Financial Services: best apps and software

Inspira Financial

Inspira Financial app provides tools for managing health savings accounts, retirement savings, and investment strategies to support financial planning.

OpenPayd

OpenPayd provides a unified API for businesses to manage global payments, virtual accounts, and stablecoin transactions, facilitating compliance with financial regulations.

Paymefy

Paymefy is an AI tool that automates debt collection, improving payment recovery and cash flow for businesses by streamlining communication and payment processes.

iFAST Global Markets

A digital platform to access global markets, manage portfolios and execute trades in stocks, CFDs, forex, indices and commodities with real-time quotes, charts and payment options.

Agribank Retail

Agribank Retail is a digital banking app for individuals to manage accounts, transfers, deposits, payments, bookings and loans, with multi-device access and e‑wallet integration.

Intergiro

Intergiro is a business banking app for managing finances, providing virtual cards, payment automation, spend tracking, and integration with accounting tools.

B4B Payments

B4B Payments offers a platform for managing business expenses with prepaid cards, real-time tracking, detailed reporting, and integration with accounting software.

LoanPro

LoanPro is a loan management system that automates servicing, payments, and compliance, helping lenders efficiently manage the loan lifecycle and optimize operations.

Flywire

Flywire is a payments platform that facilitates secure, efficient transactions for various sectors, supporting over 140 currencies and helping organizations manage complex payments.

Órama

Órama is an investment app offering over 650 options, including stocks, fixed-income securities, and retirement products, with expert advisors to aid in selecting investments.

Citadele

Citadele is a mobile banking app for Latvia, Lithuania and Estonia that lets personal and business users manage accounts, cards, payments (up to €10,000), investments and onboard remotely.

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.

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.

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.

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.

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.

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.

Wise

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

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.

StoxBox

StoxBox is an Indian stock trading and investment app for account opening, KYC, fund transfers and live NSE/BSE trading, offering research, charts, an AI WhatsApp trading assistant, and educational support.

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.

Deposyt

Deposyt is an online payment service provider in the US that manages merchant accounts for businesses.

Stockspot

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

Kanastra

Kanastra is an asset management platform providing banking services, debt issuance, bookkeeping, and analytics for efficient investment and management.

Berilium

Berilium is a digital platform for investors to access actively managed portfolios focused on alternative investment strategies like private equity and credit.

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.

Lendsqr

Web-based platform for lenders to accept and manage loan applications, automate processing, verify identities, collect documents, enable e-signatures, and customize customer web apps.

Metaprise

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

Stark Bank

Stark Bank is a digital banking app that simplifies financial management for businesses, offering secure transactions, account tracking, and integration with financial systems.

Taktile

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

Attijariwafa bank

Attijariwafa bank is an online banking app for managing accounts, statements, cards, transfers, payments, bill services, banking documents, and secure customer communications.

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.