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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.

51

PCS Custody

50-249 Employees
Kholargós, Greece
Est. 1992
The financial crisis and its aftermath resulted in a wave of regulations, increased demand for operational transparency and banks are implementing transformation strategies to remain viable.
Specialities
  • Fund Management
  • Wealth Management
  • Banking Software
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52

PrivateCircle

50-249 Employees
Bengaluru, India
Est. 2015
PrivateCircle is a SaaS based network platform bringing high quality companies looking for growth capital, VC / PE funds and High Networth Individuals.
Specialities
  • Marketplace Platform
  • Analytics
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53

QUODD

50-249 Employees
Jersey City, United States
Est. 1999
QUODD’s flagship application, QUODD Equity+, is a comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single desktop solution.
Specialities
  • Market Data Systems
  • Data Feeds
  • FinTech
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54

ResearchWise

50-249 Employees
New York, United States
Est. 2003
ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media; while raising the customer engagement quotient of your research in the market place.
Specialities
  • Investment Research Management
  • Customer Service Management
  • Investment Banking
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55

Scout Finance

50-249 Employees
Jersey City, United States
Est. 2021
Scout Finance gives you the ability to take professional-grade financial information with you anywhere.
Specialities
  • Market Data
  • Fixed Income
  • Financial Technology
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56

Sentieo

50-249 Employees
San Francisco, United States
Est. 2012
Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management system, integrated into your workflow and built with collaboration in mind. Build models faster from source documents with zero data entry using our table extraction tools. Find new information from the same datasets and add new alternative datasets to your arsenal. Our entire platform is cloud-based and mobile-friendly, so you can take it on the road with our top-rated mobile and tablet apps. With Sentieo, you can spend less time gathering and organizing information and more time generating alpha.
Specialities
  • Equity Research
  • Financial Data
  • Fintech
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57

Signum

50-249 Employees
St. Louis, United States
Est. 2003
Exegy’s Signum predictive trading signals use machine learning to identify hidden liquidity and predict the movement of US equities, delivering signals in sync with the markets.
Specialities
  • Real-time Market Data
  • Direct Market Data Feeds
  • Expansive Feed Handler Portfolio
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58

Style Analytics

50-249 Employees
Norwalk, United States
Est. 2010
Portfolio Analyzer is a financial risk management software that analyses style and risk of a portfolio.
Specialities
  • Performance Reporting
  • Investment Analytics
  • Portfolio Analytics
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59

TechRules Tower

50-249 Employees
Pozuelo de Alarcón, Spain
Est. 1999
TechRules offer a broad range of financial solutions to retail and personal banking, private wealth managers, fund managers, asset and portfolio managers, IFAs and family offices, as well as providing financial consulting and outsourcing services.
Specialities
  • Risk Analytics
  • Business Intelligence
  • Asset Management
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60

Tercero

50-249 Employees
London, United Kingdom
Est. 2008
Tercero Cloud is a comprehensive technology and operations outsourcing service for Wealth and Investment Management.
Specialities
  • Investment Platform
  • Wealth Management
  • Model Portfolios
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61

Transaction Tax Resources

50-249 Employees
McMinnville, United States
Est. 2006
TTR is a tax research website that makes the research process faster and simpler. With taxAnswers, taxLaws and rightRates, your team will have every tool they need on one platform.
Specialities
  • Sales and Use Tax Services
  • Billing System Reviews
  • Exemption Certificate Management
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62

Trumid

50-249 Employees
New York, United States
Est. 2014
Trumid is a financial technology company bringing efficiency to credit trading through data, technology and intuitively designed products.
Specialities
  • Corporate Bond Trading
  • Session-based Trading
  • Round Lot Trading
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63

YCharts

50-249 Employees
Chicago, United States
Est. 2009
YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.
Specialities
  • Investor Research Tools
  • Stock Research
  • Excel Analysis
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64

Allocator

10-49 Employees
London, United Kingdom
Est. 2012
Allocator saves our clients a lot of time, money and frustration. Our tech platform automates the gathering, extraction, digitisation and standardisation of data from third party fund managers. Over 4000 funds report data to their investors via the Allocator platform, including over 90 of the Barron’s Top 100 hedge funds. We offer LPs access to a streamlined feed for required time series data including NAVs, returns, exposures, performance contribution, transactions, financial statements (via API or our Excel Add In). This is the same data you get in PDFs and portals, just in a clean usable format. We also have tools for analysis, screening, portfolio management and reporting.
Specialities
  • Hedge Funds
  • Investment Management
  • Portfolio Analytics
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65

Bipsync

10-49 Employees
New York, United States
Est. 2013
Bipsync is a software enhances investor productivity and simplifies hedge fund compliance. It provides a research management platform to maximize the productivity of professional investors.
Specialities
  • Enterprise Software
  • Investment Management
  • Research Management Software
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66

Business Quant

10-49 Employees
Gurgaon, India
Est. 2018
Business Quant is an investment research platform. It provides tools and datasets to empower investors, so they can evaluate companies better and make informed investment decisions.
Specialities
  • Business Intelligence
  • Financial Statement Analysis
  • Investment Research
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67

CI Futures

10-49 Employees
Spring, United States
Est. 2015
CI-Futures provides detailed forecasting for sound data-based decisions, without the impact of bias, sentiment or opinion. Our platform allows evaluation of currencies, commodity, equity markets, economics and trade to provide a complete global picture.
Specialities
  • Data Analytics
  • Risk Assessment and Modeling
  • Economic Forecasting and Modeling
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68

CityFALCON

10-49 Employees
London, United Kingdom
Est. 2014
We provide personalised financial news, content, and analytics for investors, traders, and anyone requiring access to relevant, high-quality financial information. We convert unstructured data into structured data using natural language processing (NLP) and then personalise it with machine learning. We also utilise voice and chatbot technologies for a handsfree experience, and further analytics are under development. In short, we are democratising access to financial content for the retail market.
Specialities
  • Investing
  • Trading
  • Stock Markets
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69

CyndX Finder

10-49 Employees
West Palm Beach, United States
Est. 2013
CyndX Finder is a cloud-based platform enabling financial institutions to obtain information about investors and to enhance their capital.
Specialities
  • Data Science
  • FinTech
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70

Diligend

10-49 Employees
New York, United States
Est. 2018
Diligend is a cloud-based manager due diligence platform. Providing a turn-key software solution for fund due diligence, investment manager monitoring, research management, risk analysis, and comprehensive CRM tools.
Specialities
  • Wealth Management
  • Hedge Funds
  • Real Estate
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71

equityRT

10-49 Employees
Marietta, United States
Est. 2018
Experience Innovation in Investment Research EquityRT is a cloud-based platform providing analysts with powerful tools and comprehensive coverage to analyze financial data more efficiently. The platform allows analysts to create dynamic models in MS Excel, compare companies using reliable underlying data, and leverage a full suite of tools to improve transparency.
Specialities
  • Fundamental Analysis
  • Equity Research
  • Software Platform
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72

FISAnalyst Software

10-49 Employees
Austin, United States
Est. 1999
The FedFis Platform represents the collective decisions of every US Financial Institution. That’s next level insight.
Specialities
  • Financial Data
  • Bank Advisory
  • FinTech Banking Data
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73

HiddenLevers

10-49 Employees
Decatur, United States
Est. 2009
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.
Specialities
  • Portfolio Stress Testing
  • Economic Data
  • Risk Analytics
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74

Jacobi

10-49 Employees
San Francisco, United States
Est. 2014
At Jacobi, we’ve sat in our clients’ seats and managed multi-asset portfolios. We understand that technology needs to be built to fit your investment processes, philosophy and data structures. Our platform is designed to magnify your investment philosophy and processes, leverage your data structures and be accessible from anywhere in the world to enable greater engagement.
Specialities
  • Investment Technology
  • Multi-asset Portfolio Design
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75

Koyfin

10-49 Employees
New York, United States
Est. 2016
Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. Our integrated data feed and powerful analytical tools give you everything you need, all in one place. Save time, gain market insight and tailor it to your needs. Koyfin is the only tool you need for a full picture of the financial markets. Our data coverage includes global stocks, ETFs, mutual funds, fixed income, indices, currencies, commodities, global economics, investing news & twitter feeds. Our mission is to equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more. For more information, sign up for free at koyfin.com, contact help@koyfin.com, or follow us on Twitter at @KoyfinCharts.
Specialities
  • Financial Data
  • Analytics Platform
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76

MarktoMarket

10-49 Employees
Edinburgh, United Kingdom
Est. 2016
MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.
Specialities
  • Private Markets
  • Information Services
  • Valuations
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77

MB9

10-49 Employees
Singapore, Singapore
Est. 2008
MB9 provides Cloud, Mobile and Enterprise software solutions. MB9 has vast experience in software development, consulting and product service across industries like Media, Finance, Travel, Automobiles and Entertainment. MB9 is headquartered in Singapore.
Specialities
  • Enterprise Software
  • Cloud Computing
  • Finance
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78

Modano

10-49 Employees
Melbourne, Australia
Est. 2010
Modano is a financial model content management and sharing system for Microsoft Excel.
Specialities
  • Financial Modeling Software
  • Support Services
  • Microsoft Excel
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79

Optuma

10-49 Employees
Brisbane, Australia
Est. 1996
Optuma exists to help anyone who is serious about financial analysis. Whether you are a disciplined private trader, the portfolio manager of a trillion dollar fund, or an analyst selling research publications, we have built solutions to help you make better decisions and to simplify your work-flow.
Specialities
  • Technical Analysis
  • Chartbook Publishing
  • Strategy Testing
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80

Selerity Context

10-49 Employees
New York, United States
Est. 2009
Selerity is a contextual content recommendation solution for enterprise applications.
Specialities
  • Unstructured Sata Analytics
  • Digital Wealth Management
  • Artificial Intelligence
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81

Stocktagon

10-49 Employees
Jacksonville, United States
Est. 2012
Stocktagon is a unique way of finding companies talking about a topic. Stocktagon is a new kind of equity market research tool. Gone are the days of poring over pages of results.
Specialities
  • Business Intelligence
  • Financial Services
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82

STOCKVIEWS

10-49 Employees
London, United Kingdom
Est. 2014
StockViews is committed to the production of high-quality, differentiated and independent research.
Specialities
  • Equity Research
  • Asset Management
  • Forensic Accounting
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83

Telemet Orion Market Data Platform

10-49 Employees
Alexandria, United States
Est. 1979
Telemet Orion integrates with major portfolio management and accounting systems including Advent, Black Diamond, Orion Advisor, INDATA, FIN, SEI and Sungard.
Specialities
  • Real Time Data
  • Fundamental Stock Research
  • Wealth Management
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84

The Analyst Toolbox

10-49 Employees
La Jolla, United States
Est. 2003
The analyst toolbox provides a wide range of tools for anyone looking to accelerate their abilities to collaborate, innovate and ultimately grow.
Specialities
  • Artificial Intelligence
  • Machine Learning
  • Semantic Technology
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85

Valu8

10-49 Employees
Stockholm, Sweden
Est. 2011
Valu8 is an intelligent business application tool that aggregates comprehensive sources of company information in order for the users to effectively screen and analyse relevant private company and ownership data.
Specialities
  • Financial Applications
  • Nordic Business Information
  • Valuation Tools
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86

VALUTICO

10-49 Employees
Vienna, Austria
Est. 2014
Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform.
Specialities
  • Financial Services
  • Investment Management
  • Private Equity
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87

Wealth Office

10-49 Employees
Carson City, United States
Est. 2006
Fusion Advisors all about empowering financial advisors to provide a clear uncomplicated view of a client’s financial accounts while synchronizing with the advisor’s financial systems.
Specialities
  • Wealth Planning Software
  • Financial Advisor Software
  • Wealth Management Software
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88

Yewno | Edge

10-49 Employees
Palo Alto, United States
Est. 2015
Yewno|Edge is the answer to ‘Information Overload’ for investment research. This powerful AI-driven platform is the only one of its kind that transforms massive amounts of fundamental and alternative data into actionable investment insights. By extracting hidden company and concept relationships across these data sources, Yewno|Edge identifies hot spots that would have otherwise gone undetected so that you can be ahead of the market. Yewno|Edge is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. You can simply keep tabs on the news related to your portfolio with its Key Developments Feature, or you can read the full text of patents, official filings, clinical trials and transcripts with the Document Finder feature. If you want to gain exposure to a trend or idea – use the Strategy Builder to build a custom concept-based strategy, then run feasibility studies and backtest your hypothetical portfolio. Worried about how specific political, social, economic or health events might affect your wallet? Check out specific holdings’ or entire portfolios’ exposure with the Concept Exposure feature. The advantage of Yewno|Edge isn’t necessarily the ability to perform all of these research tasks – although most investors couldn’t do so without the help of a professional – it’s the ability to perform them all in one place, instantly.
Specialities
  • Artificial Intelligence
  • Alternative Data
  • Financial Technology
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89

YNOS Venture Engine

10-49 Employees
Chennai, India
Est. 2017
India’s First and the Largest Intelligent Technology Platform for Investor Discovery. Discover is a scientific and systematic approach to identify the right investors for your venture, thus saving entrepreneurs and startups a phenomenal amount of time in quickly identifying the most appropriate investors.
Specialities
  • Investor Intelligence
  • Competitor Analysis
  • Startup Landscape
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90

BamSEC

1-9 Employees
New York, United States
Est. 2013
Transform how you work with SEC filings and earnings transcripts. Focus on what matters, save time, and do better work — no matter what other tools you have.
Specialities
  • Financial Services
  • Service Industry
  • Internet
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91

Contexter

1-9 Employees
Louisville, United States
Est. 2013
Contexter provides instant access to trusted economic and demographic data, presented in a highly visual and consistent way that’s easy to grasp and act on. Precisely tailored to CRA performance context guidelines, Contexter allows banks to quickly glean important insights about their markets and make informed decisions about how to invest, lend, and serve to make the greatest impact in their communities.
Specialities
  • Community Reinvestment
  • Risk Management
  • Consulting
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92

finbox.io

1-9 Employees
Chicago, United States
Est. 2014
finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.
Specialities
  • Stock Market
  • Value Investing
  • Investment Research
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93

Kwanti Analytics

1-9 Employees
San Francisco, United States
Est. 2008
Portfolio Lab is an investment management software that offers comprehensive, institutional-caliber portfolio analytics in an easy to use a package designed for financial advisors and investment managers.
Specialities
  • Portfolio Analytics
  • Financial Advisors
  • Investment Management
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94

MarketGrader

1-9 Employees
Coral Gables, United States
Est. 1999
MarketGrader marries AI and Big Data to collect, analyze and interpret millions of data records across 39,000 public companies daily. This allows us to rate every investable stock in the world, or 99% of the world’s market capitalization.
Specialities
  • Equity Research
  • Fundamental Analysis
  • Global Stock Research
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95

MarketXLS.com

1-9 Employees
Galway, Ireland
Est. 2016
Excel-based Investment Research Solution for Serious Investors. MarketXLS makes it easier for you to turn your Excel skills and Market knowledge into Profit Stocks, ETFs, Options & Mutual Funds – affordable Data all in one place.
Specialities
  • Financial Markets
  • Software
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96

Obermind

1-9 Employees
London, United States
Est. 2020
Obermind is a platform for professional traders, investors and developers. An independent multi-asset platform for buy- and sell-side traders and institutions to securely build, deploy and scale financial technology and automated trading systems.
Specialities
  • Financial Technology
  • Quantitative Research
  • Technology Development
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97

ORATS

1-9 Employees
Portsmouth, United Kingdom
Est. 2001
Option Research & Technology Services (ORATS) is a premier option analytics vendor committed to uncovering untapped, alpha-generating strategies through best-of-breed quantitative research, options-related data feeds, and customized options trading decision support solutions.
Specialities
  • Option Trading Systems
  • Historic Option Information
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98

Portfolio Lab

1-9 Employees
San Francisco, United States
Est. 2008
Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts.
Specialities
  • Portfolio Analytics
  • Financial Advisors
  • Investment Management
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99

Portfolio Probe

1-9 Employees
London , United Kingdom
Est. 2002
Portfolio Probe is a financial software program from Burns Statistics that can generate random portfolios and optimize portfolio trades. It runs in the R language (and also in S+).
Specialities
  • Investment Management
  • Financial Software
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100

PredictiveOps

1-9 Employees
Atlanta, United States
Est. 2016
DisclosureTrack is the fast, easy, and cost effective way to identify responses and changes in periodic public disclosures and filings like Form ADV.
Specialities
  • Hedge Fund
  • Automation and Planning
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