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.
Fintellect
Fintellect is a financial management app for service firms, offering features like project costing, cash flow tracking, invoicing, and financial planning.
Databento
Databento provides easy access to real-time and historical financial data on US equities and futures, with customizable formats and user-friendly APIs.
Rutter
Rutter is a Unified API that simplifies B2B financial product integration, allowing developers to connect with various platforms efficiently.
Maximizer
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
Codat
Codat provides a platform for banks to access and analyze customers' financial data, streamlining business lending and improving underwriting processes.
BeyondIRR
BeyondIRR is a B2B app that helps investment professionals enhance client experiences with technology, insights on markets, and access to exclusive investment products.
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.
StockInsights AI
StockInsights AI helps investors analyze public company filings and conduct efficient research with AI-driven insights, real-time updates, and customizable dashboards.
Merge
Merge provides a unified API for integrating various software applications, streamlining data synchronization and management across multiple services.
Zinnia
Zinnia is an AI tool for Account Executives, providing personalized sales strategies, workflow automation, and insights to efficiently close deals.
Docupace
Docupace is a digital document management app for wealth management firms, streamlining workflows, client onboarding, and document processing while ensuring compliance and security.
Canopy
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Skopenow
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.
InvestorHub
InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.
Grata
Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.
Asset-Map
Asset-Map provides an interactive overview of a household's financial situation, helping users understand and make informed financial decisions.
AlphaResearch
AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.
OpenGamma
OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
MX
MX is a data platform for banks and fintechs that helps collect, analyze, and present financial data to enhance customer understanding and improve experiences.
Enfusion
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Moneyfarm
Moneyfarm is a digital investment platform offering managed portfolios through ISAs and General Investment Accounts, tailored to users' risk tolerance and goals.
iDenfy
iDenfy is an identity verification platform that uses AI and biometric tech to ensure secure user verification and compliance for businesses.
Investfly
Investfly is a platform for automated and algorithmic trading, enabling users to create, test, and deploy trading strategies without coding.
Hawksoft
HawkSoft is a management system for insurance agencies, helping them organize client data, manage policies, and streamline workflows to enhance productivity and customer service.
GoCardless
GoCardless is a payment platform that facilitates direct bank payments for businesses, enabling one-off and recurring payment collections efficiently.
Finbox
Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.
Yext
Yext is a digital management platform that helps businesses manage their online presence, optimize listings, reviews, SEO, and analyze customer engagement across multiple channels.
Agent AI
Agent AI is an all-in-one platform for life and health insurance agents, streamlining business operations, lead management, deal closing, and recruitment.
Quill AI
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
LoanBase
LoanBase simplifies commercial lending, providing quick access to financing for real estate investors to enhance housing availability and support local businesses.
Markaaz
Markaaz simplifies onboarding and monitoring of small business customers through easy APIs and a comprehensive database with real-time verification and business insights.
Zapflow
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Finch
The Finch app integrates with over 200 payroll and HR systems to provide access to organization, pay, and benefits data.
Dwolla
Dwolla is a fintech platform that enables secure bank transfers and ACH processing, allowing businesses to send and receive funds efficiently.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
WeWave
WeWave is a stock screener app that allows users to find stocks by drawing and searching for specific patterns.
Finalle.ai
Finalle.ai analyzes large volumes of real-time data to help users quickly understand market trends.
Hebbia
Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.
Harness
Harness is a continuous delivery platform that automates software deployment, verification, and rollback, improving efficiency and security for DevOps teams.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
Stride Health
Stride Health is a platform helping self-employed individuals manage health insurance and taxes, track income, expenses, and streamline administrative tasks.
Pro-Forma
Pro-Forma helps startup founders create financial models, value their business, and manage investor negotiations and due diligence.
Composer
Composer is an automated trading platform that helps users analyze market data and manage trading strategies with customizable orders and risk management tools.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Uptrends.ai
Uptrends.ai monitors stock market discussions to help investors identify significant trends and events affecting the market.
EZLynx
EZLynx is an insurance agency management system that integrates quoting, policy management, and client engagement tools to streamline operations for agents.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Inven
Inven is an AI tool that helps users find M&A targets by scanning websites for similar companies based on their criteria, streamlining deal sourcing.
Hex Trust
Hex Trust is a licensed digital asset custodian offering secure custody, staking, and management solutions for institutional investors and the crypto ecosystem.
LendingPad
LendingPad is a loan origination system that streamlines mortgage lending operations, automating processes and managing loan applications from start to finish.
Tallyfor
Tallyfor automates tax preparation and planning by converting trial balances and support documents into completed tax returns and binders quickly.
TradingHours
TradingHours app provides accurate market holidays and trading hours information sourced from primary data, utilized by global market participants.
Arrow Algo
Arrow Algo is a no-code platform for building, backtesting, and running algorithmic trading strategies on exchanges like Coinbase, Binance, and Bybit.
Paymefy
Paymefy is an AI tool that automates debt collection, improving payment recovery and cash flow for businesses by streamlining communication and payment processes.
Kore
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
Bankingly
Bankingly is a mobile banking app enabling users to manage accounts, make transfers, pay bills, and access financial services securely and efficiently.
Agentero
Agentero is a digital platform that helps independent insurance agents manage workflows, improve communications, and ensure compliance in their operations.
Corvee
Corvee is tax planning software for firms, offering tools for tax savings calculations, strategic tax plans, and client collaboration across multiple jurisdictions.
Solutions
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