Top Rated Q4 Desktop Alternatives
3 Q4 Desktop Reviews
3.7 out of 5
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AI
Verified User in Investment Management
Small-Business(50 or fewer emp.)
What do you like best about Q4 Desktop?
I really enjoy the fully integrated investor relations platform, which brought together communications tools, surveillance and analytics. All into 1 and fully featured IR workflow and CRM application. Review collected by and hosted on G2.com.
What do you dislike about Q4 Desktop?
The learning curve is step and takes time to get fully up and running. Review collected by and hosted on G2.com.
UC
Verified User in Consulting
Small-Business(50 or fewer emp.)
What do you like best about Q4 Desktop?
The report format is so clean we do very little modifications before we hand it over to a client or integrate them into a deck. Review collected by and hosted on G2.com.
What do you dislike about Q4 Desktop?
I have had instances where the wait time for customer service is long. But almost always the solution is correct. Review collected by and hosted on G2.com.
AI
Verified User in Insurance
Small-Business(50 or fewer emp.)
There are not enough reviews of Q4 Desktop for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Maximizer
4.0
(572)
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
2
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.
3
AlphaSense
4.7
(285)
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.
4
Acquire.com
4.9
(281)
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
5
Morningstar Direct
4.1
(207)
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.
6
Morningstar Advisor Workstation
4.2
(174)
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.
7
PitchBook
4.5
(169)
Global Private Equity & Venture Capital Data
8
Redtail Technology
4.3
(152)
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
9
Total Expert
4.5
(134)
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
10
Wealthbox CRM
4.5
(102)
CRM for Financial Advisors
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