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Best Financial Research Software

Products Buyer's Guide
7.6
FactSet Data Feeds
★★★★★

FactSet Data Feeds

Company Data: FactSet offers expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's credit strength and overall debt profile, or individual equity components, we can help you understand a company's true investment potential.

Financial Industry Standard for Data - Daniel F.

Ease of use
6.5
Support
7.5
Ease of Setup
0.0
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9.6
AlphaSense
★★★★★

AlphaSense

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.

Equity reports are the best feature! - Ethan S.

Ease of use
9.2
Support
9.5
Ease of Setup
0.0

Languages supported: English

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8.6
S&P Global Market Intelligence
★★★★★

S&P Global Market Intelligence

S&P Global Market Intelligence, formerly S&P Capital IQ and SNL Financial, is a provider of multi-asset class and real time data, research, sales intelligence and analytics.

S&P Global Market Intelligence Review - User in Financial Services

Ease of use
7.9
Support
8.6
Ease of Setup
0.0
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7.8
Elektron Data Platform
★★★★★

Elektron Data Platform

Elektron Data Platform is everything you need to empower your workflow and enhance your enterprise data management.

Love Elektron - User in Financial Services

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6.6
Enterprise Platform
★★★★★

Enterprise Platform

Enterprise Platform provides the infrastructure that will connect every corner of your business with market data and messaging.

Thomson Reuters Enterprise - User in Financial Services

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8.6
Bloomberg Terminal
★★★★★

Bloomberg Terminal

The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.

Good tool for searching financial data - Binni H.

Ease of use
7.3
Support
8.9
Ease of Setup
6.9
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8.6
insight360
★★★★★

insight360

Insight360 is designed to provide investor relations professionals the tools to benchmark their investor interactions by sector, region or market capitalization, help determine when your non-deal roadshow would be most effective, prioritize and target cities by tracking the real-time increase in capital flows, track the activity of your investor targets in real-time

Software critique - Internal Consultant in Insurance

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7.0
ByAllAccounts
★★★★★

ByAllAccounts

Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.

Works, but needs quite a bit of setup - Administrator in Financial Services

Ease of use
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9.0
HiddenLevers
★★★★★

HiddenLevers

Explain Risk. Engage Clients.From Hello-to-Close.

I like the idea behind the software and the implementation is very good. - Daniel C.

Ease of use
8.2
Support
9.1
Ease of Setup
8.3

Languages supported: English

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7.8
Refinitiv Eikon
★★★★★

Refinitiv Eikon

Refinitiv Eikon provides easy access to trusted news, data, and analytics, all filtered by relevance to your exact needs, and displayed in a highly visual way that's easy to grasp and act on.

Very resourceful - Wan I.

Ease of use
7.2
Support
7.5
Ease of Setup
0.0
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9.2
PitchBook
★★★★★

PitchBook

Global Private Equity & Venture Capital Data

M&A Investment Banking Tool - Christopher A.

Ease of use
8.6
Support
9.4
Ease of Setup
0.0

Languages supported: English

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9.4
Backstop Solutions Suite
★★★★★

Backstop Solutions Suite

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

Every minute matters - Sebastian U.

Ease of use
9.1
Support
9.4
Ease of Setup
7.6
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8.4
S&P Capital IQ Platform
★★★★★

S&P Capital IQ Platform

The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.

Capital IQ review - Private Equity Background - User in Venture Capital & Private Equity

Ease of use
7.5
Support
8.5
Ease of Setup
7.9
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8.2
YCharts
★★★★★

YCharts

The Financial Terminal of the Web.

Leverage a simple UI for Fundamental Research - Zach A.

Ease of use
8.8
Support
8.1
Ease of Setup
9.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.0
Sentieo
★★★★★

Sentieo

Sentieo is an equity research platform designed to integrate intelligent public document search, research management, team collaboration, equity data dashboards, advanced visualization tools, alternative data, and a suite of mobile applications.

Great tool for SEC Reporting - User in Retail

Ease of use
9.2
Support
8.9
Ease of Setup
9.3

Languages supported: English

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6.6
Q4 Desktop
★★★★★

Q4 Desktop

The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.

Great product highly recommended - Administrator in Marketing and Advertising

Ease of use
Support
Ease of Setup

Languages supported: English

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10.0
Business Quant
★★★★★

Business Quant

Business Quant is an investment research platform. It provides tools and datasets to empower investors, so they can evaluate companies better and make informed investment decisions.

Bloomberg for Retail Investors - Sandeep K.

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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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9.0
Portfolio Lab
★★★★★

Portfolio Lab

Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts.

Analyze a ton of information in little time - Justin C.

Ease of use
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9.0
ResearchWise
★★★★★

ResearchWise

ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media; while raising the customer engagement quotient of your research in the market place.

a good tool for research purposes - matatu c.

Ease of use
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9.0
CityFALCON
★★★★★

CityFALCON

We provide personalised financial news, content, and analytics for investors, traders, and anyone requiring access to relevant, high-quality financial information. We convert unstructured data into structured data using natural language processing (NLP) and then personalise it with machine learning. We also utilise voice and chatbot technologies for a handsfree experience, and further analytics are under development. In short, we are ...

Best one-stop shop to get real time financial news, hands down! - Adam O.

Ease of use
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9.0
Visible Alpha Insights
★★★★★

Visible Alpha Insights

Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API.

Very good and future potential insight - Aniruddha P.

Ease of use
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9.0
Amenity Analytics
★★★★★

Amenity Analytics

Amenity's products transform unstructured data into targeted information and deliver it in elegant formats that are intuitive to use, frictionless to onboard, and designed to best compliment existing workflows. The Amenity Analytics Platform systematically analyzes every earnings call transcripts and SEC filings enabling the ability to spot outliers, identify critical insights, and understand key drivers.

Great Lead Advisory - User in Facilities Services

Ease of use
Support
Ease of Setup

Languages supported: English

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8.0
Tamale RMS
★★★★★

Tamale RMS

SS&C AdventTamale RMS enables you to organize an escalating volume of research data and apply it more effectively in due diligence. Ita centralized repository for capturing, organizing and sharing every piece of research you receive or create.

Tamale - great centralized repository - User in Accounting

Ease of use
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8.0
finbox.io
★★★★★

finbox.io

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Fair value' concept makes this a great stock screener – but international coverage should be better - Simon F.

Ease of use
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8.0
Bipsync
★★★★★

Bipsync

Bipsync is a software enhances investor productivity and simplifies hedge fund compliance. It provides a research management platform to maximize the productivity of professional investors.

Comprehensive Note Taking Platform with Improved Compliance - User in Financial Services

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6.0
Money.Net
★★★★★

Money.Net

Money.Net provides real-time market prices along with all of the relevant fundamental reference data for global markets, such as supply and demand statistics, or corporate actions. Money.Net also includes a professional technical charting system, the fastest live breaking market news, an Excel API to update your spreadsheets with live feeds and historical data, alerts, notifications, squawk, analytics, and much more, all in one place.

Skip the free trial, better services out there - User in Consumer Services

Ease of use
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10.0
Naviga Alert
★★★★★

Naviga Alert

Naviga Alert, get mission-critical news with unparalleled specificity, delivered instantly. Perfect for traders or those who need information in real time.

NewsEdge is the best reasonably-priced solution for traders - Michael G.

Ease of use
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0.0
Contexter
★★★★★

Contexter

findCRA's Contexter is a SaaS solution that enables banks to build exam-ready CRA performance context instantly for any county in the nation. With Contexter, a bank can quickly access a county-level market report and review nearly 200 data points organized into 10 key areas like housing, education, income, employment and more. Market reports can be shared, saved to a custom list, and printed as needed to make performance context research ...

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