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.
DotBig
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.
Griffin
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
Chaser
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Avaloq
Avaloq provides comprehensive software solutions for wealth management and banking, offering both cloud and on-premises deployment options for financial institutions.
Finazon
Finazon provides access to customizable financial datasets, including stocks, forex, and cryptocurrencies, enabling users to configure their data needs.
Countercyclical
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
SnapTrade
SnapTrade is an API that connects financial applications to brokerages and crypto exchanges, enabling account management and trade execution.
Checkboard
Checkboard is a compliance platform for property professionals in the UK, enabling AML, KYC, and biometric ID checks with detailed reports in 15 minutes.
Morphlin
Morphlin is an AI-driven trading tool that offers advanced analytics, market insights, and automated strategies for optimizing trading performance.
PwC
The PwC app connects users with consulting, tax, and audit services, providing insights and tools for various industries to address business challenges.
Valutico
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
Apideck
Apideck provides a unified API platform for developers to build and manage integrations across various services, enhancing product development and reducing implementation time.
True Wealth
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
Blueleaf
Blueleaf helps financial advisors increase revenue by acquiring new clients, nurturing existing ones, and encouraging referrals.
Intergiro
Intergiro is a business banking app for managing finances, providing virtual cards, payment automation, spend tracking, and integration with accounting tools.
Flinks
Flinks connects businesses to customers' financial accounts to enhance data use for improved digital products in various sectors like lending and FinTech.
InsureMO
InsureMO is cloud-native middleware that centralizes product setup, API integration, and policy administration so insurers, brokers and partners can launch and manage insurance products.
Jenesis Software
Jenesis Software provides agency management solutions including marketing campaigns, quote management, customer calling, document management, and optimized agency websites.
Axe Credit Portal
Axe Credit Portal automates the credit lifecycle, from KYC to servicing, enabling lenders to streamline processes and improve decision-making across multiple credit products.
Kanastra
Kanastra is an asset management platform providing banking services, debt issuance, bookkeeping, and analytics for efficient investment and management.
AS2Gateway
AS2Gateway is a cloud-based app for secure EDI data exchange via the AS2 protocol, featuring easy integration, compliance support, and management tools.
Percent
Percent app provides access to private credit investments, enabling users to engage with alternative investment opportunities in private markets.
Cascade Debt
Cascade Debt app offers verified data for asset-based credit diligence and risk management, enabling faster scaling of assets and debt with reduced risk and complexity.
Smart RIA
Smart RIA is a compliance management app for Registered Investment Advisors, offering tools for regulatory compliance, document storage, and task tracking.
Limit
Limit is an AI chatbot suite that streamlines the commercial insurance quote, review, and binding processes, helping users close deals more efficiently.
MarktoMarket
MarktoMarket is a platform providing data and analytics for M&A professionals, offering access to a searchable database of private company intelligence in the UK.
Visible
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
LendAPI
LendAPI is a customizable digital lending platform for managing financial product applications, supporting integration, and enhancing customer communication.
LoanStreet
LoanStreet is a platform for financial institutions to share and manage loans efficiently, enhancing capital access and operational practices.
Lenderfit
Lenderfit is a loan management app that streamlines lending processes, automates tasks, and enhances communication for financial institutions.
With Intelligence
With Intelligence provides detailed data and insights covering hedge funds, private equity, and other asset classes, sourced directly from industry stakeholders.
Zenoo
Zenoo helps create customized onboarding experiences quickly using tools and standards favored by developers.
Know Your Customer
The Know Your Customer app streamlines identity verification for businesses, ensuring compliance with KYC and AML regulations while reducing onboarding time and paperwork.
DEF 14
DEF 14 offers analytics and intelligence tools for understanding and engaging with shareholder activism, helping users navigate activist campaigns effectively.
Fena Toolkit
Fena Toolkit is a software suite for businesses that integrates ePOS, B2B ordering, inventory management, service booking, invoice generation, and payment processing.
Riskturn
RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.
Taktikal
Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.
TaskSuite
TaskSuite is a cloud-based loan management platform that automates and streamlines the loan lifecycle, enhancing efficiency for brokers and lenders.
Aiera
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
Temenos
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.
BNTouch
BNTouch is a digital platform for mortgage professionals that integrates CRM, marketing, and loan processing tools to streamline operations and improve lead management.
Trusek
Trusek is a SaaS platform that provides the infrastructure and tools for launching and scaling financial solutions in a secure and flexible environment.
Collaboration Capital
Collaboration Capital is a digital investment bank that helps companies find and manage M&A targets globally using AI technology.
WealthRabbit
WealthRabbit is a digital platform for easy management of SIMPLE IRAs, simplifying the retirement planning process.
AcquireBase
AcquireBase is a fee-free marketplace for buying and selling internet startups, offering secure transactions via Escrow.com.
Acquify
Acquify connects entrepreneurs with M&A specialists, verified buyers, and banks, streamlining the acquisition process for better deals.
11th.com
11th.com is a financial platform that connects asset managers, banks, and investors to participate in securities class actions and receive payouts from settlements.
Defacto
Defacto is an AI-driven B2B lending platform that provides instant financing to SMEs in Europe through an embedded lending API.
DigiFi
DigiFi is a digital lending platform that automates the loan process from application to funding, serving various lending industries.
Proformex
Proformex is a platform for financial professionals to manage life insurance and annuity assets, providing critical data for informed decision-making.
Cover Whale
Cover Whale offers an insurance platform that lowers costs and enhances efficiency in transportation insurance for trucking companies with specialized underwriters.
YipitData
YipitData analyzes consumer data to provide insights on market trends and behaviors, aiding businesses in decision-making and strategic planning.
Alloy
Alloy's platform connects to over 160 data sources, automating identity verification for account origination and ongoing monitoring to reduce fraud risk.
FinCompare
FinCompare helps SMEs find, compare, and secure financing options from over 200 lenders, facilitating informed financial decisions.
Estimize
Estimize is a platform that gathers financial estimates from analysts and investors, aiding in financial analysis and decision-making through data analytics and market insights.
Taxd
Taxd helps users file Self Assessment tax returns easily and accurately, managing tax documents and deadlines while ensuring compliance and efficiency.
Midaxo
Midaxo is a cloud-based platform that streamlines mergers and acquisitions by providing tools for collaboration, due diligence, and deal management.
Mortgage Automator
Mortgage Automator is a loan origination and servicing software for private lenders, automating documents, payments, and client communications to enhance operational efficiency.
Rundit
Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.
Solutions
© 2026 WebCatalog, Inc.
