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"We also learned about the Excel Add-in functionality and how it saved us time, as well as the Google-esque search capabilities on performance data for mutual funds and ETFs."
“There is no doubt that YCharts is helping with client conversations. Our business consultants use it in the bulk of their meetings when discussing a specific fund opportunity.”
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to …
Koyfin is a data visualization and analytics application for financial and investing professionals. Their goal is to provide powerful and straightforward analytics to every investor.
Aviso is the only AI-driven platform on the market purpose-built to drive accurate sales forecasting and improve pipeline management. With Aviso Sales Vision, sales executives and CFOs deliver accurate forecasts, …
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