Finance Analytics

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.

  • Contain financial data aggregation capabilities
  • Build investment portfolio reports
  • Track investment portfolio performance with segmented filtering
  • Provide investment attribution functionality

Common Features

  • Data ingestion
  • Reporting
  • Data tagging
  • Real-time portfolio analysis
  • Data visualization
  • Dashboards
  • Improved investment performance