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Investment Research Systems for Investment Banking

Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
Other Investment Banking

Refinitiv Eikon
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/eikon-trading-software
A financial analysis desktop and mobile platform that provides access to real-time market data, news, fundamental data, analytics, trading, and messaging tools. Covers multiple asset classes with customizable workspaces and APIs for integration.

Bloomberg Terminal
By: Bloomberg
https://www.bloomberg.com/professional/solution/bloomberg-terminal/
An integrated platform providing real-time and historical data, market analytics, trading tools, news, and communications capabilities. Offers comprehensive coverage of global markets across all asset classes with execution capabilities, portfolio analysis, and risk management tools.

S&P Capital IQ Pro
By: S&P Capital IQ
https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro
Extensive database of public and private companies, M&A transactions, with screening tools, comparables analysis, relationship mapping, league tables, and industry analytics. Includes financial modeling tools, Excel integration, and mobile access.

Visible Alpha Insights
By: Visible Alpha
https://visiblealpha.com/products/insights
Detailed analyst models, consensus data, and corporate access events in a structured, comparable format. Includes historical consensus, line-item level analysis, and comprehensive company KPIs with analyst-by-analyst detail.

Canalyst Models
By: Canalyst
https://canalyst.com/solutions/investment-banking/
Company fundamental models built and maintained by financial analysts. Includes standardized, detailed 3-statement financial models with forecasts, operating metrics, and customizable scenarios. Covers North American and European public equities.

7Park Data Platform
By: Moody's Analytics
https://www.moodysanalytics.com/microsites/ma-kyd
Alternative data including consumer transaction data, mobile app data, and web traffic intelligence. Provides normalized, cleansed datasets with visualization, filtering, and customizable metrics for investment research.

Quandl Data Platform
By: Quandl (acquired by Nasdaq)
https://www.quandl.com/solutions/investment-banking
Financial and alternative data marketplace with over 20 million datasets. Includes corporate financial data, economic data, and alternative data like satellite imagery, shipping data, and consumer spending. Features API access and Excel integration.

YCharts Professional
By: YCharts
https://ycharts.com/features/
Comprehensive market data, visualization tools, stock screener, fund screener, model portfolios, and automated report generation. Includes fundamental metrics, technical indicators, and economic data with Excel integration.

Koyfin Analytics Platform
By: Koyfin
https://www.koyfin.com/products
Real-time market data, advanced charting, company financials, analyst estimates, screeners, portfolio tracking, and macro dashboards. Covers global equities, ETFs, mutual funds, fixed income, and economic data.

ORTEX Analytics Platform
By: ORTEX
https://ortex.com/solutions
Short interest data, real-time alerts, earning estimates, insider trades, institutional ownership, and retail sentiment indicators. Provides visualizations, screening tools, and analytics for equity investment decision-making.

MackeyRMS
By: MackeyRMS (now part of InsiderScore)
https://www.insiderscore.com/mackeyrms/
Research management system with notes organization, file storage, tagging system, search capabilities, and collaboration tools. Features mobile access, email integration, and full audit trail for compliance needs.

Selerity Context
By: Selerity
https://seleritycorp.com/products/context/
AI-powered real-time news, social media, and event detection platform. Provides sentiment analysis, entity extraction, and customizable alerts. Features include thematic classification and integration with existing workflows.

Refinitiv Eikon
By: Thomson Reuters
https://www.refinitiv.com/en/products/refinitiv-eikon-trading-software
An analytics platform offering access to real-time market data, news, analytics, and trading tools. It provides investment insights and decision-support capabilities to investment professionals.

Morningstar Direct
By: Morningstar, Inc.
https://www.morningstar.com/products/direct
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.

FactSet Research Systems
By: FactSet
https://www.factset.com/solutions/business-needs/investment-research
Comprehensive financial data, real-time quotes, news, analytics, portfolio management tools, equity research, screening capabilities, company fundamentals, and alternative data. Features sophisticated charting, Excel integration, and mobile access.

Sentieo Research Platform
By: Sentieo
https://sentieo.com/product/
Document search engine, financial data, alternative data, equity data terminals, notebooks, and collaboration tools. AI-powered search across company documents, research, news, and social media with automated alerts and visualization tools.