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Best Financial Analytics Software

Products Buyer's Guide
9.0
RightCapital
★★★★★

RightCapital

RightCapital is a financial and tax planning software solution.

I've enjoyed how easy it is to use! - Amanda F.

Ease of use
8.3
Support
9.3
Ease of Setup
0.0

Languages supported: English

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8.6
StyleADVISOR
★★★★★

StyleADVISOR

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

Style advisor is a great product and I would recommend to my friends - Aswathi B.

Ease of use
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8.6
Moneytree Plan
★★★★★

Moneytree Plan

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!

One of the best software products I have every used! - User in Medical Practice

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8.4
Visible
★★★★★

Visible

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.

Visible is the best way to communicate with investors - Danny E.

Ease of use
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8.6
Spreadsheet Server
★★★★★

Spreadsheet Server

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.

Very Powerful - B D.

Ease of use
8.3
Support
8.5
Ease of Setup
8.8

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

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9.0
eMoney
★★★★★

eMoney

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.

Balanced productions of precise payment formation you find it with emoney - User in Financial Services

Ease of use
8.4
Support
9.2
Ease of Setup
9.0
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6.6
SCANalytics
★★★★★

SCANalytics

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

AdvisoryWorld - Greatest portfolio review tool in our arsenal - User in Financial Services

Ease of use
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9.6
Asset-Map
★★★★★

Asset-Map

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.

Makes the complex simple to understand - Michael D.

Ease of use
10.0
Support
10.0
Ease of Setup
0.0
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8.6
FactSet Research Management
★★★★★

FactSet Research Management

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

Factset Review - User in Investment Management

Ease of use
8.7
Support
8.3
Ease of Setup
0.0
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10.0
F3
★★★★★

F3

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.

Decision helper - Aleksandr E.

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0.0
MultiScoring
★★★★★

MultiScoring

Credit Risk Management Software. Automated risk assessment and credit origination on a flexible and scalable software platform. Credit Risk Rating:Implement and execute internal and external rating models. Credit Bureau Gateway: Seamless connectivity with external data providers, e.g. credit bureaus Standard connectors to major credit bureaus Monitoring of credit bureaus and transactions

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0.0
AM-DIS
★★★★★

AM-DIS

Thanks to its computation engine dedicated to performance, risk and ESG analytics, AM-DIS provides asset managers, an integrated solution that automates their business process to support a wide range of business functions: performance attribution, risk ex ante, strategy optimization, GIPS, reportings, Solvency II, compliance,...

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Ease of use
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0.0
Path by Simplex
★★★★★

Path by Simplex

- Use Path to connect, collaborate, and grow your business. Path was built from the ground up to integrate seamlessly with QuickBooks Online to give you a detailed, easy-to-understand picture of your company's data story by transforming your financial data into actionable business intelligence and visual KPI's. Connect individuals from your team to the data they have a part in. Collaborate with your entire team in one place. Share files, ...

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Ease of use
Support
Ease of Setup

Languages supported: English

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0.0
Optim buy sell signal software indicator
★★★★★

Optim buy sell signal software indicator

Optimsignals is a buy and sell software signal indicator and analysis software for stock market. It from provides buy and sell trades with realtime alerts with accurate entry and exit levels including fake call detection. Our indicator is designed to easily identify important trading trends and reversal lines.

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0.0
Saasable
★★★★★

Saasable

Saasable is a financial analytics app for accountants and SMBs to measure, customize and share recurring revenue metrics in a dashboard. Recurring revenue metrics are difficult to capture on an ongoing basis. Yet they are the most important metrics to track every day. Saasable automates daily recurring revenue data from QuickBooks and Xero (more integrations to come) into a single dashboard; allowing accountants and SMBs to customize, share and ...

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