Best Investment Banking Software for Microsoft Word

Find and compare the best Investment Banking software for Microsoft Word in 2025

Use the comparison tool below to compare the top Investment Banking software for Microsoft Word on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    S&Q Capital IQ Pro Reviews
    Uncover relevant insights, faster. Our market monitoring dashboard, data visualization tools and search capabilities will help you separate the important from the mundane. Access company data deep and receive constant updates on its quality and quantity. Our easy-to use Excel add-in and suite Office Tools make it easy to power and streamline your proprietary models. You can access a large library of ready-to use templates and models, or work with our support team to create your own. With just one click, you can seamlessly integrate Excel data into Word or PowerPoint with fewer errors. Our smart search tool allows you to instantly find information about companies, documents, news, research, transcripts, investor presentations, and other sources. Use filters and custom formulas to drill down to the data that you need. The new document viewer includes AI-based search to speed your discovery process for text-based insight.
  • 2
    Hebbia Reviews
    The complete platform for all aspects of research. {Instantly retrieve and wrangle the insights you need, no matter your source of unstructured data.|No matter what source of unstructured data, you can instantly retrieve and extract the insights that you need.} Find answers from millions of public sources like SEC Filings, Earnings Calls and expert network transcripts. Or leverage your firm's expertise. Hebbia can instantly connect to any source of unstructured information in your company, and can ingest any file type or API. You can work faster by using tools for diligence and research processes, regardless of the task. With a single click, you can spread financials, find public comps or structure unstructured information. Hebbia is trusted with the most sensitive data by some of the world's most powerful financial institutions and governments. Security is our core. Hebbia is the only encrypted search engine available on the market.
  • 3
    Intapp DealCloud Reviews
    Unified deal and relationship management helps you to find, win and execute new business. With a single platform for deal and relationship management, you can capture, unify and apply the collective knowledge that flows throughout your company. Intapp DealCloud is more than just a CRM. It provides a single, accurate source of truth that helps teams to strengthen relationships, accurately forecast pipelines and accelerate execution. DealCloud is AI-powered, and it was built with growth in mind. Discover and nurture your network connections to identify and nurture quality opportunities. Build a pipeline using unified firm and industry insights. Automated workflows and artificial intelligence can help you multiply the impact of your professionals, and eliminate frustration. Give your team the tools to win more business faster. Intapp DealCloud can help your firm grow.
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