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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Chift
chift.eu
Chift simplifies B2B software integration through a unified API, enabling seamless connections and data synchronization between different applications.
Market Data
marketdata.app
The Market Data app provides access to current and historical market data for various financial instruments, with tools for analysis, portfolio management, and real-time updates.
IntegrationOS
integrationos.com
IntegrationOS is an open-source middleware that enables real-time API integrations, allowing seamless data exchange and workflow automation for various applications.
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.
Grand
grand.io
Grand is a GRC software that simplifies compliance tasks through automation, collaboration, AI, and provides curated expert content.
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.
Investipal
investipal.co
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Bountysource
bountysource.com
Bountysource facilitates funding for open-source projects by allowing developers to create bounties for task completion and track project progress.
Clearco
clear.co
Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Valutico
valutico.com
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
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.
Codat
codat.io
Codat provides a platform for banks to access and analyze customers' financial data, streamlining business lending and improving underwriting processes.
LoanGraphs
loangraphs.com
LoanGraphs helps local loan officers compare loans and generate referrals to enhance their current business operations.
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.
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.
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.
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.
Fintellect
fintellect.pro
Fintellect is a financial management app for service firms, offering features like project costing, cash flow tracking, invoicing, and financial planning.
SnapTrade
snaptrade.com
SnapTrade is an API that connects financial applications to brokerages and crypto exchanges, enabling account management and trade execution.
UniBit
unibit.ai
UniBit provides comprehensive financial information using advanced technologies for quick and accessible market data.
Meld
meld.io
Meld allows developers to create a Multi Vendor Fintech stack easily, providing financial integrations and performance analytics for improved vendor management.
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.
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.
OpenGamma
opengamma.com
OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.
Limit
limit.com
Limit is an AI chatbot suite that streamlines the commercial insurance quote, review, and binding processes, helping users close deals more efficiently.
LeO
meetleo.com
LeO provides access to information on 40M businesses, including insurance details, contact info, and compliance data.
ePayPolicy
epaypolicy.com
ePayPolicy is a digital payment platform for the insurance industry, enabling secure ACH and credit card transactions while streamlining payment processing.
InsurGrid
insurgrid.com
InsurGrid helps insurance agents automate the collection of personal lines policy summaries from clients to streamline the quoting process.
Qapita
qapita.com
Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.
Kore
koreconx.com
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
Leaf360
leaf360.com
Leaf360 is a mortgage management software that helps professionals manage leads, client communications, documents, and operations throughout the mortgage process.
BlueGamma
bluegamma.io
BlueGamma is a user-friendly platform for financing teams to easily download EURIBOR, SONIA, and SOFR curves.
myCOI
mycoitracking.com
myCOI is a cloud-based app that simplifies the management of Certificates of Insurance (COIs), ensuring compliance and tracking risk for various businesses.
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.
Synctera
synctera.com
Synctera is a Banking as a Service platform that simplifies building and scaling financial products for businesses through integrated APIs and compliance support.
Repool
repool.com
Repool offers hedge fund services and software for launch, administration, fundraising, and investor management, catering to firms of various sizes.
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.
Floify
floify.com
Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.
Traderstats
traderstats.app
Traderstats is a trading analytics app that tracks trades, reviews performance, and analyzes strategies to improve trading outcomes.
PinkLion
pinklion.xyz
PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.
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.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Kanastra
kanastra.com.br
Kanastra is an asset management platform providing banking services, debt issuance, bookkeeping, and analytics for efficient investment and management.
Griffin
griffin.com
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
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.
YuLife Employers
yulife.com
YuLife Employers is an app that integrates wellness benefits, rewards, and group insurance to enhance employee wellbeing and promote health-focused activities.
Tegus
tegus.com
Tegus is a research platform for investors, offering market data, expert call transcripts, and compliance tools to support informed investment decisions.
Databento
databento.com
Databento provides easy access to real-time and historical financial data on US equities and futures, with customizable formats and user-friendly APIs.
Aiera
aiera.com
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
PrivCo
privco.com
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
Visible
visible.vc
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
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.
AllClients
allclients.com
AllClients is a client management app for small businesses, facilitating contact organization, sales pipeline tracking, and communication with clients.
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.
Lenderfit
lenderfit.io
Lenderfit is a loan management app that streamlines lending processes, automates tasks, and enhances communication for financial institutions.
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.
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.
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