Best Free Financial Services Software

TreasuryView is a specialized currency exchange software designed to streamline foreign exchange operations for businesses involved in international trade. This platform offers comprehensive tools for managing currency transactions, monitoring exchange rates, and analyzing market trends, ensuring effective foreign exchange management. With TreasuryView, users can easily execute currency trades, ma... Read more about TreasuryView

FAD is a cutting-edge digital signature software that revolutionizes the way documents are signed and managed. It allows users to sign, send, and receive legally binding electronic signatures securely, all while complying with global e-signature regulations. With its intuitive interface, FAD makes it easy to upload documents, request signatures, and track the signing process in real time. The soft... Read more about FAD

Onboarding 3.0 is a specialized compliance software designed to streamline the onboarding process for new employees while ensuring adherence to regulatory requirements and organizational policies. The platform provides tools for automating document collection, tracking training completion, and managing compliance documentation, making it easier for HR teams to manage new hires efficiently. Onboard... Read more about Onboarding 3.0

emformX is a comprehensive Integrated Risk Management (IRM) Software designed to help organizations identify, assess, and mitigate risks across all facets of their operations. It offers a robust platform for managing enterprise-wide risks, ensuring that businesses can proactively address potential threats and capitalize on opportunities to enhance resilience and achieve strategic objectives. emfor... Read more about emformX

Flowie is a versatile billing and invoicing software designed to simplify the financial management process for businesses of all sizes. It offers an intuitive interface that allows users to easily generate professional invoices, track payments, and manage recurring billing. Flowie supports a variety of payment methods, including credit cards, PayPal, and bank transfers, providing flexibility for b... Read more about Flowie

Probe42 is a versatile financial services software designed to meet the diverse needs of financial institutions, advisors, and investors. The platform offers a robust suite of tools for portfolio management, financial planning, and investment analysis. With Probe42, users can streamline their operations, from client onboarding to transaction processing, ensuring efficiency and accuracy at every st... Read more about Probe42

OrbisPay is a comprehensive financial services software that offers a suite of solutions designed to streamline payment processing and improve financial operations for businesses. The platform facilitates secure and efficient transactions, whether for international wire transfers, credit card payments, or digital wallet transactions. OrbisPay supports a wide range of financial products, including ... Read more about OrbisPay

Novel is a banking systems software that offers a suite of tools designed to improve the efficiency and functionality of financial institutions. Novel allows banks and credit unions to streamline their operations, from core banking services to customer account management. The software includes features for transaction processing, account reconciliation, loan management, and compliance reporting, h... Read more about Novel

CRS/FATCA One is a specialized compliance software solution designed to help financial institutions meet the regulatory requirements of the Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA). The software simplifies the process of collecting, verifying, and reporting financial data related to tax compliance. CRS/FATCA One automates the identification and reporting o... Read more about CRS/FATCA One

OneCore is a financial services software solution designed to help businesses and financial institutions streamline their operations, improve financial management, and enhance decision-making. The platform offers comprehensive features such as accounting, budgeting, and financial reporting, allowing organizations to maintain accurate financial records and ensure compliance with regulatory standard... Read more about OneCore

Cotiss is a procurement software designed to help organizations streamline their purchasing processes and improve supplier relationships. The platform offers tools for managing vendor selection, creating purchase orders, and tracking procurement activities, allowing businesses to maintain transparency and control over spending. Cotiss provides customizable templates for purchase requisitions and c... Read more about Cotiss

StockTreats is an advanced financial services tool that empowers traders and investors by providing powerful market analytics. Tailored for both beginners and seasoned traders, StockTreats offers real-time data analysis, customizable stock screening, and technical indicators. Its user-friendly interface allows users to track stock trends, monitor portfolio performance, and set alerts for specific ... Read more about StockTreats

VigilantPay is a financial fraud detection software that employs advanced analytics and machine learning algorithms to identify and prevent fraudulent activities in real-time. Designed for financial institutions, payment processors, and e-commerce platforms, VigilantPay offers a comprehensive suite of tools to monitor transactions, assess risk levels, and alert users to suspicious activities. The ... Read more about VigilantPay

Deepvue.tech is a robust identity verification software designed to enhance security and reduce fraud in digital transactions. Using advanced machine learning and biometric technologies, Deepvue.tech enables businesses to verify the identity of users in real-time, making it ideal for sectors like banking, healthcare, and online services. The platform offers facial recognition, document verificatio... Read more about Deepvue.tech

EzPay America is a comprehensive billing and invoicing software solution designed to help businesses manage their invoicing processes with ease and accuracy. The software allows businesses to create professional invoices, track payments, and manage customer accounts all from one platform. EzPay America’s intuitive interface makes it easy to generate and customize invoices, set payment terms, and... Read more about EzPay America

DLS Financials is a loan servicing software designed to simplify the management of loan portfolios. The platform offers tools for loan origination, payment processing, account management, and reporting, enabling businesses to streamline their lending operations. DLS Financials allows companies to track loan balances, calculate interest, and generate detailed statements for borrowers. The software ... Read more about DLS Financials

It is a desktop app. Like a web-browser, but instead of browsing websites, you browse a curated set of financial analytics modules. It features split-pane capabilities to allow you to create, share, and clone market dashboards. You can share dashboards with peers and clone dashboards from the public. The set of financial analytics modules are focused on live data, and the tools are designed... Read more about ConvexValue

Synertree Optimizer is a comprehensive financial reporting software that enables businesses to streamline their financial management processes and gain valuable insights into their financial health. The software offers powerful reporting tools that allow users to generate detailed financial statements, including balance sheets, income statements, and cash flow reports. With its intuitive interface... Read more about Synertree Optimizer

Textodog is an SMS marketing software solution that enables businesses to engage customers through personalized and targeted text messages. The platform allows you to create and automate SMS campaigns, send reminders, promotions, and alerts to your audience, all while tracking performance metrics to measure success. With Textodog, businesses can segment their customer base, tailor messages based o... Read more about Textodog

Digitaler Assistent is an innovative financial services software designed to streamline the management of financial tasks for individuals and businesses. The platform leverages artificial intelligence (AI) and machine learning to provide personalized financial assistance, helping users manage their personal finances, investments, and business accounts with ease. Digitaler Assistent integrates with... Read more about Digitaler Assistent

Bilixe is a free global directory that helps businesses find and compare the most suitable payment service providers. Use powerful smart filters to narrow down providers by fees, supported regions, compliance, integration methods, and more. Bilixe connects you with top payment gateways, processors, facilitators, merchants acquirers, and independent sales organizations (ISOs). Read more about bilixe

ValueEQ is designed as the modern alternative: one integrated workspace where all valuation tasks can be completed seamlessly. It combines global datasets, AI-driven parsing, and analyst-friendly workflows to ensure results are faster, cleaner, and compliant with International Valuation Standards (IVS). • Access 60,000+ global listed companies. • Search via filters or plain English AI que... Read more about ValueEQ

ABLE Platform is a loan servicing software designed to manage and automate loan portfolios efficiently. The platform offers tools for loan origination, payment processing, account management, and reporting. ABLE Platform helps businesses track loan balances, calculate interest, and generate borrower statements with ease. The software also supports the creation of repayment schedules, management of... Read more about ABLE Platform

• Global USD Account Access your own digital dollar wallet in seconds. It is powered by stablecoins and is accepted in 90+ countries. • Send and Receive Stablecoins Transfer USDC and USDT across borders instantly and with low fees. Perfect for global remittances. • Virtual & Physical Crypto Cards Get instant approval and spend your stablecoins at over 100 million merchants and ATMs wor... Read more about RIZON

Gen BAL is a top-notch software that is designed to help accountants and tax professionals easily prepare financial reports. It creates profit and loss accounts and import trial balance data with popular accounting programs like Busy, Tally, Excel and Miracle Software with accurate and instantaneous results for businesses and individuals. Read more about Gen Balance Sheet Software