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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Arrow Algo
arrowalgo.com
Arrow Algo is a no-code platform for building, backtesting, and running algorithmic trading strategies on exchanges like Coinbase, Binance, and Bybit.
Percent
percent.com
Percent app provides access to private credit investments, enabling users to engage with alternative investment opportunities in private markets.
Chaser
chaserhq.com
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Countercyclical
countercyclical.io
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Arbinox
arbinox.com
Arbinox is a professional trading app for scanning, analyzing, and developing statistical arbitrage strategies in cryptocurrency markets.
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.
Chift
chift.eu
Chift simplifies B2B software integration through a unified API, enabling seamless connections and data synchronization between different applications.
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.
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.
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.
LoanGraphs
loangraphs.com
LoanGraphs helps local loan officers compare loans and generate referrals to enhance their current business operations.
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.
Stride Health
stridehealth.com
Stride Health is a platform helping self-employed individuals manage health insurance and taxes, track income, expenses, and streamline administrative tasks.
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.
Fintellect
fintellect.pro
Fintellect is a financial management app for service firms, offering features like project costing, cash flow tracking, invoicing, and financial planning.
Meld
meld.io
Meld allows developers to create a Multi Vendor Fintech stack easily, providing financial integrations and performance analytics for improved vendor management.
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.
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.
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.
MeasureOne
measureone.com
MeasureOne provides instant access to consumer data, including insurance, income, and employment information, from over 15,000 verified sources.
Snapdocs
snapdocs.com
Snapdocs is a digital platform that streamlines and automates real estate closing processes for eClosings, hybrid closings, and wet closings.
Dwolla
dwolla.com
Dwolla is a fintech platform that enables secure bank transfers and ACH processing, allowing businesses to send and receive funds efficiently.
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.
Growjo
growjo.com
Growjo tracks the growth of companies and startups globally, providing data on revenue, employee numbers, funding, and market trends for informed business decisions.
PinkLion
pinklion.xyz
PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.
Modulr
modulrfinance.com
Modulr is a digital platform that streamlines payment processing and account management for businesses, enabling automation and integration with financial systems.
Gain.pro
gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Raizer
raizer.app
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
Bountysource
bountysource.com
Bountysource facilitates funding for open-source projects by allowing developers to create bounties for task completion and track project progress.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
TradingHours
tradinghours.com
TradingHours app provides accurate market holidays and trading hours information sourced from primary data, utilized by global market participants.
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.
Griffin
griffin.com
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
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.
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.
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.
Valutico
valutico.com
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
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.
Footprint
onefootprint.com
Footprint provides UX components for user onboarding, aiming to enhance online security and reduce identity theft using advanced technologies.
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.
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.
Finley
finleycms.com
Finley is an app that simplifies debt capital management for borrowers and asset managers by automating due diligence, compliance, and reporting.
LendingPad
lendingpad.com
LendingPad is a loan origination system that streamlines mortgage lending operations, automating processes and managing loan applications from start to finish.
Kanastra
kanastra.com.br
Kanastra is an asset management platform providing banking services, debt issuance, bookkeeping, and analytics for efficient investment and management.
Intergiro
intergiro.com
Intergiro is a business banking app for managing finances, providing virtual cards, payment automation, spend tracking, and integration with accounting tools.
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.
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.
Aclaimant
aclaimant.com
Aclaimant is a risk management app that digitizes safety processes, automates incident management, and streamlines claims processing for improved workplace safety.
Quantemplate
quantemplate.com
Quantemplate is a data integration and analytics platform for insurance, automating data preparation and enabling informed decision-making without coding.
Capcade
capcade.com
Capcade is a platform for private market collaboration, offering tools for investors and service providers to manage deals within a secure and integrated environment.
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.
BlueGamma
bluegamma.io
BlueGamma is a user-friendly platform for financing teams to easily download EURIBOR, SONIA, and SOFR curves.
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.
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