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Best Financial Risk Management Software

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Financial risk management software manages exposure to various types of risk for financial services institutions by conducting in-depth analysis, generating reports, and simulating investment scenarios. Financial services institutions use these solutions to conduct detailed analysis on potential deals and investments. Financial risk management software is used by financial services professionals to identify risk, measure the amount of risk, and generate plans to deal with the risk.

Financial risk management software help businesses, typically investment firms, generate value for shareholders by identifying good hedging opportunities to manage risk. This often includes analyzing scenarios, reporting on those scenarios, and generating scenario simulations to determine the best possible investment opportunities using available financial instruments.

Financial risk management software is part of the financial services software category and imports market data to help in conducting analysis. These solutions may integrate with financial research software and connect with other data sources to provide a more comprehensive set of data to work with.

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

Conduct risk exposure analysis across multiple asset classes
Generate financial risk reports
Simulate deal and investment scenarios
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Best Financial Risk Management Software At A Glance

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Easiest to Use:
Top Trending:
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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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191 Listings in Financial Risk Management Available
(89)4.3 out of 5
4th Easiest To Use in Financial Risk Management software
Save to My Lists
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Profitability. Efficiency. Regulatory compliance. No matter how your financial institution prioritizes risk, SAS has proven methodologies and best practices to help you establish a risk-aware cultu

    Users
    No information available
    Industries
    • Banking
    • Financial Services
    Market Segment
    • 39% Mid-Market
    • 35% Enterprise
  • Pros and Cons
    Codestin Search App
  • SAS Risk Management Pros and Cons
    How are these determined?Codestin Search App
    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
    1
    Features
    1
    Implementation Ease
    1
    Solution Efficiency
    1
    Cons
    Learning Curve
    1
    Not User-Friendly
    1
    Poor Interface Design
    1
  • User Satisfaction
    Codestin Search App
  • SAS Risk Management features and usability ratings that predict user satisfaction
    8.4
    Quality of Support
    Average: 8.4
    8.0
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Company Website
    Year Founded
    1976
    HQ Location
    Cary, NC
    Twitter
    @SASsoftware
    61,226 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18,116 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Profitability. Efficiency. Regulatory compliance. No matter how your financial institution prioritizes risk, SAS has proven methodologies and best practices to help you establish a risk-aware cultu

Users
No information available
Industries
  • Banking
  • Financial Services
Market Segment
  • 39% Mid-Market
  • 35% Enterprise
SAS Risk Management Pros and Cons
How are these determined?Codestin Search App
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
1
Features
1
Implementation Ease
1
Solution Efficiency
1
Cons
Learning Curve
1
Not User-Friendly
1
Poor Interface Design
1
SAS Risk Management features and usability ratings that predict user satisfaction
8.4
Quality of Support
Average: 8.4
8.0
Ease of Use
Average: 8.2
Seller Details
Company Website
Year Founded
1976
HQ Location
Cary, NC
Twitter
@SASsoftware
61,226 Twitter followers
LinkedIn® Page
www.linkedin.com
18,116 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Help meet your regulatory obligations, make informed decisions, and prevent your business being used to launder the proceeds of financial crime or associated with corrupt practices. The World-Check R

    Users
    No information available
    Industries
    • Banking
    • Financial Services
    Market Segment
    • 38% Enterprise
    • 31% Small-Business
  • Pros and Cons
    Codestin Search App
  • World-Check On Demand Pros and Cons
    How are these determined?Codestin Search App
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Screening
    4
    Compliance
    3
    Comprehensive Coverage
    2
    Analytics Insights
    1
    Detection Efficiency
    1
    Cons
    Data Inaccuracy
    2
    Poor Usability
    2
    Complexity
    1
    Download Issues
    1
    Expensive
    1
  • User Satisfaction
    Codestin Search App
  • World-Check On Demand features and usability ratings that predict user satisfaction
    8.9
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    23,319 employees on LinkedIn®
    Ownership
    LON: LSEG
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Help meet your regulatory obligations, make informed decisions, and prevent your business being used to launder the proceeds of financial crime or associated with corrupt practices. The World-Check R

Users
No information available
Industries
  • Banking
  • Financial Services
Market Segment
  • 38% Enterprise
  • 31% Small-Business
World-Check On Demand Pros and Cons
How are these determined?Codestin Search App
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Screening
4
Compliance
3
Comprehensive Coverage
2
Analytics Insights
1
Detection Efficiency
1
Cons
Data Inaccuracy
2
Poor Usability
2
Complexity
1
Download Issues
1
Expensive
1
World-Check On Demand features and usability ratings that predict user satisfaction
8.9
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.2
Seller Details
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
23,319 employees on LinkedIn®
Ownership
LON: LSEG

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  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Creditsafe is a comprehensive data intelligence solution designed to help organizations manage credit risk, compliance, and data hygiene with confidence. By delivering global coverage breadth across m

    Users
    • Credit Analyst
    Industries
    • Manufacturing
    Market Segment
    • 37% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Codestin Search App
  • Creditsafe Pros and Cons
    How are these determined?Codestin Search App
    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
    22
    Efficiency
    9
    Setup Ease
    9
    Dashboard Usability
    7
    Data Management
    7
    Cons
    Inaccuracy
    7
    Data Management
    4
    Limited Functionality
    3
    Payment Issues
    3
    Inefficient Search
    2
  • User Satisfaction
    Codestin Search App
  • Creditsafe features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 8.4
    9.3
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Company Website
    Year Founded
    1997
    HQ Location
    Dublin, Ireland
    LinkedIn® Page
    www.linkedin.com
    1,456 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Creditsafe is a comprehensive data intelligence solution designed to help organizations manage credit risk, compliance, and data hygiene with confidence. By delivering global coverage breadth across m

Users
  • Credit Analyst
Industries
  • Manufacturing
Market Segment
  • 37% Mid-Market
  • 29% Small-Business
Creditsafe Pros and Cons
How are these determined?Codestin Search App
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
22
Efficiency
9
Setup Ease
9
Dashboard Usability
7
Data Management
7
Cons
Inaccuracy
7
Data Management
4
Limited Functionality
3
Payment Issues
3
Inefficient Search
2
Creditsafe features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 8.4
9.3
Ease of Use
Average: 8.2
Seller Details
Company Website
Year Founded
1997
HQ Location
Dublin, Ireland
LinkedIn® Page
www.linkedin.com
1,456 employees on LinkedIn®
(18)4.7 out of 5
1st Easiest To Use in Financial Risk Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    RapidRatings® is a financial health transparency solution designed to assist businesses in managing enterprise and financial risk effectively. By providing in-depth analysis of the financial health of

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 78% Enterprise
    • 17% Small-Business
  • Pros and Cons
    Codestin Search App
  • RapidRatings Pros and Cons
    How are these determined?Codestin Search App
    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
    6
    Ease of Use
    5
    Helpful
    3
    Response Time
    3
    Flexibility
    2
    Cons
    Data Management
    1
    Expensive
    1
    Slow Loading
    1
    Slow Performance
    1
  • User Satisfaction
    Codestin Search App
  • RapidRatings features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    176 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

RapidRatings® is a financial health transparency solution designed to assist businesses in managing enterprise and financial risk effectively. By providing in-depth analysis of the financial health of

Users
No information available
Industries
  • Financial Services
Market Segment
  • 78% Enterprise
  • 17% Small-Business
RapidRatings Pros and Cons
How are these determined?Codestin Search App
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
6
Ease of Use
5
Helpful
3
Response Time
3
Flexibility
2
Cons
Data Management
1
Expensive
1
Slow Loading
1
Slow Performance
1
RapidRatings features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.2
Seller Details
Company Website
Year Founded
2007
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
176 employees on LinkedIn®
(19)4.0 out of 5
2nd Easiest To Use in Financial Risk Management software
Save to My Lists
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Comply is the leading global provider of comprehensive regulatory compliance software and solutions for the financial services sector. Headquartered in New York City, Comply serves over 5,100 clients

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 42% Small-Business
    • 32% Mid-Market
  • Pros and Cons
    Codestin Search App
  • Comply Pros and Cons
    How are these determined?Codestin Search App
    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
    9
    Customer Support
    8
    User Experience
    8
    Helpful
    7
    Compliance
    4
    Cons
    Poor Customer Support
    2
    Access Limitations
    1
    Bugs
    1
    Data Inaccuracy
    1
    Data Management
    1
  • User Satisfaction
    Codestin Search App
  • Comply features and usability ratings that predict user satisfaction
    8.3
    Quality of Support
    Average: 8.4
    8.1
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Comply
    Company Website
    Year Founded
    2003
    HQ Location
    New York, US
    Twitter
    @ComplySci
    421 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Comply is the leading global provider of comprehensive regulatory compliance software and solutions for the financial services sector. Headquartered in New York City, Comply serves over 5,100 clients

Users
No information available
Industries
  • Financial Services
Market Segment
  • 42% Small-Business
  • 32% Mid-Market
Comply Pros and Cons
How are these determined?Codestin Search App
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
9
Customer Support
8
User Experience
8
Helpful
7
Compliance
4
Cons
Poor Customer Support
2
Access Limitations
1
Bugs
1
Data Inaccuracy
1
Data Management
1
Comply features and usability ratings that predict user satisfaction
8.3
Quality of Support
Average: 8.4
8.1
Ease of Use
Average: 8.2
Seller Details
Seller
Comply
Company Website
Year Founded
2003
HQ Location
New York, US
Twitter
@ComplySci
421 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    SAS Risk Modeling delivers an integrated infrastructure to handle data, build models using traditional statistical methods as well as advanced machine learning techniques, backtest the model, and impl

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 50% Enterprise
    • 25% Mid-Market
  • Pros and Cons
    Codestin Search App
  • SAS Risk Modeling Pros and Cons
    How are these determined?Codestin Search App
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Analytics
    1
    Ease of Use
    1
    Features
    1
    Implementation Ease
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Codestin Search App
  • SAS Risk Modeling features and usability ratings that predict user satisfaction
    8.5
    Quality of Support
    Average: 8.4
    8.0
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Year Founded
    1976
    HQ Location
    Cary, NC
    Twitter
    @SASsoftware
    61,226 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18,116 employees on LinkedIn®
    Phone
    1-800-727-0025
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

SAS Risk Modeling delivers an integrated infrastructure to handle data, build models using traditional statistical methods as well as advanced machine learning techniques, backtest the model, and impl

Users
No information available
Industries
  • Financial Services
Market Segment
  • 50% Enterprise
  • 25% Mid-Market
SAS Risk Modeling Pros and Cons
How are these determined?Codestin Search App
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Analytics
1
Ease of Use
1
Features
1
Implementation Ease
1
Cons
This product has not yet received any negative sentiments.
SAS Risk Modeling features and usability ratings that predict user satisfaction
8.5
Quality of Support
Average: 8.4
8.0
Ease of Use
Average: 8.2
Seller Details
Year Founded
1976
HQ Location
Cary, NC
Twitter
@SASsoftware
61,226 Twitter followers
LinkedIn® Page
www.linkedin.com
18,116 employees on LinkedIn®
Phone
1-800-727-0025
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 44% Enterprise
    • 31% Small-Business
  • Pros and Cons
    Codestin Search App
  • Company Watch Pros and Cons
    How are these determined?Codestin Search App
    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
    5
    Company Research
    3
    Data Accessibility
    3
    Research Data
    3
    Accuracy
    2
    Cons
    Outdated Information
    3
    Improvement Needed
    2
    Inaccuracy
    1
    Lack of Clarity
    1
    Limited Customization
    1
  • User Satisfaction
    Codestin Search App
  • Company Watch features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 8.4
    9.6
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Year Founded
    1998
    HQ Location
    London, London
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under

Users
No information available
Industries
No information available
Market Segment
  • 44% Enterprise
  • 31% Small-Business
Company Watch Pros and Cons
How are these determined?Codestin Search App
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
5
Company Research
3
Data Accessibility
3
Research Data
3
Accuracy
2
Cons
Outdated Information
3
Improvement Needed
2
Inaccuracy
1
Lack of Clarity
1
Limited Customization
1
Company Watch features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 8.4
9.6
Ease of Use
Average: 8.2
Seller Details
Year Founded
1998
HQ Location
London, London
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 75% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Codestin Search App
  • Orion Risk Intelligence features and usability ratings that predict user satisfaction
    8.9
    Quality of Support
    Average: 8.4
    8.2
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,824 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,917 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 75% Small-Business
  • 22% Mid-Market
Orion Risk Intelligence features and usability ratings that predict user satisfaction
8.9
Quality of Support
Average: 8.4
8.2
Ease of Use
Average: 8.2
Seller Details
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,824 Twitter followers
LinkedIn® Page
www.linkedin.com
1,917 employees on LinkedIn®
(52)4.2 out of 5
5th Easiest To Use in Financial Risk Management software
Save to My Lists
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    With over 1M users globally, MCO has built a long-term compliance platform that fits the needs of financial services firms of all sizes, delivering: • A single integrated solution that checks for con

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 48% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Codestin Search App
  • MyComplianceOffice Pros and Cons
    How are these determined?Codestin Search App
    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
    3
    Helpful
    2
    Response Time
    2
    Compliance Management
    1
    Customizability
    1
    Cons
    Initial Difficulty
    2
    Confusion
    1
    Difficult Customization
    1
    Implementation Challenges
    1
    Improvement Needed
    1
  • User Satisfaction
    Codestin Search App
  • MyComplianceOffice features and usability ratings that predict user satisfaction
    8.4
    Quality of Support
    Average: 8.4
    8.1
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Company Website
    Year Founded
    2008
    HQ Location
    New York, NY
    Twitter
    @mycompliance
    1,128 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    295 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

With over 1M users globally, MCO has built a long-term compliance platform that fits the needs of financial services firms of all sizes, delivering: • A single integrated solution that checks for con

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 48% Small-Business
  • 38% Mid-Market
MyComplianceOffice Pros and Cons
How are these determined?Codestin Search App
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
3
Helpful
2
Response Time
2
Compliance Management
1
Customizability
1
Cons
Initial Difficulty
2
Confusion
1
Difficult Customization
1
Implementation Challenges
1
Improvement Needed
1
MyComplianceOffice features and usability ratings that predict user satisfaction
8.4
Quality of Support
Average: 8.4
8.1
Ease of Use
Average: 8.2
Seller Details
Company Website
Year Founded
2008
HQ Location
New York, NY
Twitter
@mycompliance
1,128 Twitter followers
LinkedIn® Page
www.linkedin.com
295 employees on LinkedIn®
(71)4.0 out of 5
6th Easiest To Use in Financial Risk Management software
Save to My Lists
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping adviso

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 90% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Codestin Search App
  • Nitrogen Pros and Cons
    How are these determined?Codestin Search App
    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
    1
    Investment Management
    1
    Cons
    Expensive
    2
    Outdated Interface
    1
    Poor Customer Support
    1
  • User Satisfaction
    Codestin Search App
  • Nitrogen features and usability ratings that predict user satisfaction
    7.7
    Quality of Support
    Average: 8.4
    7.8
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Nitrogen
    Year Founded
    2011
    HQ Location
    Auburn, CA
    Twitter
    @nitrogenwealth
    8,684 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    221 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping adviso

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 90% Small-Business
  • 7% Mid-Market
Nitrogen Pros and Cons
How are these determined?Codestin Search App
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
1
Investment Management
1
Cons
Expensive
2
Outdated Interface
1
Poor Customer Support
1
Nitrogen features and usability ratings that predict user satisfaction
7.7
Quality of Support
Average: 8.4
7.8
Ease of Use
Average: 8.2
Seller Details
Seller
Nitrogen
Year Founded
2011
HQ Location
Auburn, CA
Twitter
@nitrogenwealth
8,684 Twitter followers
LinkedIn® Page
www.linkedin.com
221 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation po

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 30% Small-Business
  • User Satisfaction
    Codestin Search App
  • FactSet Portfolio Analytics features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 8.4
    7.8
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,114 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
    Ownership
    FDS
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation po

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 30% Small-Business
FactSet Portfolio Analytics features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 8.4
7.8
Ease of Use
Average: 8.2
Seller Details
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,114 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
Ownership
FDS
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk an

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 86% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Codestin Search App
  • Stratifi PRISM Pros and Cons
    How are these determined?Codestin Search App
    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
    1
    Dashboards
    1
    Ease of Use
    1
    Navigation Ease
    1
    Cons
    Expensive
    1
  • User Satisfaction
    Codestin Search App
  • Stratifi PRISM features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 8.4
    9.6
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Stratifi
    Year Founded
    2016
    HQ Location
    San Francisco, California, United States
    Twitter
    @trystratifi
    1,631 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk an

Users
No information available
Industries
No information available
Market Segment
  • 86% Small-Business
  • 14% Mid-Market
Stratifi PRISM Pros and Cons
How are these determined?Codestin Search App
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
1
Dashboards
1
Ease of Use
1
Navigation Ease
1
Cons
Expensive
1
Stratifi PRISM features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 8.4
9.6
Ease of Use
Average: 8.2
Seller Details
Seller
Stratifi
Year Founded
2016
HQ Location
San Francisco, California, United States
Twitter
@trystratifi
1,631 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organizatio

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Enterprise
    • 40% Small-Business
  • User Satisfaction
    Codestin Search App
  • Fiserv Financial Performance & Risk Management features and usability ratings that predict user satisfaction
    5.6
    Quality of Support
    Average: 8.4
    8.9
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Fiserv
    Year Founded
    1984
    HQ Location
    Milwaukee, US
    Twitter
    @Fiserv
    26,260 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36,887 employees on LinkedIn®
    Ownership
    BMV:FISV
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organizatio

Users
No information available
Industries
No information available
Market Segment
  • 40% Enterprise
  • 40% Small-Business
Fiserv Financial Performance & Risk Management features and usability ratings that predict user satisfaction
5.6
Quality of Support
Average: 8.4
8.9
Ease of Use
Average: 8.2
Seller Details
Seller
Fiserv
Year Founded
1984
HQ Location
Milwaukee, US
Twitter
@Fiserv
26,260 Twitter followers
LinkedIn® Page
www.linkedin.com
36,887 employees on LinkedIn®
Ownership
BMV:FISV
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Provenir helps fintechs and financial services providers make smarter decisions faster with our AI-Powered Data and Decisioning Platform. Provenir brings together key data, AI and decisioning capabi

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Mid-Market
    • 40% Enterprise
  • User Satisfaction
    Codestin Search App
  • Provenir features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Provenir
    Year Founded
    2004
    HQ Location
    Parsippany, US
    LinkedIn® Page
    www.linkedin.com
    274 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Provenir helps fintechs and financial services providers make smarter decisions faster with our AI-Powered Data and Decisioning Platform. Provenir brings together key data, AI and decisioning capabi

Users
No information available
Industries
No information available
Market Segment
  • 40% Mid-Market
  • 40% Enterprise
Provenir features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.2
Seller Details
Seller
Provenir
Year Founded
2004
HQ Location
Parsippany, US
LinkedIn® Page
www.linkedin.com
274 employees on LinkedIn®
  • Overview
    Codestin Search App
  • Product Description
    How are these determined?Codestin Search App
    This description is provided by the seller.

    Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to re

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Codestin Search App
  • Smart RIA features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.2
  • Seller Details
    Codestin Search App
  • Seller Details
    Seller
    Smart RIA
    Year Founded
    2011
    HQ Location
    Knoxville, US
    Twitter
    @smartriaco
    450 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Codestin Search App
This description is provided by the seller.

Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to re

Users
No information available
Industries
  • Financial Services
Market Segment
  • 100% Small-Business
Smart RIA features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.2
Seller Details
Seller
Smart RIA
Year Founded
2011
HQ Location
Knoxville, US
Twitter
@smartriaco
450 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®