Top 10 Equisoft/plan Alternatives & Competitors

(12)4.5 out of 5

The Financial Analytics Software solutions below are the most common alternatives that users and reviewers compare with Equisoft/plan. Other important factors to consider when researching alternatives to Equisoft/plan include ease of use and reliability. The best overall Equisoft/plan alternative is Asset-Map. Other similar apps like Equisoft/plan are Koyfin, Spreadsheet Server by insightsoftware, TradingView, and Amazon Finspace. Equisoft/plan alternatives can be found in Financial Analytics Software but may also be in Financial Research Software or Financial Analysis Software.

Show Less

Best Paid & Free Alternatives to Equisoft/plan

Asset-Map
Koyfin
Spreadsheet Server by insightsoftware
TradingView
Amazon Finspace
eMoney
Irwin
FactSet Workstation

Top 10 Alternatives to Equisoft/plan Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Equisoft/plan stacks up to the competition, check reviews from current & previous users in industries like Financial Services and Insurance, and find the best product for your business.

Asset-Map

By Asset-Map Holdings, Inc.

4.8/5

(122)

Product Description

Categories in common with Equisoft/plan:

By Koyfin

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

Categories in common with Equisoft/plan:

Financial Analytics

Spreadsheet Server by insightsoftware

By insightsoftware

4.4/5

(79)

Product Description

Categories in common with Equisoft/plan:

Financial Analytics

You’re Seeing Part of the StoryLog in or create an account to access the full set of alternatives.

Create a Free Account

Amazon Finspace

By Amazon Web Services (AWS)

4.5/5

(65)

Product Description

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing vast amounts of financial data, reducing the time required for analysis from months to minutes. By automating the provisioning, integration, and security of infrastructure for kdb Insights applications, FinSpace enables organizations to efficiently analyze real-time and historical time-series data, facilitating tasks such as options pricing, transaction cost analysis, and backtesting. Key Features and Functionality: - Managed kdb Insights Integration: Simplifies the deployment and management of kdb Insights applications on AWS, eliminating the need to integrate multiple AWS services manually. - Data Cataloging and Management: Allows users to collect and catalog data by relevant business concepts such as asset class, risk classification, or geographic region, making it easy to discover and share data across the organization. - Time-Series Analytics: Optimized for analyzing real-time and multi-petabyte historical time-series data, supporting critical workloads like options pricing and backtesting. - Built-in Financial Functions: Offers a library of over 100 functions, including time bars and Bollinger bands, to prepare data for analysis. - Compliance and Governance: Enforces data access controls and maintains audit logs to support compliance requirements, ensuring secure and compliant data management. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large datasets. By automating infrastructure management and providing integrated tools for data cataloging and analysis, FinSpace reduces the time and effort required to prepare data for analysis. This enables organizations to quickly gain insights, make informed decisions, and respond to market changes with agility. Additionally, FinSpace's compliance features ensure that data access and usage adhere to regulatory requirements, providing peace of mind for organizations handling sensitive financial information.

Categories in common with Equisoft/plan:

Financial Analytics

eMoney

By eMoney Advisor, LLC.

4.7/5

(64)

Product Description

Categories in common with Equisoft/plan:

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.

Categories in common with Equisoft/plan:

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.

Categories in common with Equisoft/plan:

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.

Categories in common with Equisoft/plan:

Financial Analytics