Top 10 FactSet Portfolio Analytics Alternatives & Competitors

Top 10 Alternatives to FactSet Portfolio Analytics Recently Reviewed By G2 Community

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Asset-Map
By Asset-Map Holdings, Inc.
4.8/5
(122)
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 FactSet Portfolio Analytics, Asset-Map is:
Easier to set up
More usable
Easier to admin
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

Koyfin
By Koyfin
4.8/5
(105)
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 FactSet Portfolio Analytics, Koyfin is:
Easier to set up
Easier to admin
More usable
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

Bloomberg Terminal
By Bloomberg Industry Group
4.4/5
(69)
Product Description
The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.
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Reviewers say compared to FactSet Portfolio Analytics, Bloomberg Terminal is:
More expensive
Better at meeting requirements
Categories in common with FactSet Portfolio Analytics:
Fixed Income Pricing Data
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SAS Risk Management
By SAS Institute Inc.
4.3/5
(89)
Product Description
SAS Risk Management is a comprehensive solution designed to help financial institutions and enterprises effectively identify, assess, and manage various types of risks, including credit, market, and operational risks. By leveraging advanced analytics and machine learning, it enables organizations to anticipate potential risks, conduct dynamic stress testing, and ensure regulatory compliance, thereby enhancing decision-making processes and overall risk mitigation strategies. Key Features and Functionality: - Advanced Predictive Analytics: Utilizes sophisticated algorithms and machine learning models to forecast potential risks, allowing for proactive risk management. - Comprehensive Risk Assessment: Offers tools to evaluate multiple risk factors across different levels, integrating both internal and external data sources for precise assessments. - Dynamic Stress Testing: Simulates various stress scenarios to test financial systems against extreme market conditions, aiding in strategic planning and preparedness. - Integrated Reporting and Compliance: Automates reporting processes, maintains comprehensive audit trails, and ensures adherence to current regulatory standards. Primary Value and Problem Solved: SAS Risk Management addresses the critical need for organizations to manage financial risks effectively. By providing a unified platform that combines predictive analytics, risk assessment, stress testing, and compliance reporting, it empowers businesses to make informed decisions, reduce potential losses, and maintain regulatory compliance. This holistic approach not only enhances operational efficiency but also strengthens the organization's ability to navigate complex and evolving risk landscapes.
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Reviewers say compared to FactSet Portfolio Analytics, SAS Risk Management is:
More usable
Easier to admin
Categories in common with FactSet Portfolio Analytics:
Financial Risk Management

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 FactSet Portfolio Analytics, eMoney is:
Easier to admin
Easier to set up
More usable
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

Spreadsheet Server by insightsoftware
By insightsoftware
4.4/5
(79)
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 FactSet Portfolio Analytics, Spreadsheet Server by insightsoftware is:
Easier to admin
More usable
Easier to do business with
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

TradingView
By TradingView, Inc.
4.5/5
(71)
Product Description
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
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Reviewers say compared to FactSet Portfolio Analytics, TradingView is:
Easier to set up
More usable
Better at meeting requirements
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

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.
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Reviewers say compared to FactSet Portfolio Analytics, Amazon Finspace is:
More usable
Easier to admin
Easier to set up
Categories in common with FactSet Portfolio Analytics:
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 FactSet Portfolio Analytics, Irwin is:
Easier to set up
Easier to admin
More usable
Categories in common with FactSet Portfolio Analytics:
Financial Analytics

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