolio Reporting: Trusted Analytics End-to-End Reporting User-Empowered or Managed Services Consistent Branding Oversight and Approvals Commentary in Seconds


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Quality of Support:** 9.0/10 (Category avg: 8.4/10)
- **Ease of Use:** 7.8/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet (120,889 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/163755/ (15,001 employees on LinkedIn®)
- **Ownership:** FDS

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 30% Small-Business


### 12. [Stratifi PRISM](https://www.g2.com/products/stratifi-prism/reviews)
  StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk and build more valuable practices.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 7

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 8.4/10)
- **Ease of Use:** 9.6/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Stratifi](https://www.g2.com/sellers/stratifi)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @trystratifi (1,598 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/stratifi/ (21 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 86% Small-Business, 14% Mid-Market


### 13. [Fiserv Financial Performance & Risk Management](https://www.g2.com/products/fiserv-financial-performance-risk-management/reviews)
  Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk.


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 5

**User Satisfaction Scores:**

- **Quality of Support:** 5.6/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Fiserv](https://www.g2.com/sellers/fiserv)
- **Year Founded:** 1984
- **HQ Location:** Milwaukee, US
- **Twitter:** @Fiserv (26,418 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3364/ (33,059 employees on LinkedIn®)
- **Ownership:** BMV:FISV

**Reviewer Demographics:**
  - **Company Size:** 40% Small-Business, 40% Enterprise


### 14. [Provenir](https://www.g2.com/products/provenir/reviews)
  Provenir helps fintechs and financial services providers make smarter decisions faster with our AI-Powered Data and Decisioning Platform. Provenir brings together key data, AI and decisioning capabilities to help organizations provide world-class consumer experiences. This unique offering gives organizations the ability to power decisioning innovation across the full customer lifecycle, driving improvements in the customer experience, access to financial services, business agility, and more. Provenir works with disruptive financial services organizations in more than 50 countries and processes more than 3 billion transactions annually.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 5

**User Satisfaction Scores:**

- **Quality of Support:** 9.3/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Provenir](https://www.g2.com/sellers/provenir)
- **Year Founded:** 2004
- **HQ Location:** Parsippany, US
- **LinkedIn® Page:** https://www.linkedin.com/company/3838991 (274 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 40% Enterprise, 40% Mid-Market


### 15. [Smart RIA](https://www.g2.com/products/smart-ria/reviews)
  Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 5

**User Satisfaction Scores:**

- **Quality of Support:** 9.3/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Smart RIA](https://www.g2.com/sellers/smart-ria)
- **Year Founded:** 2011
- **HQ Location:** Knoxville, US
- **Twitter:** @smartriaco (436 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5305781 (15 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 100% Small-Business


### 16. [Quantum Beacon](https://www.g2.com/products/quantum-beacon/reviews)
  Experience the power of Quantum Beacon, a proven, turnkey treasury management and ALM solution that can be tailored to your needs. Monitor borrowing costs across your portfolio and track loan covenants on an ongoing basis. Also, get complete visibility in terms of liquidity, LCR and ALM simulated with Beacon’s behavioural models. Plus, with real-time alerts, you'll never miss a payment obligation or reporting deadline.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Quality of Support:** 9.7/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Quantum Phinance](https://www.g2.com/sellers/quantum-phinance)
- **Year Founded:** 2006
- **HQ Location:** Mumbai, IN
- **Twitter:** @QPhinance
- **LinkedIn® Page:** https://www.linkedin.com/company/quantumphinance/ (105 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 36% Enterprise, 36% Mid-Market


### 17. [SmartRisk](https://www.g2.com/products/covisum-smartrisk/reviews)
  Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients. Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. Move prospects to the planning process and motivate clients to make portfolio changes with SmartRisk. Retain clients during a down market and help prevent clients from making costly behavioral mistakes. Showcase and market your expertise to clients. Core features: -Portfolio comparison -Single name concentration alerts -Household views of accounts -Explain risk to clients in terms they can understand — dollars -Set proper downside expectations -Marketing tools, including a client-facing seminar, brochure, and direct mailer -Access to awesome support, industry expertise and training


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Quality of Support:** 9.2/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Covisum](https://www.g2.com/sellers/covisum)
- **Year Founded:** 2016
- **HQ Location:** Omaha, Nebraska
- **Twitter:** @Covisum (188 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12954980/ (7 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 18. [Zoot](https://www.g2.com/products/zoot/reviews)
  Zoot Enterprises is a global provider of advanced origination, acquisition and decision management solutions for financial institutions. We offer comprehensive and flexible platforms for specific business needs that include loan origination, fraud detection and prevention, data acquisition, and more. Zoot is a leader in the financial technology industry. We enable clients to access hundreds of cutting-edge data sources in real time, and provide business user control that empowers our clients to adapt to their evolving strategies. Our cloud-based, secure processing environment delivers decisions in milliseconds and has the capacity to deliver billions of real time decisions annually. Streamline your loan origination process and offer paperless lending – anytime, anywhere with Zoot’s origination solution. Our answer to loan origination completes the lending process, from application and credit scoring to servicing provider integration, all with an unprecedented level of control and flexibility. Not only does our origination solution support you with powerful tools and robust integrations that reduce data entry, it helps accelerate loan processing times while avoiding costly errors.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 9

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 8.4/10)
- **Ease of Use:** 9.7/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Zoot Enterprises](https://www.g2.com/sellers/zoot-enterprises)
- **Year Founded:** 1990
- **HQ Location:** Bozeman, US
- **LinkedIn® Page:** https://www.linkedin.com/company/zoot-europe/ (226 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Pharmaceuticals
  - **Company Size:** 80% Enterprise, 20% Small-Business


### 19. [Alloy](https://www.g2.com/products/first-mile-group-inc-d-b-a-alloy-alloy/reviews)
  Over 300 companies use Alloy’s API-based platform to connect to more than 160 data sources, automate identity decisions during account origination, and monitor them on an ongoing basis. Alloy has helped some of the most innovative banks and fastest growing fintech companies grow and scale operations by allowing them to find more good customers and bring them into their products without increasing the risk of fraud.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Quality of Support:** 8.9/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [First Mile Group](https://www.g2.com/sellers/first-mile-group)
- **Year Founded:** 2015
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/alloy-apis (390 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 75% Small-Business, 25% Mid-Market


### 20. [Confluence](https://www.g2.com/products/statpro-confluence/reviews)
  StatPro Revolution is an integrated, cloud-based performance and risk platform designed to increase productivity and lower costs


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 8

**User Satisfaction Scores:**

- **Quality of Support:** 8.8/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Confluence Technologies](https://www.g2.com/sellers/confluence-technologies-4861da47-4b8a-4c44-8571-12e0ba9ff863)
- **Year Founded:** 1991
- **HQ Location:** Pittsburgh, Pennsylvania, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/confluence-technologies (910 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 38% Enterprise


### 21. [Jigyasa Analytics](https://www.g2.com/products/jigyasa-analytics/reviews)
  Jigyasa Analytics is an analytics consulting firm which helps its clients make better business decisions with the help of data and advanced analytics. Jigyasa Analytics focuses on innovation and research and constantly strives to bring new thinking and ...


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Quality of Support:** 6.7/10 (Category avg: 8.4/10)
- **Ease of Use:** 7.2/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Jigyasa Analytics](https://www.g2.com/sellers/jigyasa-analytics)
- **Year Founded:** 2011
- **HQ Location:** Millburn, US
- **LinkedIn® Page:** https://www.linkedin.com/company/jigyasa-analytics (11 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 50% Mid-Market


#### Pros & Cons

**Pros:**

- Data Analysis (2 reviews)
- Analytics (1 reviews)
- Powerful BI (1 reviews)


### 22. [LoanHD](https://www.g2.com/products/loanhd/reviews)
  LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.


  **Average Rating:** 3.0/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Quality of Support:** 7.2/10 (Category avg: 8.4/10)
- **Ease of Use:** 6.1/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [LoanLogics](https://www.g2.com/sellers/loanlogics)
- **Year Founded:** 2005
- **HQ Location:** Jacksonville, US
- **Twitter:** @LoanLogics (439 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/loanlogics (102 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Enterprise


### 23. [Nexis Diligence+](https://www.g2.com/products/nexis-diligence/reviews)
  Nexis Diligence+™ helps companies mitigate reputational, regulatory, financial and strategic risks through access to the critical business information needed to conduct due diligence with complete confidence, at scale.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Quality of Support:** 8.3/10 (Category avg: 8.4/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [LexisNexis](https://www.g2.com/sellers/lexisnexis)
- **Year Founded:** 1970
- **HQ Location:** New York
- **Twitter:** @NexisSolutions (1,261 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lexisnexis/ (9,642 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Enterprise, 33% Small-Business


### 24. [Reis™  Risk and Compliance Suite](https://www.g2.com/products/reis-risk-and-compliance-suite/reviews)
  Reis™ RCS is the one-stop-shop for AML technologies (https://www.vneuron.com/compliance/). Through its integrated capabilities, Reis™ RCS brings an immediate response to financial institutions aiming to deploy a comprehensive, modern, and customizable AML solution. Please find below its major modules, features, and capabilities: -Full KYC lifecycle and onboarding approval automation -PEP/Sanctions Screening with online and batch features with built-in integration to major Compliance content providers (Refinitiv and Dow Jones) -Risk-Based Approach engine and automatic customer risk scoring and classification based on a configurable risk matrix Real-time payments and remittance transaction screening -AML Transaction monitoring and profiling In addition to these capabilities, Reis™ RCS is provided with an integration workbench which allows it to connect with a widespan of IS generations: Modern and API-based systems to legacy ones


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Quality of Support:** 7.5/10 (Category avg: 8.4/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.2/10)


**Seller Details:**

- **Seller:** [Vneuron](https://www.g2.com/sellers/vneuron)
- **Year Founded:** 2007
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/vneuron-compliance-solution/ (118 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 50% Mid-Market


#### Pros & Cons

**Pros:**

- Analytics Insights (1 reviews)
- Automation (1 reviews)
- Compliance (1 reviews)
- Customer Screening (1 reviews)
- Customization (1 reviews)

**Cons:**

- Poor Customer Support (1 reviews)

### 25. [Risk & Compliance](https://www.g2.com/products/intapp-risk-compliance/reviews)
  OnePlace Risk & Compliance offers risk and compliance professionals the solutions they need to thoroughly evaluate new business, onboard clients quickly, and manage risk throughout the client lifecycle. Made up of four interoperable products - Intapp Intake, Conflicts, Terms, and Walls, OnePlace Risk & Compliance is a key component of Intapp OnePlace, the only connected firm management solution designed for the unique challenges of partner-led professional services firms.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 3


**Seller Details:**

- **Seller:** [Intapp](https://www.g2.com/sellers/intapp)
- **Year Founded:** 2000
- **HQ Location:** Palo Alto, CA
- **Twitter:** @intapp (2,684 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/64081/ (1,365 employees on LinkedIn®)
- **Ownership:** NASDAQ: INTA

**Reviewer Demographics:**
  - **Company Size:** 67% Mid-Market, 33% Enterprise




## Parent Category

[Financial Services Software](https://www.g2.com/categories/financial-services)