BestMoney Reviews & Product Details

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

Grata is the leading deal sourcing platform that supports a diverse range of business development workflows for M&A professionals. Grata’s best-in-class search technology and workflow tools empower users to engage with previously undiscovered middle market companies, nurture relationships, and manage a multi-channel business development strategy.

The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight, and more.

The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.

Ideagen Audit Analytics is the only insights database for the audit industry. It is a rich source of data for audit firms and consultants who want to grow their business, policy developers, and academic researchers. Over 450 institutions and thousands of professionals use it every day for expert and actionable insights.