Financial Services Software
What is Financial Services Software and Why is it Essential for Businesses?
Financial Services Software encompasses a broad range of digital tools designed to support and automate various operations within the financial industry. This includes banking, investment management, insurance, lendi...
Curated List of Software
At a glance
Showing 172 products
Intelligent ERP for Enterprise Success.
SAP S/4HANA Cloud is a comprehensive, cloud-based Enterprise Resource Planning (ERP) system designed to empower large organizations with intelligent technologies. It streamlines core business processes – including finance, supply chain, manufa...
Sage Intacct
4.1
Cloud ERP for Financial Performance
Sage Intacct is a leading cloud-based Enterprise Resource Planning (ERP) solution specifically designed for finance professionals. It offers a comprehensive suite of applications including accounting, contract management, revenue recognition, ...
Google Pay
4.4
Secure & Seamless Digital Payments
Google Pay is a comprehensive digital wallet and payment platform designed for secure and convenient transactions. It enables users to make purchases online, in apps, and in stores using their Android devices, iPhones, and other compatible dev...
Plaid
4.2
Securely Connect Apps to Bank Accounts
Plaid is a leading financial technology platform that empowers developers to build innovative applications by securely connecting to users’ bank accounts. Offering a comprehensive suite of solutions including Auth for instant account verificat...
Brex
4.5
Smart Spend Management for Growing Businesses
Brex is a comprehensive financial platform designed to empower businesses with control over their spending. Offering a suite of tools including corporate cards, expense management, bill pay, and banking solutions, Brex automates financial proc...
Streamline Your Business with Powerful Cloud ERP.
Sage 300cloud is a comprehensive cloud-based business management solution designed for small to medium-sized businesses. It offers a robust suite of tools to manage finances, operations, and customer relationships without the complexity and co...
MetaTrader 5
4.4
Empowering Traders with Advanced Tools and Automated Strategies.
MetaTrader 5 is a leading, cloud-based trading platform designed for both novice and experienced traders in the stock and Forex markets. It provides a comprehensive suite of tools for managing trading activities, including advanced charting, f...
Secure Payment Processing for Growing Businesses
Authorize.Net is a leading payment gateway that empowers businesses of all sizes to securely accept online, in-person, mobile, and phone payments. Offering a comprehensive suite of tools including virtual terminals, mobile POS solutions, eChec...
Spendesk
4.9
Streamline Business Spending & Gain Control.
Spendesk is a comprehensive spend management platform designed to empower businesses of all sizes to control and optimize their operational spending. It centralizes employee spending, automates expense and invoice management, and provides real...
Payhawk
4.8
Automate Spend, Control Costs.
Payhawk is a comprehensive spend management solution designed to streamline expense processing and provide real-time visibility into company spending. By integrating with business credit cards and automating receipt capture, Payhawk simplifies...
Qonto
4.3
Streamlined Business Banking for Modern SMEs.
Qonto is a leading European business account designed to simplify financial management for small and medium-sized enterprises (SMEs) and freelancers. Offering local IBANs in France, Germany, Italy, and Spain, Qonto provides a powerful all-in-o...
Corpay
4.7
Streamline Spend Management from Procurement to Payment.
Corpay is a comprehensive spend management platform designed to help businesses of all sizes optimize their procure-to-pay processes. Offering a unified solution for procurement, AP automation, commercial cards, and expense management, Corpay ...
Serrala: Secure Finance Automation for Global Enterprises.
Serrala Suite is a comprehensive finance automation platform designed to streamline and secure corporate payments and financial management processes. Offering deployment options including on-premises, cloud, and SaaS, Serrala integrates financ...
Predictive Credit Risk Management for Smarter Lending.
D&B Finance Analytics is a robust credit risk management solution designed to empower businesses of all sizes with predictive analytics. This software streamlines the evaluation of credit applications, identifies potential growth opportunities...
Adaptable Financial Management for Global Growth
Infor SunSystems is a robust and scalable financial management solution designed for mid-sized to large organizations. It streamlines core financial processes – from accounting and budgeting to procurement and reporting – offering a unified pl...
Empowering Financial Advisors with Client-Focused Planning
eMoney Advisor is a leading financial planning software solution designed to help advisors build stronger client relationships and streamline their business operations. The platform provides a comprehensive suite of tools, including account ag...
Streamlining Sales & Use Tax Compliance.
ONESOURCE Indirect Tax is a comprehensive, cloud-based solution designed to simplify and automate sales and use tax management for businesses of all sizes. This robust suite includes Determination, Indirect Compliance, Fast Sales Tax, and Cert...
Equifax Ignite: Data & Analytics for Smarter Financial Decisions
Equifax Ignite for Financial Services is a robust cloud-based and on-premise data and analytics platform designed to empower financial institutions. It provides access to a comprehensive suite of data sources, advanced analytical tools, and ma...
Total Expert
4.2
Marketing Automation for Financial Growth
Total Expert is a comprehensive marketing automation platform specifically designed for the financial services industry, including banks, credit unions, and lending institutions. It empowers these organizations to streamline customer relations...
PitchBook
4.4
Unlock Private Market Insights
PitchBook is a leading private market intelligence platform providing comprehensive data on companies, investors, deals, and funds. It empowers professionals to discover new opportunities, conduct due diligence, and make informed investment de...
Agicap
4.4
Smart Cash Flow Management for Growing Businesses
Agicap is a comprehensive cash management platform designed for small and medium-sized businesses (SMBs) and mid-market companies. It provides a unified solution for managing, forecasting, and analyzing cash flow, streamlining accounts receiva...
Streamline QuickBooks Data Management
SaasAnt Transactions is a powerful SaaS solution designed to simplify and accelerate accounting data entry for QuickBooks Desktop users. This unified platform enables businesses to efficiently bulk import, export, and delete transactions while...
Streamlining Wealth Management for Investment Professionals
AdvisorEngine is a comprehensive, cloud-based wealth management platform designed to empower investment advisors, brokerage firms, and banks. It centralizes key functions including client relationship management (CRM), portfolio management, fi...
Bizagi
4.6
Streamline Workflows, Accelerate Digital Transformation.
Bizagi is a leading low-code business process management (BPM) platform designed to empower organizations to digitally transform their operations. It enables users to model, automate, and optimize complex business processes through an intuitiv...
Airwallex
4.1
Global Payments, Simplified Finance.
Airwallex is a comprehensive financial operations platform designed for modern global businesses. It combines powerful software and a robust API to streamline international payments, treasury management, and overall financial control. Business...
Buyer's Guide
Navigate the complex world of financial services with the right technology. This comprehensive guide explores how specialized software solutions can streamline operations, enhance customer experiences, ensure regulatory compliance, and drive growth for businesses in the financial sector. Discover essential features, understand typical pricing models, learn about crucial integrations, and gain insights to help you select the best financial services software to meet your organization's unique needs and objectives.
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