Best Financial Research Software of 2024

ESG Book connects investors and companies, providing transparent, comparable ESG information for more than 25,000 corporations in real-time. Analyze sustainability KPIs for investment portfolios and lending, and create bespoke ESG lenses using raw data from public and private assets. Access ESG scores for a range of companies that are listed on all the major stock indices around the world. You can create custom monitoring dashboards based on your institutional and risk preferences. You can download raw data to integrate into your investment and risk analysis models. Access to a range of ESG metrics and data analysis allows users to analyse a variety of sustainability and climate performance indicators specific for each company. Download data from companies, or ESG Book's data universe. Upload additional data and frameworks.

Regional Workstation allows banks, investors, governments, and other business professionals the ability to make custom and ready-made comparisons of regional market performance. The Regional Workstation is used by clients to analyze strengths, weaknesses, employment trends and upside/downside risk, recent performance, key indicators and forecasts, as well as analyze weaknesses and current performance. Regular analysis of the economic performance and outlook of each area in detail provides coverage for all states and metropolitan areas. Real-time updates on economic, demographic, financial and financial performance using the most current and comprehensive historical data as well as forecasts. Analyze the region's economic performance and growth potential to identify investment opportunities and risk. To develop effective marketing strategies for key demographics, analyze trends in housing, employment and demographics.

9fin is the smarter, faster way to find leveraged financial intelligence. All the information you need to analyse a credit and win a mandate is available in one place. Journalists from traditional media companies can complete their work in 30-60 minutes less than ours. 9fin will be the first to hear price sensitive news. Complex data made simple to search, filter, and analyse. You can get the information you need in seconds and not days. Predictions of capital market activity 12 months in advance. Spot opportunities and win business. Get the most complete market intelligence directly to your inbox This market intelligence is compiled from over 2,000 sources and gives you valuable insight before anyone else. Our AI-powered search capabilities allow you to search, filter, and analyse key information in bond and loan documents.

We want to make your life easier and speed up the research process so you can concentrate on what's important: making the best bets. You can quickly complete your research on companies with our fast response time and ability to converse. We support SEC and investor filings as well as news reports, private data, and more. We indicate where exactly in the document our results are derived from and make it easy to share. Instead of spending time copying and pasting data into a word file, focus on what is important. AlphaWatch reverses the tedious task of collecting information from a growing list of sources and allows you to focus on what the numbers mean for your investment.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

The amount of information required for investment decisions and due diligence is overwhelming to modern investment managers. Research management is a complex process that involves many sources. It can be difficult to identify and find the most important information. Tamale, the investment research management software we offer, allows investment teams to spend more time on ideas and less time searching for data. Tamale RMS allows investment managers to quickly search for and find important documents and records. Tamale's mobile experience is fast and flexible, allowing them to make better informed decisions faster. You can achieve a repeatable, disciplined due diligence and decision making process. Tamale RMS was designed by and for investment professionals.

Welcome to BeeBee.AI. This AI platform provides concise and valuable financial insight by conducting thorough analyses of public companies. Our current features include analysing earnings call transcripts for S&P 500 companies and other high profile companies, as well providing financial analysis of a single quarter or several consecutive quarters. Users do not have to create their own questions. The system generates questions based on the meeting records and continues to generate more questions as the discussion flows. This allows for a comprehensive understanding the entire meeting record. Users who are engaged in deep thought have the option to compose their questions and insights. They can save and share any valuable insights that they come up with, as these insights represent their intellectual achievement.

We have built our reputation at EY on rigorous analysis. Our work is based on anticipating changes, whether it's in the capital markets or regulatory trends. We also help clients adapt. We work with EY's clients to keep them informed of any changes in standards. This is not just a technical measure, but a commitment to maintain a cutting-edge understanding of trends that affect your business. Face-to-face meetings are still a key part of our service, but we also want to give clients insights when they need them. We do this in a variety of ways. Our cloud-based offering, EY Atlas is a key one. EY Atlas, our cloud-based software, is a critical tool for providing on-demand insight.

Data-driven insights into alternative investments, faster, with greater clarity, and at scale. Redefining alternative investing from acquisition to analytics. Accelex enables investors and service providers in alternative assets quickly and easily to acquire, extract and analyze investment data. Accelex automates the accessing of alternative investment portfolios, extracting data, organizing and analyzing it using artificial intelligence and machine-learning. This gives clients a complete picture of their investments, from the portfolio down to the assets. The Accelex platform enables portfolio insights, enabling better investment decisions to be made faster, more accurately and securely. Accelex's cutting edge technology allows investors and services to integrate data from private investment portfolios. Firms can automate accessing, extracting and organizing unstructured transaction and performance data.

PentaCue provides not only answers, but also auditable and transparent ones. Its focus on corporate filings is greater than ChatGPT, and ensures high-quality answers backed up by the latest data. Gain unprecedented clarity when navigating complex financial data. Our tool does not only guide you to the correct answers, but it also takes you to specific paragraphs in multiple documents that are the basis for these insights. This level of detail ensures that the information is more trustworthy and understandable. PentaCue doesn't limit itself to a single document. It can simultaneously analyze multiple documents and provide a wide range of comprehensive insights. This feature allows users to compare and contrast documents, extracting valuable data that is often missed by isolated analysis.

Access, discover and engage with unique solutions to boost productivity and impact. Workspace is the central hub of information, from trusted news and content to data and analytics. It has an integrated developer's environment that allows you to use and analyze data in a more flexible way, and build and share apps, systems, and tools within an open community. Access the best data and analytics powered by AI and community-created tools. We offer unmatched curated content in many asset classes. This includes ESG-based data and alternative data. Workspace's intuitive navigation, similar to a browser, makes it easy for you to find the content you need and monitor the markets on multiple displays.

DataScope Plus provides access to 80 million global sourced active and listed securities. The datasets are updated every 15 minutes, based on changes in the underlying databases. This ensures that your security master is accurate and current. Users can select the content and field attributes that are most important to them. This includes global cross-asset coverage of equities and futures contracts, options warrants and indices. It also includes FX, rates and credit, as well as bank loans, commodities and securitized bonds. The product provides connectivity options for your platform (GUI, FTP) as well as customizable content. This includes a criteria-based screening function.

Lipper provides global independent fund performance data through a precise and granular classification system. This includes mutual funds as well as closed-end funds, exchange-traded fund (ETFs), Hedge Funds, domestic retirement funds and pension funds. Lipper's 500 classifications allow you to compare funds with similar mandates and benchmark fund performance. Lipper is a database of records for investment fund data, fund ownership and is available across our portfolio. Lipper's 500+ Lipper classifications allow you to compare similar funds and benchmark performances more easily. Research 360,000 collective investment in 80+ countries. Customize by universe, language and fund detail. Update frequency, file format, and distribution.

In today's dynamic, fast-paced business world, you need a flexible and efficient advisory. Thomson ONE Wealth provides a complete front to back-office workflow solution, allowing firms to scale and adjust with ease and agility. Keep up-to-date with market developments so that you can quickly assess any impact an unexpected event may have on your book of clients. LSEG's content is unmatched in its depth and breadth, allowing you to create simple talking points and discover patterns. Use the wealth tools to develop winning investment proposals or the book management and customer reporting tools to find insights and strengthen existing relations. Thomson ONE Anywhere allows you to stay connected on the move and on top of market trends. Thomson ONE allows firms to combine client data, market information and their own applications in order to unify workflow.

Realtime charts based on Nasdaq data. Unlimited history and intraday charts. News in real-time from hundreds of newswires and providers. Live market quotes, trades and level II real time prices directly from Nasdaq. Balance sheets, income statements and cash flow statements of companies since their inception. We are constantly expanding our coverage across asset classes and geographical areas.

We won't argue over whether modeling is a scientific or artistic process, but we do know that it is important to use the best data possible. Daloopa organizes and extracts data from millions financial reports, investor presentation, and supplemental files to jumpstart your process. You can use Daloopa to update your data sheets with a single click, whether you are using our data sheets, someone else's or your own. It's difficult enough to track your portfolio companies, let alone the entire industry, during earnings season. Daloopa's KPI Builder allows you to get a bird's-eye view of the industry with automatic updates every quarter. Daloopa offers the most comprehensive set of historical data, allowing you to compete in a market that is becoming more efficient. Decide your hypothesis before the tides change.

FinPricing integrates trading and risk management solutions. It covers all Front, Middle, and Back Office operations, as well as risk management processes, within one platform. Market data service provides accurate financial market data worldwide, from historical to real-time. These data are derived from multiple sources including major interdealer broker and are of premium quality. Our users can automate their day and reduce manual labor by having ready-to-use data on the market. FinPricing provides the best pricing models for derivative valuation, risk assessment and model validation, intraday profit & loss analysis, and intraday derivative valuation. Market traders use our analytic solution to generate market quotes.

Automated analysis of financial information from websites. Be the first to understand your market. Invest with insight.

Hercule's AI platform enhances the initial screening of pitches using your investment criteria. It allows your team to identify the most promising projects faster. Hercule's automated market research and competitor analysis gives your team the power to dig deeper and gain meaningful insight without getting lost. Hercule offers draft templates that can be personalized with a single click, preserving VC's reputation and nurturing future relationships with startups. Integrate Hercule into your deal flow management system to streamline your workflow. Centralize information to facilitate tracking, analysis and evaluation. It is a dedicated research assistant that allows you to ask questions and conducts research on your behalf.

Surveyor is a post-trade surveillance tool that detects and eliminates market manipulation. Surveyor reduces false positives and gives you the best alerts in the industry by leveraging all depth-of-book data, down to the millisecond timetamps.

Edge is Artificial Intelligence for Investment Research. Why AI? It's not because AI is cool or because it's new, but because you can do it and you have to. It would take more than 3 trillion years for 10,000 analysts to analyze all the unstructured data available today. What can be done to address the Information Overload problem? Yewno|Edge has you covered. It can do all the analysis and reading for you. It can also manipulate data to create strategies and risk models, test performance, and notify you when something is relevant to your portfolio. Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. You can go as deep as possible with your investment research by using a combination of alternative and fundamental data.