# Best Financial Analytics Tools - Page 2

*By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*


Financial analytics is the process of applying analytical techniques to financial data to gain insights, make informed decisions, and improve financial performance. It involves collecting, cleaning, and analyzing financial data from various sources, such as financial statements, market data, and economic indicators. Financial analytics software carries out robust data analysis on investment-related data sets. Investment managers use these solutions to pull all investment portfolio data and then query and manipulate it to answer investment-related questions.

Investment and fund managers leverage financial analytics software to build reports, identify potential investment opportunities, and vet those opportunities. Financial analytics tools often offers customizable tagging features that allow users to tag and store data in whichever way they need. Investment professionals use solutions in this category to evaluate past investment decisions, monitor current holdings, and strategize future investments.

Financial analytics software is a part of the [financial services software](https://www.g2.com/categories/financial-services) ecosystem. These applications often import investment data from third-party sources. Additionally, financial analytics software can be integrated with other financial services software, such as portfolio management systems and trading platforms, to create a seamless workflow.

To qualify for inclusion in the Financial Analytics category, a product must:

- Contain financial data aggregation capabilities
- Build investment portfolio reports
- Track investment portfolio performance with segmented filtering
- Provide investment attribution functionality






## G2 Grid® for Financial Analytics Software
![G2 Grid® for Financial Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analytics/grids.png?focus%5B%5D=1308824&focus%5B%5D=71118&focus%5B%5D=19508&focus%5B%5D=65016&focus%5B%5D=121091&focus%5B%5D=1408877&focus%5B%5D=1302&focus%5B%5D=36416)
Highlighted products: Amazon Finspace, Koyfin, eMoney, TradingView, Asset-Map, Strike Money, Spreadsheet Server by insightsoftware, and Nasdaq eVestment™.
Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analytics/grids.json?focus%5B%5D=amazon-finspace&focus%5B%5D=koyfin&focus%5B%5D=emoney&focus%5B%5D=tradingview&focus%5B%5D=asset-map&focus%5B%5D=strike-money&focus%5B%5D=spreadsheet-server-by-insightsoftware&focus%5B%5D=nasdaq-evestment)


## How Many Financial Analytics Software Products Does G2 Track?
**Total Products under this Category:** 180

### Category Stats (Jul 2026)
- **Average Rating**: 4.43/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Nasdaq eVestment™ (+0.96%) - Among all products in this category, Nasdaq eVestment™ recorded the largest rating increase compared to last month
*Last updated: July 15, 2026*


## How Does G2 Rank Financial Analytics Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,000+ Authentic Reviews
- 180+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Which Financial Analytics Software Is Best for Your Use Case?

- **Leader:** [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews)
- **Highest Performer:** [Asset-Map](https://www.g2.com/products/asset-map/reviews)
- **Easiest to Use:** [Asset-Map](https://www.g2.com/products/asset-map/reviews)
- **Top Trending:** [Koyfin](https://www.g2.com/products/koyfin/reviews)
- **Best Free Software:** [Asset-Map](https://www.g2.com/products/asset-map/reviews)


---

**Sponsored**

### Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1583&secure%5Bchosen_at%5D=2026-07-15T22%3A14%3A22Z&secure%5Bdisplayable_resource_id%5D=1583&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1583&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&secure%5Bresource_id%5D=1583&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analytics&secure%5Btoken%5D=89cb9e87a674fb259c620b6b11a1f27aa3cf692fc4d55dabfae132189fbfd2b7&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Financial Analytics Software Products in 2026?
### 1. [Equifax Ignite® for Financial Services](https://www.g2.com/products/equifax-ignite-for-financial-services/reviews)
Equifax Ignite is a unified environment that combines the best of data and analytics with decisioning execution, providing: - Rapid access to unique, differentiated data for more predictive insights - Advanced attribute and modeling tools for automated deployment - Automated feedback to evaluate and optimize results - Flexible, modular applications that support your existing technology platforms Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups. Explore many of our powerful data assets by using industry standard tools such as Python® and BigQuery. Then leverage even more automation power with Attribute Engine and Advanced Model Engine from Equifax. Key Benefits - Make decisions on credit line management, perform channel analytics, determine cross-sell strategies, enhance customer segmentation, perform market analytics and more — all with preloaded data and tools designed for financial services providers - Combine our differentiated data with your own in-house data to create powerful analyses and predictive models - Take advantage of the quick and easy setup provided by a curated environment


**Average Rating:** 4.8/5.0
**Total Reviews:** 14
**How Do G2 Users Rate Equifax Ignite® for Financial Services?**

- **Quality of Support:** 9.4/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 9.3/10 (Category avg: 8.4/10)
- **Automation:** 9.4/10 (Category avg: 7.9/10)

**Who Is the Company Behind Equifax Ignite® for Financial Services?**

- **Seller:** [Equifax Inc.](https://www.g2.com/sellers/equifax-inc)
- **Year Founded:** 1899
- **HQ Location:** Atlanta
- **Twitter:** @Equifax (24,815 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/equifax/about/ (18,699 employees on LinkedIn®)
- **Ownership:** EFX (NYSE)

**Who Uses This Product?**
- **Top Industries:** Financial Services
- **Company Size:** 64% Small-Business, 21% Mid-Market



#### What Are Recent G2 Reviews of Equifax Ignite® for Financial Services?

**"[Streamlining origination model development and deployment within a single environment](https://www.g2.com/survey_responses/equifax-ignite-for-financial-services-review-11082245)"**

**Rating:** 5.0/5.0 stars
*— Methan O.*

[Read full review](https://www.g2.com/survey_responses/equifax-ignite-for-financial-services-review-11082245)

---

**"[v](https://www.g2.com/survey_responses/equifax-ignite-for-financial-services-review-10921269)"**

**Rating:** 5.0/5.0 stars
*— Jane S.*

[Read full review](https://www.g2.com/survey_responses/equifax-ignite-for-financial-services-review-10921269)

---



### 2. [Equisoft/analyze](https://www.g2.com/products/equisoft-analyze/reviews)
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.


**Average Rating:** 4.8/5.0
**Total Reviews:** 6
**How Do G2 Users Rate Equisoft/analyze?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 9.2/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

**Who Is the Company Behind Equisoft/analyze?**

- **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc)
- **Year Founded:** 1994
- **HQ Location:** Montréal, CA
- **Twitter:** @Equisoft (411 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/equisoft/ (908 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 57% Small-Business



#### What Are Recent G2 Reviews of Equisoft/analyze?

**"[Equisoft: The future of Insurance CRMs](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)"**

**Rating:** 5.0/5.0 stars
*— Daniel C.*

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7723720)

---

**"[The contribution of a professional dimension](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)"**

**Rating:** 4.5/5.0 stars
*— Sylvain B.*

[Read full review](https://www.g2.com/survey_responses/equisoft-analyze-review-7725895)

---



### 3. [Nasdaq IR Insight](https://www.g2.com/products/nasdaq-nasdaq-ir-insight/reviews)
Navigate dynamic markets, tell your best story, build stronger engagement, and establish new relationships to drive long-term valuation. With Nasdaq IR Insight, investor relations (IR) teams can employ a data-driven approach to their IR strategy, while also aligning with investor expectations and delivering strategic guidance. Purpose-built for IR Professionals: Support IR team workflows with advanced tools and features that are designed to make a difference. Continuous Investment & Client Support: Ensure an optimized experience for IR teams through 15+ years of focused user feedback and feature development, as well as Nasdaq’s client success team support. Premium Content & Functionality: Pairing institutional-grade data with real-time investor updates from Nasdaq’s Advisory analysts.


**Average Rating:** 4.3/5.0
**Total Reviews:** 15
**How Do G2 Users Rate Nasdaq IR Insight?**

- **Quality of Support:** 8.9/10 (Category avg: 8.8/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 7.5/10 (Category avg: 7.9/10)

**Who Is the Company Behind Nasdaq IR Insight?**

- **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq)
- **Company Website:** https://www.nasdaq.com/
- **Year Founded:** 1971
- **HQ Location:** New York
- **Twitter:** @Nasdaq (213,584 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 47% Enterprise, 40% Small-Business


#### What Are Nasdaq IR Insight's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Ease of Access (1 reviews)
- Efficiency (1 reviews)
- Reporting (1 reviews)

**Cons:**

- Data Inaccuracy (1 reviews)
- Difficult Learning (1 reviews)
- Limited Customization (1 reviews)
- Limited Data (1 reviews)
- Poor Usability (1 reviews)


### What Do G2 Reviewers Say About Nasdaq IR Insight?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find significant value in the **exceptional customer support** provided by the Nasdaq IR Insight team.
- Users value the **embedded CRM tool** in Nasdaq IR Insight, enhancing team efficiency through seamless integration with Outlook.
- Users value the **efficient integration** of Nasdaq IR Insight with Outlook, enhancing team productivity through a structured CRM tool.
- Users value the **reporting capabilities** of Nasdaq IR Insight, enhancing event organization and centralization.

**Cons:**

- Users often face **data inaccuracy** in Nasdaq IR Insight, leading to reports that don't meet expectations.
- Users find the **difficult learning** curve with Nasdaq IR Insight hinders usage during meetings and roadshows.
- Users feel that **charting functions and data downloading** of Nasdaq IR Insight are somewhat limited compared to competitors.
- Users find the **limited data** options of Nasdaq IR Insight compared to competitors to be a drawback.
- Users struggle with the **poor usability** of Nasdaq IR Insight, finding it difficult to amend meetings on the go.

#### What Are Recent G2 Reviews of Nasdaq IR Insight?

**"[Great easy to use platform and wonderful support team](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-10558552)"**

**Rating:** 4.5/5.0 stars
*— Matthew S.*

[Read full review](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-10558552)

---

**"[User-Friendly UI with Great Analyst Support and Easy Institutional Reporting](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-12812063)"**

**Rating:** 5.0/5.0 stars
*— Ashita M.*

[Read full review](https://www.g2.com/survey_responses/nasdaq-ir-insight-review-12812063)

---


#### What Are G2 Users Discussing About Nasdaq IR Insight?

- [What is Investor Relations used for?](https://www.g2.com/discussions/what-is-investor-relations-used-for)

### 4. [9fin](https://www.g2.com/products/9fin/reviews)
9fin uses artificial intelligence to automatically extract key information from bond & loan documentation. By making data easy to search, filter and analyse, 9fin helps fixed income professionals make better, smarter decisions.


**Average Rating:** 4.0/5.0
**Total Reviews:** 6
**How Do G2 Users Rate 9fin?**

- **Quality of Support:** 7.5/10 (Category avg: 8.8/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind 9fin?**

- **Seller:** [9fin Limited](https://www.g2.com/sellers/9fin-limited)
- **Year Founded:** 2016
- **HQ Location:** London, GB
- **Twitter:** @9finHQ (4,203 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9fin (401 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 33% Enterprise



#### What Are Recent G2 Reviews of 9fin?

**"[Turning Credit Research from Painful to Powerful.](https://www.g2.com/survey_responses/9fin-review-12736283)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/9fin-review-12736283)

---

**"[Clear credit insights with 9fin](https://www.g2.com/survey_responses/9fin-review-12239584)"**

**Rating:** 4.0/5.0 stars
*— Pranav S.*

[Read full review](https://www.g2.com/survey_responses/9fin-review-12239584)

---


#### What Are G2 Users Discussing About 9fin?

- [What is 9fin used for?](https://www.g2.com/discussions/what-is-9fin-used-for)

### 5. [Altvia](https://www.g2.com/products/altvia/reviews)
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.


**Average Rating:** 4.5/5.0
**Total Reviews:** 15
**How Do G2 Users Rate Altvia?**

- **Quality of Support:** 9.4/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind Altvia?**

- **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc)
- **Company Website:** https://altvia.com
- **Year Founded:** 2006
- **HQ Location:** Broomfield, CO
- **Twitter:** @altvia (301 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/application-experts-llc/ (66 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small-Business, 13% Enterprise


#### What Are Altvia's Pros and Cons?

**Pros:**

- Customer Support (7 reviews)
- Client Engagement (6 reviews)
- Ease of Use (4 reviews)
- Customer Management (3 reviews)
- Comprehensive Data (2 reviews)

**Cons:**

- Expensive (2 reviews)
- File Management (2 reviews)
- Missing Features (2 reviews)
- App Functionality (1 reviews)
- Data Entry (1 reviews)


### What Do G2 Reviewers Say About Altvia?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **excellent customer support** of Altvia, highlighting quick responses and effective collaboration.
- Users commend the **exceptional customer service** of Altvia, enhancing collaboration and responsiveness for client engagement.
- Users find Altvia to be **very easy and intuitive** , aided by excellent support and tailored solutions for diverse needs.
- Users value Altvia for its **exceptional customer service** and user-friendly interface, enhancing reporting and communication with LPs.
- Users value the **comprehensive data** from Altvia, enabling efficient reporting and organization for seamless communications.

**Cons:**

- Users find Altvia to be **expensive** due to additional costs for essential features and limitations in functionality.
- Users find the **cumbersome data entry** in Altvia frustrating, wishing for better auto-population and automation features.
- Users find that Altvia is **missing essential features** that hinder modern business practices and agent efficiency.
- Users face **constraints on scalability and automation** within Altvia's suite, limiting the functionality they seek.
- Users find the **data entry process cumbersome** , often needing to repeat the same information multiple times.

#### What Are Recent G2 Reviews of Altvia?

**"[Superb Product with a Superb Team!](https://www.g2.com/survey_responses/altvia-review-10714885)"**

**Rating:** 5.0/5.0 stars
*— Alexandra L.*

[Read full review](https://www.g2.com/survey_responses/altvia-review-10714885)

---

**"[Good](https://www.g2.com/survey_responses/altvia-review-11393917)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Banking*

[Read full review](https://www.g2.com/survey_responses/altvia-review-11393917)

---



### 6. [Pepper](https://www.g2.com/products/pepper/reviews)
Pepper is a cloud-native investment data platform that powers investment managers' decision-making infrastructure. It has a full suite of functionality that enables investment managers to create a single golden source of data for all their functional requirements, investor reporting, compliance reporting, and analytics. Our smart digital data platform delivers targeted solutions enabling fund managers to execute deals with speed, accuracy, and confidence. Each manager has their own specific fund structure and deal flow, so we built our service platform to be flexible and easily configured to meet the changing requirements of private equity funds, credit funds, fund of funds, family offices, investment banks, and M&A advisory firms.


**Average Rating:** 4.6/5.0
**Total Reviews:** 5
**How Do G2 Users Rate Pepper?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Cloud:** 6.7/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind Pepper?**

- **Seller:** [On Pepper](https://www.g2.com/sellers/on-pepper)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/on-pepper/ (8 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 40% Mid-Market, 40% Small-Business



#### What Are Recent G2 Reviews of Pepper?

**"[Complex Data Management Made Easy](https://www.g2.com/survey_responses/pepper-review-4908015)"**

**Rating:** 5.0/5.0 stars
*— Raj M.*

[Read full review](https://www.g2.com/survey_responses/pepper-review-4908015)

---

**"[Pepper has increased out business by leaps and bounds.](https://www.g2.com/survey_responses/pepper-review-8909754)"**

**Rating:** 4.0/5.0 stars
*— Kathleen M.*

[Read full review](https://www.g2.com/survey_responses/pepper-review-8909754)

---


#### What Are G2 Users Discussing About Pepper?

- [Does Pepper the robot have an AI?](https://www.g2.com/discussions/does-pepper-the-robot-have-an-ai)
- [Where is Pepper robot used?](https://www.g2.com/discussions/where-is-pepper-robot-used) - 1 comment
- [What can Pepper do?](https://www.g2.com/discussions/what-can-pepper-do)

### 7. [Surveyor](https://www.g2.com/products/surveyor/reviews)
Surveyor is a post trade surveillance tool designed to detect and eliminate market manipulation. Surveyor minimizes false positives and provides the most accurate alerts in the world by leveraging full depth-of-book market data with down to the millisecond timestamps. Trillium Labs was spun out of Trillium Trading, in 2014 and is currently based in New York, NY.


**Average Rating:** 3.9/5.0
**Total Reviews:** 5
**How Do G2 Users Rate Surveyor?**

- **Quality of Support:** 7.9/10 (Category avg: 8.8/10)
- **Cloud:** 9.4/10 (Category avg: 8.2/10)
- **Reporting:** 9.4/10 (Category avg: 8.4/10)
- **Automation:** 8.9/10 (Category avg: 7.9/10)

**Who Is the Company Behind Surveyor?**

- **Seller:** [Trillium Labs](https://www.g2.com/sellers/trillium-labs)
- **Year Founded:** 2003
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/trillium-trading/ (236 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 40% Enterprise, 40% Small-Business



#### What Are Recent G2 Reviews of Surveyor?

**"[Brilliant and actionable customer insights](https://www.g2.com/survey_responses/surveyor-review-7114620)"**

**Rating:** 4.5/5.0 stars
*— Aryan G.*

[Read full review](https://www.g2.com/survey_responses/surveyor-review-7114620)

---

**"[Real time data efficiency](https://www.g2.com/survey_responses/surveyor-review-7109201)"**

**Rating:** 4.0/5.0 stars
*— Christian G.*

[Read full review](https://www.g2.com/survey_responses/surveyor-review-7109201)

---



### 8. [SavvyMoney](https://www.g2.com/products/savvymoney/reviews)
SavvyMoney is the industry leader in financial wellness and growth solutions to over 1,600+ banks, credit unions and fintechs nationwide. Connecting real‑time credit insights and personalized offers with a fully integrated lending and deposit experience, consumers can go from knowing to doing in minutes. With 70+ integrations and white-glove support, SavvyMoney helps financial institutions increase conversions, deepen relationships and grow efficiently.


**Average Rating:** 5.0/5.0
**Total Reviews:** 4
**How Do G2 Users Rate SavvyMoney?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Reporting:** 8.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind SavvyMoney?**

- **Seller:** [SavvyMoney](https://www.g2.com/sellers/savvymoney)
- **Year Founded:** 2009
- **HQ Location:** Dublin, US
- **LinkedIn® Page:** https://www.linkedin.com/company/savvymoney/ (152 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 50% Mid-Market



#### What Are Recent G2 Reviews of SavvyMoney?

**"[SavvyMoney Makes Credit Insights and Hyper-Targeted Member Campaigns Easy](https://www.g2.com/survey_responses/savvymoney-review-12721201)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/savvymoney-review-12721201)

---

**"[Empowered Member Engagement and Loan Growth](https://www.g2.com/survey_responses/savvymoney-review-12634868)"**

**Rating:** 5.0/5.0 stars
*— Melanie Q.*

[Read full review](https://www.g2.com/survey_responses/savvymoney-review-12634868)

---



### 9. [Visible](https://www.g2.com/products/visible/reviews)
Founders thrive with Visible by building strong investor relationships, streamlining investor updates, managing capital raises, and tracking key metrics.


**Average Rating:** 4.7/5.0
**Total Reviews:** 17
**How Do G2 Users Rate Visible?**

- **Quality of Support:** 9.5/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

**Who Is the Company Behind Visible?**

- **Seller:** [Visible.vc](https://www.g2.com/sellers/visible-vc)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @VisibleVC (3,956 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2954729 (21 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 94% Small-Business, 6% Mid-Market



#### What Are Recent G2 Reviews of Visible?

**"[Great product and wonderful team](https://www.g2.com/survey_responses/visible-review-11645585)"**

**Rating:** 5.0/5.0 stars
*— Michael M.*

[Read full review](https://www.g2.com/survey_responses/visible-review-11645585)

---

**"[Great-Looking, Intuitive Interface That Feels Like Notion](https://www.g2.com/survey_responses/visible-review-12503467)"**

**Rating:** 4.5/5.0 stars
*— Cibby P.*

[Read full review](https://www.g2.com/survey_responses/visible-review-12503467)

---



### 10. [AnalyzerXL Pro](https://www.g2.com/products/analyzerxl-pro/reviews)
TraderXL Pro is a financial risk management software, and includes features such as portfolio management.


**Average Rating:** 4.0/5.0
**Total Reviews:** 3
**How Do G2 Users Rate AnalyzerXL Pro?**

- **Quality of Support:** 7.8/10 (Category avg: 8.8/10)
- **Cloud:** 7.5/10 (Category avg: 8.2/10)
- **Reporting:** 7.5/10 (Category avg: 8.4/10)
- **Automation:** 6.7/10 (Category avg: 7.9/10)

**Who Is the Company Behind AnalyzerXL Pro?**

- **Seller:** [OLSOFT, ICEALGO](https://www.g2.com/sellers/olsoft-icealgo)
- **HQ Location:** N/A
- **Twitter:** @OLSOFTLLC
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 33% Enterprise, 33% Mid-Market



#### What Are Recent G2 Reviews of AnalyzerXL Pro?

**"[TraderXL pro - The financial management software](https://www.g2.com/survey_responses/analyzerxl-pro-review-7104011)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Oil & Energy*

[Read full review](https://www.g2.com/survey_responses/analyzerxl-pro-review-7104011)

---

**"[A one stop solution for all trading requirement.](https://www.g2.com/survey_responses/analyzerxl-pro-review-7112268)"**

**Rating:** 4.0/5.0 stars
*— Ronak K.*

[Read full review](https://www.g2.com/survey_responses/analyzerxl-pro-review-7112268)

---



### 11. [HUB Analytics](https://www.g2.com/products/hub-analytics/reviews)
HUB is an all-in-one business reporting tool that empowers businesses to make data-driven decisions. After ensuring the accuracy of your data, HUB generates comprehensive financial reports, key performance indicators (KPIs), and valuable accounting insights to help businesses run efficiently and effectively.   HUB exists to simplify complex financial data, turning it into actionable insights that drive growth and success for your business


**Average Rating:** 4.8/5.0
**Total Reviews:** 3
**How Do G2 Users Rate HUB Analytics?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)
- **Automation:** 8.3/10 (Category avg: 7.9/10)

**Who Is the Company Behind HUB Analytics?**

- **Seller:** [Google](https://www.g2.com/sellers/google-ed50fb33-c808-49bc-82c7-fc869437cf4e)
- **Year Founded:** 2010
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/googledeepmind (3,497 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of HUB Analytics?

**"[Great financial solution for my business](https://www.g2.com/survey_responses/hub-analytics-review-11730388)"**

**Rating:** 5.0/5.0 stars
*— Ozge Y.*

[Read full review](https://www.g2.com/survey_responses/hub-analytics-review-11730388)

---

**"[Gave us so much visibility into our business and changed our entire accounting workflow](https://www.g2.com/survey_responses/hub-analytics-review-11755955)"**

**Rating:** 5.0/5.0 stars
*— Riley S.*

[Read full review](https://www.g2.com/survey_responses/hub-analytics-review-11755955)

---



### 12. [Strike](https://www.g2.com/products/strike-2023-09-28/reviews)
Strike is an all-in-one stock market analysis tool that provides accurate and timely insights to help investors maximize profits and minimize risks. Our proprietary indicators and scanners offer advanced trend analysis to filter the best stock opportunities.


**Average Rating:** 4.7/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Strike?**

- **Quality of Support:** 9.4/10 (Category avg: 8.8/10)
- **Cloud:** 7.5/10 (Category avg: 8.2/10)
- **Reporting:** 9.2/10 (Category avg: 8.4/10)
- **Automation:** 5.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind Strike?**

- **Seller:** [Strike](https://www.g2.com/sellers/strike)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 33% Mid-Market



#### What Are Recent G2 Reviews of Strike?

**"[Game-changer for the pentesting](https://www.g2.com/survey_responses/strike-review-12631525)"**

**Rating:** 5.0/5.0 stars
*— Ivan V.*

[Read full review](https://www.g2.com/survey_responses/strike-review-12631525)

---

**"[one of a kind software for techno-funda analysis](https://www.g2.com/survey_responses/strike-review-12897296)"**

**Rating:** 5.0/5.0 stars
*— Sahil P.*

[Read full review](https://www.g2.com/survey_responses/strike-review-12897296)

---



### 13. [Trade Ideas](https://www.g2.com/products/trade-ideas/reviews)
AI technology that assesses probabilities as trades take place. Giving our subscribers an unparalleled advantage navigating today's volatile market. Trade-Ideas provides real-time decision support and risk management for trading equity and derivative instruments based on statistical analysis of market technicals. Trade-Ideas specializes in Idea Generation Technology (IGT) to deliver filtered trading opportunities and risk managment around each opportunity. Hedge funds, Asset Managers, RIAs, Institutions, Online Brokers, and direct access traders use the software as a premier idea generation and risk management tool.


**Average Rating:** 4.7/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Trade Ideas?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Reporting:** 9.2/10 (Category avg: 8.4/10)
- **Automation:** 9.2/10 (Category avg: 7.9/10)

**Who Is the Company Behind Trade Ideas?**

- **Seller:** [Trade Ideas](https://www.g2.com/sellers/trade-ideas)
- **Year Founded:** 2002
- **HQ Location:** Encinitas, US
- **Twitter:** @TradeIdeasLLC (7,840 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trade-ideas-llc/ (33 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 33% Small-Business, 33% Mid-Market



#### What Are Recent G2 Reviews of Trade Ideas?

**"[Review for Trade Idea](https://www.g2.com/survey_responses/trade-ideas-review-5231366)"**

**Rating:** 4.0/5.0 stars
*— Tigran P.*

[Read full review](https://www.g2.com/survey_responses/trade-ideas-review-5231366)

---

**"[Trade Idea awesome solution.](https://www.g2.com/survey_responses/trade-ideas-review-6826846)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/trade-ideas-review-6826846)

---


#### What Are G2 Users Discussing About Trade Ideas?

- [What is Trade Idea used for?](https://www.g2.com/discussions/what-is-trade-idea-used-for)

### 14. [Uprise](https://www.g2.com/products/uprise-advisers-llc-uprise/reviews)
Uprise offers comprehensive personal financial planning, matching you with a financial advisor who looks at your whole financial picture and tells you exactly where to optimize. You will receive a personalized financial plan, unlimited messaging with your Certified Financial Planner™, proactive monitoring, and check-ins.


**Average Rating:** 4.5/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Uprise?**

- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 7.5/10 (Category avg: 8.4/10)
- **Automation:** 7.5/10 (Category avg: 7.9/10)

**Who Is the Company Behind Uprise?**

- **Seller:** [Uprise](https://www.g2.com/sellers/uprise-c6aab2d1-623f-4bf6-bef1-8ea0d2cbea1a)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/join-uprise/ (12 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Uprise?

**"[Financial Planning made easier ever!](https://www.g2.com/survey_responses/uprise-review-9808991)"**

**Rating:** 4.5/5.0 stars
*— Biswajit M.*

[Read full review](https://www.g2.com/survey_responses/uprise-review-9808991)

---

**"[A true game changer for our customers](https://www.g2.com/survey_responses/uprise-review-9805556)"**

**Rating:** 4.5/5.0 stars
*— Michael D.*

[Read full review](https://www.g2.com/survey_responses/uprise-review-9805556)

---



### 15. [Advisory World](https://www.g2.com/products/advisory-world/reviews)
Integrated Capital Engine is a web-based software that analyses portfolios, generates proposals, makes up theoretical illustrations.


**Average Rating:** 3.3/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Advisory World?**

- **Quality of Support:** 5.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Advisory World?**

- **Seller:** [LPL Financial](https://www.g2.com/sellers/lpl-financial)
- **Year Founded:** 1987
- **HQ Location:** San Diego, US
- **Twitter:** @AdvisoryWorld (1,247 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/advisoryworld-financial-technology (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Advisory World?

**"[AdvisoryWorld - Greatest portfolio review tool in our arsenal](https://www.g2.com/survey_responses/advisory-world-review-2065256)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/advisory-world-review-2065256)

---


#### What Are G2 Users Discussing About Advisory World?

- [What is SCANalytics used for?](https://www.g2.com/discussions/what-is-scanalytics-used-for)

### 16. [Bigdata.com](https://www.g2.com/products/bigdata-com/reviews)
Bigdata.com turns complex financial data into clear, actionable insights. Designed for the finance sector, it powers AI agents with RavenPack’s trusted institutional data, helping investors, analysts, and developers work faster and smarter. For investors and analysts, Bigdata provides ready-to-use AI agents that surface key insights, accelerate research, and enable faster, more informed decisions. For developers, it offers a complete data ecosystem and secure infrastructure to build, customize, and deploy their own agents, on systems they fully own and control. With premium data, grounded search, and full auditability, Bigdata delivers the control, transparency, and compliance financial professionals demand.


**Average Rating:** 3.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Bigdata.com?**

- **Quality of Support:** 6.7/10 (Category avg: 8.8/10)

**Who Is the Company Behind Bigdata.com?**

- **Seller:** [RavenPack](https://www.g2.com/sellers/ravenpack)
- **Year Founded:** 2003
- **HQ Location:** Marbella, ES
- **LinkedIn® Page:** https://www.linkedin.com/company/RavenPack (230 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 50% Enterprise


#### What Are Bigdata.com's Pros and Cons?

**Pros:**

- Comprehensive Data (1 reviews)
- Customization (1 reviews)

**Cons:**

- Expertise Required (1 reviews)


### What Do G2 Reviewers Say About Bigdata.com?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **comprehensive data workflows** offered by Bigdata.com, tailored for diverse use cases.
- Users value the **deep customization** of Bigdata.com, enabling tailored experiences for highly relevant analysis and insights.

**Cons:**

- Users find it challenging to implement Bigdata.com due to the **expertise required** for integrating with existing workflows.

#### What Are Recent G2 Reviews of Bigdata.com?

**"[Best Big data workflow](https://www.g2.com/survey_responses/bigdata-com-review-11172587)"**

**Rating:** 4.5/5.0 stars
*— SONALI P.*

[Read full review](https://www.g2.com/survey_responses/bigdata-com-review-11172587)

---



### 17. [Breakfree Trading Navigator](https://www.g2.com/products/breakfree-trading-navigator/reviews)
Our trading platform powered by a proprietary algorithm processes & decodes markets structure in real-time for you. Scanning through 100,000+ financial assets every second, Breakfree Trading™ algorithm identifies the highest probability trades and filters out the bad ones for you. Tap into the exciting world of currencies, crypto, world stocks, commodities and futures as if you're an experienced trader from day one.


**Average Rating:** 4.5/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Breakfree Trading Navigator?**

- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 1.7/10 (Category avg: 8.4/10)
- **Automation:** 5.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind Breakfree Trading Navigator?**

- **Seller:** [Breakfree Trading](https://www.g2.com/sellers/breakfree-trading)
- **HQ Location:** N/A
- **Twitter:** @BreakfreeTradi1 (14 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/breakfree-trading/ (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Breakfree Trading Navigator?

**"[Breakfree Trading Customer Review](https://www.g2.com/survey_responses/breakfree-trading-navigator-review-4419458)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/breakfree-trading-navigator-review-4419458)

---

**"[one of the best and easiest platforms to trade and learn trading](https://www.g2.com/survey_responses/breakfree-trading-navigator-review-5080704)"**

**Rating:** 4.0/5.0 stars
*— Mark A.*

[Read full review](https://www.g2.com/survey_responses/breakfree-trading-navigator-review-5080704)

---


#### What Are G2 Users Discussing About Breakfree Trading Navigator?

- [What is Breakfree Trading used for?](https://www.g2.com/discussions/what-is-breakfree-trading-used-for)

### 18. [Bud](https://www.g2.com/products/bud/reviews)
Bud Financial (“Bud”) enriches financial data, identifying the likes of merchant, category, location and regularity of transactions, to provide actionable insights and readable inputs for LLMs in the financial services industry.


**Average Rating:** 4.3/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Bud?**

- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)

**Who Is the Company Behind Bud?**

- **Seller:** [Bud Financial Limited](https://www.g2.com/sellers/bud-financial-limited)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/bud-financial (307 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Bud?

**"[Great platform](https://www.g2.com/survey_responses/bud-review-8236645)"**

**Rating:** 5.0/5.0 stars
*— Jessica P.*

[Read full review](https://www.g2.com/survey_responses/bud-review-8236645)

---



### 19. [Deepvue](https://www.g2.com/products/deepvue/reviews)
Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.


**Average Rating:** 4.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Deepvue?**

- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Automation:** 10.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind Deepvue?**

- **Seller:** [Deepvue](https://www.g2.com/sellers/deepvue)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business


#### What Are Deepvue's Pros and Cons?

**Pros:**

- Ease of Access (1 reviews)
- User Interface (1 reviews)

**Cons:**

- Complexity (1 reviews)
- Slow Performance (1 reviews)


### What Do G2 Reviewers Say About Deepvue?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **interactive interface** of Deepvue, which simplifies building and managing learning models for beginners.
- Users appreciate the **interactive interface** of Deepvue, making building and managing learning models easy for beginners.

**Cons:**

- Users experience **performance issues** with Deepvue, particularly with large datasets or complex models, affecting usability.
- Users experience **slow performance** with Deepvue, particularly when dealing with large datasets or complex models.

#### What Are Recent G2 Reviews of Deepvue?

**"[Deepvue – the Apple equivalent of the trading world](https://www.g2.com/survey_responses/deepvue-review-12650799)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/deepvue-review-12650799)

---

**"[user friendly platform](https://www.g2.com/survey_responses/deepvue-review-10445500)"**

**Rating:** 4.5/5.0 stars
*— Jayalakshmi S.*

[Read full review](https://www.g2.com/survey_responses/deepvue-review-10445500)

---



### 20. [Fintellect](https://www.g2.com/products/fintellect/reviews)
Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to manage finances. - Team Rates: break-even and commercial rates, billable hours & hourly utilisation cost. - Projects Price Quotes: automated price estimation tool for fixed-price, T&M, one-time, and retainer projects. - Production Cost Management Automation: track project profitability in real-time, and connect your time-tracking app to automate cost calculation. - Financial Planning: simple expenses and incomes projections with categorisation, recurring costs, potential cash gaps and pitfalls. - Automated Cashflow with Bank Integration: connect any number of bank accounts to track your financial statement live, and set up automated keyword-sorting for your business transactions. - Invoice Generation, Tracking and Management: automatically create invoice for all client's payments, generate PDF's, and get notified if it is paid.


**Average Rating:** 5.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Fintellect?**

- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 8.3/10 (Category avg: 7.9/10)

**Who Is the Company Behind Fintellect?**

- **Seller:** [Fintellect](https://www.g2.com/sellers/fintellect)
- **Year Founded:** 2022
- **HQ Location:** Tallinn, EE
- **LinkedIn® Page:** https://www.linkedin.com/company/fintellectapp (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Fintellect?

**"[The easiest financial management software to use](https://www.g2.com/survey_responses/fintellect-review-10423698)"**

**Rating:** 5.0/5.0 stars
*— Dmytro N.*

[Read full review](https://www.g2.com/survey_responses/fintellect-review-10423698)

---

**"[Easy to manage finances for service agencies](https://www.g2.com/survey_responses/fintellect-review-10361629)"**

**Rating:** 5.0/5.0 stars
*— Dmytro Z.*

[Read full review](https://www.g2.com/survey_responses/fintellect-review-10361629)

---



### 21. [MOMO Pro](https://www.g2.com/products/momo-pro/reviews)
A realtime integrated Stock Scanner and Screener designed for momentum traders and those actively looking for stock breakouts.


**Average Rating:** 4.0/5.0
**Total Reviews:** 2

**Who Is the Company Behind MOMO Pro?**

- **Seller:** [Mometic](https://www.g2.com/sellers/mometic)
- **Year Founded:** 2014
- **HQ Location:** Dallas, US
- **Twitter:** @mometicmobile (2,259 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6425048 (2 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of MOMO Pro?

**"[Consolidating stocks data in one viewable platform](https://www.g2.com/survey_responses/momo-pro-review-7167919)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Investment Management*

[Read full review](https://www.g2.com/survey_responses/momo-pro-review-7167919)

---

**"[A Stock Tracker](https://www.g2.com/survey_responses/momo-pro-review-7167886)"**

**Rating:** 4.0/5.0 stars
*— Catherine Y.*

[Read full review](https://www.g2.com/survey_responses/momo-pro-review-7167886)

---



### 22. [PROMETICS
LENDING NAVIGATOR™](https://www.g2.com/products/prometics-lending-navigator/reviews)
Prometics' purpose is to help financial institutions compete, grow, and thrive through changing markets using Artificial Intelligence. Created for Bankers by Bankers with prior experience in global, digital, and community banking at JPMorgan Chase, Bank of America, HSBC, Lending Club, SoFi, BECU, and BOH. Our cloud-based SaaS platform provides financial institutions with timely and compliant lending strategies, insights, and forecasting. Our platform is core agnostic, compatible with any tech stack with universal API management, and is available for all lending assets, and across the full product life-cycle. Affordable for all budgets. Suited for organizations of all sizes. Our company vision is to provide intelligence and champion humankind through financial analytics. We have diverse backgrounds and skills to support the next lending analytics evolution through innovative AI solutions in a highly regulated industry.


**Average Rating:** 3.5/5.0
**Total Reviews:** 2
**How Do G2 Users Rate PROMETICS
LENDING NAVIGATOR™?**

- **Quality of Support:** 8.3/10 (Category avg: 8.8/10)
- **Cloud:** 8.3/10 (Category avg: 8.2/10)
- **Reporting:** 6.7/10 (Category avg: 8.4/10)
- **Automation:** 5.0/10 (Category avg: 7.9/10)

**Who Is the Company Behind PROMETICS
LENDING NAVIGATOR™?**

- **Seller:** [Prometics](https://www.g2.com/sellers/prometics)
- **Year Founded:** 2021
- **HQ Location:** Palo Alto, US
- **Twitter:** @teamprometics (1 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/prometics (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Small-Business



#### What Are Recent G2 Reviews of PROMETICS
LENDING NAVIGATOR™?

**"[Best for Managing Candidates](https://www.g2.com/survey_responses/prometics-lending-navigator-review-7105737)"**

**Rating:** 4.0/5.0 stars
*— Ishank G.*

[Read full review](https://www.g2.com/survey_responses/prometics-lending-navigator-review-7105737)

---



### 23. [ReportWa](https://www.g2.com/products/reportwa/reviews)
Welcome to the new end-to-end reporting solution by Hexaview, ReportWa, a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients. This entire suite of services saves up to 60% of your cost and time.


**Average Rating:** 4.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate ReportWa?**

- **Quality of Support:** 9.2/10 (Category avg: 8.8/10)
- **Cloud:** 10.0/10 (Category avg: 8.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.4/10)

**Who Is the Company Behind ReportWa?**

- **Seller:** [Hexaview Technologies](https://www.g2.com/sellers/hexaview-technologies)
- **Year Founded:** 2010
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/hexaview (476 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of ReportWa?

**"[Very Easy to Use](https://www.g2.com/survey_responses/reportwa-review-9766421)"**

**Rating:** 5.0/5.0 stars
*— Laniqua  S.*

[Read full review](https://www.g2.com/survey_responses/reportwa-review-9766421)

---

**"[Best to Use](https://www.g2.com/survey_responses/reportwa-review-8085925)"**

**Rating:** 4.5/5.0 stars
*— Amit Singh B.*

[Read full review](https://www.g2.com/survey_responses/reportwa-review-8085925)

---



### 24. [Spider](https://www.g2.com/products/spider-software-spider/reviews)
Spider Software is the foremost developer for one of the Best Technical Analysis software, curated exclusively for the stock market traders of India.


**Average Rating:** 4.3/5.0
**Total Reviews:** 2

**Who Is the Company Behind Spider?**

- **Seller:** [SpiderSoftware India](https://www.g2.com/sellers/spidersoftware-india)
- **Year Founded:** 2000
- **HQ Location:** Mumbai, IN
- **Twitter:** @SpiderSoftIn (7,516 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/spider-software-pvt--ltd-/ (163 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Spider?

**"[One of the best out there for technical analysis and execution](https://www.g2.com/survey_responses/spider-review-7082364)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/spider-review-7082364)

---

**"[finance spider](https://www.g2.com/survey_responses/spider-review-5174726)"**

**Rating:** 4.5/5.0 stars
*— Erick S.*

[Read full review](https://www.g2.com/survey_responses/spider-review-5174726)

---


#### What Are G2 Users Discussing About Spider?

- [What is Spider Software used for?](https://www.g2.com/discussions/what-is-spider-software-used-for)

### 25. [TRENDRATING](https://www.g2.com/products/trendrating/reviews)
Trendrating is a global leader in the field of advanced analytics and portfolio management technology serving thousands of asset owners worldwide and strategic partners such as Bloomberg, Euronext and FactSet. Our proprietary and unique trend-capture and rating methodologies are used as part of their investment decision-making process in the asset management, wealth management, private banking, advisory, hedge funds and family offices fields to maximize returns and to better control risks. Backed by over 25 years of industry experience in developing and constructing sophisticated first class models and software for professional investors, our founders believe that superior investment performance on a consistent basis comes from the ability to be in synchrony with and take advantage of major price trends in financial markets. The ability to capture a large part of the bull trends and avoiding most of the bear phases in stocks, sectors, ETFs and indexes over different market cycles is the essence of successful investing. This is our mission. We serve professional investors that strive for constant improvement, aim at delivering superior value, who understand the importance of not missing opportunities offered by a new generation of data and technology and are in tune with an evolving world. In 2020 Trendrating got named as one of the 'Top 10 FinTech Solution Providers to Watch' by Industry Tech Outlook, and one year later it got awarded as one of the '5 Best Data Analytics Companies of The Year' as well as one of the '10 Hottest Tech Companies to Watch' by CIO Bulletin. Contact us at discover@trendrating.net or visit www.trendrating.com to explore how we can partner with you to incorporate our proprietary and unique range of solutions into your existing investment and risk management processes. The future of active equity portfolio management is here.


**Average Rating:** 3.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate TRENDRATING?**

- **Quality of Support:** 7.5/10 (Category avg: 8.8/10)
- **Cloud:** 6.7/10 (Category avg: 8.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.4/10)
- **Automation:** 5.8/10 (Category avg: 7.9/10)

**Who Is the Company Behind TRENDRATING?**

- **Seller:** [Trendrating S.A.](https://www.g2.com/sellers/trendrating-s-a)
- **Year Founded:** 2013
- **HQ Location:** Lugano, CH
- **Twitter:** @trendrating (289 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trendrating-sa (20 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Small-Business



#### What Are Recent G2 Reviews of TRENDRATING?

**"[Good tool for investment decisions](https://www.g2.com/survey_responses/trendrating-review-5283790)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Higher Education*

[Read full review](https://www.g2.com/survey_responses/trendrating-review-5283790)

---


#### What Are G2 Users Discussing About TRENDRATING?

- [What is TRENDRATING used for?](https://www.g2.com/discussions/trendrating-what-is-trendrating-used-for)
- [What is TRENDRATING used for?](https://www.g2.com/discussions/what-is-trendrating-used-for)


## What Is Financial Analytics Software?

[Financial Services Software](https://www.g2.com/categories/financial-services)

## What Software Categories Are Similar to Financial Analytics Software?

- [Financial Research Software](https://www.g2.com/categories/financial-research)
- [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)


---

## How Do You Choose the Right Financial Analytics Software?

### What You Should Know About Financial Analytics Software

### What is Financial Analytics Software?

Financial analytics software helps financial services professionals visualize and extract insights from financial data. These solutions are vital tools for financial professionals, particularly those who manage investment portfolios on behalf of clients. Financial analytics tools typically include robust reporting functionality, analytics dashboards, [data visualization](https://www.g2.com/articles/data-visualization)features, the ability to ingest data from multiple sources, data tagging capabilities, and investment attribution features. At their core, financial analytics services are used to evaluate data and build investment strategies. Financial analytics solutions differ from financial analysis software, which is software designed for internal finance teams responsible for [budget management](https://www.g2.com/glossary/budget-management-definition), cash flow, producing financial statements, managing balance sheets, and general financial management of industry-agnostic businesses. 

For example, a financial analyst at a hedge fund is looking to parse historical market data to help a client make the soundest investment in a specific sector. They would use financial analytics tools to help digest the relevant data, manipulate it, visualize it, and analyze it. With the product of the analysis, the financial analyst can provide their client with recommendations on what investments to make. After the investment, the analyst or portfolio manager can utilize the financial analytics platforms to produce reports on investment performance and track gains and losses within specific segments. 

### What are the Common Features of Financial Analytics Software?

The following are some core features of financial analytics software that can help users:

- **Data ingestion:** These tools ingest data from a variety of data sources. The data will include market prices, the percentage change in price over various periods, trading volume, and more. The data a given solution ingests and the data sources it uses help traders make better investment decisions and get better at [forecasting](https://www.g2.com/categories/budgeting-and-forecasting). These solutions can act as a replacement for Excel documents, which traders have historically used quite heavily. 
- **Reporting:** Financial analytics software produces reports based on [investment analysis](https://www.g2.com/glossary/investment-analysis-definition) and market data. These reports can help users shape future investment strategies. Some solutions include strategy-specific tools where users can test specific scenarios to see how they might play out with different market inputs. Users can produce forecast reports using financial analytics services. 
- **Data tagging:** Financial analytics platforms allow users to create tags for and attribute those tags to specific types of data, helping users keep track of them. Data tagging can be used to organize and manipulate data as a given trader wants, allowing the business to automate portions of the process of dealing with historical investment data later on. 
- **Data visualization:** These financial analytics platforms can produce visualizations of real-time and historical data. Most solutions contain pre-built visualization types for users to choose from. If available, users can make use of pattern recognition tools to automate previously manual parts of the process and produce custom visualizations within a financial analytics tool. 
- **Dashboards:** These financial analytics software contain dashboards for users to have a single-pane view of a specific investment type or portfolio. From this dashboard, users can check on the profitability of specific investments. Users can analyze [cash flow management](https://www.g2.com/categories/cash-flow-management) within specific publicly traded companies as part of the inputs for their investment strategy if significant positive cash flow is an important indicator for future success for a particular trading strategy. 

### What are the Benefits of Financial Analytics Software?

The following are the benefits of using the best financial analytics tools.

- **Improved investment performance:** Financial analytics software can help investment funds and investors improve profitability and introduce more stability to their investment performance. 
- **Real-time portfolio analysis:** Traders use financial analytics solutions to automate portions of their workflows related to [portfolio management](https://www.g2.com/glossary/portfolio-management-definition). Users can streamline a great deal of the grunt work when it comes to analysis, allowing them to get better at financial planning for their customers and focus on improving their decision making. 
- **Data-driven insights:** Financial analytics platforms provide data-driven insights that can help businesses make informed decisions.
- **Identifying cost-saving opportunities:** By analyzing spending patterns and identifying inefficiencies, businesses can reduce costs.
- **Enhanced forecasting:** By analyzing historical data and current trends, businesses can make more accurate predictions about future performance.

### Who Uses Financial Analytics Tools?

- **Financial analysts:** Financial analysts use the best finance analytics software to analyze historical data, predict future market movements, keep up to date with market trends and trading-related information, and help with recommendations regarding investment decisions. 
- **Portfolio managers:** Portfolio managers may use financial analytics software to check in on portions of their client's investment performances and help produce sound investment strategies based on data. Typically, portfolio managers will interact with clients via their [investment portfolio](https://www.g2.com/glossary/investment-portfolio-definition) management solution, which often contains a client portal through which they share vital information. 

### Software Related to Financial Analytics Software

Related solutions that can be used together with financial analytics software include:

- [Investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management) **:** Finance analytics software often integrates with investment portfolio management software. Investment portfolio management tools may contain basic analytics features, but traders will want to use a dedicated financial analytics solution for sound decision-making. 
- [Financial predictive analytics software](https://www.g2.com/categories/financial-predictive-analytics) **:** Financial analytics tools sometimes contain predictive analytics functionality, and the future will likely see the two spaces overlap significantly. Predictive analytics tools look to the future, playing out investment scenarios based on historical data, often using machine learning technology to bolster the strength of their insights.

### Challenges with Financial Analytics Software

The best financial analytics software solutions can come with their own set of challenges. 

- **Data quality:** The quality of the analysis that the best financial analytics tools can produce will always be limited by the quality of the data it ingests. Quality, in this case, is two-fold. The first aspect is the actual accuracy of the data. Accurate data is a must. The second aspect of data quality is the variety of data the solution ingests and deals with. A bare-bones financial analytics tool may only be designed to pull data from a few sources. A robust solution may pull in additional data that could be vital indicators of future investment performance, particularly in newer or little-understood markets, driving deeper insights and improved financial performance. 
- **Depth of analysis:** Surface-level analysis is fine for surface-level decision making, but the analysis should contain significant depth for large dollar-amount decisions or investments in emerging markets. Finance analytics software with comprehensive feature sets which allow for large degrees of tinkering and customization will enable users to produce a complete analysis with actionable insights. 

### Cost of Financial Analytics Tools

The cost of the best financial analytics software can vary significantly depending on several factors, including:

- **Software vendor:** Different vendors offer different pricing models, ranging from subscription-based to perpetual licenses.
- **Features:** More advanced features and capabilities often come with higher costs.
- **Deployment model:** Cloud-based solutions may have lower upfront costs but higher recurring fees, while on-premises solutions may have higher upfront costs but lower ongoing expenses.
- **Scalability:** The scalability of the software, especially for growing businesses, can impact the overall cost.
- **Customization:** Customizations and integrations with other systems may incur additional costs.
- **Support:** Ongoing support and maintenance contracts can add to the total cost of ownership.   

**Pricing models:**

- **Subscription-based:** A recurring fee based on the number of users or the level of usage. Basic tools can start as low as $10 per user per month. More advanced tools can go up to $1,000 per user per month.
- **Perpetual License:** A one-time fee for the software license, often with additional fees for maintenance and support.  
- **Hybrid Models:** A combination of subscription and perpetual licensing, offering flexibility and cost control.

**_Note:_** _To get a more accurate estimate of the cost, it's recommended to contact the specific software vendors and discuss your requirements. They can provide detailed pricing information of the best financial analytics tools and tailored solutions._

### How to Buy Financial Analytics Software

#### Requirements Gathering (RFI/RFP) for Financial Analytics Software

The company should put together a requirements list with the end user in mind and a keen understanding of the business’s existing tech stack and how a given solution will fit in so that the buying committee can make informed decisions. Financial data is particularly valuable to bad actors. Its value makes it vulnerable, so financial analytics solutions which deal with sensitive client data should be particularly secure.

#### Compare Financial Analytics Software Products

**Create a long list**

The long list should include all solutions that meet the core functionality that the business requires. Price should not be a factor at this stage unless completely prohibitive for specific budgets. 

**Create a short list**

The short list should include more solutions with nice-to-have functionality and core functionality. This is where the prospective buyer should dive into [return on investment (ROI)](https://www.g2.com/glossary/return-on-investment-definition), product adoption, and training strategies. 

**Conduct demos**

The demo process should include all relevant questions from stakeholders. Specific scenarios likely to occur during daily operations should be addressed during the process. 

#### Selection of Financial Analytics Software

**Choose a selection team**

The selection team should comprise a user, a security stakeholder, an IT person with deep knowledge of the organization’s existing tech stack, a privacy professional to sign off on any data handling or permissions concerns, and representatives for any other personas who will have significant interactions with the tool. 

**Final decision**

The final decision should be made by the consensus of the selection committee. If there is hesitation from any group members, significant strides should be made to address the concerns in full before making a decision.