Page content

Best FinTech Analytics Tools - A Comprehensive List

Information is worth everything in the modern business world, but huge amounts of data simply cannot be handled by a human brain. We need machines to help us understand and process it. We need FinTech analytics tools.

Why we need FinTech analytics tools

We could generalise about how knowledge leads to power and success, but that would be boring. Let’s just sum up what you can actually learn by analysing data with FinTech analytics tools:

  • number of active and paying users
  • frequency and ways how they use the product
  • behavior patterns of the users
  • which functionalities are used the most and which are not popular
  • how much information are the users willing to leave
  • how to improve the app - basing on the real users’ in-app customer journey
  • potential and real security problems
  • how to optimise pricing plans
  • what are the most common problems the users face (so they can be fixed)

The sheer amount of data collected may seem intimidating, but this is not a problem for good quality FinTech analytics tools - they are meant to manage it all.

The benefits of using FinTech analytics tools are aplenty

Best FinTech analytics tools are not just meant to collect data. Obviously, their main purpose is to help you manage the information you gather and have some meaningful conclusions. And right conclusions let you take action and make good business decisions.

  • Uncovering market trends before the competition. Being the first one to notice new phenomenons and to adapt to ever changing market conditions is key to winning the game. When you notice that your customers start acting in a new way, something must be happening. Are they just getting used to recent changes in the app or were they forced to change their behaviour because of something from outside? FinTech analytics tools let you find out what is going on and react in time.
  • Finding new revenue streams and optimising existing ones. By a thorough analysis of use patterns and popularity of various functionalities you are able to optimise the processes that bring many customers and cut costs on those which are not popular among your users. You can also find out what aspects to focus on in your promotional activities.
  • Personalising the marketing campaigns. Only by knowing the most about your users and their preferences can you target new potential customers in the most accurate way and present them with marketing information that really attracts them. Data engineering and analytics services allow for this and so much more.
  • Tracking suspicious activities. There are so many different compliance laws all over the world and most of them require FinTech apps operators to make sure their users do not commit any financial crimes, like money laundering. FinTech analytics tools let you easily track what is going on in the system and help recognise potential illegal activities.

How to choose only one of the FinTech analytics tools

The landscape of tools that you can use to aid your business is extremely wide, so how can you decide which one to use? Just consider a basic list of factors and pick the one that meets your needs. We’ll try to help you by keeping the list below up-to-date. But what is the most important thing about FinTech analytics tools?

  • Business reasons - or why exactly you need the tool for
  • What types of information you want to gather
  • Product’s security
  • Scalability and flexibility of the software
  • Compatibility with your existing systems
  • Customer support
  • Price

All of these factors are important, but in order to minimise the risk - remember that saving on software that is supposed to help you make your money is not necessarily a good idea. Never forget that you want to use it to grow your business, so think about the future - will it still be sufficient in two or five years? 

FinTech analytics tools - a comprehensive list

Without further ado, let’s get to the good part. We’ve prepared a comprehensive list of the best FinTech analytics tools available on the market and we’re keeping it up-to-date, so you don’t have to waste your precious time searching for information all over the Internet.

Oh, and if you’re interested in other types of financial software products, be sure to check other categories on our website:

  1. 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.

    • Personal Finance
    • Stock Picking
    • Big Data In Finance
    Visit site: STOCKFLARE (opens in a new tab)
  2. StyleADVISOR

    • 50-249 Employees
    • White Plains, United States
    • Est. 1976

    Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software.

    • Separate Accounts
    • Investment Proposal Generation
    • Performance Reporting Software and Services
    Visit site: StyleADVISOR (opens in a new tab)
  3. 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.

    • Financial Services
    • Trading Technology Development
    Visit site: Surveyor (opens in a new tab)
  4. 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.

    • Finance
    • Analytics
    • Data
    Visit site: Synaptic (opens in a new tab)
  5. 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.

    • Structured Finance
    • Managed Data Services
    • Risk Analysis
    Visit site: T-REX Group (opens in a new tab)
  1. 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.

    • Operational Benchmarking
    • Financial Benchmarking
    Visit site: Televisory (opens in a new tab)
  2. 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.

    • Risk Management Software
    • Portfolio Management
    • Liquidity Analysis Software
    Visit site: The Caissa Platform (opens in a new tab)
  3. 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.

    • Fixed Income
    • Capital Markets
    • Private Equity
    Visit site: 9fin (opens in a new tab)
  4. 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.

    • Direct Lending
    • Data Analytics
    • Machine Learning
    Visit site: Altrest (opens in a new tab)
  5. 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,…

    • Portfolio Management System
    • Entreprise Risk Management
    • Portfolio Analytics
    Visit site: AM-DIS (opens in a new tab)
  1. 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.

    • Client Profiling Tool
    • Cloud-based Solutions
    • Wealth Management
    Visit site: Asset-Map (opens in a new tab)
  2. 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.

    • Data Services
    • Capital Markets
    • Financial Data
    Visit site: dxFeed Bookmap (opens in a new tab)
  3. 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.

    • Fund Flow Analysis and Models
    • Investment Analytics
    • Exchange Traded Funds
    Visit site: ETFLogic Insights (opens in a new tab)
  4. FinGoal

    • 10-49 Employees
    • Boulder, United States
    • Est. 2018

    Radically Insightful Transaction-Level Recommendations to Find Money for Consumers.

    • Digital Banking
    • Analytics
    • Portfolio Management
    Visit site: FinGoal (opens in a new tab)
  5. 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.

    • Financial Planning Software
    • Investment Analysis Software
    • Asset Allocation
    Visit site: Integrated Capital Engine (opens in a new tab)
  1. Invest for Excel

    • 10-49 Employees
    • Porvoo, Finland
    • Est. 1987

    The software enables managers, investment analysts, controllers, investors and also production, marketing.

    • Capital Budgeting
    • Investment Planning
    • Financial Modelling
    Visit site: Invest for Excel (opens in a new tab)
  2. 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.

    • Data Management Solution
    • Asset Management
    • Portfolio and Project Management
    Visit site: IQ Integrated Portfolio Analyzer Plus (opens in a new tab)
  3. 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.

    • Big Data
    • Machine Learning
    Visit site: Legentic (opens in a new tab)
  4. 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.

    • Financial Planning Software
    • Wealth Management
    Visit site: Moneytree Advise (opens in a new tab)
  5. 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.

    • Financial Planning Software
    • Wealth Management
    Visit site: Moneytree Plan (opens in a new tab)
  1. 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.

    • Cost Management Solutions
    • Activity-Based Management
    • Activity-Based Costing
    Visit site: MyABCM (opens in a new tab)
  2. 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.

    • Alternative Asset Management
    • Fund Management
    • Cloud-based Platform
    Visit site: Pepper (opens in a new tab)
  3. 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.

    • Business Modeling
    • Cash Flow Forecasting
    • Capital Budgeting
    Visit site: Quantrix Modeler (opens in a new tab)
  4. 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.

    • Financial Software
    • Expert Quantitative Analysis
    • Credit Portfolio Modelling
    Visit site: RC-Connectivity and Data Validation System (opens in a new tab)
  5. 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.

    • Financial Reporting
    • Analytics App
    Visit site: Saasable (opens in a new tab)
  1. 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.

    • Portfolio and Investment Analysis Software
    • Financial Planning Software
    • Investment Policy Statement
    Visit site: SCANalytics (opens in a new tab)
  2. 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.

    • Financial Markets
    • Artificial Intelligence
    • Trading Strategies
    Visit site: Stockpulse (opens in a new tab)
  3. 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.

    • Financial Markets
    • Trading Tools
    • Forex Trading
    Visit site: Swiset (opens in a new tab)
  4. 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.

    • Decision Support
    • Artificial Intelligence
    • Trading Strategies
    Visit site: Trade Idea (opens in a new tab)
  5. TraderXL Pro

    • 10-49 Employees
    • Tashkent, Uzbekistan
    • Est. 1991

    TraderXL Pro is a financial risk management software, and includes features such as portfolio management.

    • Web Services
    • Applications Developement
    Visit site: TraderXL Pro (opens in a new tab)
  1. 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.

    • Software Development
    • Financial Risk Management
    • Trading Platform
    Visit site: TRDATA (opens in a new tab)
  2. 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.

    • Portfolio Analytics
    • Wealth Management
    • Investment Strategies
    Visit site: TRENDRATING (opens in a new tab)
  3. 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.

    • Investment Management Platform
    • Hedge Fund Monitoring
    • Portfolio Management Platform
    Visit site: Vidrio (opens in a new tab)
  4. 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.

    • Investor Relations
    • Investor Updates
    • Investor Communication
    Visit site: Visible (opens in a new tab)
  5. 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.

    • Artificial Intelligence
    • Cryptocurrency
    • Trading Platform
    Visit site: Almanac (opens in a new tab)
  1. 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.

    • Private Capital Markets
    • Data Analytics
    Visit site: Betterfront (opens in a new tab)
  2. 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.

    Visit site: Breakfree Trading (opens in a new tab)
  3. 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.

    • Risk Management
    • Insurance
    • Automated Risk Monitoring
    Visit site: Brisk (opens in a new tab)
  4. 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.

    • Active Investment Management
    • Wealth Management
    • Predictive Analytics
    Visit site: butterwire (opens in a new tab)
  5. 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.

    • Portfolio Management
    • Investment
    Visit site: Insa PMS (opens in a new tab)
  1. 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.

    • Analytics
    • Cryptocurrencies
    • Forex
    Visit site: InvestBrew (opens in a new tab)
  2. Latent

    • 1-9 Employees
    • Singapore, Singapore
    • Est. 2018

    Latent is a data and cognitive expert platform for public and private investing.

    • Data Analytics
    • Enterprise
    • Software
    Visit site: Latent (opens in a new tab)
  3. 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.

    • Mobile Development
    • Data-Devouring Scale
    • Strategy
    Visit site: MOMO Pro Stock Scanner (opens in a new tab)
  4. 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.

    • Risk Management
    • Performance Analytics
    • Investor Reporting
    Visit site: Northstar Risk and Perfomance Analysis Platform (opens in a new tab)
  5. 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.

    • Share Market Analysis
    • Stock Analysis
    Visit site: Optim buy sell signal software indicator (opens in a new tab)
  1. 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.

    • Small Business
    • Software
    • Fintech
    Visit site: Path by Simplex (opens in a new tab)
  2. 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.

    • Business Plan Software
    • Financial Projections
    • Financial Models
    Visit site: PlanMagic Finance Pro (opens in a new tab)
  3. 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.

    • Bank Analytics
    • Bank Examination
    • FinTech
    Visit site: UBQuant (opens in a new tab)
  4. 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.

    Visit site: Biglivetrade (opens in a new tab)
  5. 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

    Visit site: MultiScoring (opens in a new tab)

Need custom FinTech analytics solution?

Please book a meeting so we can learn more about your needs and find the right solution