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FactSet Portfolio & Risk Analytics

FactSet Portfolio & Risk Analytics Alternatives & Competitors

(10)4.5 out of 5

Looking for alternatives to FactSet Portfolio & Risk Analytics? Tons of people want Financial Analytics Software. What's difficult is finding out whether or not the software you choose is right for you. Riskalyze, Smart RIA, HiddenLevers, and Financial Risk Management are the most popular alternatives and competitors to FactSet Portfolio & Risk Analytics.

Top Alternatives to FactSet Portfolio & Risk Analytics

  • Riskalyze
  • Smart RIA
  • HiddenLevers
  • Financial Risk Management
  • eMoney

Top 20 Alternatives & Competitors to FactSet Portfolio & Risk Analytics

    #1
    #1
  1. Riskalyze

    (42)4.2 out of 5

    Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Categories in common with FactSet Portfolio & Risk Analytics:
  2. Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Categories in common with FactSet Portfolio & Risk Analytics:

    Ryan B.
    RB
    Riskalyze has a simple and elegant user interface. It has a very easy to understand (both for client and advisor) system by which "risk" is quantified.

    Reviewers say compared to FactSet Portfolio & Risk Analytics, Riskalyze is:

    More usable
    #2
    #2
  3. Smart RIA

    (5)4.8 out of 5

    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.

    Categories in common with FactSet Portfolio & Risk Analytics:
  4. 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.

    Categories in common with FactSet Portfolio & Risk Analytics:

    Roger K.
    RK
    It has made our business very efficient. And we no longer have to worry about compliance...

    Reviewers say compared to FactSet Portfolio & Risk Analytics, Smart RIA is:

    Better at meeting requirements
    More usable
    Better at support
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. HiddenLevers

    (34)4.5 out of 5

    Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with FactSet Portfolio & Risk Analytics:
  6. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UF
    I like the ability to show scenarios from past major economic events so that clients can see how their current and recommended portfolios would have performed.

    Reviewers say compared to FactSet Portfolio & Risk Analytics, HiddenLevers is:

    More usable
    #4
    #4
  7. Financial Risk Management

    (4)3.8 out of 5

    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.

    Categories in common with FactSet Portfolio & Risk Analytics:
  8. 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.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UG
    The software is user friendly. The loading speed is high enough.
    #5
    #5
  9. eMoney

    (20)4.5 out of 5

    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.

    Categories in common with FactSet Portfolio & Risk Analytics:
  10. 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.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UF
    The software itself is phenomenal and is constantly being updated and improved. Also, I’ve found their customer service team to be very responsive and good at solving problems or helping to find...Read more

    Reviewers say compared to FactSet Portfolio & Risk Analytics, eMoney is:

    Easier to admin
    More usable
    Easier to set up
    #6
    #6
  11. OneSumX Credit Risk

    (1)3.0 out of 5

    OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected and unexpected credit loss based on stress and credit value analysis, and credit value adjustments.

    Categories in common with FactSet Portfolio & Risk Analytics:
  12. OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected and unexpected credit loss based on stress and credit value analysis, and credit value adjustments.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UC
    I like how W kluwer stands behind it's product and well defined logical data structure. Good integration with other WK products withing the Risk Management Suite
    #7
    #7
  13. Spreadsheet Server

    (25)4.3 out of 5
    Optimized for quick response

    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.

    Categories in common with FactSet Portfolio & Risk Analytics:
  14. 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.

    Categories in common with FactSet Portfolio & Risk Analytics:

    PL
    It was an easy to set up server and didnt take much effort and time to get behind the functions and ideas. It was simple to integrate into the business and didnt run into any bugs or issues.

    Reviewers say compared to FactSet Portfolio & Risk Analytics, Spreadsheet Server is:

    More usable
    Easier to admin
    #8
    #8
  15. LoanHD

    (3)3.0 out of 5

    LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

    Categories in common with FactSet Portfolio & Risk Analytics:
  16. LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

    Categories in common with FactSet Portfolio & Risk Analytics:

    AF
    The pricing interface is very clean; it's very easy for sales to quickly obtain quotes. The rate sheet history and guidelines are a great resource (though the guidelines are not always up to...Read more
    #9
    #9
  17. SAS Enterprise Case Management

    (2)4.0 out of 5

    A centralized hub gives investigators and operational risk managers secure access for teams across the enterprise.

    Categories in common with FactSet Portfolio & Risk Analytics:
  18. A centralized hub gives investigators and operational risk managers secure access for teams across the enterprise.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UH
    As someone working at higher edu, it's easy to work on a project using different computers. The tool boxes are also easy to navigate and search for help.
    #10
    #10
  19. Sageworks ALLL

    (1)3.5 out of 5

    Target C-level executives & benchmark Institutions in the bank & credit union market.

    Categories in common with FactSet Portfolio & Risk Analytics:
  20. Target C-level executives & benchmark Institutions in the bank & credit union market.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UR
    I like that it is very easy to use and very fast. You can also analyze any US bank by so many metrics which amazing.
    #11
    #11
  21. FARIN Foresight

    (1)4.0 out of 5

    Farin Foresight is a robust and flexible solution specifically designed to fit your institution’s particular needs. The model is designed for institutions that aspire to use their ALM solution for strategic planning and decision making in addition to reporting, budgeting and maintaining basic regulatory compliance.

    Categories in common with FactSet Portfolio & Risk Analytics:
  22. Farin Foresight is a robust and flexible solution specifically designed to fit your institution’s particular needs. The model is designed for institutions that aspire to use their ALM solution for strategic planning and decision making in addition to reporting, budgeting and maintaining basic regulatory compliance.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UB
    The ease of uploading financial documents
    #12
    #12
  23. Compuscan Decision Analytics

    (1)4.5 out of 5

    Proloan is a loan managemetn system that comprises client, loan, reporting and bad debt modules as well as value adding functionalities including interfaces to credit information, payment systems, and more.

    Categories in common with FactSet Portfolio & Risk Analytics:
  24. Proloan is a loan managemetn system that comprises client, loan, reporting and bad debt modules as well as value adding functionalities including interfaces to credit information, payment systems, and more.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UF
    I love the fact that proloan protects your construction investment in the fact that they make sure interest rates don't raise on you. it allows you to hedge your risk in case that proloans had a...Read more
    #13
    #13
  25. Asset-Map

    (12)4.8 out of 5

    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.

    Categories in common with FactSet Portfolio & Risk Analytics:
  26. 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.

    Categories in common with FactSet Portfolio & Risk Analytics:

    JP
    I use Asset Map every single day because it allows me to quickly capture and update data on my clients.

    Reviewers say compared to FactSet Portfolio & Risk Analytics, Asset-Map is:

    More usable
    Better at support
    Better at meeting requirements
    #14
    #14
  27. FINFOX Pro

    (1)5.0 out of 5

    Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

    Categories in common with FactSet Portfolio & Risk Analytics:
  28. Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

    Categories in common with FactSet Portfolio & Risk Analytics:

    samuel e.
    SE
    This system works best in ensuring there's proper communication between the office and the client for the purpose of client satisfaction.
    #15
    #15
  29. F3

    (1)5.0 out of 5

    FINCAD provides innovative and trusted financial analytics to Asset Management & Hedge Funds firms, Insurance & Pension companies as well as other large organizations worldwide. F3 delivers a comprehensive, highly flexible, and scalable solution for pricing, valuation, and risk challenges across the enterprise. Specializing in funds/strategies including: FX, Rates, Derivatives, Fixed Income, Global macro and multi-strategy.

    Categories in common with FactSet Portfolio & Risk Analytics:
  30. FINCAD provides innovative and trusted financial analytics to Asset Management & Hedge Funds firms, Insurance & Pension companies as well as other large organizations worldwide. F3 delivers a comprehensive, highly flexible, and scalable solution for pricing, valuation, and risk challenges across the enterprise. Specializing in funds/strategies including: FX, Rates, Derivatives, Fixed Income, Global macro and multi-strategy.

    Categories in common with FactSet Portfolio & Risk Analytics:

    Aleksandr E.
    AE
    This application helps me to analize a lot of information and make right decision
    #16
    #16
  31. RightCapital

    (5)4.5 out of 5

    RightCapital is a financial and tax planning software solution.

    Categories in common with FactSet Portfolio & Risk Analytics:
  32. RightCapital is a financial and tax planning software solution.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UF
    Interactive tool for financial planners to help client plan for retirement

    Reviewers say compared to FactSet Portfolio & Risk Analytics, RightCapital is:

    Better at meeting requirements
    More usable
    #17
    #17
  33. MX.3

    (2)5.0 out of 5

    Capital markets platform that integrates treasury, risk management, investment management, and collateral management solutions.

    Categories in common with FactSet Portfolio & Risk Analytics:
  34. Capital markets platform that integrates treasury, risk management, investment management, and collateral management solutions.

    Categories in common with FactSet Portfolio & Risk Analytics:

    Andranik G.
    AG
    MX3 compared to the previous version (MX2) is quit user friendly with increased performance and more comprehensive tools.
    #18
    #18
  35. SmartRisk

    (4)4.8 out of 5
    Optimized for quick response

    Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients

    Categories in common with FactSet Portfolio & Risk Analytics:
  36. Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients

    Categories in common with FactSet Portfolio & Risk Analytics:

    Kenneth W.
    KW
    The simplicity of the program and the speed at which you get answers.
    #19
    #19
  37. Visible

    (3)4.2 out of 5

    Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    Categories in common with FactSet Portfolio & Risk Analytics:
  38. Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    Categories in common with FactSet Portfolio & Risk Analytics:

    UC
    It is really to create investor updates with meaningful content. We can leverage data from different aspects of our business through the integrations to present information in a manner that is...Read more
    #20
    #20
  39. Moneytree Plan

    (3)4.3 out of 5

    Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options!

    Categories in common with FactSet Portfolio & Risk Analytics:
  40. Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options!

    Categories in common with FactSet Portfolio & Risk Analytics:

    UF
    Simplicity, ease of use, functionality. Very easy to train on or even self-teach.