Contact Us
  1. Products
  2. Best Investment & Financial Market Research Software

Best Investment & Financial Market Research Software

April 2024

Investment research software helps shape the process behind allocating resources. It’s primarily used by portfolio managers, private banking specialists, and other investment-related professionals. The goal is to optimize the investment process and help clients make the best decisions involving their money.

What is financial research software?

The definition above doesn’t exhaust the definition of financial research software. These kinds of products are highly specialized financial research tools. To fall into this category, a product should:

  • provide access to macroeconomic data
  • generate data about the company – basic, about capital structure, ownership and transaction information, financial reports
  • have tools to gather and process financial information
  • have the ability to generate reports
  • have the ability to made recommendations based on the data and historical flows of the company overall, including financial, condition

Investment research software also performs periodical stock screens and presents results through various visualizing methods. Such as graphs or simplified presentations, that includes all the most important information, while deep analysis is covered in the full version of the report.

Benefits of financial market research software

Best financial research software usually is offered based on various tiers. Depending on the tier you choose, you get different options. The higher the tier, the more precise, custom, and deep the analytics goes. The thing is, however, that level of customization allows for a truly tailored experience.

Another plus comes from the charts themselves. In order to be useful, financial research tools fight over charts, instead of options. Most of them have similar features, but the level of information clarity is what wins customers over. You need to be able to throw a quick glance and read the results almost immediately. That’s why best financial research software is praised based on the quality of presentation, not only information.

The next benefit comes with customizable options. Investment management research software allows you to generate custom watchlists and scanner filters. That way you want to miss a stock or a company you want to put under the microscope.

What kinds of investment research software are available for use?

In a nutshell – you can go with a general product category or decide on something narrow. Like a product that scans only a specific industry, let’s say the energy sector or transportation. The real dilemma comes from the next step. If you invest in a stock, will that satisfy your needs? Or will you choose to build an investment research software yourself? If the second possibility comes to fruition, consider using research and development services.

1

Acuris Studios

250+ Employees
New York, United States
Est. 2000
Acuris powers business growth for financial and professional services firms worldwide. Through events and subscription-based digital services, we provide unique, high-value content that helps our customers to make the best decisions based on the strongest evidence.
Specialities
  • Hedge Funds
  • Private Equity
Visit site
2

AlphaSense

250+ Employees
New York, United States
Est. 2011
Meet AlphaSense: the world’s leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, news, trade journals, and equity research. Our platform is trusted by over 1,800 enterprise customers, including a majority of the S&P 500. Headquartered in New York City, AlphaSense employs over 450 people across offices in the U.S., U.K., Finland, and India. For more information, please visit www.alpha-sense.com.
Specialities
  • Investment Research
  • Market Intelligence
  • Sentiment Analysis
Visit site
3

Axys

250+ Employees
Windsor, United States
Est. 1986
SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps over a thousand firms get more done in less time.
Specialities
  • Portfolio Management
  • Hedge Fund Administration
  • Institutional Outsourcing
Visit site
4

Bloomberg Terminal

250+ Employees
Arlington, United States
Est. 1981
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.
Specialities
  • Accounting
  • Data and Analysis
Visit site
5

Broadridge Advisor Desktop Solutions

250+ Employees
New York, United States
Est. 2007
Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.
Specialities
  • Data and Analytics
  • FinTech
Visit site
6

Broadridge Global Market Intelligence

250+ Employees
New York, United States
Est. 2007
Make better strategic decisions, more effectively allocate your company’s resources and be more responsive to the needs of your customers through the combined power of Money in Motion, FundFile and SalesWatch.
Specialities
  • Data and Analytics
  • FinTech
Visit site
7

ByAllAccounts

250+ Employees
Chicago, United States
Est. 1984
Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.
Specialities
  • Investment Research
  • Investment Management
Visit site
8

Calero-MDSL Market Data Management

250+ Employees
Rochester, United States
Est. 1983
Calero-MDSL’s Market Data Manager (MDM) solution provides specialist multi-currency market data inventory management, invoice reconciliation, and reporting for financial institutions.
Specialities
  • Financial Market Data Management
  • Cloud Expense Management
  • Business Intelligence and Reporting
Visit site
9

EDGAR® Online

250+ Employees
Chicago, United States
Est. 1983
Whether you’re conducting research to support an IPO, managing an annual proxy or licensing a data package for your own audience, EDGAR Online helps you efficiently extract the intelligence you need.
Specialities
  • Government Reporting
  • Risk and Compliance
  • Capital Markets
Visit site
10

Elektron Data Platform

250+ Employees
London, United Kingdom
Est. 2018
Quality data is the key to faster, smarter decisions. With Elektron Data Platform your team can discover, integrate, enrich, and consume the content they need, wherever they need it – whether that’s into a data centre, managed service, or the cloud. Access a wide range of real-time, reference, end-of-day, time series, and alternative data, as well as powerful analytics solutions. Tap into an unrivalled depth of coverage, including equities, FICC, and OTC derivatives content. Integrate this content with your proprietary data and the best information from third-party sources. The data you need is delivered, cleaned, tagged, and standardized so you can easily spot the linkages, relationships, and connections that help you discover new opportunities. It’s distributed via feeds, direct to your desktop or applications from the cloud, or via hosted or managed data management services. What you get with Elektron Data Platform: – Market leading content and feeds – Streaming and non-streaming content – Low latency data delivery – Consistent symbology – Flexible deployment – Developer support
Specialities
  • Market Data
  • Financial Markets
  • Fixed Income
Visit site
11

EMIS

250+ Employees
London, United Kingdom
Est. 1994
EMIS operates in and reports on countries where high reward goes hand-in-hand with high risk. We bring you time-sensitive, hard-to-get, relevant news, research and analytical data, peer comparisons and more for over 125 emerging markets. We are a business within the ISI Emerging Markets Group.
Specialities
  • Emerging Market Private and Public Company Profiles
  • Company and Industry Research From Premium Sources
Visit site
12

Enterprise Platform

250+ Employees
London, United Kingdom
Est. 2018
Control data flow, automate entitlements, and support your web-based applications using a full suite of tools, with the industry’s most powerful market data distribution platform (formerly known as Thomson Reuters Enterprise Platform). Reduce complexity and costs, and streamline your operations. Transfer data across offices and functions securely and confidently using bespoke workflows unique to your organization. A range of APIs lets you simply connect and distribute data, and our robust technology ensures minimal downtime. Your teams can write new apps or algorithms and quickly start trading with them over the platform. To ensure compliance, our entitlements system has over 15,000 licenses globally. Content from any provider can be normalized and tagged so that it is identifiable at all stages, giving you full audit and compliance trails. What you get with Refinitiv’s Enterprise Platform: – Core infrastructure – Control of flow and administration – Added value – Systems management and support – Help with compliance – Reduce total cost of ownership
Specialities
  • Market Data
  • Financial Markets
  • Fixed Income
Visit site
13

EQS IR COCKPIT

250+ Employees
München, Germany
Est. 2000
The new EQS IR COCKPIT – for Effective and Efficient IR Management. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers: with simple workflows, better results and added value for you and your investors.
Specialities
  • Online Reports
  • Risk Management
  • Compliance Management Software
Visit site
14

FactSet Data Feeds

250+ Employees
Norwalk, United States
Est. 1978
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.
Specialities
  • Portfolio Management
  • Risk and Compliance
  • Investment Banking
Visit site
15

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
Visit site
16

IncFact

250+ Employees
Austin, United States
B2B Competitor Intelligence and company research with database of 3 million public and private U.S. companies. Reports include revenue history, financials, and SWOT analysis.
Specialities
  • Big Data
  • Market Research
Visit site
17

insight360

250+ Employees
New York, United States
Est. 1971
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.
Specialities
  • Global Trading
  • Financial Markets
  • Listing Services
Visit site
18

Mergermarket

250+ Employees
New York, United States
Est. 2000
Mergermarket gives M&A professionals a competitive advantage, delivering insights on deals 6-24 months before they become public knowledge
Specialities
  • Predictive Intelligence
  • Private Equity
  • Trends and Analysis
Visit site
19

Nasdaq Investory Advisory Services

250+ Employees
New York, United States
Est. 1971
Nasdaq Advisory Services delivers shareholder analysis, a comprehensive view of trading and investor activity and insights into investor behavior providing you with meaningful data and analysis to manage your investor relations outreach efforts.
Specialities
  • Financial Markets
  • Global Trading
  • Listing Services
Visit site
20

Naviga Alert

250+ Employees
Bloomington, United States
Est. 2013
Naviga Alert, get mission-critical news with unparalleled specificity, delivered instantly. Perfect for traders or those who need information in real time.
Specialities
  • News Media Publishing Systems
  • Advertising
  • Content Management
Visit site
21

PitchBook

250+ Employees
Seattle, United States
Est. 2007
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. With offices in Seattle, San Francisco, New York and London, PitchBook serves more than 18,000 clients globally.
Specialities
  • Private Equity
  • Venture Capital
  • Data Analysis
Visit site
22

Q4 Desktop

250+ Employees
Toronto, Canada
Est. 2006
Q4 Desktop is a fully integrated investor relations platform that combines your CRM with advanced markets intelligence tools to simplify and streamline the entire investor relations workflow. Q4 Desktop includes activity logging and pipeline solutions, intuitive contact-level targeting, time-saving report building functionality, itinerary building, roadshow planning tools, database of validated financial data, as well as actionable intelligence including trading analytics, relative performance, and activism alarms. With a simplified and streamlined end-to-end solution, only Q4 Desktop aggregates all data generated across websites, events, and CRM, with capital markets intelligence to drive better understanding of shareholder base and stock valuation. With the Q4 Experience, clients gain access to a portfolio of innovative solutions to help them successfully meet their business objectives, including for websites, video conferencing and virtual events, investor relations CRM, investor targeting, corporate access, and capital markets intelligence. By combining market-leading technology with an industry-leading customer experience model, Q4 empowers over 2,100 of the world’s largest brands to build impactful and strategic investor relations and corporate communication programs.
Specialities
  • Capital Markets Intelligence
  • Mobile Applications
  • Predictive Analytics
Visit site
23

Refinitiv Eikon

250+ Employees
London, United Kingdom
Est. 2018
Access an incredible depth and breadth of financial analysis data to make smarter decisions. Eikon is a flexible, open platform that’s purpose-built for trade innovation and lets you connect with the world’s largest directory of verified financial professionals. Eikon is more than just a way to access an extraordinary range of data and exclusive market-leading Reuters news – with Eikon content running alongside REDI EMS, our award-winning execution management system, you get open and powerful pre-trade capabilities. Trader-focused apps help you understand the markets and make crucial decisions, and you can connect to the world’s largest verified directory of financial professionals — over 300,000 trusted contacts collaborating, sharing, and gaining vital insights. It’s an open platform so you can build and plug into a wide array of APIs and apps to get the information you need, when and how you need it. And, unlike ‘closed’ models, Eikon is a catalyst for innovation in the global financial services industry. Getting started is simple – access Eikon via your desktop, over the web, or your mobile device. You’re just a download away from mastering the market.
Specialities
  • Market Data
  • Financial Markets
  • Fixed Income
Visit site
24

Refinitiv Workspace

250+ Employees
London, United Kingdom
Est. 2018
Access unmatched financial data, news and content coverage in a highly customized workflow experience built just for you. Work faster and smarter on your preferred device, at home or in the office. Refinitiv Workspace gives you access to the broadest and deepest coverage of financial data, news, analytics and productivity tools – all in a highly customized experience on desktop, web and mobile. With its integrated developer environment, you can also use and analyze data flexibly with modern APIs and popular languages like Python. Whether you’re a wealth advisor, research analyst, portfolio manager, investment banker, trader or financial developer, Workspace is tailored to your specific needs, so you’ll get the functionality that fully meets your unique workflow.
Specialities
  • Market Data
  • Financial Markets
  • Fixed Income
Visit site
25

S&P Capital IQ Platform

250+ Employees
New York, United States
Est. 1917
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.
Specialities
  • Analytics
  • Credit Ratings
  • Commodities Information
Visit site
26

S&P Global Market Intelligence

250+ Employees
New York, United States
Est. 1917
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.
Specialities
  • Analytics
  • Credit Ratings
  • Commodities Information
Visit site
27

Tamale RMS

250+ Employees
Windsor, United States
Est. 1986
Tamale RMS® is an award-winning research management solution built by and for investment professionals. This SS&C Advent solution provides a centralized repository for organizing all research data, both internal and external, in one place – making it easy to access, search, find and share information, and use it to its greatest effect. Investment teams can spend their time collaborating on ideas, improving due diligence and providing transparency for investors. Cloud delivery and mobile applications make Tamale accessible anytime, anywhere, enabling teams in disparate locations to collaborate in real time. Capture, organize and share every piece of research you receive or create from one, centralized source.
Specialities
  • Portfolio Management
  • Hedge Fund Administration
  • Institutional Outsourcing
Visit site
28

Tegus

250+ Employees
Chicago, United States
Est. 2017
The Tegus Platform is a smart-searchable database of thousands of instantly-available transcripts of conversations between buy-side investors and industry experts. With on-demand insights from customers, ex-employees, and competitors, investors can get up to speed fast and keep tabs on their portfolio.
Specialities
  • Expert Network
  • Alternative Data
  • Software
Visit site
29

Visible Alpha Insights

250+ Employees
New York, United States
Est. 2012
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.
Specialities
  • Financial Models
  • Fundamental Dataset
Visit site
30

ACTIV Financial Systems

50-249 Employees
Chicago, United States
Est. 2002
ACTIV Financial Systems is a global provider of real-time, multi-asset financial market data and solutions.
Specialities
  • Market Data
  • Enterprise Content Platform
  • Financial Services
Visit site
31

Amenity Analytics

50-249 Employees
New York, United States
Est. 2015
Amenity develops cloud-based analytics solutions to help businesses draw actionable insights from text on a massive scale. Fortune 100 companies, hedge funds, financial exchanges, and insurance companies rely on our proprietary NLP technology for use on sources ranging from regulatory filings and earnings call transcripts to news coverage, social media activity, and research reports.
Specialities
  • Predictive Analytics
  • Wealth and Asset Management
  • Artificial Intelligence
Visit site
32

Axia

50-249 Employees
London, United Kingdom
Est. 1990
Axia is a web-based, enhances business agility through a quick setup process while offering licensing, sourcing, deployment and pricing options.
Specialities
  • Financial Services Software Platforms
  • Investment Management Systems
  • Wealth Management Software
Visit site
33

Axial

50-249 Employees
New York, United States
Est. 2010
Axial is a private deal network serving professionals who own, advise, and invest in North American lower middle market companies. Axial’s deal-sourcing and deal marketing tools are used to facilitate the discovery and execution of transactions that meet the following criteria: Geography: US & Canada based businesses Revenue: $5M – $250M EBITDA: Up to $20M Transaction Types: M&A, Debt, Minority Equity, & Co-Investments Industry Verticals: Healthcare, TMT (Tech, Media & Telecom), Industrials, Consumer, Business Services, Food & Beverage, Transportation & Logistics, Financial Services, Energy, Education
Specialities
  • Private Capital Markets
  • Business Development
  • Private Equity
Visit site
34

Barchart Historical & End of Day Data

50-249 Employees
Chicago, United States
Est. 1980
Barchart’s Historical and End-of-Day data is available for worldwide equities, futures, indices, funds and forex. This data can be delivered to users through Barchart OnDemand or common file transfer methods such as FTP. One-time data sales, as well as daily update services are available, and can be customized to meet the product set defined by clients. Barchart’s redundant data integrity policies ensures the data meets the highest standards of accuracy.
Specialities
  • Trading Software
  • Website Content
  • Market Data and Information
Visit site
35

Barchart Hosted Feed Solutions

50-249 Employees
Chicago, United States
Est. 1980
Integrate real-time, delayed, and historical market data into third-party applications with technology managed and hosted by Barchart. Market data is fed directly to the client/end-user applications with Barchart as the vendor of record. Barchart’s Market Data Feeds are used by companies in finance, commodities, agricultural, energy and media. They are compatible with many independent software vendors (ISVs) offering trading, charting, and financial analysis applications and websites, as well as back-office systems for portfolio valuation, risk management and accounting. Users can choose from .NET or Java API, complete with code samples, documentation, and specialized tech support—or develop their own API. Market data is sourced directly from each exchange, consolidated and compressed into proprietary format—then delivered utilizing TCP or UDP transfer protocols directly from Barchart’s servers to the end-user. In addition, Barchart can host user registration, billing, subscriber agreements, exchange reporting and market data related support.
Specialities
  • Trading Software
  • Website Content
  • Market Data and Information
Visit site
36

cmdtyNewswires

50-249 Employees
Chicago, United States
Est. 1980
cmdtyNewswires delivers actionable news, market analysis, and proprietary data sets that give commodity professionals what they need to make business critical decisions every day. Subscribers receive real-time premium content 24 hours a day containing the information that matters most. Content is accessed through Barchart Market Data Solutions or through the users’ current desktop provider. Easily integrate cmdtyNewswires into your client-facing applications, improving news ROI, and overall customer engagement.
Specialities
  • Market Data and Information
  • Trading Software
  • Commodities Research
Visit site
37

cmdtyStats

50-249 Employees
Chicago, United States
Est. 1980
cmdtyStats™ is the source for economic data and commodity statistics – all made available in one easy to use API. Users can access key economic releases from the U.S. Census, including Construction Spending, New Home Sales, Durable Goods Orders, Manufacturers’ Shipments, and Wholesale trade through the cmdtyStats API or inside cmdtyView®, Barchart’s market data terminal. Data available over the cmdtyStats API or within cmdtyView® includes: Agriculture – Production, pricing, and global trade data for grain, livestock, and more covering all major countries and territories – with data going back to inception Energy – Petroleum, gas, and hundreds of other energy products are covered with information on production, storage, and stocks available with extensive history and regional precision Metals – Key fundamental data on the Metals industry including production, consumption, and trade. Price data is also available. Economics – Global statistics coverage of employment, inflations, trade flows, production, and consumption – over thousands of different commodity products and economic index series.
Specialities
  • Market Data and Information
  • Trading Software
  • Commodities Research
Visit site
38

Consumer Edge Research

50-249 Employees
New York, United States
Est. 2009
CE was founded over 10 years ago as a consumer-focused, data-driven equity research boutique anchored in customer service. Our leading principal is to evolve with our clients, delivering actionable insights and data sources that enhance our clients’ investment process across any landscape.
Specialities
  • Alternative Data
  • Insights
  • Research
Visit site
39

Cortera Pulse

50-249 Employees
Boca Raton, United States
Est. 1993
Cortera provides business-to-business payment and purchase behavior data and insights on public and private companies.
Specialities
  • Business Information
  • Commercial Credit Risk Software
  • Commercial Collections Software
Visit site
40

CRB BLS Spot Commodity Indexes

50-249 Employees
Chicago, United States
Est. 1980
The CRB BLS Spot Market Price is a measure of price movements of 22 basic commodities whose markets are among the first to be influenced by changes in economic conditions. Sub-indices for six major asset classes are calculated. Asset Classes Calculated: -Metals -Textiles -Raw Materials -Foodstuffs -Fats & Oils -Livestock
Specialities
  • Market Data and Information
  • Trading Software
  • Commodities Research
Visit site
41

Grain Price Data

50-249 Employees
Chicago, United States
Est. 1980
Barchart’s Grain Price Data provides users with best-in-class intraday and historical data from 3,800+ grain buying facilities. Barchart makes it easy to access best-in-class historical grain prices over Web Services – powering use cases for Grain Buyers, Hedge Funds, Trading Firms and other users of Alternative Data. Barchart Grain Price Data covers local grain prices historically back to 2008 and contains intraday records which are updated on price change events. In addition to this approach to physical commodity prices, Barchart provides users with rich metadata from each grain buying site allowing for deep analysis and fast integrations. Features of the offering include: Coverage – Unmatched coverage of over 3,500 local grain bid locations in North America Metadata – Rich metadata covering geo-location, facility type, FIPs codes and more Ease of Access – Clients can pull grain bid data from the same APIs used to query exchange market data Event Driven – Records are created on price changes – not just snapped from end-of-day prices Charting – Use our well organized historical data to power high-performance charts in your front-end software.
Specialities
  • Market Data and Information
  • Trading Software
  • Commodities Research
Visit site
42

Investment Research Management Software

50-249 Employees
Boston, United States
Est. 2011
MackeyRMS is a SaaS-based research management platform engineered to optimize the way analysts and portfolio managers generate, share, collaborate, and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, Mackey is used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. Mackey is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.
Specialities
  • Research Management Software
  • Configurable Research Workflows
  • Business Applications
Visit site
43

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
Visit site
44

Istra

50-249 Employees
Lod, Israel
Est. 2008
Istra is a cutting-edge technology and analytics company applying its intellectual capital in the field of financial markets.
Specialities
  • Trading Algorithms
  • Low Latency Processing Technology
Visit site
45

LUSID

50-249 Employees
London, United Kingdom
Est. 2016
LUSID is a complete investment data machine that powers multi-asset, multi-sector, multi-geography strategies. It brings unrivalled functionality and services to help you get the most out of your data. Harness LUSID’s open community, API-first approach and investment platform to create a world class operational model for all your middle and back-office functions.
Specialities
  • Portfolio Management
  • Investment Data Management
  • Financial Reporting
Visit site
46

Mercatus

50-249 Employees
San Mateo, United States
Est. 2009
Mercatus operates in the energy finance industry, driving deal velocity and quality while reducing financing costs of energy projects.
Specialities
  • Investment and Asset Management
  • Portfolio Monitoring
  • Investor Relations
Visit site
47

Money.Net

50-249 Employees
Jersey City, United States
Est. 2021
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.
Specialities
  • Analytics
  • Market Data
  • Fixed Income
Visit site
48

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
Visit site
49

Novus Public Ownership Research

50-249 Employees
New York, United States
Est. 2007
Search, analyze and conduct powerful research on 10,000+ institutions across hedge funds, mutual funds, investment advisors and other institutional investors to better understand their positions, profitability, alpha-generation and fundamental performance indicators.
Specialities
  • Hedge Funds
  • Investing
  • Data
Visit site
50

Orchestrade

50-249 Employees
San Mateo, United States
Est. 2009
The Orchestrade platform meets todays market and regulatory challenges head-on, leveraging our extensive experience and the latest technology. Agility, speed and consistency are the founding design principles of our new approach.
Specialities
  • Capital Markets Technology Platform
  • Risk Management
  • Cross-Asset Trading
Visit site