Financial analytics software carries out robust data analysis on investment-related data sets. Investment managers use these solutions to pull all investment portfolio data and then query and manipulate it to answer investment-related questions.

Investment and fund managers leverage financial analytics software to build reports, identify potential investment opportunities, and vet those opportunities. Financial analytics software often offers customizable tagging features that allow users to tag and store data in whichever way they need. Investment professionals use solutions in this category to evaluate past investment decisions, monitor current holdings, and strategize future investments.

Financial analytics software is a part of the financial services software ecosystem. These applications often import investment data from third-party sources.

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

Contain financial data aggregation capabilities

Build investment portfolio reports

Track investment portfolio performance with segmented filtering

Provide investment attribution functionality