Top 10 Q4 Desktop Alternatives & Competitors

Top 10 Alternatives to Q4 Desktop Recently Reviewed By G2 Community

#1

Maximizer
By Maximizer Software
(572)4.0 out of 5
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Categories in common with Q4 Desktop:
• Financial Services CRM
Get a quote
See all Maximizer reviews
#2

Irwin
By Platform Group Limited
(56)4.6 out of 5
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.
Categories in common with Q4 Desktop:
• Investor Relationship Management
• Financial Research
• Financial Services CRM
• Investor Reporting
See all Irwin reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website
#3

AlphaSense
By AlphaSense
(285)4.7 out of 5
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Categories in common with Q4 Desktop:
• Financial Research
Get a quote
See all AlphaSense reviews
#4

Acquire.com
By Acquire.com
(281)4.9 out of 5
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Categories in common with Q4 Desktop:
• Financial Research
See all Acquire.com reviews
#5

Morningstar Direct
By Morningstar
(207)4.1 out of 5
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Categories in common with Q4 Desktop:
• Financial Research
Try for free
See all Morningstar Direct reviews
#6

Morningstar Advisor Workstation
By Morningstar
(174)4.2 out of 5
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Categories in common with Q4 Desktop:
• Financial Research
Get a quote
See all Morningstar Advisor Workstation reviews
#7

PitchBook
By PitchBook Data
(169)4.5 out of 5
Global Private Equity & Venture Capital Data
Categories in common with Q4 Desktop:
• Financial Research
Get a quote
See all PitchBook reviews
#8

Redtail Technology
By Orion Advisor Tech
(156)4.3 out of 5
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with Q4 Desktop:
• Financial Services CRM
Try for free
See all Redtail Technology reviews
#9

Total Expert
By Total Expert
(134)4.5 out of 5
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Categories in common with Q4 Desktop:
• Financial Services CRM
Get a quote
See all Total Expert reviews
#10

Wealthbox CRM
By Wealthbox
(102)4.5 out of 5
CRM for Financial Advisors
Categories in common with Q4 Desktop:
• Financial Services CRM
See all Wealthbox CRM reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website