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Best Financial Analytics Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Analytics to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Financial Analytics category.

In addition to qualifying for inclusion in the Financial Analytics Software category, to qualify for inclusion in the Small Business Financial Analytics Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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8 Listings in Small Business Financial Analytics Available

  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. Wit

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • eMoney Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    11
    Features
    9
    Ease of Use
    7
    User Interface
    6
    Comprehensive Data
    5
    Cons
    Data Accessibility
    4
    Not User-Friendly
    4
    Feature Deficiency
    3
    Insufficient Data
    3
    Integration Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • eMoney features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 8.7
    9.3
    Cloud
    Average: 7.9
    8.8
    Reporting
    Average: 8.4
    8.3
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2000
    HQ Location
    Radnor, PA
    Twitter
    @eMoneyAdvisor
    13,916 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    635 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

eMoney is a comprehensive financial planning platform designed to empower financial professionals to build stronger client relationships, streamline business operations, and drive practice growth. Wit

Users
No information available
Industries
  • Financial Services
Market Segment
  • 75% Small-Business
  • 14% Mid-Market
eMoney Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
11
Features
9
Ease of Use
7
User Interface
6
Comprehensive Data
5
Cons
Data Accessibility
4
Not User-Friendly
4
Feature Deficiency
3
Insufficient Data
3
Integration Issues
3
eMoney features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 8.7
9.3
Cloud
Average: 7.9
8.8
Reporting
Average: 8.4
8.3
Automation
Average: 7.7
Seller Details
Company Website
Year Founded
2000
HQ Location
Radnor, PA
Twitter
@eMoneyAdvisor
13,916 Twitter followers
LinkedIn® Page
www.linkedin.com
635 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 88% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Koyfin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Features
    30
    Affordable
    22
    User Interface
    22
    Charting
    19
    Cons
    Limited Data
    17
    Feature Deficiency
    16
    Insufficient Data
    11
    Poor Usability
    8
    Difficult Learning
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Koyfin features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.7
    8.3
    Cloud
    Average: 7.9
    8.3
    Reporting
    Average: 8.4
    6.1
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    66,542 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 88% Small-Business
  • 8% Mid-Market
Koyfin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Features
30
Affordable
22
User Interface
22
Charting
19
Cons
Limited Data
17
Feature Deficiency
16
Insufficient Data
11
Poor Usability
8
Difficult Learning
7
Koyfin features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.7
8.3
Cloud
Average: 7.9
8.3
Reporting
Average: 8.4
6.1
Automation
Average: 7.7
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
66,542 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Users
    No information available
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 43% Small-Business
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Amazon Finspace features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 8.7
    8.5
    Cloud
    Average: 7.9
    8.5
    Reporting
    Average: 8.4
    8.4
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Seattle, WA
    Twitter
    @awscloud
    2,229,471 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    143,150 employees on LinkedIn®
    Ownership
    NASDAQ: AMZN
Users
No information available
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 43% Small-Business
  • 33% Mid-Market
Amazon Finspace features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 8.7
8.5
Cloud
Average: 7.9
8.5
Reporting
Average: 8.4
8.4
Automation
Average: 7.7
Seller Details
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@awscloud
2,229,471 Twitter followers
LinkedIn® Page
www.linkedin.com
143,150 employees on LinkedIn®
Ownership
NASDAQ: AMZN
(118)4.8 out of 5
1st Easiest To Use in Financial Analytics software
Save to My Lists
Entry Level Price:$142.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 85% Small-Business
    • 12% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Asset-Map features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 8.7
    8.8
    Cloud
    Average: 7.9
    8.8
    Reporting
    Average: 8.4
    8.6
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2008
    HQ Location
    Philadelphia, Pennsylvania, United States
    Twitter
    @AssetMapLLC
    2,758 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 85% Small-Business
  • 12% Enterprise
Asset-Map features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 8.7
8.8
Cloud
Average: 7.9
8.8
Reporting
Average: 8.4
8.6
Automation
Average: 7.7
Seller Details
Year Founded
2008
HQ Location
Philadelphia, Pennsylvania, United States
Twitter
@AssetMapLLC
2,758 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TradingView is an innovative venture by a group of developers and traders with experience of building trading software, who share a vision that trading technology should be easy, powerful and accessib

    Users
    • Software Engineer
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 73% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TradingView features and usability ratings that predict user satisfaction
    8.5
    Quality of Support
    Average: 8.7
    8.3
    Cloud
    Average: 7.9
    9.0
    Reporting
    Average: 8.4
    7.7
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    New York, US
    Twitter
    @tradingview
    852,285 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,949 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TradingView is an innovative venture by a group of developers and traders with experience of building trading software, who share a vision that trading technology should be easy, powerful and accessib

Users
  • Software Engineer
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 73% Small-Business
  • 25% Mid-Market
TradingView features and usability ratings that predict user satisfaction
8.5
Quality of Support
Average: 8.7
8.3
Cloud
Average: 7.9
9.0
Reporting
Average: 8.4
7.7
Automation
Average: 7.7
Seller Details
Year Founded
2011
HQ Location
New York, US
Twitter
@tradingview
852,285 Twitter followers
LinkedIn® Page
www.linkedin.com
1,949 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 85% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RightCapital features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 8.7
    8.3
    Cloud
    Average: 7.9
    9.4
    Reporting
    Average: 8.4
    8.8
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Shelton, US
    Twitter
    @RightCapitalHQ
    2,903 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    135 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a

Users
No information available
Industries
  • Financial Services
Market Segment
  • 85% Small-Business
  • 15% Mid-Market
RightCapital features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 8.7
8.3
Cloud
Average: 7.9
9.4
Reporting
Average: 8.4
8.8
Automation
Average: 7.7
Seller Details
Year Founded
2015
HQ Location
Shelton, US
Twitter
@RightCapitalHQ
2,903 Twitter followers
LinkedIn® Page
www.linkedin.com
135 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 83% Small-Business
    • 13% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Envestnet | MoneyGuide features and usability ratings that predict user satisfaction
    7.5
    Quality of Support
    Average: 8.7
    5.0
    Cloud
    Average: 7.9
    7.5
    Reporting
    Average: 8.4
    5.8
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Envestnet
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    2,714 employees on LinkedIn®
    Ownership
    NYSE: ENV
    Total Revenue (USD mm)
    $998
Product Description
How are these determined?Information
This description is provided by the seller.

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

Users
No information available
Industries
  • Financial Services
Market Segment
  • 83% Small-Business
  • 13% Mid-Market
Envestnet | MoneyGuide features and usability ratings that predict user satisfaction
7.5
Quality of Support
Average: 8.7
5.0
Cloud
Average: 7.9
7.5
Reporting
Average: 8.4
5.8
Automation
Average: 7.7
Seller Details
Seller
Envestnet
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
2,714 employees on LinkedIn®
Ownership
NYSE: ENV
Total Revenue (USD mm)
$998
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

    Users
    • Investor Relations
    Industries
    • Mining & Metals
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Irwin features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 8.7
    8.3
    Cloud
    Average: 7.9
    9.0
    Reporting
    Average: 8.4
    8.3
    Automation
    Average: 7.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    149 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

Users
  • Investor Relations
Industries
  • Mining & Metals
  • Financial Services
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Irwin features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 8.7
8.3
Cloud
Average: 7.9
9.0
Reporting
Average: 8.4
8.3
Automation
Average: 7.7
Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®