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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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TradingView
tradingview.com
TradingView offers advanced charting, real-time market data, and social trading features for stocks, forex, and cryptocurrencies, with customizable alerts and trading integration.
Stripe
stripe.com
Stripe is a financial software platform for payment processing, enabling online and in-person transactions via various payment methods and supports multiple currencies.
eToro
etoro.com
eToro is a trading app that allows users to invest in various assets, copy trades, and engage with a global trading community, suitable for all experience levels.
Square
squareup.com
Square is a point-of-sale app that facilitates payment processing, inventory management, and sales analytics for businesses in various environments.
E*TRADE
etrade.com
The E*TRADE app allows users to trade stocks and ETFs, access mutual funds, analyze markets, manage portfolios, and stay updated on investment trends.
Koyfin
koyfin.com
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Ajaib
ajaib.co.id
Ajaib is a digital brokerage app that enables users in Indonesia to invest in stocks, mutual funds, and cryptocurrencies from their mobile devices.
DEGIRO
degiro.nl
The DEGIRO app allows users to trade various financial instruments globally at low costs, providing tools for easy portfolio management and access to market information.
Monarch
monarchmoney.com
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
TrendSpider
trendspider.com
TrendSpider is a trading platform that automates technical analysis for various financial instruments, offering tools for charting, scanning, alerting, and backtesting.
Tableau
tableau.com
Tableau is a data visualization and analytics platform that helps users create interactive dashboards and transform data into actionable insights.
MoneyLion
moneylion.com
MoneyLion is a personal finance app offering mobile banking, cash advances, credit building, investment tracking, and financial management tools.
Karbon
karbonhq.com
Karbon is a cloud-based practice management platform for accounting firms that streamlines workflows, enhances team collaboration, and provides tools for client management.
Upgrade
upgrade.com
The Upgrade app allows users to check rates for fixed-rate personal loans, apply for Upgrade Card, and access cash back rewards with Rewards Checking.
Tradytics
tradytics.com
Tradytics provides data-driven tools for stock traders, including market analysis, options flow tracking, and trading strategy development.
LeadSquared
leadsquared.com
LeadSquared is a CRM and marketing automation platform for SMBs, managing lead capture, sales analytics, and marketing campaigns in one place.
Policybazaar
policybazaar.com
Policybazaar app lets users compare and buy various insurance policies online in India, offering tools for policy management and financial planning.
PitchBook
pitchbook.com
PitchBook is a financial data platform providing insights on private and public markets for investment analysis, fundraising, and market research.
Morningstar
morningstar.com
Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.
Republic
republic.com
Republic app allows users to invest in curated opportunities across startups, real estate, video games, and cryptocurrency.
YCharts
ycharts.com
YCharts is an investment research platform that provides tools for analyzing securities, building portfolios, and visualizing financial data.
Plaid
plaid.com
Plaid is a platform that connects bank accounts to apps for managing finances, payments, and user identity verification securely.
Wealthbox
wealthbox.com
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
FactSet
factset.com
FactSet is a financial analytics platform that provides data management and risk analysis tools for investment professionals to support informed decision-making.
GoCardless
gocardless.com
GoCardless is a payment platform that facilitates direct bank payments for businesses, enabling one-off and recurring payment collections efficiently.
Alpaca
alpaca.markets
Alpaca is an app that offers AI-driven investment solutions for financial professionals like bankers and traders globally.
Quartr
quartr.com
Quartr is a financial app providing access to live earnings calls and investor relations data from over 12,000 public companies for professionals and investors.
Deepvue
deepvue.com
Deepvue is a trading platform that offers stock screening, customizable dashboards, watchlists, educational resources, and advanced charting tools for informed investment decisions.
Canopy
canopytax.com
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Financial Cents
financial-cents.com
Financial Cents is a platform for accounting firms to manage projects, track client work, automate data collection, and streamline billing in one secure location.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Betterment
betterment.com
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
WeWave
wewave.app
WeWave is a stock screener app that allows users to find stocks by drawing and searching for specific patterns.
Nasdaq
nasdaq.com
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Strike
strike.money
Strike is a stock market analytical tool offering resources for trend tracking, analysis, education, and charting to support investors and traders.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
TradeUI
tradeui.com
TradeUI is an AI trading tool for options flow and stock analysis, providing market insights, patterns, and community resources for informed trading.
AlphaSense
alpha-sense.com
AlphaSense is a market intelligence platform that provides access to diverse content sources to enhance business decision-making and streamline research.
TaxDome
taxdome.com
TaxDome is a practice management platform for accounting professionals, offering tools for client management, document storage, workflow automation, and team collaboration.
Finalle.ai
finalle.ai
Finalle.ai analyzes large volumes of real-time data to help users quickly understand market trends.
Snap Projections
snapprojections.com
Snap Projections is financial planning software that helps advisors create customizable reports and concise client snapshots for effective financial planning.
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.
ComplyCube
complycube.com
ComplyCube is a platform that automates identity verification, anti-money laundering, and KYC compliance using biometrics and data validation.
QuantConnect
quantconnect.com
QuantConnect is a cloud-based platform for designing, backtesting, and deploying algorithmic trading strategies across multiple asset classes.
Grata
grata.com
Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.
Torobase
torobase.com
Torobase is a forex trading platform that provides tools for trading, including high leverage, zero commission, and mobile access.
Upstart
upstart.com
Upstart is an AI-driven lending app for personal loans, auto refinancing, and debt consolidation, offering quick approvals and reduced barriers to credit access.
OpenBB
openbb.co
OpenBB is an AI-powered research platform that offers tools for financial analysis, data integration, and real-time collaboration for investors and researchers.
Creatio
creatio.com
Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.
Composer
composer.trade
Composer is an automated trading platform that helps users analyze market data and manage trading strategies with customizable orders and risk management tools.
AgencyBloc
agencybloc.com
AgencyBloc is a management system for life and health insurance agencies, offering CRM, commissions processing, and automation tools to streamline operations.
Profit.com
profit.com
Profit.com is a trading app that provides real-time market data, advanced charting, portfolio management, and news features for informed trading decisions across various asset classes.
Finch
tryfinch.com
The Finch app integrates with over 200 payroll and HR systems to provide access to organization, pay, and benefits data.
MX
mx.com
MX is a data platform for banks and fintechs that helps collect, analyze, and present financial data to enhance customer understanding and improve experiences.
Yext
yext.com
Yext is a digital management platform that helps businesses manage their online presence, optimize listings, reviews, SEO, and analyze customer engagement across multiple channels.
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.
Moneyfarm
moneyfarm.com
Moneyfarm is a digital investment platform offering managed portfolios through ISAs and General Investment Accounts, tailored to users' risk tolerance and goals.
Foundersuite
foundersuite.com
Foundersuite is a platform that streamlines fundraising for startups, offering tools for managing investor relations, tracking investments, and providing essential documents.
Harness
harness.io
Harness is a continuous delivery platform that automates software deployment, verification, and rollback, improving efficiency and security for DevOps teams.
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