Alternatives to Tamale RMS
Compare Tamale RMS alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Tamale RMS in 2026. Compare features, ratings, user reviews, pricing, and more from Tamale RMS competitors and alternatives in order to make an informed decision for your business.
-
1
Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
Bipsync
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research. -
3
Dasseti
Dasseti
Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..). -
4
FactSet
FactSet Research Systems
We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity. -
5
Sentieo
Sentieo
Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge. -
6
LunarCRUSH
LunarCRUSH
LunarCRUSH delivers community insights to crypto investors, funds, and exchanges. Through research applications and API’s, get real-time insights that help make informed crypto investment decisions. Crypto is driven by the community. We aim to bring transparency to cryptocurrency investing by providing clarity around community activity. We empower investors to make more informed decisions. LunarCRUSH provides a suite of tools designed to improve cryptocurrency research for investors, exchanges and funds, built purely around providing community insights. LunarCRUSH.com is a free tool for the crypto community, designed to provide unique insights and an adaptive, engaging user experience they can't get anywhere else. It helps simplify crypto investing by reducing research time, simplifying social intelligence and providing a more complete view of the market. -
7
CalibreRMS
Calibre Financial Technology
CalibreRMS is a complete Research Management System with an intuitive and simple interface that enables you to record, share and collaborate on your data in a user-friendly, customizable and mobile format. Created to be much more than just a notes management tool, Calibre RMS seamlessly integrates all your qualitative research with your modeling and analytics. It is customizable to your investment strategy and allows immediate collaboration across teams anywhere and on any device. Calibre RMS also provides flexibility to integrate it with other modeling and analytics tools without being locked into a proprietary system and includes built-in audit trails to simplify compliance. -
8
OmniStar
F1 Solutions
OmniStar: the most powerful Grants, Ethics & Research management solution. OmniStar is a comprehensive and flexible suite of products purpose-built to streamline the work of researchers, administrators and grant managers. Designed in consultation with research professionals and funders over 20 years, OmniStar empowers you to make confident grants, research and administration decisions. Too often, the implementation of management systems causes more problems than it solves. Endless approval pathways and complex application and assessment procedures occur because of inflexible and disparate systems. Thankfully, OmniStar is your all-in-one solution that can be easily configured to your exact needs. We consistently deliver Grants, Ethics & Research management solutions to power progress in universities, not-for-profits, government organizations, and private industries. -
9
Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
10
Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
11
i-OMS
iWeb Technologies
iOMS For Research Teams© was developed in collaboration with The Royal Wolverhampton Hospitals NHS Trust and contains a coherent integrateable set of modules that help all stakeholders effectively manage areas of research management. Single platform with real-time view that engages all stakeholders involved in research. Inbuilt detailed and drill-down reports helping in decision making. -
12
Wokelo AI
Wokelo AI
Wokelo is an AI-powered research platform that enhances the efficiency and speed of data analysis and intelligence gathering, crucial for activities like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large language model-based technology, Wokelo automates and streamlines the collection, curation, synthesis, and triangulation of data, delivering client-ready outputs and collaborates with leading private equity funds, investment banks, consulting firms, and corporates to facilitate data-driven decision-making, thereby providing efficient, accurate, and comprehensive research solutions, enabling clients to focus on strategic initiatives and achieve better investment outcomes. Wokelo's AI technology generates due diligence reports for mergers and acquisitions, producing detailed, multi-page reports in minutes. The idea is to reduce the grunt work of M&A due diligence, creating more time for high-level analysis and human expertise. -
13
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
14
Gainify
Gainify
Gainify is an investment platform that simplifies smart stock investing for everyone. Instead of overwhelming users with complex data, its intuitive interface focuses on the key metrics that professionals rely on for informed decisions. Powered by institutional-grade data and cutting-edge AI tools, Gainify helps investors make confident decisions. Gainify gathers data from multiple trusted sources to provide accurate, reliable, and up-to-date market insights. S&P Global Market Intelligence is the primary data provider, and it is trusted by professionals worldwide. Data from FinnHub, Financial Modeling Prep, and proprietary collection methods by Gainify are used, too. Such a comprehensive approach ensures you receive expert-verified information that meets the standards of top investors.Starting Price: $7.99/month yearly plan -
15
VerityRMS
Verity
Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards. -
16
InfoEd Global
InfoEd Global eRA Research
Turnkey research management solutions are designed to help you obtain funding, deliver results, and manage everything in between, faster and better eRA Research Software. Worldwide, more leading research institutions, universities, and corporations have chosen the InfoEd Research Software Solution to realize cost savings, improve data integrity, manage administrative processes, and accelerate compliance for electronic research administration versus any other research compliance software or eRA software. Our core belief is that industry experience and knowledge are the foundation of superior software development in the research administration software field, which has resulted in an unparalleled suite of research support technological applications, professional services software and industry educational programs by InfoEd Global designed specifically transcend today’s modern research institution.Starting Price: $1 one-time payment -
17
Mosio
Mosio, Inc.
Mosio enables research teams to improve subject adherence, communications, and data collection on mobile’s most popular channel: text messaging. Our software makes research teams more efficient in how they communicate with study participants through messaging automation and interactive elements delivered to participant mobile phones. WHO WE HELP: + Clinical Trial Sponsors (Pharma and Biotech) + Cancer Centers and Clinical Research Organizations + NIH-Funded Studies + Public Health Agencies + Clinical Trial Managers, Clinical Operations Managers/Directors, Clinical Project Managers, Principal Investigators, Clinical Research (Study) Coordinators, and any research staff who communicate regularly with study participants. BENEFITS: + Interactive dosing reminders and medication adherence alerts. + Automate data collection. + Increase engagement and adherence. + Fix your no-show problem with SMS appointment reminders. + Improve retention with automated check-ins.Starting Price: $99/month -
18
Fibi
Polus Software
Fibi is a cradle-to-grave eRA solution, designed specifically to accommodate the procedures and complexities of research administration and compliance management needs of research and higher education institutions of varied sizes. Fibi is a comprehensive electronic research administration suite to normalize and facilitate complex administrative procedures involved in managing funded research. Fibi enables seamless integration of extensions and external systems. Powerful enterprise-class middleware built specifically for rapid development. Independent Modules can be enabled in the system as and when needed. A native app to serve and connect your key users to research administration. Fibi comes with a gamut of pre-packaged reports that best serve the research institutes. -
19
Ripple Science
Ripple Science
Ripple is a web-based software solution and active registry that facilitates the recruitment and management of research participants for clinical, translational and social science studies. Built from the ground up by researchers for researchers to truly transform participant workflow, Ripple is an end-to-end research participant management software that accelerates the entire research life cycle. Applying technology to solve patient recruitment and retention challenges, the #1 reason cited when clinical trials fail. The success of clinical trials and translational studies greatly depends on the ability of research teams to meet enrollment targets on time and on budget. Ripple Recruit empowers research teams with the automation tools and analytics necessary to accelerate the recruitment processes and maximize the likelihood of study success. Ripple Recruit provides critical insights into your recruitment campaign and workflows, including what sources are most effective. -
20
Atom
Atom Finance
Built by investment professionals, Atom’s mission is to provide unparalleled access to institutional investing resources and tools. Large institutional investment firms have always had a leg up on individual investors. Atom levels the playing field by providing individual investors and independent investment teams access to institutional-grade company data and investing resources. Software innovation in finance has lagged behind other sectors. Atom embraces modern technology standards and reimagines the outdated user interface introduced by legacy terminals. Our platform delivers institutional-grade content while optimizing for usability and workflow efficiencies. We recognize that the investment process is not one size fits all. Our platform precisely customizes and curates the research experience to your needs. Financial software should cater to investors, not the other way around.Starting Price: $6.99 per month -
21
illumin
Softlink Information Centres
The illumin Knowledge & Research Management System collects, records, quantifies and precises queries and answers provided to staff and clients. It is the perfect tool for knowledge and research management. Easy to customise, it will suit the uniqueness of every library's reference workflows. The automatically built knowledge base becomes an audited, comprehensive, and searchable database of relevant information that can be easily shared. Effortlessly manage the vast amounts of knowledge flowing through your organization and let that information be discovered and delivered anywhere, and anytime. Softlink’s Liberty and illumin make information available to your users and lets your library lead the way into the future. illumin is the perfect tool for knowledge and research management as it collects, records, quantifies and précis’s queries and answers provided to staff and clients. -
22
ResearchManager
Research Manager
One environment, for all researchers in different industries, together! With ResearchManager we offer a research platform with which researchers have all functionalities and information in one place and can share it with each other. The platform is for researchers who want to be ready for the future. A future in which the patient and data access & sharing are central. We facilitate everyone in the life science sector who has to do with research. We do this with an online research platform consisting of the eClinical tools EDC, CTMS & ERMS. With this we offer researchers one central environment for all information and services, so that they can share data with each other and thus take research to a higher level. We also have expertise in the field of collecting, validating and enriching data. -
23
Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
24
LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
25
NoodleTools
NoodleTools
NoodleTools is an online research management platform that promotes critical thinking and authentic research. Students stay organized as they evaluate information, build accurate citations, archive source material, take notes, outline topics, and prepare to write. Three differentiated levels support individual students across grades and abilities. The classroom environment allows librarians and teachers to provide feedback, monitor individual contributions to group work, and view statistics about source use. In contrast to an auto-cite, auto-evaluate product, we support students to engage deeply in research and produce original work. NoodleTools is also designed with online student privacy in mind. Recognize and evaluate relevant, credible sources. Generate accurate MLA, APA, and Chicago references with personal help from experts. Make connections, develop original ideas and articulate arguments.Starting Price: $15 per year -
26
Accelex
Accelex
Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data. -
27
worldflow Connect
worldflow
Getting your research read, valued, and paid for is a key part of the research business. The connect solutions from world flow are a modular and flexible set of services designed to solve those issues. Having your research easily accessible and discoverable for clients is key. Utilizing a combination of one or more of a research portal, native apps, email with tracking and link-backs, push to aggregators, and consolidated readership all backed by flexible authoring, whether connect compose or another industry solution, are what we solve for. Generate a variety of research, market color, commentary, and news with template-driven authoring and composing tools. Centrally manage your balance sheets, macro numbers, and company fundamentals all by sector, country, or individual coverage. Keep clients up to date with your latest news and product release information with email distribution tools. -
28
Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
29
Pillar Science
Pillar Science
Pillar science provides software tools specifically designed to facilitate your research management. We help you and your team focus on your research. Pillar Science is easy to set up. It brings your tools together: enter data in spreadsheets, type protocols in word processor and communicate in real time. It is designed to cover all your research needs so do not have to duplicate information anymore. We use well-established security practices to encrypt and securely store your data where you want. Your data are automatically backed up. With Pillar Science fine-grained authorization system, you decide who has access to your data. Pillar Science helps your team use standard methods and SOPs for your research. Leverage electronic signature and FDA 21 CFR part 11 compliance to conduct GxP research. Decide where you want to store your data to ensure regulatory compliance. -
30
FAST Graphs
FAST Graphs
Conduct stock research quickly and conveniently on over 18,000+ stocks with in-depth fundamental graphs that are practical and easy to understand. FAST Graphs™ is a stock research tool that empowers subscribers to conduct fundamental stock research deeper and faster than ever before. Our graphs provide the essential company fundamental information you need to know in order to make smart investment decisions. Within a matter of minutes, subscribers can examine the relationship of operating results to stock price performance on thousands of companies. FAST Graphs™ is the “Fundamentals Analyzer Software Tool” a stock research tool that empowers subscribers to conduct fundamental stock research deeper and faster. FUN Graphs are designed to empower Premium Subscribers the capability to quickly and efficiently engage in a comprehensive and deep dive into each company’s historical fundamental results.Starting Price: $15.95 per month -
31
Zotero
Zotero
Zotero is the only software that automatically senses research on the web. Need an article from JSTOR or a preprint from arXiv.org? A news story from the New York Times or a book from a library? Zotero has you covered, everywhere. Zotero helps you organize your research any way you want. You can sort items into collections and tag them with keywords. Or create saved searches that automatically fill with relevant materials as you work. Zotero can optionally synchronize your data across devices, keeping your notes, files, and bibliographic records seamlessly up to date. If you decide to sync, you can also always access your research from any web browser. Zotero lets you co-write a paper with a colleague, distribute course materials to students, or build a collaborative bibliography. You can share a Zotero library with as many people you like, at no cost. -
32
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
33
Trading Central
Trading Central
Trading Central has been supporting investment decisions through the world's most admired brokerage and wealthtech brands since 1999. As a one-stop-shop for quality financial research, we offer a diverse analytical scope, a unique fusion of AI and analyst expertise, and 24H multi-asset global coverage all rolled into beautiful user interfaces. -
34
EquitySet
EquitySet
An independent, unbiased stock research platform built by traders and developers for investors that care about researching what they invest their money in. Helping investors get into the beginning stages of stock research. It provides stock reports, screeners, watchlists and other functionality to help you track and find opportunities for your portfolio. An upgrade to provide fair values and stock ratings. Also focused on bringing you insights around company valuations and ratings to help you find better investments. Part of the forever-free plan, gamification of weekly stock picking, allows you to set lineups and see how good you actually are at out-picking your friends! Premium offers access to more valuation and price-specific insight around companies and their stocks. Get ratings, fair values and tools to help you search and get notified of opportunities. Start by creating a private league and inviting those you want to play via email.Starting Price: $20 per month -
35
YCharts
YCharts
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. Win more new business and position your investment strategies to stand out with customizable sales and communication tools. Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners. -
36
EDGE
University of Southampton
EDGE is a cloud-based Clinical Trials Management system which has successfully been embedded into the clinical research infrastructure for the UK and its devolved nations. Currently within 80% of England’s NHS regions, Scotland and Northern Ireland, EDGE is the front runner when it comes to research management systems within the UK. Since its launch in 2000, and its adoption by the National Cancer Research Network, EDGE has grown from strength to strength and is not only used nationally but also has a growing number of international subscribers from countries which include Canada, Belgium, New Zealand, South Africa and India. -
37
Seeking Alpha
Seeking Alpha
We empower investors to make the absolute best investing decisions by leveraging our independent and balanced stock research, fundamental analysis tools, crowdsourced debate, reliable news, and actionable market data. Our research is created by investors, for investors. It is carefully vetted by in-house editors, then read and debated by millions of people. Our stock coverage is wider and deeper than any other. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision. Our news enable investors to understand why the market and the stocks in their portfolio are moving or are about to move. Investors read our financial news to gain insight into stocks’ future earnings and price trajectory, and to find new and exciting opportunities. Our data places professional-caliber tools in the hands of every investor. Our factor grades and quant ratings summarize each stock’s characteristics. -
38
Worktribe
Worktribe
Worktribe is a cloud-based software platform that transforms higher education administration through better collaboration, more efficiency and more transparency. Seamless, end-to-end research management from concept to publication and beyond. Intuitive, secure, cloud-based curriculum management for higher education teams. That's why we've worked with higher education institutions across the UK to develop the ultimate platform for research and curriculum management. Powerful, intuitive and cloud-based, built for collaboration, transparency and efficiency. Constantly evolving to meet the challenges of HE administration. Trusted by 38 leading UK universities, and now available on G-cloud. Every year, more and more people are harnessing the power of Worktribe to create teams, not regimes. Worktribe is the ultimate cloud-based software platform for higher education research and curriculum management. -
39
Nansen.ai
Nansen
Surface the Signal in Blockchain Data. Nansen analyzes 50M+ labeled Ethereum wallets and their activity. So you can separate the signal from the noise in blockchain data. Billions of on-chain data points, millions of wallet labels, thousands of entities. Dashboards let you see exactly what’s happening, requiring no technical knowledge. Users consult Nansen before making their investment decisions. 50M+ labeled wallets give you the full context you need to understand the flow of ETH, stablecoins, and tokens. With Nansen you get an executive summary of where funds are moving. And if you want details, you can trace transactions down to the most granular level. Nansen tracks exchanges, token teams, and funds, which means you can see exactly which entities are accumulating - or selling off - a specific token. Token metrics on usage, engagement, and liquidity are available so you can make informed decisions before investing in a new token.Starting Price: $149 per month -
40
AlphaWatch AI
AlphaWatch AI
Our goal is to make your job easier, and hasten the research stage so you can focus on what matters most: making the right bets. Our fast response and conversability make it easy for you to complete deep research about companies quickly. We support SEC filings, investor filings, news reports, private data sources and much more. We return specifically where in the document we are pulling our results from, and make it easy for you to share. Save time copying and pasting your data sources into a word document and instead focus on what matters first. AlphaWatch inverses the tedious process of collecting information from an ever-growing list of sources, allowing you to focus in on what the numbers and commentary mean for your investment. -
41
Qiqqa
Quantisle
Qiqqa keeps all your PDFs secure and makes them instantly accessible and searchable across all your devices. Automatic identification, tagging and categorization of your PDFs means you never have to go hunting for that missing paper again. Capture all your tags, comments, highlights and annotations while you read your PDFs inside Qiqqa, online at your workstation or offline on the go. Then when you want to review what you have read, use powerful annotation reports so you never again forget those important snippets of information. Qiqqa guides you through your literature by understanding your research niche. It then highlights the most specific and the most influential papers in that niche. Qiqqa also lets you find what next to read by following citations, authors and keywords. Using Qiqqa's themes and annotation reports, you are literally presented with everything you should cite in each section of your paper. -
42
DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
43
Tegus
AlphaSense
We modernize and streamline the way institutional investors and companies do research. Making informed investment decisions requires a 360-degree view of a company, but in today’s world, finding and capturing the right primary perspectives, aggregating filings, and public information, and modeling outcomes are too slow and tedious. The power of Tegus lies in our platform. With access to 40,000+ searchable expert call transcripts across both private and public companies, built-in compliance tools, and complimentary access to BamSEC, it’s fast and easy to access, search, and surface both qualitative and quantitive insights. With Tegus, there are no upfront fees, no call commitments, and no markups. Tegus saves you money and guarantee the quality of our experts. Our compliance team reviews every transcript using a robust, proprietary process to go above and beyond regulatory standards. We’re on a mission to unlock expertise and democratize those insights across investors and businesses. -
44
Gorilla Terminal
Gorilla Terminal
Don't miss a word they say, earnings call analysed with cutting-edge Artificial Intelligence for sentiment analysis, deep dive into questions asked, individual revenue growth and margin statements. Get rich macroeconomic data at your fingertips with a single click, allowing you to make smart investment decisions based on CPI, unemployment rates, total retail sales consumer sentiment, and much more. Design that is simple, Search for any stock by name or ticker and get all the information, stock charts, and links in a single click. SEC filings, quarterly reports, 10-Ks,10-Qs,Insider buying, sentiment on Twitter, and much more.Manage your investment portfolio with confidence. Our powerful quant techniques use statistical models to identify potential losses and optimize your portfolio for risk and return.Starting Price: $20 per month -
45
OUTPRFRM
OUTPRFRM
We built OUTPRFRM to enable anyone to make money buying and selling stocks. And if you’ve ever felt that pang of anxiety or stress when thinking about investing, you are not alone. OUTPRFRM is designed to make investing more approachable and simplify your investing decisions by evaluating the past accuracy of the financial professionals giving the investing advice. We are the independent referees of investing advice, here to clear out all the noise and direct you to the best sources. We collect financial analyst predictions about the movement of a stock price. We compare the predictions to the actual movement of the stock price. We give analysts a score based on the accuracy of their predictions. Accuracy is something we can all understand and it allows you to quickly identify advice you should listen to and advice you should ignore.Starting Price: $15 per month -
46
Yewno|Edge
Yewno Inc.
Yewno|Edge is Artificial Intelligence for Investment Research. Why AI? Not because it’s cool, not because it’s the new thing, but because you can and you need to. Consider this: it would take over 3 trillion years for a team of 10,000 analysts to read all of the unstructured information currently available today? Since the average investor can’t hire 10,000 analysts and doesn’t have 3 trillion years to spend on market research, what can be done to solve the Information Overload problem? Yewno|Edge has you covered. It can do all that reading and analysis for you. It can also manipulate the data to build out strategies and risk models, test performance and let you know when something relevant to your portfolio happens. Yewno|Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. -
47
Jika.io
Jika.io
Jika.io is a social platform for retail stock investors to share insights and portfolio-based conversations. The platform includes tools for conducting due diligence as groups, tracking the portfolio performance and transactions of others, and participating in stock discussions. The portfolio data is linked straight to the brokerage accounts, adding a liability layer to members' posts and allowing for real-time tracking of stock trades between one another. Jika also offers an interactive academy for new investors to learn in depth the world of investing, featuring bite-sized video and practical exercises all in a gamified experience.Starting Price: $0 -
48
Dion Insight
Dion Global Solutions
Most relevant stock market data feeds, comprehensive company fundamentals, financial market research and content distribution. We provide cutting edge financial market database, content services and research tools to a wide range of clients around the world. nsight from Dion is an intuitive, easy-to-use exhaustive market research platform. It is India’s leading financial database portal used by eminent equity research houses, educational institutions, corporates, and banks. Insight is Dion’s proprietary financial database portal which includes in-depth information on company fundamentals, mutual funds, Primary and secondary markets, classified news, annual reports library, query builder and select briefs on current events, IPO, derivatives, world Indices, insurance and For-ex data base. Insight is trusted by leading business schools, corporate and investment research professionals and institutions in India. -
49
GuruFocus
GuruFocus
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing. -
50
Synaptic
Synaptic
We enable Private Equity and Venture Capital investors to leverage the power of alternative data for sourcing, tracking, and due diligence. Alternative data provides rich signals on the universe of private companies, solving the problem of sparse availability of financial or traditional data. The most effective way to unlock investment insights is to build a holistic view of companies by consolidating alternative datasets to analyze their performance. Credit card data, retention cohorts, and bank transaction data. Product ratings, Net Promoter Scores, and user reviews. Web and mobile activity across domains and devices. Find companies relevant to you with detailed query-based searches. Get performance signals on companies with multi-metric analysis. Use our AI-suggested peer comparison, or set up your own peer group for the companies you want to track.
