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Average Ratings 1 Rating

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ease
features
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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DataParser
HTML
Intapp DealCloud
Microsoft Power Query

Integrations

DataParser
HTML
Intapp DealCloud
Microsoft Power Query

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

ANALEC

Founded

2003

Country

United States

Website

analec.com/solutions/investment-research-organization.html

Vendor Details

Company Name

FactSet Research Systems

Country

United States

Website

www.factset.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

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Eikon

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FactSet

FactSet Research Systems