--- title: "Quartr Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Quartr Software - reviews, pricing plans, popular comparisons to other Financial Services products and more." source_url: "https://www.capterra.com/p/10022237/Quartr-Pro/" page_type: "product" language: "en" --- # Quartr Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Quartr ## What is Quartr? With a broad customer base spanning hedge funds, equity analysts, portfolio managers, and investor relations departments worldwide, Quartr Pro vastly increases efficiency and productivity for public market research. The research platform leverages the power of AI to help you find detailed summaries or specific data points in slide decks, transcripts, or filings within seconds. Also, Quartr Pro functions as a powerful search engine for the public markets, providing full searchability for every keyword mention across company events. This includes earnings calls, capital market days, and investor conferences for over 10,000 public companies worldwide. Finally, the platform offers an unmatched live experience by providing access to live events from public companies globally without the need for manual registrations. ## What is Quartr used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Enterprise Search](https://www.capterra.com/enterprise-search-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quartr?[Manage this product listing](https://www.g2.com/products/quartr/claim_requests/new?auto=true) ## Quartr Overview Updated September 2026 AI summary Quartr is an enterprise search platform designed for organizations of all sizes seeking to manage and retrieve information efficiently across multiple data sources. It offers features such as AI-powered search, autocomplete, document management, indexing, and catalog management, with optional capabilities like generative AI and reporting. Quartr is available on cloud, web, and major desktop and mobile platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quartr 0.0 VS. [### Powens](https://www.capterra.com/p/247868/Powens/) [3.8 (4)](https://www.capterra.com/p/247868/Powens/#reviews) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (4) Value For Money 0.0 (0) Value For Money 4.0 (2) Customer Service 0.0 (0) Customer Service 3.8 (4) ## Quartr alternatives Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (106)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [Vestwell](https://www.capterra.com/p/189123/Vestwell/) [4.4 (76)](https://www.capterra.com/p/189123/Vestwell/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189123/Vestwell/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [View all alternatives](https://www.capterra.com/p/10022237/Quartr-Pro/alternatives/) ## FAQs about Quartr Overview ### What company size and specific industries is Quartr built for? Quartr is designed for buy-side firms, sell-side firms, and investor relations teams in public markets. It suits organizations involved in investment research and corporate communications rather than a specific business size, with the clearest fit for financial services companies and public companies that need market research support. Features and Usability ### What are the key features of Quartr? Quartr offers real-time data, financial analysis, reporting and analytics, and visual analytics for tracking market activity. It also includes full text search, search and filter, query suggestions, autocomplete, and indexing, plus alerts and notifications, API access, data import/export, document management, and portfolio management for investors and traders. Getting Started and Support ### What training and onboarding options does Quartr offer? Quartr provides in person training, live online sessions, documentation, and videos. In person and live online formats support guided instruction, while documentation and videos offer reference material and self-paced learning for teams reviewing product features and setup steps. Getting Started and Support ### What customer support options does Quartr offer? Quartr provides email/help desk support, a knowledge base, and chat. These channels give users direct contact and self-service help for common issues. No reviewer feedback about support quality is available in the catalog data, so user experience with response times or helpfulness cannot be described. ## Features AI summary Based on 218 Financial Services reviews Capterra data shows that buyers of Enterprise Search rank the following features as their top priorities: - **Natural Language Search** (**45%** of reviewers rated this feature as critical) - **Search/Filter** (**45%**) - **Full Text Search** (**47%**) Quartr includes **Search/Filter** and **Full Text Search**, giving teams practical ways to narrow results quickly and locate detailed information across large volumes of content. However, it does not offer **Natural Language Search**. Instead, it provides other features that reviewers also value, including **Document Management** (**59%**) and **Indexing** (**39%**), which help businesses organize content more effectively and improve information retrieval, allowing teams to find, manage, and use important documents with less manual effort. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Autocomplete Autocompletion of a word or phrase that the user is typing Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Quartr 34 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Autocomplete: Autocompletion of a word or phrase that the user is typing - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Enterprises: Designed for large businesses - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Query Suggestions: See options for potential search queries within the system - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.