Top 10 Swiset Alternatives & Competitors

Looking for alternatives or competitors to Swiset? Other important factors to consider when researching alternatives to Swiset include reliability and ease of use. The best overall Swiset alternative is Asset-Map. Other similar apps like Swiset are Koyfin, Spreadsheet Server by insightsoftware, TradingView, and Amazon Finspace. Swiset alternatives can be found in Financial Analytics Software but may also be in Financial Research Software or Financial Analysis Software.

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Best Paid & Free Alternatives to Swiset

Asset-Map
Koyfin
Spreadsheet Server by insightsoftware
TradingView
Amazon Finspace
eMoney
Irwin
FactSet Workstation

Top 10 Alternatives to Swiset Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Swiset stacks up to the competition and find the best product for your business.

Asset-Map

By Asset-Map Holdings, Inc.

4.8/5

(125)

Product Description

Categories in common with Swiset:

By Koyfin

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

Categories in common with Swiset:

Financial Analytics

Spreadsheet Server by insightsoftware

By insightsoftware

4.4/5

(80)

Product Description

Categories in common with Swiset:

Financial Analytics

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Amazon Finspace

By Amazon Web Services (AWS)

4.5/5

(65)

Product Description

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency.

Categories in common with Swiset:

Financial Analytics

eMoney

By eMoney Advisor, LLC.

4.7/5

(64)

Product Description

Categories in common with Swiset:

Financial Analytics

Irwin

By Platform Group Limited

4.5/5

(57)

Product Description

Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.

Categories in common with Swiset:

Financial Analytics

FactSet Workstation

By FactSet Research Systems

4.3/5

(35)

Product Description

Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.

Categories in common with Swiset:

Product Description

Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.

Categories in common with Swiset:

Financial Analytics