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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BeyondIRR
beyondirr.com
BeyondIRR is a B2B app that helps investment professionals enhance client experiences with technology, insights on markets, and access to exclusive investment products.
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.
Rutter
rutter.com
Rutter is a Unified API that simplifies B2B financial product integration, allowing developers to connect with various platforms efficiently.
Codat
codat.io
Codat provides a platform for banks to access and analyze customers' financial data, streamlining business lending and improving underwriting processes.
Quill AI
quillai.com
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
AngelList
angellist.com
AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.
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.
EZLynx
ezlynx.com
EZLynx is an insurance agency management system that integrates quoting, policy management, and client engagement tools to streamline operations for agents.
Hawksoft
hawksoft.app
HawkSoft is a management system for insurance agencies, helping them organize client data, manage policies, and streamline workflows to enhance productivity and customer service.
Stockpulse
stockpulse.ai
Stockpulse is an AI tool that analyzes financial news and data, providing insights and reports for informed investment decisions across various financial sectors.
Uptrends.ai
uptrends.ai
Uptrends.ai monitors stock market discussions to help investors identify significant trends and events affecting the market.
Skopenow
skopenow.com
Skopenow is a people search engine that analyzes public data for investigations, identifying fraud and assessing risk from various sources including social media and public records.
Agent AI
agent-ai.net
Agent AI is an all-in-one platform for life and health insurance agents, streamlining business operations, lead management, deal closing, and recruitment.
Harness
harness.io
Harness is a continuous delivery platform that automates software deployment, verification, and rollback, improving efficiency and security for DevOps teams.
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.
RightCapital
rightcapital.com
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Traderstats
traderstats.app
Traderstats is a trading analytics app that tracks trades, reviews performance, and analyzes strategies to improve trading outcomes.
Merge
merge.dev
Merge provides a unified API for integrating various software applications, streamlining data synchronization and management across multiple services.
OpenGamma
opengamma.com
OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.
Torobase
torobase.com
Torobase is a forex trading platform that provides tools for trading, including high leverage, zero commission, and mobile access.
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.
iDenfy
idenfy.com
iDenfy is an identity verification platform that uses AI and biometric tech to ensure secure user verification and compliance for businesses.
Tresmark
tresmark.com
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
InvestorHub
investorhub.com
InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.
Asset-Map
asset-map.com
Asset-Map provides an interactive overview of a household's financial situation, helping users understand and make informed financial decisions.
Omega Point
ompnt.com
Omega Point is a front-office risk management and portfolio construction tool for asset managers, enabling efficient risk identification and decision-making.
Markaaz
markaaz.com
Markaaz simplifies onboarding and monitoring of small business customers through easy APIs and a comprehensive database with real-time verification and business insights.
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.
Maximizer
maximizer.com
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
Funding Circle
fundingcircle.com
Funding Circle is a lending platform connecting small businesses seeking loans with investors, simplifying the loan process and offering quick access to capital.
Nitrogen
nitrogenwealth.com
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Lama AI
lama.ai
Lama AI is an end-to-end platform that uses generative AI to streamline loan origination for financial institutions, improving efficiency and access to capital for businesses.
Portseido
portseido.com
Portseido tracks investments across platforms, providing performance analysis and insights for both traditional assets and cryptocurrencies.
Finbox
finbox.com
Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.
Streamlined Finance
streamlined.finance
Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.
Consumer Edge
consumer-edge.com
Consumer Edge provides global transaction revenue data to help businesses predict earnings, forecast sales, and identify growth opportunities.
Investfly
investfly.com
Investfly is a platform for automated and algorithmic trading, enabling users to create, test, and deploy trading strategies without coding.
DebtBook
debtbook.com
DebtBook provides treasury and accounting software for governments and institutions, automating debt, cash, lease, and subscription management to improve financial efficiency.
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.
Paymefy
paymefy.com
Paymefy is an AI tool that automates debt collection, improving payment recovery and cash flow for businesses by streamlining communication and payment processes.
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.
Tradepost.ai
tradepost.ai
Tradepost.ai is an AI-driven platform for analyzing financial data, providing insights from newsletters, SEC filings, and market sentiment to aid investment decisions.
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.
LoanBase
loanbase.com
LoanBase simplifies commercial lending, providing quick access to financing for real estate investors to enhance housing availability and support local businesses.
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.
Morphlin
morphlin.com
Morphlin is an AI-driven trading tool that offers advanced analytics, market insights, and automated strategies for optimizing trading performance.
Kubera
kubera.com
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
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.
Agentero
agentero.com
Agentero is a digital platform that helps independent insurance agents manage workflows, improve communications, and ensure compliance in their operations.
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.
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.
Zinnia
getzinnia.ai
Zinnia is an AI tool for Account Executives, providing personalized sales strategies, workflow automation, and insights to efficiently close deals.
ZenLedger
zenledger.io
ZenLedger is software for managing cryptocurrency taxes, streamlining data integration, tax filing, and financial analysis for investors and tax professionals.
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.
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.
Dealroom.co
dealroom.co
Dealroom.co is a global data platform providing insights on startups, innovation, high-growth companies, ecosystems, and investment strategies.
AlphaResearch
alpharesearch.io
AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.
Synaptic
synaptic.com
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
NorthRow
northrow.com
NorthRow simplifies KYC and identity verification processes for compliance teams, improving efficiency and reducing risks in client onboarding.
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