Best Free Financial Services Software

Free Financial Services Software provides essential tools for businesses in the finance sector, helping them manage client accounts, process transactions, and streamline operations. Designed to support financial advisors, investment firms, banks, and other financial institutions, this software simplifies various aspects of financial management, from budgeting and planning to reporting and compliance. Financial services solutions typically include features like account management, financial planning tools, transaction tracking, portfolio management, and reporting capabilities. These tools enable businesses to provide better customer service, optimize workflows, and ensure compliance with industry regulations. Free financial services software offers these powerful tools at no cost, making it an ideal choice for startups, small businesses, or financial professionals seeking cost-effective solutions. Explore the best free financial services software in this category to find the perfect platform for your needs. Start using free financial services software today to improve efficiency, enhance financial planning, and streamline operations in your business.

Note: Most of the products listed in this free financial services software category offer free trial versions, though they have restrictions like time limits, fixed number of users, or limited features. For more options and features, compare and evaluate all-time financial services software to find the best fit for you.
  • 4.8 avg. rating from 10 reviews

Last Updated: October 01, 2025

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100 Software

Popular Picks in Financial Services Software

Expensify

Expensify

$5 Per user

Finacle

Finacle

$500000 Per one-time

FreshBooks

FreshBooks

   (4.2)

$2.10 Per month

NetSuite

NetSuite

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List of Top Free Financial Services Software

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ETNA Stock Trading API is a robust financial services software that provides a seamless and efficient platform for integrating stock trading capabilities into custom applications. The API offers real-time market data, order execution, and portfolio management features, enabling users to build tailored trading solutions. With ETNA Stock Trading API, financial institutions, brokers, and traders can ... Read more about ETNA Stock Trading API

Free Trial

Available

Pricing Type

$500 Per feautre

Location

United States

PayrollPanda is a comprehensive human resource software solution designed to streamline payroll processing and employee management for businesses. This platform offers a user-friendly interface that simplifies payroll calculations, tax management, and employee benefits administration. With its automated features, PayrollPanda ensures accurate and timely payroll processing, reducing the risk of err... Read more about PayrollPanda

Free Trial

Available

Pricing Type

$38 Per month

Location

Malaysia

Portfolio Lab is a sophisticated financial services software tailored to assist financial advisors and asset managers in optimizing their portfolio management practices. The platform provides an array of tools for performance tracking, risk assessment, and investment analysis, all designed to facilitate informed decision-making. Users can create detailed performance reports and visualizations to p... Read more about Portfolio Lab

Free Trial

Available

Pricing Type

$2000 Per feautre

Location

United States

B4B Payments is an innovative expense report software solution designed to streamline expense management processes for organizations. Equipped with prepaid business cards, B4B Payments allows employees to make business-related purchases while providing companies full visibility and control over expenses. The software automates expense tracking, categorizing expenses, and generating comprehensive r... Read more about B4B Payments

Free Trial

Available

Pricing Type

Contact Vendor

Location

United Kingdom

Kani is a robust financial services software platform designed to help financial institutions, fintech companies, and wealth management firms manage their financial operations with precision and ease. The platform offers a wide range of tools for portfolio management, risk assessment, trading, and financial reporting. With its advanced analytics engine, Kani enables organizations to gain real-time... Read more about Kani

Free Trial

Available

Pricing Type

$2000 Per month

Location

United Kingdom

riskine is a comprehensive software solution designed for insurance agencies to streamline their operations, manage policies, and improve client interactions. With its user-friendly interface, riskine allows insurance agents to efficiently manage client data, track policies, and handle claims all in one centralized platform. The software supports a range of insurance products, including life, heal... Read more about riskine

Free Trial

Available

Pricing Type

$10000 Per feautre

Location

Austria

Vestio is a comprehensive financial reporting software designed to help businesses streamline their financial reporting processes, track performance, and ensure compliance with financial regulations. The platform offers tools for generating detailed financial reports, managing budgets, and tracking key performance indicators (KPIs), providing a complete solution for financial management. Vestio in... Read more about Vestio

Free Trial

Available

Pricing Type

Contact Vendor

Location

Lebanon

Silae Expense is a powerful accounting software designed to simplify expense management for businesses of all sizes. The platform allows users to track and categorize expenses, create detailed reports, and manage budgets in real time. Silae Expense automates the approval process, streamlining workflows and ensuring compliance with company policies. Its mobile app enables employees to submit expens... Read more about Silae Expense

Free Trial

Available

Pricing Type

Contact Vendor

Location

France

Jocata GRID is a financial services software platform designed to provide wealth managers and financial advisors with the tools they need to manage client portfolios effectively. It offers a wide range of features for investment analysis, financial planning, and asset allocation. Jocata GRID allows advisors to monitor portfolio performance, model different financial scenarios, and generate customi... Read more about Jocata GRID

Free Trial

Available

Pricing Type

$100000 Per feautre

Location

India

The Capital Operating System

re:cap offers debt funding tailored to meet your company's needs. Get flexible terms supporting your immediate requirements and long-term success. Funding and financial operations,finally synced Forecast liquidity to determine the right amount at the right time. Secure debt funding to hit long-term goals or bridge cash gaps. Track progress and adjust terms with real-time financial insights. Y... Read more about re:cap

Free Trial

14 Days

Pricing Type

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Location

Germany

Inven is an innovative artificial intelligence (AI) software designed to help businesses unlock the power of data through intelligent automation and machine learning. The platform provides tools for data analysis, predictive analytics, and real-time decision-making, enabling organizations to streamline operations, improve customer experiences, and optimize business processes. Inven's AI algorithms... Read more about Inven

Free Trial

Available

Pricing Type

Contact Vendor

Location

Finland

PayNet Banking Platform is a comprehensive payment processing software tailored for businesses looking to streamline financial transactions and improve payment efficiency. The platform supports a range of payment methods, including ACH, credit card, and wire transfers, making it suitable for businesses of all sizes. With PayNet, users can automate billing, manage customer accounts, and process pay... Read more about PayNet Banking Platform

Free Trial

Available

Pricing Type

$1 Per user

Location

India

Friday Finance is a treasury management software that helps businesses efficiently handle their financial operations. It offers real-time tracking of cash flow, bank accounts, and transactions, allowing businesses to make informed financial decisions. With its advanced forecasting capabilities, the platform helps predict future cash requirements and manage liquidity. Additionally, it ensures compl... Read more about Friday Finance

Free Trial

Available

Pricing Type

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Location

Germany

Zeppto is an advanced financial services software designed to simplify financial management for businesses and individuals. It offers a comprehensive suite of tools for accounting, budgeting, expense tracking, and reporting, helping users maintain accurate financial records and make informed financial decisions. Zeppto's intuitive interface allows users to track cash flow, manage accounts, and gen... Read more about Zeppto

Free Trial

Available

Pricing Type

Contact Vendor

Location

France

AML360 Dashboard is a compliancefocused platform built to help financial institutions streamline their AML operations, including KYC, transaction monitoring, and risk assessment. It combines data visualization with realtime alerts to enable compliance officers to detect and prevent suspicious activities. AML360 Dashboard’s intuitive interface and customizable dashboards provide detailed insights... Read more about AML360 Dashboard

Free Trial

Available

Pricing Type

$1000 Per user

Location

Singapore

flowpilot is a comprehensive financial management software tailored for small to medium-sized enterprises aiming to optimize their cash flow and financial planning. The platform offers tools for budgeting, forecasting, expense tracking, and real-time financial analytics. With an intuitive dashboard, flowpilot provides businesses with clear insights into their financial health, helping them make in... Read more about flowpilot

Free Trial

Available

Pricing Type

$39 Per feautre

Location

Germany

RoadFlex is a dynamic spend management software solution designed to help businesses gain better control over their financial expenditures. With RoadFlex, organizations can track, manage, and optimize spending across various departments and projects. The platform provides comprehensive tools for budget planning, expense categorization, and financial forecasting. By using real-time data analytics a... Read more about RoadFlex

Free Trial

Available

Pricing Type

$3 Per user

Location

United States

Finsemble is a powerful application development software designed to help organizations create and manage integrated applications seamlessly. This platform offers a userfriendly interface that enables developers to build customized solutions tailored to their business needs. Finsemble supports features for realtime collaboration, allowing teams to work together efficiently on application developme... Read more about Finsemble

Free Trial

Available

Pricing Type

$5000 Per year

Location

United States

Hoopiz Credit Management is a comprehensive financial services software solution designed to help businesses manage and optimize their credit portfolios. The platform offers tools for monitoring customer creditworthiness, managing credit risk, and automating the credit approval process. With Hoopiz, financial institutions can evaluate and approve credit applications based on real-time financial da... Read more about Hoopiz Credit Management

Free Trial

Available

Pricing Type

$245 Per feautre

Location

France

Meld is an integration software that enables businesses to connect and sync disparate applications, systems, and data sources, creating a seamless digital ecosystem. The platform supports a wide range of integrations, including APIs, databases, and cloud services, allowing organizations to automate workflows and share data across applications in real time. Meld’s intuitive interface simplifies t... Read more about Meld

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE

Free Trial

Available

Pricing Type

$0.01 Per year

Location

United States

Kalansh is a comprehensive banking and finance solution designed to streamline and enhance the efficiency of financial transactions

Kalansh is a comprehensive banking and finance solution designed to streamline and enhance the efficiency of financial transactions. Through its Agent Mobile App, pigmy agents can easily collect cash from customers using a mobile device, ensuring a convenient and error-free process. This system simplifies data capture, allowing agents to select the customer account number within the app and proce... Read more about Kalansh One

Free Trial

7 Days

Pricing Type

Contact Vendor

Location

India

Torobase is a financial services software designed for trading and investment professionals who require advanced tools for managing portfolios, executing trades, and analyzing market trends. The platform provides real-time data on global markets, including stocks, forex, commodities, and cryptocurrencies, allowing users to make informed investment decisions. Torobase includes technical analysis to... Read more about Torobase

Free Trial

Available

Pricing Type

Contact Vendor

Location

United Kingdom

Bynd is an innovative marketplace software platform that enables businesses to build and manage their own online marketplace with ease. Whether you’re looking to launch a B2B, B2C, or C2C marketplace, Bynd offers all the essential features needed to run a successful online platform. The software supports multi-vendor functionality, allowing businesses to onboard sellers, manage product listings,... Read more about Bynd

Free Trial

Available

Pricing Type

$9.99 Per user

Location

France

Vumi is an intuitive investment management software solution that enables investors and asset managers to streamline portfolio management, track performance, and make informed decisions. With Vumi, users can manage a wide range of investment types, including stocks, bonds, mutual funds, and real estate, from a centralized dashboard. The software provides detailed analytics, performance reports, an... Read more about Vumi

Free Trial

Available

Pricing Type

$850 Per user

Location

Spain

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