Top 10 Amazon Finspace Alternatives & Competitors

Top 10 Alternatives to Amazon Finspace Recently Reviewed By G2 Community

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Asset-Map
By Asset-Map Holdings, Inc.
4.8/5
(125)
Product Description
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
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Reviewers say compared to Amazon Finspace, Asset-Map is:
Better at support
Easier to set up
More usable
Categories in common with Amazon Finspace:
Financial Analytics

Koyfin
By Koyfin
4.8/5
(114)
Product Description
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
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Reviewers say compared to Amazon Finspace, Koyfin is:
Easier to set up
Easier to admin
More usable
Categories in common with Amazon Finspace:
Financial Analytics

Spreadsheet Server by insightsoftware
By insightsoftware
4.4/5
(80)
Product Description
Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.
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Reviewers say compared to Amazon Finspace, Spreadsheet Server by insightsoftware is:
Better at support
Easier to admin
Categories in common with Amazon Finspace:
Financial Analytics
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eMoney
By eMoney Advisor, LLC.
4.7/5
(64)
Product Description
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
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Reviewers say compared to Amazon Finspace, eMoney is:
Easier to admin
Easier to set up
Better at meeting requirements
Categories in common with Amazon Finspace:
Financial Analytics

Irwin
By Platform Group Limited
4.5/5
(57)
Product Description
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
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Reviewers say compared to Amazon Finspace, Irwin is:
Better at support
Easier to set up
Easier to admin
Categories in common with Amazon Finspace:
Financial Analytics

FactSet Workstation
By FactSet Research Systems
4.3/5
(35)
Product Description
Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.
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Reviewers say compared to Amazon Finspace, FactSet Workstation is:
Better at support
Better at meeting requirements
Easier to set up
Categories in common with Amazon Finspace:
Financial Analytics

Dynamo Software
By Dynamo Software
4.2/5
(31)
Product Description
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.
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Reviewers say compared to Amazon Finspace, Dynamo Software is:
Better at support
Categories in common with Amazon Finspace:
Financial Analytics

Aumni
By Aumni
4.5/5
(23)
Product Description
We use the latest technology to discover, analyze, and deliver investment insights that empower leaders in private capital markets that were once buried in unstructured documents—we shine a bright light on “dark data”.
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Reviewers say compared to Amazon Finspace, Aumni is:
Better at support
Easier to admin
Easier to do business with
Categories in common with Amazon Finspace:
Financial Analytics

Envestnet | MoneyGuide
By Envestnet
4/5
(23)
Product Description
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
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Categories in common with Amazon Finspace:
Financial Analytics

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