What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
15 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
15 Ratings
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Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger profile photo

S&P Capital IQ

Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
S&P Capital IQ
Pixel Perfect reports
Adaptive Insights
9.0
S&P Capital IQ
Customizable dashboards
Adaptive Insights
10.0
S&P Capital IQ
Report Formatting Templates
Adaptive Insights
9.0
S&P Capital IQ

Ad-hoc Reporting

Adaptive Insights
8.0
S&P Capital IQ
Drill-down analysis
Adaptive Insights
9.0
S&P Capital IQ
Formatting capabilities
Adaptive Insights
7.0
S&P Capital IQ
Integration with R or other statistical packages
Adaptive Insights
8.0
S&P Capital IQ
Report sharing and collaboration
Adaptive Insights
8.0
S&P Capital IQ

Report Output and Scheduling

Adaptive Insights
8.0
S&P Capital IQ
Publish to PDF
Adaptive Insights
8.0
S&P Capital IQ
Report Versioning
Adaptive Insights
8.0
S&P Capital IQ
Report Delivery Scheduling
Adaptive Insights
8.0
S&P Capital IQ

Data Discovery and Visualization

Adaptive Insights
7.7
S&P Capital IQ
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
S&P Capital IQ
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
S&P Capital IQ
Predictive Analytics
Adaptive Insights
8.0
S&P Capital IQ

Access Control and Security

Adaptive Insights
9.0
S&P Capital IQ
Multi-User Support (named login)
Adaptive Insights
9.0
S&P Capital IQ
Role-Based Security Model
Adaptive Insights
9.0
S&P Capital IQ
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
S&P Capital IQ

Mobile Capabilities

Adaptive Insights
8.5
S&P Capital IQ
Responsive Design for Web Access
Adaptive Insights
8.0
S&P Capital IQ
Dedicated iOS Application
Adaptive Insights
8.0
S&P Capital IQ
Dedicated Android Application
Adaptive Insights
8.0
S&P Capital IQ
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
S&P Capital IQ

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
S&P Capital IQ
Long-term financial planning
Adaptive Insights
8.9
S&P Capital IQ
Financial budgeting
Adaptive Insights
8.8
S&P Capital IQ
Forecasting
Adaptive Insights
9.1
S&P Capital IQ
Scenario modeling
Adaptive Insights
8.2
S&P Capital IQ
Management reporting
Adaptive Insights
8.1
S&P Capital IQ

Consolidation and Close

Adaptive Insights
7.5
S&P Capital IQ
Financial data consolidation
Adaptive Insights
7.9
S&P Capital IQ
Journal entries and reports
Adaptive Insights
5.6
S&P Capital IQ
Multi-currency management
Adaptive Insights
7.6
S&P Capital IQ
Intercompany Eliminations
Adaptive Insights
7.5
S&P Capital IQ
Minority Ownership
Adaptive Insights
7.1
S&P Capital IQ
Local and consolidated reporting
Adaptive Insights
8.3
S&P Capital IQ
Detailed Audit Trails
Adaptive Insights
8.5
S&P Capital IQ

FInancial Reporting and Compliance

Adaptive Insights
8.3
S&P Capital IQ
Financial Statement Reporting
Adaptive Insights
9.0
S&P Capital IQ
Management Reporting
Adaptive Insights
8.6
S&P Capital IQ
Excel-based Reporting
Adaptive Insights
8.4
S&P Capital IQ
Automated board and financial reporting
Adaptive Insights
8.5
S&P Capital IQ
XBRL support for regulatory filing
Adaptive Insights
7.0
S&P Capital IQ

Analytics

Adaptive Insights
7.6
S&P Capital IQ
Personalized dashboards
Adaptive Insights
7.3
S&P Capital IQ
Color-coded scorecards
Adaptive Insights
6.8
S&P Capital IQ
KPIs
Adaptive Insights
8.0
S&P Capital IQ
Cost and profitability analysis
Adaptive Insights
8.0
S&P Capital IQ
Key Performance Indicator setting
Adaptive Insights
8.0
S&P Capital IQ
Benchmarking with external data
Adaptive Insights
7.3
S&P Capital IQ

Integration

Adaptive Insights
8.6
S&P Capital IQ
Flat file integration
Adaptive Insights
8.3
S&P Capital IQ
Excel data integration
Adaptive Insights
8.7
S&P Capital IQ
Direct links to 3rd-party data sources
Adaptive Insights
8.7
S&P Capital IQ

Pros

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo
  • Exceptional customer service 24/7! They are always there and always give me exactly what I need usually within an hour or for larger research projects within 8 hours.
  • Extremely well-informed people on every level. They deal with complex and ever changing data with stellar expertise.
  • Always up, always accurate and they pay you if you find an error in their data. I have collected exactly twice in 15 years over thousands of companies and documents. It is a coupe to get a reward from SNL!
Becky Reid profile photo

Cons

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack profile photo
  • User Interface. While Cap IQ is generally user friendly, the software can be unwieldy on certain internet browsers, and methods for compiling specific market data can be challenging at times (as it relates to charting).
  • Debt Market Data. Cap IQ's capabilities on reporting bankruptcies and statistics related to bankruptcies could use some refining, particularly for investors who frequently look at distressed debt or special situations investments.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
S&P Capital IQ10.0
Based on 1 answer
[It's the] best ever.
Becky Reid profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive is very easy to use, but it requires some training to get comfortable with it.
Amy Kee, CPA profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Support

Adaptive Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo
No score
No answers yet
No answers on this topic

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
No answers on this topic

Alternatives Considered

I have used Hyperion and TM1 solutions in the past.
Hyperion was expensive and difficult to implement, requires more technical knowledge to set up the business rules for more more hands on IT support.
TM1 was a great tool for FP&A users. However TM1 lacked a report writer and was not a cloud based solution so access for international offices and those who traveled frequently had challenges. Adaptive offers a well-rounded solution cost effective solution with easy access, user friendly interface, built in report writer and dashboard capabilities.
Lisa VanHuystee profile photo
While Bloomberg has a much more comprehensive view of the markets and typically has more up-to-date information in terms of overall news, Cap IQ is easier to integrate into existing financial models, and the formula builder included with the Excel plugin makes it easy to pull relevant financial data as well as update it based on a specific time frame.
No photo available

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo
No score
No answers yet
No answers on this topic

Data Integration

Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes profile photo
  • We use them every day and they make me look smart. How does it get better than that?
Becky Reid profile photo

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Adaptive Insights More Information

S&P Capital IQ

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

S&P Capital IQ More Information