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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OpenRound
openround.vc
OpenRound is an investor relations CRM that helps founders manage VC and angel fundraising by tracking relationships and providing a database of over 5,500 early-stage investors.
InvestorHub
investorhub.com
InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.
Foundercrate
foundercrate.com
Foundercrate is a SaaS platform that helps startup founders manage fundraising and investor relations efficiently, allowing them to focus on growing their business.
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.
Termina
termina.io
Termina helps users manage energy accounts and expenses efficiently, ensuring they access the lowest prices and make informed energy decisions.
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.
Dealight AI
dealight.ai
Dealight AI automates real-time customer research for service firms, identifying potential clients to increase meeting booking rates.
With Intelligence
withintelligence.com
With Intelligence provides detailed data and insights covering hedge funds, private equity, and other asset classes, sourced directly from industry stakeholders.
Flowlie
flowlie.com
Flowlie is a cloud-based platform that helps startup founders streamline fundraising, manage investor relations, and optimize outreach strategies for better funding outcomes.
Credit Pulse
creditpulse.com
Credit Pulse is an AI-based platform that assesses credit risk for B2B transactions, improving customer onboarding and monitoring creditworthiness to reduce bad debt.
FirmOS
firmos.ai
FirmOS is an AI automation platform for accounting firms that streamlines operations by automating repetitive tasks and optimizing workflows.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
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.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
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.
Enfusion
enfusion.com
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Quirion
quirion.de
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Covercy
covercy.com
Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.
AS2Gateway
as2gateway.com
AS2Gateway is a cloud-based app for secure EDI data exchange via the AS2 protocol, featuring easy integration, compliance support, and management tools.
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.
Strise
strise.ai
Strise automates KYC processes for banks and fintechs, enhancing onboarding speed, monitoring customer risk, and adapting to regulatory changes efficiently.
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.
Fena Toolkit
fena.co
Fena Toolkit is a software suite for businesses that integrates ePOS, B2B ordering, inventory management, service booking, invoice generation, and payment processing.
Neudata
neudata.co
Neudata connects data owners with buyers, curates data from non-traditional sources, and offers consultancy on data valuation and competitive positioning.
Pathway
pathwayport.com
Pathway is an automation app for insurance agencies, offering tools like renewals automation, marketing support, online forms, and client self-service kiosks.
Pathpoint
pathpoint.com
Pathpoint allows retail agents to quickly quote and issue small commercial E&S insurance for contractors, vacant properties, and cyber liabilities online, 24/7.
Certificial
certificial.com
Certificial is a platform for issuing and managing Certificates of Insurance (COIs) that provides real-time coverage verification for businesses.
Penbox
penbox.io
Penbox is a secure online platform that allows insurance customers to submit required documents easily, improving efficiency and compliance while enhancing satisfaction.
Koop
koop.ai
Koop helps Deep Tech startups achieve compliance with SOC 2, ISO 27001, HIPAA, and obtain liability insurance through one platform.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
YipitData
yipitdata.com
YipitData analyzes consumer data to provide insights on market trends and behaviors, aiding businesses in decision-making and strategic planning.
Quandri
quandri.io
Quandri is an AI-driven app that automates tasks for insurance brokerages, enhancing efficiency in policy renewal processes and reducing manual errors.
Q4
q4inc.com
Q4 is an investor relations platform that streamlines investor engagement, analytics, and compliance for public companies, enhancing communication and transparency.
Parallel
onparallel.com
Parallel is a workflow automation tool for managing document collection and signed forms, helping professionals streamline processes and improve collaboration.
Measurabl
measurabl.com
Measurabl is an ESG data management app for commercial real estate, helping users track and manage sustainability metrics and comply with regulations.
Taxaroo
taxaroo.com
Taxaroo is a cloud-based tax management tool that simplifies tax preparation with features like client portals, AI query assistance, and secure document handling.
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.
Founderpath
founderpath.com
Founderpath provides SaaS founders with capital between $10k and $1m within 72 hours, along with free analytics, without requiring equity.
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.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Identifee
identifee.com
Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Betterfront
betterfront.io
Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.
Altvia
altvia.com
Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
PitchGrade
pitchgrade.com
PitchGrade is an AI tool that helps entrepreneurs create and refine pitch decks by providing feedback and suggestions to improve content for potential investors.
Railz
railz.ai
Railz is a financial data integration platform that connects SMBs with real-time accounting insights and analytics through a single API.
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.
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.
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