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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UniBit
unibit.ai
UniBit provides comprehensive financial information using advanced technologies for quick and accessible market data.
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.
Pro-Forma
pro-forma.com
Pro-Forma helps startup founders create financial models, value their business, and manage investor negotiations and due diligence.
Safebooks AI
safebooks.ai
Safebooks AI is a financial data governance platform that automates transaction analysis, detects anomalies, and ensures data accuracy across systems.
ePayPolicy
epaypolicy.com
ePayPolicy is a digital payment platform for the insurance industry, enabling secure ACH and credit card transactions while streamlining payment processing.
ComplyCube
complycube.com
ComplyCube is a platform that automates identity verification, anti-money laundering, and KYC compliance using biometrics and data validation.
EILLA
eilla.ai
EILLA is an AI platform that automates tasks and supports decision-making in M&A, VC, and PE deals, enhancing workflow efficiency and productivity.
Portseido
portseido.com
Portseido tracks investments across platforms, providing performance analysis and insights for both traditional assets and cryptocurrencies.
Arbinox
arbinox.com
Arbinox is a professional trading app for scanning, analyzing, and developing statistical arbitrage strategies in cryptocurrency markets.
TradeProofer
tradeproofer.com
TradeProofer is an app for forex traders that monitors and benchmarks trade execution quality, calculates trading costs, and helps users find suitable brokers.
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.
Synaptic
synaptic.com
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
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.
Darwinex
darwinex.com
Darwinex connects traders and investors, enabling traders to showcase strategies and attract funding, while providing regulatory protection and analytics tools.
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.
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.
Inven
inven.ai
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.
Lendr
joinlendr.com
Lendr is a loan origination and servicing platform for hard and private money lenders, streamlining loan management and enhancing client communication.
Moneytree
moneytree.com
Moneytree's Merit app helps users analyze and compare investment portfolios based on risk, historical data, and diverse scenarios for informed decision-making.
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.
Swan
swan.io
Swan is a Banking-as-a-Service platform that allows companies to quickly integrate banking features like accounts and payments via simple APIs.
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.
Hex Trust
hextrust.com
Hex Trust is a licensed digital asset custodian offering secure custody, staking, and management solutions for institutional investors and the crypto ecosystem.
Riskturn
riskturn.com
RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.
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.
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.
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.
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.
XBANKING
xbanking.org
XBANKING provides decentralized access to staking, restaking, and liquid pools, allowing users to maximize cryptocurrency yield securely.
Dealroom.co
dealroom.co
Dealroom.co is a global data platform providing insights on startups, innovation, high-growth companies, ecosystems, and investment strategies.
ZenLedger
zenledger.io
ZenLedger is software for managing cryptocurrency taxes, streamlining data integration, tax filing, and financial analysis for investors and tax professionals.
TradingHours
tradinghours.com
TradingHours app provides accurate market holidays and trading hours information sourced from primary data, utilized by global market participants.
Griffin
griffin.com
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
Countercyclical
countercyclical.io
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
TrueLayer
truelayer.com
TrueLayer is an open banking platform that facilitates secure online payments from bank accounts, enabling businesses to process transactions efficiently across Europe.
Avaloq
avaloq.com
Avaloq provides comprehensive software solutions for wealth management and banking, offering both cloud and on-premises deployment options for financial institutions.
Chaser
chaserhq.com
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Roopya
roopya.money
Roopya is a fintech platform that streamlines loan origination for financial institutions with data-driven processes and analytics tools.
SnapTrade
snaptrade.com
SnapTrade is an API that connects financial applications to brokerages and crypto exchanges, enabling account management and trade execution.
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.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Intergiro
intergiro.com
Intergiro is a business banking app for managing finances, providing virtual cards, payment automation, spend tracking, and integration with accounting tools.
Finazon
finazon.io
Finazon provides access to customizable financial datasets, including stocks, forex, and cryptocurrencies, enabling users to configure their data needs.
Flinks
flinks.com
Flinks connects businesses to customers' financial accounts to enhance data use for improved digital products in various sectors like lending and FinTech.
NorthRow
northrow.com
NorthRow simplifies KYC and identity verification processes for compliance teams, improving efficiency and reducing risks in client onboarding.
WealthBee
wealthbee.io
WealthBee allows businesses to integrate financial analytics and trading features into their websites, supporting various financial instruments and offering customizable dashboards.
Yubi
go-yubi.com
Yubi is a financial platform that connects borrowers, lenders, and investors, offering a variety of corporate debt products and a marketplace for financing options.
Percent
percent.com
Percent app provides access to private credit investments, enabling users to engage with alternative investment opportunities in private markets.
LeO
meetleo.com
LeO provides access to information on 40M businesses, including insurance details, contact info, and compliance data.
PrivCo
privco.com
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
MeasureOne
measureone.com
MeasureOne provides instant access to consumer data, including insurance, income, and employment information, from over 15,000 verified sources.
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.
Kanastra
kanastra.com.br
Kanastra is an asset management platform providing banking services, debt issuance, bookkeeping, and analytics for efficient investment and management.
Wefund
wefund.com.au
Wefund connects users to non-bank property and development financing, offering a streamlined process for faster and secure funding through various lenders.
Cascade Debt
cascadedebt.com
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.
Zenoo
zenoo.com
Zenoo helps create customized onboarding experiences quickly using tools and standards favored by developers.
Know Your Customer
knowyourcustomer.com
The Know Your Customer app streamlines identity verification for businesses, ensuring compliance with KYC and AML regulations while reducing onboarding time and paperwork.
Chift
chift.eu
Chift simplifies B2B software integration through a unified API, enabling seamless connections and data synchronization between different applications.
Smart RIA
smart-ria.com
Smart RIA is a compliance management app for Registered Investment Advisors, offering tools for regulatory compliance, document storage, and task tracking.
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