Top 10 Nasdaq eVestment™ Alternatives & Competitors

Top 10 Alternatives to Nasdaq eVestment™ Recently Reviewed By G2 Community

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Crunchbase
By Crunchbase
4.5/5
(392)
Product Description
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
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Reviewers say compared to Nasdaq eVestment™, Crunchbase is:
More usable
Better at meeting requirements
Easier to set up
Categories in common with Nasdaq eVestment™:
Financial Research

Morningstar Direct
By Morningstar
4.1/5
(348)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Categories in common with Nasdaq eVestment™:
Financial Research

AlphaSense
By AlphaSense
4.6/5
(307)
Product Description
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
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Reviewers say compared to Nasdaq eVestment™, AlphaSense is:
More usable
Better at meeting requirements
Easier to set up
Categories in common with Nasdaq eVestment™:
Financial Research
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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(270)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Reviewers say compared to Nasdaq eVestment™, Morningstar Direct Advisory Suite (formerly Advisor Workstation) is:
Better at meeting requirements
Categories in common with Nasdaq eVestment™:
Financial Research

PitchBook
By PitchBook Data
4.5/5
(211)
Product Description
Global Private Equity & Venture Capital Data
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Reviewers say compared to Nasdaq eVestment™, PitchBook is:
More usable
Better at meeting requirements
Easier to set up
Categories in common with Nasdaq eVestment™:
Financial Research

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 Nasdaq eVestment™, Asset-Map is:
More usable
Better at meeting requirements
Easier to set up
Categories in common with Nasdaq eVestment™:
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 Nasdaq eVestment™, Koyfin is:
More usable
Better at meeting requirements
Easier to set up
Categories in common with Nasdaq eVestment™:
Financial Analytics
Financial Research

Perplexity
By Perplexity AI
4.6/5
(102)
Product Description
Perplexity is the fastest way to get information. It's a tool that empowers everyone in the world to learn anything in their own way, using their own language or at their own level. When you ask a question, we take all the information available, compress it, and build a bridge between you and the information. If you want to learn about nuclear fission and you have a PhD in math, it can be explained. If you want to learn about nuclear fission and you are in middle school, it can be explained. Perplexity is a tool that you use, not an AI you talk to. We don't anthropomorphize the technology but instead give it to you to wield. Imagine having instant access to the world's knowledge in your pocket. Something that everyone should be able to use and the discerning should appreciate.
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Reviewers say compared to Nasdaq eVestment™, Perplexity is:
More usable
Easier to set up
Better at meeting requirements
Categories in common with Nasdaq eVestment™:
Financial Research

YCharts
By YCharts
4.6/5
(88)
Product Description
The Financial Terminal of the Web.
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Reviewers say compared to Nasdaq eVestment™, YCharts is:
More usable
Easier to set up
Better at meeting requirements
Categories in common with Nasdaq eVestment™:
Financial Research

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

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