Credee Alternatives: Top 10 Financial Research Software in 2025

Bloomberg Terminal is an accurate decision-making software that helps investors with their business decisions through accurate data analytics. It is known to deliver a host of best in class tools, like portfolio monitors, desktop applications, charting capabilities, and market alerts that optimises users’ workflow. Also Bloomberg Terminal offers seamless market and securities coverage, along with information about asset classes, ranging from fixed income to foreign exchange and equities to derivatives. Moreover, the software consists of a community of 320,000+ of the world’s most influential decision-makers that users get to communicate and learn from. It also brings efficient customer service teams that are available 24/7 in 160 countries, providing information about analytics, trading capabilities and other areas. Bloomberg Terminal mandates the fingerprint identification method for logging in, to keep the entire system free from fraudulent activities. During an unexpected event that affects normal businesses, the software’s disaster recovery services act as helpful assistants for clients, enabling them to resume operations, no matter where they are located.

Quartr offers a comprehensive financial research software suite designed to boost productivity and uncover rare insights. The product lineup is diverse and tailored to meet the needs of various financial professionals. Firstly, there is a free mobile app available for both iOS and Android, enabling users to access crucial financial information on the go. This app is perfect for retail investors looking to stay informed about the latest market trends and financial news. Secondly, Quartr provides a robust web app that is ideal for corporate professionals, including equity analysts and portfolio managers, who require detailed and accurate financial data for their decision-making processes. This web app is user-friendly and equipped with advanced features to streamline research and analysis. Additionally, Quartr offers an embeddable player specifically designed for investor relations (IR) sites. This player allows for the seamless integration of live earnings calls and essential financial documents, ensuring that stakeholders have easy access to critical information. Built to connect the financial community, Quartr serves a diverse customer base from equity analysts and portfolio managers to IR departments. Users can eliminate hours of searching for specific data points, allowing them to focus on understanding industry value chains and making informed decisions.

Refinitiv Workspace gives you access to the broadest and deepest coverage of financial data, news, analytics and productivity tools. Work faster and smarter on your preferred device, at home or in the office.

Better Investments, Faster Decisions, Better Research. Meet the #1 Excel-based Investment Research Solution. Research Stocks, ETFs, Options, Mutual Funds

Search across our FactSet Marketplace, a digital catalog with hundreds of data feeds, solutions, and APIs, to find, test, buy, and deploy the solution you need.

AlphaSense is a revolutionary AI-powered search engine for market intelligence. It has more than 2,000 enterprise clients, including 70% of the world's largest investment firms. AlphaSense's search technology leverages AI to parse topics, concepts and ideas semantically.

Tamale RMS is an investment research management software that helps centralize your research activities, improve your due diligence, and provide transparency for your investors. With Tamale, investment teams spend their time collaborating on ideas instead of searching for data.

The investment Research Management System (RMS). The integrated RMS that delivers consumer-like user experience, with enterprise security and compliance for funds.

The platform offers detailed reports covering valuation, growth, profitability, business risks, and dividend information. An interactive stock screener allows users to filter companies based on financial metrics, sectors, or industries to identify suitable investment opportunities. Additionally, Taurigo.com features an AI-powered Stock Chat assistant that answers questions, generates reports, and analyzes business models. An interactive chart tool enables the visualization of stock trends and financial metrics with over 100 available indicators. The platform is designed for investors seeking long-term success and offers expert insights and practical financial advice through its blog.

The Nonprofit Check Plus API provides real-time verification of U.S. nonprofits using authoritative data from IRS, OFAC, BMF, and PUB78 lists. It helps automate compliance, fraud prevention, and due diligence for donations, grants, and partnerships. Instantly vet nonprofit organizations with a simple, reliable API integration.

Sagehood leverages cutting-edge AI-driven insights to transform the way businesses approach finance. By capturing data from a variety of sources, the platform ensures precise, real-time analysis that fuels smarter decisions. Specialized agents bring unparalleled expertise, offering diverse perspectives that enrich the process. Sagehood dynamically optimizes investment strategies, adapting to changing market conditions with ease and efficiency. The combined power of advanced analytics and expert contributions creates a seamless convergence of insights, providing businesses with a profound understanding of financial landscapes. With Sagehood, staying ahead in the fast-paced world of finance becomes intuitive, empowering users to make confident, forward-thinking decisions.

With Helu you can plan your finances and control them, accordingly. It is an all in one financial tool that helps in accurate budgeting and reports. It helps with a simple evaluation of the cost centre along with drilling down to the individual level of posting. Also assists with mapping flexible BWA. It helps organisations to assign tasks by providing access to individuals and collaborating with team members selectively. Enterprises and individuals can engage in analysing payable accounts, liquidity and receivable accounts along with other data. The platform also allows for calculating KPIs and creating cash scenarios in addition to the creation of other significant accountable data. Companies can update their data by automatic means without hampering data integrity and without any possible errors of formula. Organisations can also customise reports of various legal entities based on live accounting data. The dashboard on this app helps in planning, budgeting and forecasting as it gives live insight into a company’s finances.