Financial Services Software includes a variety of tools and platforms designed to support the financial industry in managing and streamlining operations such as accounting, banking, investments, insurance, and wealth management. This category covers software solutions that help financial institutions, advisors, and clients handle everything from transaction processing and risk management to customer relationship management (CRM) and regulatory compliance. Key features of financial services software often include real-time financial reporting, automated accounting, portfolio management, fraud detection, tax reporting, and investment tracking. It also offers advanced analytics and data-driven insights to improve decision-making and enhance financial strategies. Financial services software is used by banks, investment firms, insurance companies, and other financial entities to ensure accurate, secure, and efficient handling of financial transactions. It also helps businesses meet regulatory requirements, reduce operational costs, and improve customer service. These solutions are essential for providing secure, accessible, and efficient financial services to individuals and businesses alike.
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Arrow Algo
arrowalgo.com
Arrow Algo is a no-code platform for building, backtesting, and running algorithmic trading strategies on exchanges like Coinbase, Binance, and Bybit.
DotBig
dotbig.com
The DotBig app is an online trading platform that allows users to trade various financial instruments, including stocks and currencies, with tools for analysis and risk management.
Moneytree
moneytree.com
Moneytree's Merit app helps users analyze and compare investment portfolios based on risk, historical data, and diverse scenarios for informed decision-making.
Company Watch
companywatch.net
Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.
Kubera
kubera.com
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
IntraAlpha
intraalpha.com
IntraAlpha is an app that helps option traders make informed decisions by providing analyses, market data, and insights on volatility and risk metrics.
ePayPolicy
epaypolicy.com
ePayPolicy is a digital payment platform for the insurance industry, enabling secure ACH and credit card transactions while streamlining payment processing.
Simple
simple.com
Simple is a mobile app that helps users manage tasks and data efficiently, even offline, with a user-friendly interface and high performance.
Quicko
quicko.com
Quicko allows users in India to plan, pay, and file Income Tax, GSTR, or TDS returns online, with access to tax experts for assistance and maximizing refunds.
Dwolla
dwolla.com
Dwolla is a fintech platform that enables secure bank transfers and ACH processing, allowing businesses to send and receive funds efficiently.
EILLA
eilla.ai
EILLA is an AI platform that automates tasks and supports decision-making in M&A, VC, and PE deals, enhancing workflow efficiency and productivity.
ZenLedger
zenledger.io
ZenLedger is software for managing cryptocurrency taxes, streamlining data integration, tax filing, and financial analysis for investors and tax professionals.
Finta
trustfinta.com
Finta is an AI-powered platform that streamlines fundraising and investor relations with features like a secure deal room, investor CRM, and investment transfer management.
Dealroom.co
dealroom.co
Dealroom.co is a global data platform providing insights on startups, innovation, high-growth companies, ecosystems, and investment strategies.
TradingHours
tradinghours.com
TradingHours app provides accurate market holidays and trading hours information sourced from primary data, utilized by global market participants.
Avaloq
avaloq.com
Avaloq provides comprehensive software solutions for wealth management and banking, offering both cloud and on-premises deployment options for financial institutions.
Synaptic
synaptic.com
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
TrueLayer
truelayer.com
TrueLayer is an open banking platform that facilitates secure online payments from bank accounts, enabling businesses to process transactions efficiently across Europe.
TradeProofer
tradeproofer.com
TradeProofer is an app for forex traders that monitors and benchmarks trade execution quality, calculates trading costs, and helps users find suitable brokers.
SnapTrade
snaptrade.com
SnapTrade is an API that connects financial applications to brokerages and crypto exchanges, enabling account management and trade execution.
NorthRow
northrow.com
NorthRow simplifies KYC and identity verification processes for compliance teams, improving efficiency and reducing risks in client onboarding.
Morphlin
morphlin.com
Morphlin is an AI-driven trading tool that offers advanced analytics, market insights, and automated strategies for optimizing trading performance.
Percent
percent.com
Percent app provides access to private credit investments, enabling users to engage with alternative investment opportunities in private markets.
Chaser
chaserhq.com
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Countercyclical
countercyclical.io
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Yubi
go-yubi.com
Yubi is a financial platform that connects borrowers, lenders, and investors, offering a variety of corporate debt products and a marketplace for financing options.
Chift
chift.eu
Chift simplifies B2B software integration through a unified API, enabling seamless connections and data synchronization between different applications.
Tegus
tegus.com
Tegus is a research platform that provides market intelligence and private company insights for institutional investors and analysts.
MeasureOne
measureone.com
MeasureOne provides instant access to consumer data, including insurance, income, and employment information, from over 15,000 verified sources.
LoanGraphs
loangraphs.com
LoanGraphs helps local loan officers compare loans and generate referrals to enhance their current business operations.
Hex Trust
hextrust.com
Hex Trust is a licensed digital asset custodian offering secure custody, staking, and management solutions for institutional investors and the crypto ecosystem.
Swan
swan.io
Swan is a Banking-as-a-Service platform that allows companies to quickly integrate banking features like accounts and payments via simple APIs.
Darwinex
darwinex.com
Darwinex connects traders and investors, enabling traders to showcase strategies and attract funding, while providing regulatory protection and analytics tools.
Wefund
wefund.com.au
Wefund connects users to non-bank property and development financing, offering a streamlined process for faster and secure funding through various lenders.
Meld
meld.io
Meld allows developers to create a Multi Vendor Fintech stack easily, providing financial integrations and performance analytics for improved vendor management.
Riskturn
riskturn.com
RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.
LeO
meetleo.com
LeO provides access to information on 40M businesses, including insurance details, contact info, and compliance data.
InsurGrid
insurgrid.com
InsurGrid helps insurance agents automate the collection of personal lines policy summaries from clients to streamline the quoting process.
Aiera
aiera.com
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
PrivCo
privco.com
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
Snapdocs
snapdocs.com
Snapdocs is a digital platform that streamlines and automates real estate closing processes for eClosings, hybrid closings, and wet closings.
Growjo
growjo.com
Growjo tracks the growth of companies and startups globally, providing data on revenue, employee numbers, funding, and market trends for informed business decisions.
Unit
unit.co
Unit is a banking-as-a-service platform that enables the integration of financial features into products, allowing for quick development and launch.
Modulr
modulrfinance.com
Modulr is a digital platform that streamlines payment processing and account management for businesses, enabling automation and integration with financial systems.
PinkLion
pinklion.xyz
PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.
Gain.pro
gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Raizer
raizer.app
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
Apideck
apideck.com
Apideck provides a unified API platform for developers to build and manage integrations across various services, enhancing product development and reducing implementation time.
Bountysource
bountysource.com
Bountysource facilitates funding for open-source projects by allowing developers to create bounties for task completion and track project progress.
Valutico
valutico.com
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
Footprint
onefootprint.com
Footprint provides UX components for user onboarding, aiming to enhance online security and reduce identity theft using advanced technologies.
Roopya
roopya.money
Roopya is a fintech platform that streamlines loan origination for financial institutions with data-driven processes and analytics tools.
Griffin
griffin.com
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
Intergiro
intergiro.com
Intergiro is a business banking app for managing finances, providing virtual cards, payment automation, spend tracking, and integration with accounting tools.
Flinks
flinks.com
Flinks connects businesses to customers' financial accounts to enhance data use for improved digital products in various sectors like lending and FinTech.
Parallel
onparallel.com
Parallel is a workflow automation tool for managing document collection and signed forms, helping professionals streamline processes and improve collaboration.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
UniBit
unibit.ai
UniBit provides comprehensive financial information using advanced technologies for quick and accessible market data.
Limit
limit.com
Limit is an AI chatbot suite that streamlines the commercial insurance quote, review, and binding processes, helping users close deals more efficiently.
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