Best Financial Analytics Software

September 2022

Financial analytics software helps investors make decisions about creating, expanding, or closing their portfolio. It’s bread and butter for anyone that wishes to make recommendations to wealthy individuals. Best financial analytics tools meet a set of requirements. What are they and what are key players on the market? Get to know them before developing your own solution.

The key to developing and running any kind of financial analytics software is to understand the core purpose of this kind of app. Deliver data, generate reports, remove any unnecessary complexities that can cloud the judgment and impact the decision-making process. Anything after that is just a logical consequence.

What are financial analytics tools?

It’s all about features and delivery of value that help make decisions on the spot. Financial markets are incredibly complex and work around the clock. With many variable factors and moving parts, brokers and investors want to be sure they make the best recommendations and decisions possible. At least with the current amount of knowledge and in a reasonable time frame.

Finance analytics tools should aggregate financial data. They track investment portfolios. They allow specialists to browse stock and other options, using advanced filters. Last but not least, financial analytics tools generate reports. That way investors get information but also tips on the portfolio’s performance. 

Additionally, this type of software offers tagging. Putting a tag over a specific stock or other investment option tides up a structure and leads to more informed decisions and educated guesses. After all, financial analytics tools and FinTech analytics tools, in general, should provide instant value. 

But it’s not all. Best financial analytics software helps to manage not only investments but cash flow in general. Not necessarily personal but across the entire organization. You can integrate customer relationship management (CRM), enterprise resource planning (ERP) software as well as other systems for additional data generation. 

What are the additional advantages of financial analytics software?

Best financial analytics tools let you also:

  • track revenue, expenses, and profitability levels
  • create tailored reports for investors, specific to their portfolio and future expectations
  • perform accurate forecasting for future options
  • establish or improve budget planning
  • improve the efficiency of business processes

That’s a lot but it only goes to show how complicated data analytics services really are. The real trick about it all is to serve clear information and provide different perspectives on the same data. After all, investing and managing money is an art of its own. Options. Best financial analytics software should provide options. If you want to build such an app and you look for potential competition, here’s a list for you.

Best financial analytics software products:

1

ABS Suite

250+ Employees
New York, United States
Est. 2008
ABS Suite provides a customizable data architecture that is easily adjusted to accommodate an unlimited number of asset classes, interfaces, and transactions.
Specialities
  • Risk Management
  • Economic Analysis and Forecasting
  • Consulting
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2

Ascend Commercial Suite

250+ Employees
Costa Mesa, United States
Est. 1980
Experian unlocks the power of data to create opportunities for consumers, businesses and society. During life’s big moments – from buying a home or car, to sending a child to college, to growing a business exponentially by connecting it with new customers – we empower consumers and our clients to manage data with confidence so they can maximize every opportunity. We gather, analyse and process data in ways others can’t. We help individuals take financial control and access financial services, businesses make smarter decision and thrive, lenders lend more responsibly, and organizations prevent identity fraud and crime.
Specialities
  • Risk Management
  • Predictive Analytics
  • Marketing Services
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3

BEAT FilingsHub

250+ Employees
London, United Kingdom
Est. 2004
FilingsHub streamlines SEC research and provides access to global filings. FilingsHub generates real-time alerts and notifications for global company coverage.
Specialities
  • Private Equity
  • Analytics
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4

Broadridge Data Aggregation and Financial Reporting

250+ Employees
New York, United States
Est. 2007
Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.
Specialities
  • Data and Analytics
  • FinTech
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5

Broadridge Data Management Analytics and Reporting

250+ Employees
New York, United States
Est. 2007
Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it’s needed.
Specialities
  • Data and Analytics
  • FinTech
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6

Broadridge Market Analytics

250+ Employees
New York, United States
Est. 2007
Make informed decisions about product development to boost marketing and sales results. Broadridge provides one central source for researching and understanding market trends and opportunities.
Specialities
  • Data and Analytics
  • FinTech
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7

Broadridge Performance Analytics

250+ Employees
New York, United States
Est. 2007
Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors’ portfolios.
Specialities
  • Data and Analytics
  • FinTech
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8

Clearwater Analytics

250+ Employees
Boise, United States
Est. 2004
Clearwater is an automated data aggregation and reporting solution for investment portfolio data.
Specialities
  • Integrated Investment Accounting
  • Complete Investment Portfolio Transparency
  • Tax Investment Accounting
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9

Digital on Demand

250+ Employees
London, United Kingdom
Est. 1998
Digital on Demand is PwC’s marketplace of curated digital assets that help you work faster and smarter. With a constantly expanding and evolving inventory of intelligent automations, Digital on Demand enables you to accelerate finance transformation and automate at scale.
Specialities
  • Assurance
  • Advisory
  • Tax
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10

Earnix

250+ Employees
Givatayim, Israel
Est. 2001
Earnix is a leading provider of mission-critical systems for global insurers and banks. Through Earnix, customers are able to provide prices and personalized products that are smarter, faster, and safer in full alignment with corporate business goals and objectives. Earnix’s customers deliver over 1 billion quotes per year through Earnix’s solutions, offering systemized, enterprise-wide value with ultra-fast ROI. Earnix has been innovating for Insurers and Banks since 2001 with offices in the Americas, Europe, Asia Pacific, and Israel.
Specialities
  • Predictive Analytics
  • Risk Analysis and Modeling
  • Financial Service Product Design
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11

eFront Portfolio Monitoring

250+ Employees
Paris, France
Est. 1999
eFront Portfolio Monitoring (PM) streamlines and automates all portfolio monitoring activities from data collection and standardization all the way to advanced analysis and investor reporting, leveraging eFront’s unparalleled experience in alternative investment technologies and software
Specialities
  • Alternative Investment Software
  • Enterprise Risk Management
  • Portfolio Management
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12

eMoney

250+ Employees
Radnor, United States
Est. 2000
eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement. Our planning software helps you plan across the client lifecycle, engage your clients meaningfully, manage your practice efficiently, streamline your technology and grow your business.
Specialities
  • Wealth Management
  • Financial Planning
  • Advisor Marketing
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13

Equisoft/analyze for advisors

250+ Employees
Montréal, Canada
Est. 1994
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.
Specialities
  • Data Conversion and Migration
  • Asset Allocation
  • Financial Needs Analysis
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14

Equisoft/analyze for wholesalers

250+ Employees
Montréal, Canada
Est. 1994
Equisoft/analyze for wholesalers is a sales acceleration platform to guide investment product positioning and fund performance analytics.
Specialities
  • Data Conversion and Migration
  • Asset Allocation
  • Financial Needs Analysis
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15

Equisoft/plan

250+ Employees
Montréal, Canada
Est. 1994
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
Specialities
  • Data Conversion and Migration
  • Asset Allocation
  • Financial Needs Analysis
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16

FactSet Portfolio & Risk Analytics

250+ Employees
Norwalk, United States
Est. 1978
FactSet’s integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.
Specialities
  • Portfolio Management
  • Wealth Management
  • Risk and Compliance
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17

FactSet Research Management

250+ Employees
Norwalk, United States
Est. 1978
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.
Specialities
  • Portfolio Management
  • Risk and Compliance
  • Wealth Management
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18

GCorr Macro El Calculator

250+ Employees
New York, United States
Est. 2007
The GCorr Macro EL Calculator forecasts stressed expected losses for portfolios, including loans and credit securities.
Specialities
  • Risk Management
  • Economic Analysis and Forecasting
  • Consulting
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19

MarketSwitch Optimization

250+ Employees
Costa Mesa, United States
Est. 1980
Marketswitch Optimization is a mathematical decisioning software solution that enables customers to design the best strategies across the organization to solve complex business problems and meet organizational objectives. It automatically evaluates competing business goals, contact protocols, operational constraints, and individual customer needs and preferences and calculates the impact of every possible decision, leaving you with the best combination of actions to take.
Specialities
  • Data Management
  • Risk Management
  • Marketing Services
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20

Moody’s Credit Loss and Impairment Suite

250+ Employees
New York, United States
Est. 2007
Moody’s Analytics suite of credit risk models and data, economic forecasts, advisory services, and infrastructure solutions assist with the implementation of expected credit loss and impairment analysis for IFRS 9 and CECL.
Specialities
  • Risk Management
  • Economic Analysis and Forecasting
  • Consulting
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21

Nasdaq IR Insight

250+ Employees
New York, United States
Est. 1971
Uncover new insights with deeper interactive data visualization and analysis from Nasdaq’s investor relations analytics solution.
Specialities
  • Financial Markets
  • Global Trading
  • Listing Services
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22

QUALCO Data-driven Decisions Engine

250+ Employees
Athens, Greece
Est. 1998
QUALCO Data-driven Decisions Engine (D3E) is an integrated platform aiming to automate and streamline every stage of the analytics workflow, from data ingestion to predictive modelling, decision making and action optimisation. D3E takes a maximalist view of analytics, encompassing: data provisioning, consolidation and data transformation for descriptive analytics and reporting; fully automated data preparation and model generation for predictive analytics; configurable decision-making logic and optimisation mechanisms for prescriptive analytics; and adaptable integration and orchestration mechanisms for operationalising every aspect of analytics.
Specialities
  • Collections and Recoveries Technology
  • Loan Management
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23

Reorg

250+ Employees
New York, United States
Est. 2012
Founded in 2013, Reorg has fundamentally changed the way financial and legal professionals access complex and opaque business information. Our unique editorial team combines reporting with financial and legal analysis to provide a holistic view of topical situations and delivers that view in real time through our proprietary platform, which is powered by machine learning and natural language processing applications.
Specialities
  • Covenants Analysis
  • Asia Financial Analysis
  • Americas Debt Data
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24

ReportWa

250+ Employees
New Jersey, United States
Est. 2010
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.
Specialities
  • Digital Transformation
  • Business Intelligence
  • Wealth Management
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25

Socrata Insights Dashboard

250+ Employees
Seattle, United States
Est. 2007
Socrata Insights Dashboard is a user-friendly application for the exploration, analysis, and benchmarking of regional budgetary and expenditure data
Specialities
  • Performance Management
  • Financial Insights
  • Data Intelligence
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26

Spreadsheet Server

250+ Employees
Raleigh, United States
Est. 1993
Spreadsheet Server provides finance teams and business users with an efficient and accurate alternative to native ERP Reporting tools.
Specialities
  • Financial Reporting
  • Business Analytics
  • Enterprise Performance Management
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27

StatPro Revolution

250+ Employees
Pittsburgh, United States
Est. 1991
StatPro Revolution is an integrated, cloud-based performance and risk platform designed to increase productivity and lower costs.
Specialities
  • Managed Investment Solutions
  • Data Management Automation
  • Alternative Fund Management
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28

TradingView

250+ Employees
London, United Kingdom
Est. 2011
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
Specialities
  • Finance
  • Social
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29

Agilis Investment Management

50-249 Employees
Dubai, United Arab Emirates
Est. 2008
Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.
Specialities
  • Asset Management
  • MicroFinance
  • Technology Services
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30

Altvia Answers

50-249 Employees
Broomfield, United States
Est. 2006
Timing is critical and PE firms need an informational edge to differentiate and better compete for capital and deals. An end-to-end, private equity business intelligence solution that connects to, transforms, normalizes, and displays all of your data across systems, Altvia Answers makes it easy to perform complex analyses at any time. Altvia Answers provides data analytics to business people—without the help of IT—to answer the questions you know you have, along with the questions you haven’t yet discovered. It’s a holistic solution that brings all of your data together into a single source of truth, removes error-prone processes, and enables your firm to differentiate to compete.
Specialities
  • Private Equity
  • Venture Capital
  • Business Intelligence
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31

Aumni

50-249 Employees
Salt Lake City, United States
Est. 2018
Aumni is an investment analytics platform for private capital markets that include venture funds, family offices, university endowments and corporate venture firms. By combining the best of A.I. and human expertise, Aumni’s platform extracts and analyzes critical deal data buried in dense legal agreements. In just a few clicks, Aumni provides the most comprehensive insights related to the financial and legal position of every investment. Aumni has analyzed an unprecedented breadth and depth of private capital data representing investors with over $1 trillion in assets under management. With Aumni, investment leaders can make faster and more informed decisions in an ever-changing world.
Specialities
  • Investment Analytics Platform
  • Assets Management
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32

Baker Hill NextGen®

50-249 Employees
Carmel, United States
Est. 1984
Baker Hill NextGen® is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business and consumer lending, delivers sophisticated analytics and marketing solutions, and is the expert solution for relationship management, CECL and analytics for financial institutions. Multiple, disjointed systems that hinder the ability to make data-driven decisions are a thing of the past. Baker Hill NextGen® offers the most high-tech comprehensive solution that fits the way the market wants to consume technology today—and in the future.
Specialities
  • Commercial Lending
  • Portfolio Risk Management
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33

F3

50-249 Employees
Surrey, Canada
Est. 1990
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.
Specialities
  • Portfolio Management
  • Risk Management
  • Enterprise Risk
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34

InfoFiscus Finance Analytics

50-249 Employees
Fremont, United States
Est. 2010
Infofiscus – Infometry Finance Analytics solution delivers scalable Finance Dashboards, Scorecards, and Advanced Analytics solution for Cloud and On-Prem ERP and CRM customers. Infofiscus is built keeping in mind the personal of C-level executives, Analysts, controllers, and accounting team and the system to self-serve once deployed. Infometry’s proven finance data model, data integration layer and metadata layer make it easy to configure, customize, deploy and maintain without having in-depth knowledge of ERP/CRM data model.
Specialities
  • Program Management
  • Data Architecture
  • Self Service Analytics Solution
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35

InvestWorks

50-249 Employees
Norwalk, United States
Est. 2010
InvestWorks is a comprehensive, easy-to-use analytical tool used widely by institutional investment consultants and investors for evaluating money managers and analyzing investment performance.
Specialities
  • Performance Reporting
  • Investment Analytics
  • Portfolio Allocation
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36

Invoke FAS Compta-Report

50-249 Employees
Paris, France
Est. 2001
Invoke FAS Compta-Report is a reporting solution that interfaces with all accounting systems on the market to produce standardized reports and IFRS statements.
Specialities
  • Financial Reporting Software Provider
  • Banking and Insurance Regulatory Reporting
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37

Irwin

50-249 Employees
Toronto, Canada
Est. 2017
Irwin is the most powerful investor relations software, made for modern IR teams. Find, engage, and build relationships with the right investors at the right time so that you can focus on what you do best – building your business. Irwin is a leading technology provider for capital markets professionals. Leveraging our experience in both financial markets and enterprise software allows us to uniquely position our clients for success. We are building our company for the long-term and we are helping our clients do the same. Founded in 2017 in Toronto, Irwin was built on the thesis that the combination of evolving regulatory standards, industry conditions and technological innovation was forcing significant change in the way capital markets operate. Since then, that thesis has proven to be correct, leading to a growing need to do things differently. Since early 2017, we have been helping global public companies and their advisors successfully navigate these changes. Our innovative software and service allows our clients to build better relationships with investors and ultimately lower their cost of capital. By doing this, we are improving the transparency, accountability and productivity of capital markets. Irwin enables you to: Better understand changes in your shareholder base. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Identify and connect with high quality investors. Irwin makes it easy for users to search for Institutions, Funds & Retail Investment Advisors. With Irwin, you can connect with a global database of qualified investors. Keep track of all your IR activity in one place. Irwin’s intuitive design allows for seamless management of your company’s contacts. Our CRM function is easy-to-use, and designed to help improve your communications with investors and stakeholders. Access Research, Estimates, and Transcripts. Save time and gain a deeper understanding of what is being said about your company and your peers by accessing FactSet’s Research, Estimates and Transcripts directly within Irwin.
Specialities
  • Innovative Software
  • Investor Monitoring
  • Capital Markets
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38

Kensho

50-249 Employees
Cambridge, United States
Est. 2013
Kensho Financial Analytics Software deploys scalable analytics systems across the most critical commercial institutions in the world.
Specialities
  • Machine Learning
  • Data Science
  • Cloud Computing
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39

KlipC Cloud Systems

50-249 Employees
Seattle, United States
Est. 2018
We allow retail traders with MT4/MT5/Binance/Huobi/Robinhood trading accounts to link their trading accounts through our cloud to aggregate financial data and manage risk in real-time. Investment managers can also use KlipCy to manage multiple trading accounts across different platforms through our API. KlipC is also a thriving social trading community with users from all over the world.
Specialities
  • Financial Data and Manage Risk
  • Investment Management
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40

Modelity Unicost

50-249 Employees
Tel Aviv, Israel
Est. 2000
Modelity unicost brings fragmented, non-unified cost information into full harmonization.
Specialities
  • Financial Modeling
  • Trading
  • Software
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41

Moneyhub

50-249 Employees
Bristol, United Kingdom
Est. 2011
Powering Financial Wellness The Open Finance platform that enables you to truly understand and engage your customers through powerful analytics and smart, actionable insights that deliver unique hyper-personalised experiences.
Specialities
  • Personal Finance Management Tools
  • Financial Services
  • Big Data
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42

Novus

50-249 Employees
New York, United States
Est. 2007
Novus seamlessly integrates with your custodian banks, fund administrators or portfolio management systems.
Specialities
  • Hedge Funds
  • Investing
  • Data
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43

Novus Performance Attribution

50-249 Employees
New York, United States
Est. 2007
With Novus attribution platform, you have access to absolute and relative contribution, batting averages, win/loss and slugging ratios that span your entire portfolio history, all in one platform.
Specialities
  • Hedge Funds
  • Investing
  • Data
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44

Perform FPC

50-249 Employees
Naperville, United States
Est. 1983
Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.
Specialities
  • Portfolio Management
  • Risk Analysis and Attribution
  • Order Management
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45

Portfolio Plus Prospector

50-249 Employees
Stouffville, Canada
Est. 1988
Portfolio+ is an open banking platform that includes software applications for loans, mortgages, term deposits, investments and retail banking.
Specialities
  • Financial Services Software
  • Leasing and Financing Software
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46

RightCapital

50-249 Employees
Shelton, United States
Est. 2015
RightCapital is a financial and tax planning software solution.
Specialities
  • Financial Planning
  • Tax Planning
  • Retirement Planning
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47

RiskExec

50-249 Employees
Washington, United States
Est. 2015
RiskExec is a reporting and analysis platform for HMDA, CRA, redlining, and fair lending. Automate HMDA, CRA, redlining, and fair lending processes with RiskExec’s compliance reporting and analysis platform. Modern mapping visualizes mortgage loan data with sophisticated geocoding and customizable layers. Automate HMDA, CRA, redlining, and fair lending processes with RiskExec’s compliance reporting and analysis platform. Modern mapping visualizes mortgage loan data with sophisticated geocoding and customizable layers.
Specialities
  • Regulatory Compliance
  • Financial Services
  • Risk Management
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48

Skience Platform

50-249 Employees
Herndon, United States
Est. 2001
Skience powered by The Athene Group, is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity, and deliver a great client experience. Skience offers deep integrations with the industry’s leading custodians and technology firms, providing advisors with a fully integrated workspace.
Specialities
  • Cloud Computing
  • Wealth Management
  • Salesforce Financial Services Cloud
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49

SolveQuotes

50-249 Employees
Rockville Centre, United States
Est. 2011
Solve Advisors provides sophisticated and flexible pre-trade price transparency and analytics tools for fixed income markets. Powered by machine learning and natural language processing, the Solve platform puts the essential data at our clients’ fingertips so they can easily maintain their edge.
Specialities
  • Valuations and Modeling
  • Syndicated Bank Loans
  • Corporate Bonds
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50

Spider Software

50-249 Employees
Mumbai, India
Est. 2000
Spider Software is the foremost developer for one of the Best Technical Analysis software, curated exclusively for the stock market traders of India.
Specialities
  • Software Solutions for Stock Market
  • Technical Analysis Software
  • Financial Stock Solutions
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