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.
Submit New App
Arbinox
arbinox.com
Arbinox is a professional trading app for scanning, analyzing, and developing statistical arbitrage strategies in cryptocurrency markets.
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.
Synaptic
synaptic.com
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
AI Insurance
aiinsurance.io
AI Insurance is an app that uses AI to automate tasks, improve customer engagement, and optimize processes in the insurance industry.
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.
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.
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.
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.
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.
Tallyfor
tallyfor.com
Tallyfor automates tax preparation and planning by converting trial balances and support documents into completed tax returns and binders quickly.
Pro-Forma
pro-forma.com
Pro-Forma helps startup founders create financial models, value their business, and manage investor negotiations and due diligence.
ePayPolicy
epaypolicy.com
ePayPolicy is a digital payment platform for the insurance industry, enabling secure ACH and credit card transactions while streamlining payment processing.
Hebbia
hebbia.ai
Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.
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.
ZenLedger
zenledger.io
ZenLedger is software for managing cryptocurrency taxes, streamlining data integration, tax filing, and financial analysis for investors and tax professionals.
XBANKING
xbanking.org
XBANKING provides decentralized access to staking, restaking, and liquid pools, allowing users to maximize cryptocurrency yield securely.
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.
Sharesight
sharesight.com
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
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.
TradingHours
tradinghours.com
TradingHours app provides accurate market holidays and trading hours information sourced from primary data, utilized by global market participants.
Countercyclical
countercyclical.io
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Bankingly
bankingly.com
Bankingly is a mobile banking app enabling users to manage accounts, make transfers, pay bills, and access financial services securely and efficiently.
Avaloq
avaloq.com
Avaloq provides comprehensive software solutions for wealth management and banking, offering both cloud and on-premises deployment options for financial institutions.
SnapTrade
snaptrade.com
SnapTrade is an API that connects financial applications to brokerages and crypto exchanges, enabling account management and trade execution.
Parallel
onparallel.com
Parallel is a workflow automation tool for managing document collection and signed forms, helping professionals streamline processes and improve collaboration.
Pascal
pascal.vartion.com
Pascal is a compliance support platform for financial services, focusing on KYC and CDD processes, automating client screening, monitoring, and collaboration.
DealRoom
dealroom.net
DealRoom is an M&A software platform that streamlines the M&A lifecycle, providing tools for project management, collaboration, and secure document sharing.
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.
Chaser
chaserhq.com
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
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.
Lendr
joinlendr.com
Lendr is a loan origination and servicing platform for hard and private money lenders, streamlining loan management and enhancing client communication.
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.
Percent
percent.com
Percent app provides access to private credit investments, enabling users to engage with alternative investment opportunities in private markets.
LeO
meetleo.com
LeO provides access to information on 40M businesses, including insurance details, contact info, and compliance data.
Corvee
corvee.com
Corvee is tax planning software for firms, offering tools for tax savings calculations, strategic tax plans, and client collaboration across multiple jurisdictions.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
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.
Zenoo
zenoo.com
Zenoo helps create customized onboarding experiences quickly using tools and standards favored by developers.
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.
PrivCo
privco.com
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
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.
Holistiplan
holistiplan.com
Holistiplan is a tax planning software that analyzes tax returns to create customized reports and offers tools for insurance risk management, aiding financial advisors.
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.
Safebooks AI
safebooks.ai
Safebooks AI is a financial data governance platform that automates transaction analysis, detects anomalies, and ensures data accuracy across systems.
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.
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.
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.
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.
PinkLion
pinklion.xyz
PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.
Modulr
modulrfinance.com
Modulr is a digital platform that streamlines payment processing and account management for businesses, enabling automation and integration with financial systems.
Raizer
raizer.app
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
© 2025 WebCatalog, Inc.
