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Best Financial Research Software

Financial research software helps portfolio managers and other investment professionals locate, sort, and analyze relevant data to help shape the investment decision-making process. These solutions contain search functionality, access to the latest financial market information, and other tools to aid financial services professionals in their research and analysis.

The main function of financial research software is to provide financial analysts and investors with easy access to key documents, estimates, market news, and financial statements. Solutions in this category also may offer custom reporting, contain risk analytics features, perform stock screens, and include charting tools. Financial research software helps investment professionals manage the analytics and market evaluation critical to portfolio selection by offering them access to massive data sets and the tools to analyze that data. Analysts and other finance professionals use these solutions to keep up to date on the markets, issue market predictions, offer investment advice, and shape their own investing process.

Financial research software is typically offered as a standalone solution, but one that integrates with trading software and other financial services software.

To qualify for inclusion in the Financial Research category, a product must:

  • Aggregate and provide real-time access to financial market news and key documents
  • Provide access to macroeconomic data, company information, transaction information, and capital structure information
  • Contain tools for analyzing financial data
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Compare Financial Research Software
Results: 21
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    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.

    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.

    FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe.

    Thomson Reuters Eikon provides easy access to trusted news, data, and analytics, all filtered by relevance to your exact needs, and displayed in a highly visual way that's easy to grasp and act on.

    YCharts, the fastest growing online financial data platform, helps investors make smarter decisions. YCharts customers gain access to comprehensive data, visualization and advanced analytics at an affordable cost. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market that serves as a one-stop shop for North American equity, mutual fund, ETF and market data and analysis.

    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. provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

    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.

    Axia is a web-based, enhances business agility through a quick setup process while offering licensing, sourcing, deployment and pricing options.

    Axys is an investment management software that provides tools for portfolio management, reporting, performance measurement and portfolio accounting.

    Backstop is an investment management software that helps to replace complicated task lists with streamlined business processes.

    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

    Koyfin is an analytics platform providing users with market insights through tools focused on dashboards, graphs and other data visualizations.

    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.

    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.

    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.

    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.

    Scout Finance gives you the ability to take professional-grade financial information with you anywhere.

    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.

    The Services consist of the following, without limitation: the financial data portal services, data analytics services, educational services, financial reporting and risk services, and communication services.

    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.