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Best Financial Analytics Software

April 2024

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:

51

STOCKFLARE

50-249 Employees
London, United Kingdom
Est. 2013
Clear analysis on over 45,000 stocks across the globe. Connect your brokerage account to get personalized insights. Critical alerts and notification keeping you up to date. A service built upon the world class data of Reuters.
Specialities
  • Personal Finance
  • Stock Picking
  • Big Data In Finance
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52

StyleADVISOR

50-249 Employees
White Plains, United States
Est. 1976
Zephyr StyleADVISOR is the investment industry’s most comprehensive performance analysis software.
Specialities
  • Separate Accounts
  • Investment Proposal Generation
  • Performance Reporting Software and Services
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53

Surveyor

50-249 Employees
New York, United States
Est. 2003
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.
Specialities
  • Financial Services
  • Trading Technology Development
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54

Synaptic

50-249 Employees
Gurgaon, India
Est. 2016
Synaptic is an alternative data platform that helps financial firms and investors get actionable insights from vast amounts of data.
Specialities
  • Finance
  • Analytics
  • Data
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55

T-REX Group

50-249 Employees
New York, United States
Est. 2012
T-REX drives efficiency across the investment lifecycle of complex assets. Leverage T-REX solutions to improve performance, mitigate risk, and lower capital costs within Energy Project Finance and Structured Credit Markets.
Specialities
  • Structured Finance
  • Managed Data Services
  • Risk Analysis
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56

Televisory

50-249 Employees
Singapore, Singapore
Est. 2014
Televisory is a web-based information platform on diverse asset classes covering Financial, Fixed Income, Transactions, Commodities and Economic Data.
Specialities
  • Operational Benchmarking
  • Financial Benchmarking
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57

The Caissa Platform

50-249 Employees
New York, United States
Est. 2010
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.
Specialities
  • Risk Management Software
  • Portfolio Management
  • Liquidity Analysis Software
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58

9fin

10-49 Employees
London, United Kingdom
Est. 2016
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.
Specialities
  • Fixed Income
  • Capital Markets
  • Private Equity
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59

Altrest

10-49 Employees
London, United Kingdom
Est. 2016
Alterest is a data and intelligence provider. We are creating data products with deep analytics for participants in the lending markets, starting with a specific focus on alternative, non-bank lending.
Specialities
  • Direct Lending
  • Data Analytics
  • Machine Learning
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60

AM-DIS

10-49 Employees
Louvain-la-Neuve, Belgium
Est. 1999
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,…
Specialities
  • Portfolio Management System
  • Entreprise Risk Management
  • Portfolio Analytics
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61

Asset-Map

10-49 Employees
Philadelphia, United States
Est. 2008
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $1.4 trillion in financial instruments.
Specialities
  • Client Profiling Tool
  • Cloud-based Solutions
  • Wealth Management
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62

dxFeed Bookmap

10-49 Employees
München, Germany
Est. 2016
dxFeed Bookmap is an innovative data visualization tool and offers an advanced interface to monitor the dynamics of Depth of Market (DOM) and the evolution of the order book. dxFeed Bookmap provides its users a clear and transparent view of the market, empowering them to make better decisions with new information. At the core of dxFeed Bookmap is the Order-Book Heat-Map. This powerful tool provides the user a clear visualization of the dynamics of market depth.
Specialities
  • Data Services
  • Capital Markets
  • Financial Data
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63

ETFLogic Insights

10-49 Employees
New York, United States
Est. 2017
ETFLogic is a data analytics company that provides a web-based analytics platform with a unique focus on the ETF marketplace. In addition to providing our own platform, we integrate our data analytics and tools into client websites.
Specialities
  • Fund Flow Analysis and Models
  • Investment Analytics
  • Exchange Traded Funds
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64

FinGoal

10-49 Employees
Boulder, United States
Est. 2018
Radically Insightful Transaction-Level Recommendations to Find Money for Consumers.
Specialities
  • Digital Banking
  • Analytics
  • Portfolio Management
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65

Integrated Capital Engine

10-49 Employees
San Diego, United States
Est. 1987
Integrated Capital Engine is a web-based software that analyses portfolios, generates proposals, makes up theoretical illustrations.
Specialities
  • Financial Planning Software
  • Investment Analysis Software
  • Asset Allocation
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66

Invest for Excel

10-49 Employees
Porvoo, Finland
Est. 1987
The software enables managers, investment analysts, controllers, investors and also production, marketing.
Specialities
  • Capital Budgeting
  • Investment Planning
  • Financial Modelling
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67

IQ Integrated Portfolio Analyzer Plus

10-49 Employees
Reston, United States
Est. 2004
The IQ Integrated Portfolio Analyzer Plus tool bridges the gap between spending and effectively implementing your strategic plan. Real-time analytics enable informed business model change, investment guidance and operating model transformation for best outcomes. It is data-driven agility in motion.
Specialities
  • Data Management Solution
  • Asset Management
  • Portfolio and Project Management
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68

Legentic

10-49 Employees
Oslo, Norway
Est. 2011
Legentic offers a genuinely unique and innovative solution focused on validation, recovery of assets and the exposure of fraud. We collect big data from multiple sources all over the world, enriched through AI and machine learning, and converted into easily accessible, understandable – and actionable information. Our customers include insurance companies, loss adjusters, private investigators, financial institutions, law enforcement, attorneys, banks and government institutions. The service is ready for immediate implementation, is legally data protection compliant and will deliver a significant return on investment versus monthly service cost. Legentic is a browser-based software service (SaaS) which is delivered to our customers via a subscription-based commercial model. Our servers are hosted locally in accordance with our customer’s needs, within the public cloud, providing the information you need in real-time without the need for any hardware or software installation.
Specialities
  • Big Data
  • Machine Learning
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69

Moneytree Advise

10-49 Employees
Muncie, United States
Est. 1981
Moneytree Advise is an easy, effective solution for busy financial advisors. This software simplifies client onboarding and provides an interactive experience for financial planning. The software focuses on clients in the early stages of accumulating wealth or directly on those planning for retirement. Moneytree Advise features goal-based financial plans, an interactive client access portal, and debt freedom analysis to help your clients succeed.
Specialities
  • Financial Planning Software
  • Wealth Management
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70

Moneytree Plan

10-49 Employees
Muncie, United States
Est. 1981
Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. This software is built to handle more complex financial and tax situations for high-net-worth clients. Moneytree Plan features goal- and cash flow-based plans and an extensive report audit trail to validate and reconstruct your financial plan’s results so you and your clients can be confident.
Specialities
  • Financial Planning Software
  • Wealth Management
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71

MyABCM

10-49 Employees
Sao Paulo, Brasil
Est. 1993
MyABCM offers customized solutions for managing costs and profitability and controlling expenses. It provides a complete modeling environment so is possible to can translate data from financial and operational systems into accurate, relevant information that managers can understand and use to facilitate better decision-making.
Specialities
  • Cost Management Solutions
  • Activity-Based Management
  • Activity-Based Costing
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72

Pepper

10-49 Employees
New York, United States
Est. 2015
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.
Specialities
  • Alternative Asset Management
  • Fund Management
  • Cloud-based Platform
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73

Quantrix Modeler

10-49 Employees
Portland, United States
Est. 2002
Quantrix is the worlds leading provider of business and financial modeling software. Our cutting-edge tools enable both small and enterprise-level organizations to replace traditional spreadsheets with next-generation software, helping them transform their financial and operational practices.
Specialities
  • Business Modeling
  • Cash Flow Forecasting
  • Capital Budgeting
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74

RC-Connectivity and Data Validation System

10-49 Employees
London, United Kingdom
Est. 2001
RC-Connectivity and Data Validation System provides a web-based portal through which financial institutions can securely receive, check and evaluate data on asset portfolios. The system allows banks and savings institutions to integrate their portfolio data with decentralised networks of originators, fund managers or subsidiaries. The software supports a work stream in which analysts may view validation messages, and, if necessary, request more information.
Specialities
  • Financial Software
  • Expert Quantitative Analysis
  • Credit Portfolio Modelling
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75

Saasable

10-49 Employees
Burlington, United States
Est. 2019
Saasable is a financial reporting and analytics app that allows accountants and businesses to easily measure, customize and share recurring revenue metrics in a beautiful dashboard.
Specialities
  • Financial Reporting
  • Analytics App
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76

SCANalytics

10-49 Employees
San Diego, United States
Est. 1987
Web-based that analyses your portfolio, generates proposals, makes up theoretical illustrations. Includes financial planning.
Specialities
  • Portfolio and Investment Analysis Software
  • Financial Planning Software
  • Investment Policy Statement
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77

Stockpulse

10-49 Employees
Bonn, Germany
Est. 2011
StockPulse offers a variety of datasets suitable for a broad range of purposes, e. g. building quantitative models or integration into risk management systems.
Specialities
  • Financial Markets
  • Artificial Intelligence
  • Trading Strategies
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78

Swiset

10-49 Employees
Cali, Colombia
Est. 2018
Automated Trading Journal + AI Insights that boost performance of traders. Link your trading platform, get valuable insights and improve your trading activity in a few days. Trusted by thousands of traders in 70+ countries. Any financial market supported.
Specialities
  • Financial Markets
  • Trading Tools
  • Forex Trading
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79

Trade Idea

10-49 Employees
Encinitas, United States
Est. 2002
Trade Ideas’ A.I. is a virtual research analyst that never sleeps and sifts through technicals, fundamentals, social media, earnings and more, across millions of possible trades every day to find the highest probability, risk appropriate opportunities.
Specialities
  • Decision Support
  • Artificial Intelligence
  • Trading Strategies
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80

TraderXL Pro

10-49 Employees
Tashkent, Uzbekistan
Est. 1991
TraderXL Pro is a financial risk management software, and includes features such as portfolio management.
Specialities
  • Web Services
  • Applications Developement
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81

TRDATA

10-49 Employees
London, United Kingdom
Est. 2009
TRDATA is a business intelligence software that helps users to track prices, reports and fundamentals in real time, makes it easy to share news and analytics with the global financial community and see real time prices in TRDATA help make the best trades.
Specialities
  • Software Development
  • Financial Risk Management
  • Trading Platform
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82

TRENDRATING

10-49 Employees
Lugano, Switzerland
Est. 2013
Trendrating provides innovative Trend Capture data, analytics & technology to hundreds of portfolio managers to outperform industry benchmarks.
Specialities
  • Portfolio Analytics
  • Wealth Management
  • Investment Strategies
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83

Vidrio

10-49 Employees
New York, United States
Est. 2011
Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve complex fund management problems, improve operational efficiency and reduce risk for multi-asset-class portfolio investors. Our clients are the world’s premier allocators to external managers.
Specialities
  • Investment Management Platform
  • Hedge Fund Monitoring
  • Portfolio Management Platform
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84

Visible

10-49 Employees
Chicago, United States
Est. 2016
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.
Specialities
  • Investor Relations
  • Investor Updates
  • Investor Communication
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85

Almanac

1-9 Employees
Singapore, Singapore
Est. 2014
Unlike any trading indicator, we’ve built a high-performance trading system using deep learning artificial intelligence and it is able to learn how Market Makers move in both bull and bear markets. Currently, tuned specifically for crypto assets, our system will find the ideal trades based on your requirements and it will tell you when to take a trade and how much to trade.
Specialities
  • Artificial Intelligence
  • Cryptocurrency
  • Trading Platform
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86

Betterfront

1-9 Employees
Munich, Germany
Est. 2019
Betterfront is a Munich-based fundraising and data analytics platform that helps alternative fund managers attract, engage, and retain institutional investors. Since its founding in 2019 by a team of investors, technologists, and designers, dozens of fund managers across Europe and the US have chosen Betterfront to analyze their track record and make their fundraising more engaging and efficient.
Specialities
  • Private Capital Markets
  • Data Analytics
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87

Breakfree Trading

1-9 Employees
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.
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88

Brisk

1-9 Employees
London, United Kingdom
Est. 2018
Brisk saves time by monitoring risks and opportunities, anticipating needs and providing seamless access to products and services at the point of need.
Specialities
  • Risk Management
  • Insurance
  • Automated Risk Monitoring
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89

butterwire

1-9 Employees
London, United Kingdom
Est. 2017
Butterwire is your personal AI equity analyst – fundamental, macro and quant analysis. Better equity returns, lower risk, less trading.
Specialities
  • Active Investment Management
  • Wealth Management
  • Predictive Analytics
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90

Insa PMS

1-9 Employees
Zűrich, Switzerland
Est. 1994
Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation.
Specialities
  • Portfolio Management
  • Investment
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91

InvestBrew

1-9 Employees
Mansfield, United Kingdom
Est. 2021
InvestBrew provides free personalized financial news feeds and analytics for stocks, indices, funds, forex and cryptocurrencies. Generate custom watchlists, trends and sentiment from thousands of sources in over ten languages, supporting exchanges from around the globe and get daily digests directly to your email. This streamlines the process of identifying which stocks and cryptocurrencies are in the news and why they are in the news, with article highlights, saving hours of media research on the markets. InvestBrew also encourages developers to leverage its alternative market data by providing unique and powerful APIs which InvestBrew is built on, allowing developers to build their own market solutions.
Specialities
  • Analytics
  • Cryptocurrencies
  • Forex
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92

Latent

1-9 Employees
Singapore, Singapore
Est. 2018
Latent is a data and cognitive expert platform for public and private investing.
Specialities
  • Data Analytics
  • Enterprise
  • Software
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93

MOMO Pro Stock Scanner

1-9 Employees
Dallas, United States
Est. 2014
MOMO Pro is the first integrated stock scanner & screener designed to help active investors uncover breakouts. MOMO includes various realtime stream detail, filters, news, and social activity to provide quick and actionable insight to aid in trading and investment decisions.
Specialities
  • Mobile Development
  • Data-Devouring Scale
  • Strategy
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94

Northstar Risk and Perfomance Analysis Platform

1-9 Employees
New York, United States
Est. 2013
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly as a service.
Specialities
  • Risk Management
  • Performance Analytics
  • Investor Reporting
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95

Optim buy sell signal software indicator

1-9 Employees
Andheri East, India
Est. 2018
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.
Specialities
  • Share Market Analysis
  • Stock Analysis
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96

Path by Simplex

1-9 Employees
New Braunfels, United States
Est. 2020
Connect Your Data with Your Team: Path allows you to take complete control of your data. Using a combination of Data Mash and Data Slicing, you can grab individual pieces of data and create custom formulas to meet your specific business needs. • Small Business Owners: Focus your team on the actions that make your business successful. o Organize your team to think, communicate and act as a single unit. • Accountants, Advisors and Bookkeepers: Become a member of your client’s team. o Deliver solutions and ideas your clients can use. • Tell Your Company’s Story: Path allows you to create Milestones of critical events that impact your company’s performance. Milestones are like creating a living history of your company’s successes, accomplishments, and failures.
Specialities
  • Small Business
  • Software
  • Fintech
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97

PlanMagic Finance Pro

1-9 Employees
Croton on Hudson, United States
Est. 1995
PlanMagic Finance Pro is a Financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them.
Specialities
  • Business Plan Software
  • Financial Projections
  • Financial Models
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98

UBQuant

1-9 Employees
Ashburn, United States
Est. 2018
UBQuant’s cloud-based SaaS solution delivers a transformative way for bank UBPR analysis with our award-winning insights engine. Using our intuitive visualizations, compare your custom peers or regulatory peer group averages or watchlist trends, augmented with individual bank data points. Our Critical Ratios offers leading key metrics to drive your performance insights beyond the standard UBPR ratios. Build your own performance stories by modeling with your custom ratios by defining your own formulas to turn the bank financial data into actionable insights. The UBQuant standard interface for all plans includes bank report visualization with % change, peer average comparisons, and watchlist trending, along with downloadable respective individual bank data. Standard Ratios: From Summary Ratios to Fiduciary & Related Services, all regulatory categorized UBPR metrics organized for intuitive access and better analytics. Plus, research analysis on any UBPR or Call report metric. Critical Ratios: UBQuant pre-defines CAEL metrics (Capital Adequacy, Asset Quality, Earnings, Liquidity) and other critical metrics with real-time formula-based computations to provide deeper insights for premium users. (We curated these ratios to support evaluation of bank’s financial condition based on the commonly used regulatory rating metrics, red flags, industry resources, and our customer requests.) Custom Ratios: UBQuant pro users can define their own custom formula ratios to build their personal set of analytics. Real-time computations yield instant results along with peer computations and trends. No limitations or restrictions on metrics – any valid Call and/or UBPR metric combination can be used.
Specialities
  • Bank Analytics
  • Bank Examination
  • FinTech
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99

Biglivetrade

Nashik, India
Biglivetrade is the best buy sell signal software for the stock market specially designed to analyze the stock. it gives perfect entry with stop loss and target for every stock including equity, commodity, Nifty, Banknifty, Options, Futures, and Forex. The software has scanner which scans all the stocks and gives you the list of stocks wherein the buy and sell call is generated.
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100

MultiScoring

Buenos Aires, Argentina
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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