Best Financial Risk Management Software - Page 2

How Many Financial Risk Management Software Products Does G2 Track?

Total Products under this Category: 370

Category Stats (Nov 2026)

  • Average Rating: 4.31/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Identomat (+1.99%) - Among all products in this category, Identomat recorded the largest rating increase compared to last month

Last updated: November 02, 2026

How Does G2 Rank Financial Risk Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,200+ Authentic Reviews
  • 370+ 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 Risk Management Software

G2 Grid® for Financial Risk Management Software plotting products by satisfaction and market presence

Highlighted products: Creditsafe, SAS Risk Management, LSEG World-Check, LogicGate, SAS Risk Modeling, Comply, MyComplianceOffice, and RapidRatings.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-risk-management/grids.json?focus%5B%5D=creditsafe&focus%5B%5D=sas-sas-risk-management&focus%5B%5D=lseg-world-check&focus%5B%5D=logicgate&focus%5B%5D=sas-risk-modeling&focus%5B%5D=comply-comply&focus%5B%5D=mycomplianceoffice&focus%5B%5D=rapidratings)

Financial Performance and Risk Mitigation

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

How Do G2 Users Rate Financial Performance and Risk Mitigation?

  • Quality of Support: 5.6/10 (Category avg: 8.6/10)
  • Ease of Use: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Financial Performance and Risk Mitigation?

  • Seller: Fiserv
  • Year Founded: 1984
  • HQ Location: Milwaukee, US
  • Twitter: @Fiserv
    26,459 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    34,136 employees on LinkedIn®
  • Ownership: BMV:FISV

Who Uses This Product?

  • Company Size: 40% Small, 40% Large

What Are Recent G2 Reviews of Financial Performance and Risk Mitigation?

Provenir

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

How Do G2 Users Rate Provenir?

  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Provenir?

  • Seller: Provenir
  • Year Founded: 2004
  • HQ Location: Parsippany, US
  • LinkedIn® Page: www.linkedin.com
    274 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Large, 40% Medium

What Are Recent G2 Reviews of Provenir?

Smart RIA

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

How Do G2 Users Rate Smart RIA?

  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Smart RIA?

  • Seller: Smart RIA
  • Year Founded: 2011
  • HQ Location: Knoxville, US
  • Twitter: @smartriaco
    433 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 100% Small

What Are Recent G2 Reviews of Smart RIA?

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Confluence

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: 9

How Do G2 Users Rate Confluence?

  • Quality of Support: 8.7/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.3/10)

Who Is the Company Behind Confluence?

Who Uses This Product?

  • Company Size: 56% Medium, 33% Large

What Are Recent G2 Reviews of Confluence?

FactSet Workstation

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

Average Rating: 4.2/5.0

Total Reviews: 78

How Do G2 Users Rate FactSet Workstation?

  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.0/10 (Category avg: 8.3/10)

Who Is the Company Behind FactSet Workstation?

  • Seller: FactSet Research Systems
  • Company Website:
  • Year Founded: 1978
  • HQ Location: Norwalk, CT
  • Twitter: @FactSet
    121,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,326 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 44% Small, 28% Large

What Do G2 Reviewers Say About FactSet Workstation?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use and convenience of FactSet Workstation, appreciating its comprehensive data and simple layout.
  • Users appreciate the abundance of historical financial data provided by FactSet, enhancing their research capabilities significantly.
  • Users value the customization options in FactSet Workstation, enhancing research capabilities and team collaboration effectively.
  • Users find the ease of use of FactSet Workstation impressive, with essential tools centralized for efficient equity research.
  • Users value the comprehensive historical financial data of FactSet, enhancing research efficiency and simplifying analysis.
Cons
  • Users find poor usability in FactSet Workstation, struggling with clunky APIs and repetitive alerts affecting their workflow.
  • Users find the complexity of existing reports in FactSet limits potential improvements and user adaptability.
  • Users experience data inaccuracies with FactSet Workstation, including clunky Excel API and erroneous date filings.
  • Users find the difficult navigation of FactSet cumbersome, making it hard to locate specific information quickly.
  • Users note occasional inaccuracies in EV calculations, particularly related to payment space and cash treatment.

What Are Recent G2 Reviews of FactSet Workstation?

What Are G2 Users Discussing About FactSet Workstation?

Quantum Beacon

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

How Do G2 Users Rate Quantum Beacon?

  • Quality of Support: 9.7/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.3/10)

Who Is the Company Behind Quantum Beacon?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 36% Large, 36% Medium

What Are Recent G2 Reviews of Quantum Beacon?

SmartRisk

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

How Do G2 Users Rate SmartRisk?

  • Quality of Support: 9.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind SmartRisk?

  • Seller: Covisum
  • Year Founded: 2016
  • HQ Location: Omaha, Nebraska
  • Twitter: @Covisum
    185 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SmartRisk?

What Are G2 Users Discussing About SmartRisk?

Zoot

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

How Do G2 Users Rate Zoot?

  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Zoot?

Who Uses This Product?

  • Top Industries: Pharmaceuticals
  • Company Size: 80% Large, 20% Small

What Are Recent G2 Reviews of Zoot?

What Are G2 Users Discussing About Zoot?

Alloy

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

How Do G2 Users Rate Alloy?

  • Quality of Support: 8.9/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Alloy?

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of Alloy?

FinaMetrica

FinaMetrica provides best-of-breed psychometric assessment of personal financial risk tolerance. We give you a robust, quantitative methodology for linking risk tolerance scores to asset allocations and widely acclaimed educational materials to assist advisors in setting realistic risk and return expectations for your clients.

Average Rating: 4.2/5.0

Total Reviews: 3

How Do G2 Users Rate FinaMetrica?

  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 7.8/10 (Category avg: 8.3/10)

Who Is the Company Behind FinaMetrica?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of FinaMetrica?

Jigyasa Analytics

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

How Do G2 Users Rate Jigyasa Analytics?

  • Quality of Support: 6.7/10 (Category avg: 8.6/10)
  • Ease of Use: 7.2/10 (Category avg: 8.3/10)

Who Is the Company Behind Jigyasa Analytics?

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Do G2 Reviewers Say About Jigyasa Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the predictive data analytics capabilities of Jigyasa Analytics, enhancing their data-driven decision-making process.
  • Users value the insightful predictive data analytics of Jigyasa Analytics, aiding in data-driven decision-making and trend identification.
  • Users find Jigyasa Analytics' powerful BI capabilities essential for making informed, data-driven decisions.

What Are Recent G2 Reviews of Jigyasa Analytics?

LexisNexis Nexis Diligence+

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

How Do G2 Users Rate LexisNexis Nexis Diligence+?

  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 6.7/10 (Category avg: 8.3/10)

Who Is the Company Behind LexisNexis Nexis Diligence+?

  • Seller: LexisNexis
  • Year Founded: 1970
  • HQ Location: New York
  • Twitter: @NexisSolutions
    1,258 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,857 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Large, 33% Small

What Are Recent G2 Reviews of LexisNexis Nexis Diligence+?

LoanHD

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

How Do G2 Users Rate LoanHD?

  • Quality of Support: 7.2/10 (Category avg: 8.6/10)
  • Ease of Use: 6.1/10 (Category avg: 8.3/10)

Who Is the Company Behind LoanHD?

  • Seller: LoanLogics
  • Year Founded: 2005
  • HQ Location: Jacksonville, US
  • Twitter: @LoanLogics
    438 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    102 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Large

What Are G2 Users Discussing About LoanHD?

OnBoard Board Management Software

OnBoard unites agendas, materials, minutes, votes, approvals, and actions in one secure record. No PDFs or version sprawl, so directors prepare faster, and leaders decide with confidence. Prep time drops when everyone opens the same book, sees what changed since the last draft, and walks in ready to decide. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Publish one final board book, absorb late edits without rebuilds, and keep an audit-ready history. Executives assign actions, track approvals, and align decisions to strategy without spreadsheet gymnastics. Integrated messaging, e-signatures, surveys, Microsoft 365, and Zoom integrations cut app-switching and turn busywork into decisions. Keep sensitive work out of email with enterprise controls like SSO/MFA, role-based access, device and file permissions, and exportable audit logs. Data is hosted on Microsoft Azure with encryption in transit and at rest. Compliance frameworks include SOC 2 and ISO/IEC 27001; HIPAA-aligned controls support healthcare use cases; retention and legal hold policies protect books and records. Support how boards actually meet, whether it is mobile, remote, or hybrid, so every member stays aligned on any device. Directors who prefer PDFs stay comfortable; those who choose dashboards get a simple, organized view built for every skill level. Scale without complexity. Run multiple entities, committees, and calendars in parallel while maintaining least-privilege access and a single source of truth. Trusted by 6,000+ organizations worldwide, boards choose clarity, speed, ease of use, and defensible records in OnBoard.

Average Rating: 4.7/5.0

Total Reviews: 686

How Do G2 Users Rate OnBoard Board Management Software?

  • Quality of Support: 9.6/10 (Category avg: 8.6/10)
  • Ease of Use: 9.3/10 (Category avg: 8.3/10)

Who Is the Company Behind OnBoard Board Management Software?

  • Seller: OnBoard
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Indianapolis, IN
  • Twitter: @onboardmeetings
    1,066 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    256 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Assistant, Executive Director
  • Top Industries: Non-Profit Organization Management, Higher Education
  • Company Size: 47% Medium, 45% Small

What Do G2 Reviewers Say About OnBoard Board Management Software?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of OnBoard, highlighting its intuitive design and streamlined communication features.
  • Users rave about the responsive customer support from OnBoard, making assistance easy and efficient during meetings.
  • Users value the secure and efficient board management capabilities of OnBoard, enhancing collaboration and information accessibility.
  • Users love the user-friendly and intuitive group management feature, enhancing communication and efficiency significantly.
  • Users benefit from seamless agenda management with OnBoard, enhancing organization and collaboration across multiple groups.
Cons
  • Users face agenda management glitches that disrupt item order and cause RSVP issues with updates.
  • Users express frustration with limited functionality, wishing for global settings and better sharing options in OnBoard.
  • Users express frustration over the lack of email notifications for RSVPs, impacting their ability to stay organized.
  • Users experience challenges with RSVP management, finding it cumbersome to track and update responses efficiently.
  • Users report difficulties with document management, including issues with outdated member information and complicated cancellation processes.

What Are Recent G2 Reviews of OnBoard Board Management Software?

What Are G2 Users Discussing About OnBoard Board Management Software?

Reis™ Risk and Compliance Suite

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

How Do G2 Users Rate Reis™ Risk and Compliance Suite?

  • Quality of Support: 7.5/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Reis™ Risk and Compliance Suite?

  • Seller: Vneuron
  • Year Founded: 2007
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    113 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Do G2 Reviewers Say About Reis™ Risk and Compliance Suite?

AI-generated summary from verified user reviews

Pros
  • Users value the automated KYC onboarding process, complemented by efficient reporting and analytics capabilities for risk management.
  • Users love the full automation of Reis™ Risk and Compliance Suite, streamlining KYC onboarding effortlessly.
  • Users value the fully automated end-to-end KYC onboarding, streamlining risk assessment and compliance processes efficiently.
  • Users find the customer screening essential for ensuring compliance and evaluating investor profiles in financial services.
  • Users value the easy customization of Reis™ Risk and Compliance Suite, tailored to specific business financial needs.
Cons
  • Users find the customer support lacking, often experiencing average responses that leave them unsatisfied.

What Are Recent G2 Reviews of Reis™ Risk and Compliance Suite?

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