Best Financial Services Software

Iress is a financial services software that provides tools for wealth management, trading, and financial planning. It supports features like portfolio management, client reporting, and compliance tracking, enabling financial professionals to manage client assets effectively. Iress integrates with financial data providers, offering real-time market insights and analytics that support informed inves... Read more about Iress

SBS Financing Platform is an advanced financial services software designed to help businesses manage their financing, lending, and financial transactions more efficiently. With SBS Financing Platform, businesses can easily track loans, grants, and other financial agreements, ensuring that every transaction is processed smoothly and accurately. The software includes features like loan origination, ... Read more about SBS Financing Platform

Global Relay Archive is a comprehensive compliance software solution designed to help organizations manage and retain communications data in a secure and compliant manner. The platform captures and archives all types of communications, including emails, instant messages, social media interactions, and more, ensuring organizations meet regulatory requirements. Global Relay Archive provides advanced... Read more about Global Relay Archive

eMoney Advisor is an innovative budgeting software designed to enhance financial planning and management for individuals and financial advisors. This comprehensive platform provides tools for tracking expenses, creating budgets, and analyzing financial data, enabling users to make informed decisions about their finances. With features such as customizable budgeting templates, real-time financial m... Read more about eMoney Advisor

AlphaSense is an advanced artificial intelligence software that revolutionizes the way businesses access and analyze information. Designed for researchers and analysts, AlphaSense leverages powerful AI algorithms to sift through vast amounts of data, providing users with relevant insights and market intelligence in real-time. The platform allows users to search through financial documents, earning... Read more about AlphaSense

Sentieo is a financial services software platform designed to help investors, analysts, and financial professionals research, analyze, and track market data. The platform offers a wide range of features, including financial document search, real-time data feeds, and advanced analytics tools, allowing users to access and analyze financial information from multiple sources. Sentieo’s powerful sear... Read more about Sentieo

ITRS Geneos is an advanced server monitoring software that helps businesses ensure their IT systems are running smoothly and efficiently. Designed for enterprises, Geneos provides real-time monitoring and deep visibility into the performance of servers, databases, networks, and applications. The platform allows IT teams to detect issues early, reducing the risk of downtime and ensuring the availab... Read more about ITRS Geneos

Q2 Platform is a cutting-edge payment processing software designed to help businesses handle payments securely and efficiently. The platform supports a wide range of payment methods, including credit cards, debit cards, ACH transfers, and mobile payments, allowing businesses to accept payments from customers in any format. Q2 Platform is built with a strong focus on security, providing robust encr... Read more about Q2 Platform

PhoneBurner is a cloud-based power dialer and sales acceleration platform designed to increase productivity in outbound call centers and among sales teams. Its primary feature is the ability to dial numbers rapidly, reducing the time sales reps spend waiting for calls to connect or dealing with busy signals and voicemails. PhoneBurner also offers functionalities like voicemail drop, email follow-u... Read more about PhoneBurner

Koyfin is a cutting-edge financial management software designed to provide professionals and investors with comprehensive financial data and analytics in real-time. With Koyfin, users can access a wide range of financial metrics, charts, and economic indicators, allowing them to track global markets, analyze stock performance, and make informed investment decisions. The platform features interacti... Read more about Koyfin

Flex Engine is a robust lease accounting software solution designed to help businesses comply with accounting standards, manage leases, and streamline their financial processes. With the implementation of accounting standards like ASC 842 and IFRS 16, Flex Engine simplifies the complex task of lease reporting by automating calculations and generating accurate financial reports. The platform enable... Read more about Flex Engine

Surfly is a cutting-edge remote support software designed to facilitate real-time collaboration between support agents and customers. This innovative platform allows agents to see what users are experiencing on their screens, enabling them to provide instant assistance and guidance. With its user-friendly interface, Surfly integrates seamlessly with existing customer service tools, making it easy ... Read more about Surfly

Vestwell is a leading benefits administration software designed to simplify the management of employee benefits programs. This robust platform allows organizations to seamlessly manage retirement plans, health benefits, and other employee perks with ease. Vestwell offers a user-friendly interface that enables HR teams to efficiently enroll employees, track participation, and administer contributio... Read more about Vestwell

Mooncard is an expense report software that helps businesses efficiently manage employee expenses and streamline financial workflows. The platform offers tools for employees to easily capture receipts, categorize expenses, and submit reports for approval. Mooncard’s automated approval workflows ensure that expense reports are processed quickly and accurately, while real-time reporting provides b... Read more about Mooncard

Ventroduce is an innovative fundraising software designed to help organizations streamline their fundraising efforts and maximize donor engagement. This platform offers a comprehensive suite of tools for managing campaigns, tracking donations, and communicating with supporters effectively. With Ventroduce, users can create and launch fundraising campaigns quickly, utilizing customizable templates ... Read more about Ventroduce

Credit Kudos is a financial services software that helps businesses assess and manage credit risk by providing alternative credit scoring solutions. With its advanced machine learning algorithms, Credit Kudos analyzes a wide range of data sources, including bank transactions and consumer behavior, to generate more accurate and inclusive credit scores. The software allows lenders to make more infor... Read more about Credit Kudos

Payability is an innovative eCommerce software solution that helps online sellers accelerate cash flow and improve financial management. By providing fast access to sales revenue, Payability offers sellers the ability to receive daily payouts instead of waiting for lengthy payment cycles. This is especially useful for eCommerce platforms like Amazon and Shopify, where sellers often face delays in ... Read more about Payability

Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and comm... Read more about Total Expert

Particeep Plug is a customizable banking and investment platform that enables financial institutions to offer online financial services quickly. It provides ready-to-use modules for account management, loan origination, investment products, and customer onboarding. The software allows banks and fintech companies to digitalize their offerings without extensive development time. Particeep Plug suppo... Read more about Particeep Plug

Instant Bank Verification is a cutting-edge financial services software designed to streamline the process of verifying bank account information for individuals and businesses. This platform provides real-time access to bank account data, ensuring that organizations can quickly and accurately validate customer identities. With its user-friendly interface, Instant Bank Verification simplifies the o... Read more about Instant Bank Verification

Sayari Graph is an advanced vendor management software designed to help businesses streamline the process of selecting, onboarding, and monitoring their suppliers. This powerful platform enables companies to build and maintain a robust supplier network, ensuring that they are working with trusted, high-performing vendors. Sayari Graph provides a comprehensive database of potential suppliers, along... Read more about Sayari Graph

CECL FIT is a robust banking systems software designed to help financial institutions comply with the Current Expected Credit Loss (CECL) accounting standard. The software assists banks and lenders in calculating credit losses, managing loan portfolios, and adhering to regulatory requirements. CECL FIT uses advanced modeling techniques to forecast credit losses over the life of a loan, enabling in... Read more about CECL FIT

BrightPlan is an advanced Financial Management Software designed to empower businesses with the tools needed to manage their finances effectively and efficiently. It offers a comprehensive platform for handling accounting, budgeting, forecasting, and financial reporting, ensuring that organizations can maintain financial health, make informed decisions, and achieve their business goals. BrightPlan... Read more about BrightPlan

AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM

Coconut Software is a powerful appointment scheduling software designed to streamline booking processes for businesses in various sectors. This platform provides comprehensive tools for managing appointments, tracking availability, and enhancing customer engagement. With its user-friendly interface, users can easily create customized booking forms, set reminders, and manage client communications s... Read more about Coconut Software