Financial Services: best apps and software (page 9)

LendingPad

LendingPad is a loan origination system that streamlines mortgage lending operations, automating processes and managing loan applications from start to finish.

PGBank

PGBank is a mobile banking app to manage accounts, view balances and transactions, transfer funds, pay bills, open savings, check loans, and access securely via biometrics or OTP.

Dezerv

Dezerv is a wealth management app for professionals that helps build diversified long-term investment portfolios, offering expert monitoring, timely rebalancing, and multi-asset portfolio tools.

Swan Bitcoin

App to buy, sell, and manage Bitcoin: instant and recurring purchases, USD withdrawals, deposits from external wallets, tax-basis tracking, and optional multisignature custody (Swan Vault/IRA support).

Growlonix

Automated cryptocurrency trading platform offering AI-assisted hedge and dual grid bots, advanced trading terminal (Smart Trades, OCO/OSO, DCA), Telegram/Webhook signals, Python backtesting and optimization.

Send App

Send App lets you send money to recipients worldwide to local bank accounts, Mobile Money wallets, or cash pickup locations. Not available in some U.S. states.

妙想

An AI-powered financial app for investors that provides real-time market data, stock screening, risk alerts, and structured financial analysis across stocks, funds, bonds, and macro data.

VPBank NEOBiz Plus

Mobile app for corporate banking: manage company accounts, view balances and transactions, initiate and approve payments and transfers, handle payroll, loans, guarantees, and user approvals securely.

YSflex

YSflex is a stock investment app from Yuanta Securities that provides real-time market data, portfolio tracking, and secure trading of stocks, ETFs, warrants, and bonds on mobile.

Edgefolio

Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.

Conta Simples

Conta Simples is a financial platform for businesses in Latin America, offering expense management, corporate cards, and a checking account in one solution.

Fintoc

Fintoc is a financial tech app that enables account-to-account payments, securely aggregates financial data, and integrates with financial institutions in Mexico and Chile.

mBank SK

Mobile banking app for Slovakia: view accounts and cards, make payments and transfers (including QR/IPS), manage cards and loans, exchange currency, find ATMs/branches and contact the bank.

Wise

Wise manages driver onboarding, compliance, and payment automation for logistics companies, reducing administrative work and improving driver experience.

OCB OMNI Corp

Digital banking app for businesses to manage accounts, make transfers and payments, view statements, approve transactions with role-based permissions, QR payments and secure authentication.

NgânLượng.vn

NgânLượng.vn lets users pay, transfer, deposit, withdraw, track income and expenses, request refunds or dispute transactions, and pay merchants or use installment plans via linked banks and cards.

Capitalcore

Capitalcore is an online trading app for Forex, Crypto, and binary options, offering real-time data, analytical tools, and 24/7 multilingual support.

Covercy

Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.

Payhippo

Payhippo provides quick, collateral-free loans to small businesses in Africa, facilitating access to clean energy financing within 24 hours.

Barita Online

Barita Online is a digital platform for managing finances, offering tools for transactions, investment tracking, and market insights with secure access and user-friendly interface.

Privat24

Privat24 is a digital banking app for managing personal and business accounts, making transfers and payments, viewing transactions, managing cards, and using savings, credit, and currency services.

Endl

Manages global payments, multi-currency accounts, payouts, and corporate cards for borderless businesses.

Arive

Arive is a loan origination system for mortgage brokers to manage loan files, borrower tasks, documents, pricing, and lender submissions in one place.

Geojit

FundsGenie by Geojit is a mutual fund app that provides fund recommendations, portfolio analytics, and tools to invest in and manage mutual fund portfolios.

VIB

VIB is Vietnam’s mobile banking app for managing accounts, transfers, bill payments, cards, loans and deposits securely from a smartphone, with online card issuance and digital loans.

HSBC Taiwan

HSBC Taiwan app lets customers manage accounts, view transactions in real time, make fee‑free global transfers, access card/loan/mortgage info, and use a Digital Secure Key for secure login.

AMP Bank

AMP Bank GO lets Australian residents manage personal and small business banking: view accounts and statements, make transfers, open savings, transaction and term deposit accounts, and accept payments.

NetX360+

NetX360+ is a custody platform that provides custody services, account and asset management, and operational tools for broker‑dealers, registered investment advisers, and bank‑trust firms.

erad

Provides Middle Eastern startups non-dilutive growth capital by linking sales, marketing and banking data to deliver an offer within 48 hours and produce business insights.

Guaranty Trust Bank Sierra Leone

Mobile app for Guaranty Trust Bank Sierra Leone to manage accounts: view transactions, transfer funds, pay bills, buy airtime/data, open accounts, use biometrics, and control cards.

Wisdom Capital

Wisdom Capital is an investment app offering real-time market data, trading, portfolio management, research, personalized recommendations and risk-management tools.

investHQ

investHQ is an investment platform for analyzing and backtesting mutual funds, optimizing portfolios, and managing various investment assets with real-time data and analytics.

SBI Software

SBI Software aids growers and suppliers in managing inventory, production, operations, and payments, enhancing efficiency and visibility across processes.

Stockspot

Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.

Simplicity

Simplicity offers low-fee, ethically managed index funds online, including KiwiSaver and non-KiwiSaver options, focusing on non-profit returns for users.

AJ Bell

AJ Bell app lets UK users manage investments and pensions, view portfolios, trade shares, ETFs, funds and trusts, and use tax-efficient accounts like ISAs and SIPPs.

VisionPay

Digital wallet and payment provider integrated into brokerage platforms to handle deposits and withdrawals for forex, crypto and financial services; supports verified accounts and web and mobile use.

Stripe App Marketplace

A curated marketplace of third‑party apps that integrate with Stripe to add tools for payments, Connect orchestration, chargeback handling, reconciliation, and payouts.

Minara

Minara is an AI financial assistant that provides real‑time market context, creates automated monitoring and trading workflows, and executes on‑chain trades for stocks, crypto, DeFi, RWA, and NFTs.

uSMART SG

uSMART SG is a MAS‑regulated brokerage app for Singapore investors offering real‑time quotes and trading in US, HK, SG, JP, UK stocks, options, futures, forex, ETFs and funds, plus trading tools and account services.

Hedged

Provides actionable alerts for hedged option and stock trades with step‑by‑step instructions, and curated 'Live Funds' showing allocation, price and timing.

alphaAI

Provides AI-driven analytics and personalized recommendations for diversifying portfolios with leveraged ETFs, crypto ETFs, and tax‑aware long/short strategies; customizable automation.

Metaprise

Metaprise is a digital banking app that enables businesses to manage finances, make cross-border payments, and automate financial operations securely and efficiently.

Taktile

Taktile is a Decision Platform that allows users to automate risk decisions and improve pricing accuracy without needing engineering support.

Arab Bank

Arab Bank’s app lets customers manage accounts and cards, view balances and statements, pay bills, transfer funds, and request selected banking products online.

KantorInternetowy.pl

Online currency exchange app for buying and selling foreign currencies, with 24/7 access, quick transfers, exchange rate tools, and support for EUR, USD, GBP, and CHF.

Patria Finance

Patria Finance app lets users manage investment accounts, trade stocks, currencies and other assets, monitor markets in real time, access research and reports, and view secure account information.

ING Türkiye

ING Türkiye app offers mobile banking for individuals and businesses: account and card management, transfers and bill payments, loans, deposits, FX and investments, ATM/branch locator and chatbot support.

HSBC China

Provides secure online banking in China for personal and business accounts: view balances and transactions, make transfers and payments, download statements, and use biometric login.

ING InsideBusiness

Manages domestic and international payments and cash flows, allowing you to monitor, process and reconcile transactions.

DBS Vickers

DBS Vickers app lets users trade and manage investments across global stock markets, including stocks, derivatives, ETFs and fixed income, with mobile trading, account support and tiered commissions.

Payman

Payman is a secure platform that allows AI agents to move money programmatically while ensuring control and transparency for users in financial transactions.

WeInvest

WeInvest is a financial app that helps users manage investments, monitor portfolios, and access market insights while ensuring security and user feedback integration.

Carnivore Trading

Carnivore Trading app provides educational commentary and analysis on stocks and securities to assist users in making informed investment decisions.

Fairlo

Fairlo is a loan app that offers clear interest rates without fees. Users can apply anytime and receive an instant response on their screen.

LoanOfficer.AI

A mortgage CRM that manages leads, borrower communication, loan pipelines, follow-ups, scheduling, marketing, and LOS data synchronization for loan officers and lending teams.

FSMOne Malaysia

FSMOne Malaysia is a multi-asset digital investment app that lets users buy and manage unit trusts, bonds, securities and retirement schemes, and access investment and financial advisory services.

Wittix

Wittix is an app that allows users to manage financial transactions using their own IBAN account, supporting SEPA payments across EU banks.

Spaceremit

SpaceRemit allows users to make payments using various methods like bank accounts and local options, without sharing their financial information.

OSL Global

Mobile app for buying, selling and trading cryptocurrencies (BTC, USDT, USDC, etc.), with fiat on-ramps via card/Apple/Google Pay, balance/order tracking, and optional perpetual contracts up to 10x.