Top Rated 9fin Alternatives
(3)
4.3 out of 5
Visit Website
Sponsored
3 out of 4 Total Reviews for 9fin
4.0 out of 5
The next elements are filters and will change the displayed results once they are selected.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
G2 reviews are authentic and verified.
Here's how.
We strive to keep our reviews authentic.
G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner.
UP
Verified User in Photography
Small-Business(50 or fewer emp.)
What do you like best about 9fin?
Analytics features and a way more easy to visualize data in a way that is it easy to manage and see the results Review collected by and hosted on G2.com.
What do you dislike about 9fin?
Sometimes it takes too long to upload the page, even in different browsers and devices Review collected by and hosted on G2.com.
YC
yonghui C.
Tax Associate
Enterprise(> 1000 emp.)
PJ
Piyush J.
Technical Operations Analyst
Mid-Market(51-1000 emp.)
What do you like best about 9fin?
It is the best financial analytics tool which gives the modernised analytics functionalities and features to visualize and comprehend the data in such a way that it looks presentable Review collected by and hosted on G2.com.
What do you dislike about 9fin?
The tools is very less popular and very less people are aware of such 9fin analytics key features which comes out as a drawback that less people use it. Otherwise it has nothing to be disliked Review collected by and hosted on G2.com.
There are not enough reviews of 9fin for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Asset-Map
4.8
(115)
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity.
Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
2
Koyfin
4.8
(81)
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, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
3
Spreadsheet Server by insightsoftware
4.4
(78)
Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.
4
TradingView
4.5
(63)
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
5
Amazon Finspace
4.5
(63)
6
Irwin
4.6
(56)
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital.
With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
7
eMoney
4.5
(45)
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
8
Chaser
4.2
(37)
Chaser provides the tools to effectively automate chasing customers to pay their invoices.
9
Finvi
4.1
(18)
Artiva Agency is a debt collection software for meet the challenging needs of the debt buyer marketplace.
10
Aumni
4.5
(23)
We use the latest technology to discover, analyze, and deliver investment insights that empower leaders in private capital markets that were once buried in unstructured documents—we shine a bright light on “dark data”.
