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Kensho

Kensho Alternatives & Competitors

Top Alternatives to Kensho

  • Spreadsheet Server
  • eMoney
  • Asset-Map
  • FactSet Research Management
  • FactSet Portfolio & Risk Analytics

Top 20 Alternatives & Competitors to Kensho

    #1
    #1
  1. 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 Kensho:
  2. 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 Kensho:

    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.
    #2
    #2
  3. 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 Kensho:
  4. 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 Kensho:

    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
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    #3
    #3
  5. 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 Kensho:
  6. 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 Kensho:

    JP
    I use Asset Map every single day because it allows me to quickly capture and update data on my clients.
    #4
    #4
  7. FactSet Research Management

    (11)4.3 out of 5

    FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs.

    Categories in common with Kensho:
  8. FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs.

    Categories in common with Kensho:

    UF
    My favorite aspect of the Fact Set user experience is speed. The application is very rapid and reliable and despite multiple navigations and workflows during use, it rarely ceases to work or...Read more
    #5
    #5
  9. FactSet Portfolio & Risk Analytics

    (10)4.5 out of 5

    Access best-in-class analytics for multi-asset class performance, attribution, and risk.

    Categories in common with Kensho:
  10. Access best-in-class analytics for multi-asset class performance, attribution, and risk.

    Categories in common with Kensho:

    II
    PA3 was very comprehensive and allowed for a very detailed analysis of fund performance. It also allowed for a real look into factors that drive investment fund performance. I also liked the SPAR...Read more
    #6
    #6
  11. RightCapital

    (5)4.5 out of 5

    RightCapital is a financial and tax planning software solution.

    Categories in common with Kensho:
  12. RightCapital is a financial and tax planning software solution.

    Categories in common with Kensho:

    UF
    Interactive tool for financial planners to help client plan for retirement
    #7
    #7
  13. StyleADVISOR

    (4)4.1 out of 5

    Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software.

    Categories in common with Kensho:
  14. Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software.

    Categories in common with Kensho:

    AB
    Great people, overall really great experience.
    #8
    #8
  15. 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 Kensho:
  16. 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 Kensho:

    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
    #9
    #9
  17. 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 Kensho:
  18. 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 Kensho:

    UF
    Simplicity, ease of use, functionality. Very easy to train on or even self-teach.
    #10
    #10
  19. SCANalytics

    (2)3.3 out of 5

    Web-based that analyses your portfolio, generates proposals, makes up theoretical illustrations. Includes financial planning.

    Categories in common with Kensho:
  20. Web-based that analyses your portfolio, generates proposals, makes up theoretical illustrations. Includes financial planning.

    Categories in common with Kensho:

    UH
    Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time.
    #11
    #11
  21. 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 Kensho:
  22. 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 Kensho:

    Aleksandr E.
    AE
    This application helps me to analize a lot of information and make right decision
    #12
    #12
  23. Northstar Risk and Perfomance Analysis Platform

    The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly as a service.

    Categories in common with Kensho:
  24. The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly as a service.

    Categories in common with Kensho:

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    #13
    #13
  25. Perform FPC

    Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.

    Categories in common with Kensho:
  26. Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.

    Categories in common with Kensho:

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    #14
    #14
  27. Trade Idea

    Trade Ideas’ A.I. is a virtual research analyst that never sleeps and sifts through technicals, fundamentals, social media, earnings and more, across millions of possible trades every day to find the highest probability, risk appropriate opportunities.

    Categories in common with Kensho:
  28. Trade Ideas’ A.I. is a virtual research analyst that never sleeps and sifts through technicals, fundamentals, social media, earnings and more, across millions of possible trades every day to find the highest probability, risk appropriate opportunities.

    Categories in common with Kensho:

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    #15
    #15
  29. The Caissa Platform

    Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.

    Categories in common with Kensho:
  30. Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.

    Categories in common with Kensho:

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    #16
    #16
  31. PlanMagic Finance Pro

    PlanMagic Finance Pro is a Financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them.

    Categories in common with Kensho:
  32. PlanMagic Finance Pro is a Financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them.

    Categories in common with Kensho:

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    #17
    #17
  33. Resolution Pro

    ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk.

    Categories in common with Kensho:
  34. ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk.

    Categories in common with Kensho:

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    #18
    #18
  35. Clearwater Analytics

    Clearwater is an automated data aggregation and reporting solution for investment portfolio data.

    Categories in common with Kensho:
  36. Clearwater is an automated data aggregation and reporting solution for investment portfolio data.

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    #19
    #19
  37. Altvia Answers

    Altvia Answers provides data analytics, without the help of IT and a business solution that displays the system's data.

    Categories in common with Kensho:
  38. Altvia Answers provides data analytics, without the help of IT and a business solution that displays the system's data.

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    #20
    #20
  39. Agilis Investment Management

    Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.

    Categories in common with Kensho:
  40. Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.

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