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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Finix
finix.com
Finix is a payment processing platform that helps businesses manage online, in-person, and mobile payments efficiently through a flexible API.
Floify
floify.com
Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.
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.
Checkboard
checkboard.com
Checkboard is a compliance platform for property professionals in the UK, enabling AML, KYC, and biometric ID checks with detailed reports in 15 minutes.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
XBANKING
xbanking.org
XBANKING provides decentralized access to staking, restaking, and liquid pools, allowing users to maximize cryptocurrency yield securely.
Railsr
railsr.com
Railsr provides a platform for brands to integrate embedded finance experiences into their digital services, enhancing customer engagement and financial inclusion.
Kiavi
kiavi.com
Kiavi is a fintech platform that provides fast financing for real estate investors, streamlining the loan process for fix-and-flip projects without traditional barriers.
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.
Vumi
vumi.io
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
Caruso
getcaruso.com
Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.
Leaf360
leaf360.com
Leaf360 is a mortgage management software that helps professionals manage leads, client communications, documents, and operations throughout the mortgage process.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
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.
Haruko
haruko.io
Haruko is a digital asset platform that provides institutional investors with portfolio management, risk assessment, and real-time data across CeFi and DeFi markets.
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.
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.
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.
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.
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.
InvestGlass
investglass.com
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
YuLife Employees
yulife.com
The YuLife Employees app integrates wellbeing benefits, rewards, and group insurance, enabling users to track health activities and earn rewards while promoting a culture of wellness.
Founderpath
founderpath.com
Founderpath provides SaaS founders with capital between $10k and $1m within 72 hours, along with free analytics, without requiring equity.
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.
Under.io
under.io
Under.io integrates sales and underwriting tools to simplify merchant onboarding, enabling easy data collection, verification, and client management.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
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.
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.
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.
Trusek
trusek.com
Trusek is a SaaS platform that provides the infrastructure and tools for launching and scaling financial solutions in a secure and flexible environment.
Jenesis Software
jenesissoftware.com
Jenesis Software provides agency management solutions including marketing campaigns, quote management, customer calling, document management, and optimized agency websites.
Axe Credit Portal
axefinance.com
Axe Credit Portal automates the credit lifecycle, from KYC to servicing, enabling lenders to streamline processes and improve decision-making across multiple credit products.
Fleetworks
fleetworks.co
Fleetworks helps fleet operators manage vehicle maintenance, claims, and compliance efficiently through streamlined workflows and automated scheduling.
TaxFlow
taxflowsolutions.com
TaxFlow is a tax workflow management app that helps users organize tax documents, ensure compliance, and optimize financial strategies for personal and business taxes.
Axial
axial.net
Axial is a private network for sourcing and marketing deals in North American lower middle market firms, focusing on M&A, debt, and equity transactions.
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.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
Irwin
getirwin.com
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
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.
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.
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.
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.
Taktikal
taktikal.com
Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.
Docupace
docupace.com
Docupace is a digital document management app for wealth management firms, streamlining workflows, client onboarding, and document processing while ensuring compliance and security.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
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.
Betterfront
betterfront.io
Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
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.
Dasseti
dasseti.com
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
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