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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Pinwheel
pinwheelapi.com
Pinwheel connects payroll systems to apps, providing real-time income data and enabling direct deposits to enhance financial services for consumers and businesses.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Synctera
synctera.com
Synctera is a Banking as a Service platform that simplifies building and scaling financial products for businesses through integrated APIs and compliance support.
bunch
bunch.capital
Bunch is a cloud platform for private funds and investors that centralizes financial data, aggregates accounts, and provides dashboards and forecasts for liquidity, portfolio, and cash management.
BindHQ
bindhq.com
BindHQ is a cloud-based platform for managing insurance products, automating policy tasks, centralizing data, and enhancing operational efficiency in insurance workflows.
Collaboration Capital
collaborationcapital.org
Collaboration Capital is a digital investment bank that helps companies find and manage M&A targets globally using AI technology.
Acquify
acquify.ch
Acquify connects entrepreneurs with M&A specialists, verified buyers, and banks, streamlining the acquisition process for better deals.
Paidly
meetpaidly.com
Paidly is a cloud-based platform that helps employers enhance recruitment and retention by offering student loan benefits to improve employee financial wellness.
Wiserfunding
wiserfunding.com
Wiserfunding is a credit analytics platform that helps SME lenders assess credit risk and manage portfolios using data-driven insights and analytical tools.
VESTBERRY
vestberry.com
Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.
Floww
floww.io
Floww is a software platform for venture capital, offering data management, investment reporting, and deal flow management with a focus on data security and ease of use.
Edgefolio
edgefolio.com
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Cardo AI
cardoai.com
Cardo AI is a platform that streamlines data management and decision-making in asset-based finance, reducing errors and automating financial processes.
Aumni
aumni.fund
Aumni is a financial tech app that centralizes and automates the management and analysis of legal documents and financial data for private equity and venture capital investors.
Taktikal
taktikal.com
Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.
Under.io
under.io
Under.io integrates sales and underwriting tools to simplify merchant onboarding, enabling easy data collection, verification, and client management.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Hubly
myhubly.com
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Sourcescrub
sourcescrub.com
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
Rabbet
rabbet.com
Rabbet is a platform that streamlines financial management for construction projects, using machine learning for document processing, tracking, and reporting.
Integration Labs
integrationlabs.co
Integration Labs provides a unified API for B2B companies to access and sync financial data from over 30 accounting, payments, and e-commerce platforms.
Numeral
numeralhq.com
Numeral is a sales tax compliance platform for ecommerce, handling registration and remittance, allowing brands to spend less than five minutes monthly on sales tax.
AllClients
allclients.com
AllClients is a client management app for small businesses, facilitating contact organization, sales pipeline tracking, and communication with clients.
Temenos
temenos.com
Temenos is a banking software platform that provides core banking, digital banking, payments, lending and wealth management tools for managing accounts, transactions and regulatory compliance.
Ziggma
ziggma.com
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
TurnKey Lender
turnkey-lender.com
Cloud SaaS that automates lending processes - origination, underwriting, servicing, collections, and reporting - using AI for credit decisions and integrations for compliance and data handling.
Veridion
veridion.com
Veridion is a business intelligence platform that enriches supplier data for onboarding and compliance, providing accurate insights from multiple sources.
ebankIT
ebankit.com
ebankIT is a digital banking platform that enables banks and credit unions to provide personalized services through mobile, web, and voice channels with flexible customization.
Wellstone AI
wellstone.ai
Wellstone AI enhances data processing efficiency, enabling teams to parse major data rooms in a median time of 3 hours and increasing throughput by 5 times.
Brightwave
brightwave.io
Brightwave is an AI-based platform that automates financial research and analysis, synthesizing data for clearer investment insights and reporting.
BankingBridge
bankingbridge.com
BankingBridge integrates real-time rate displays for banks and lenders on their websites, improving lead conversion and customer experience while reducing costs.
Amaiz
amaiz.com
Amaiz is an app for small business owners to manage their accounts, debit cards, invoices, and expenses online, with support from service and accounting teams.
Fleetworks
fleetworks.co
Fleetworks helps fleet operators manage vehicle maintenance, claims, and compliance efficiently through streamlined workflows and automated scheduling.
Mortgage Maker
mortgagemaker.ai
Mortgage Maker is a mortgage presentation app that aids loan officers in creating custom reports and managing applications efficiently while offering real-time data and insights.
Hum Capital
humcapital.com
Hum Capital connects private companies with institutional investors, facilitating access to funding and providing data-driven insights for informed investment decisions.
Midaxo
midaxo.com
Midaxo is a cloud-based platform that streamlines mergers and acquisitions by providing tools for collaboration, due diligence, and deal management.
mloflo
mloflo.com
MLOflo is a CRM for mortgage professionals that integrates workflow processing, database management, and point-of-sale functionality to streamline business operations.
Termina
termina.io
Termina helps users manage energy accounts and expenses efficiently, ensuring they access the lowest prices and make informed energy decisions.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Strise
strise.ai
Strise automates KYC processes for banks and fintechs, enhancing onboarding speed, monitoring customer risk, and adapting to regulatory changes efficiently.
Clik.ai
clik.ai
Clik.ai automates financial modeling and analysis for multifamily and commercial real estate, aiding lenders, brokers, and investors with spreadsheet tasks.
Edda
edda.co
Edda is a platform for VC/PE investors to manage deal flow, portfolios, and networks collaboratively, streamlining data organization and decision-making.
Eltropy
eltropy.com
Eltropy is an AI-powered platform for credit unions and community banks, offering tools for member engagement, modernized collections, and secure communication channels.
LeadCenter.AI
leadcenter.ai
LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.
4Degrees
4degrees.ai
4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Smava
smava.de
Smava is an online platform for comparing consumer loans, allowing users to find and apply for loans based on their needs without affecting their credit scores.
ATOM Software
atomanager.com
ATOM is a cloud-based office management app for client and staff communication, scheduling, task tracking, productivity monitoring and reporting, customizable for any office.
Radius Bob
radiusbob.com
Radius Bob automates insurance agency operations: manages leads and clients, provides marketing and sales automation, and integrates VoIP and call center functionality.
Boss Insights
bossinsights.com
Boss Insights connects financial institutions with business clients by providing access to comprehensive financial data and insights.
Syndicately
syndicately.com
Syndicately facilitates investments by providing infrastructure for Special Purpose Vehicles (SPVs), enabling investors and fund managers to invest in private opportunities.
BrytSoftware.com
brytsoftware.com
BrytSoftware is a loan management tool that streamlines loan origination, servicing, and documentation, offering automation and reporting features for lenders.
WeConvene
weconvene.com
WeConvene is a cloud-based platform for managing and marketing meetings and events, facilitating efficient connection and collaboration in the capital markets sector.
Konsileo
konsileo.com
Konsileo is a risk management app that helps businesses navigate insurance and risk assessment with data-driven insights and a user-friendly interface.
FinCompare
fincompare.de
FinCompare helps SMEs find, compare, and secure financing options from over 200 lenders, facilitating informed financial decisions.
Denim
denim.com
Denim is an app that simplifies financial operations and provides financing solutions for freight brokers of all sizes.
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