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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Broker Buddha
brokerbuddha.com
Broker Buddha streamlines the application and renewal process for insurance brokers and agents through an intuitive online platform, enhancing user experience and decision-making.
RiskRevu
riskrevu.com
RiskRevu digitizes insurance agency forms, enabling agents to collect necessary data efficiently from clients for selling and servicing insurance.
Canopy Connect
usecanopy.com
Canopy Connect allows insurance agents to quickly obtain reliable insurance information from prospects by sending a link for direct data import from their current carrier.
Acturhire
acturhire.com
Acturhire is a job board for actuaries, offering job listings for internships and various roles in the actuarial field from top employers.
Quiltt
quiltt.dev
Quiltt provides a streamlined integration for financial innovators to access account aggregation and transaction enrichment services, simplifying data access.
Juniper Square
junipersquare.com
Juniper Square offers fund software for private markets, facilitating communication and management for GPs and LPs throughout the investment lifecycle.
Finix
finix.com
Finix is a payment processing platform that helps businesses manage online, in-person, and mobile payments efficiently through a flexible API.
Floify
floify.com
Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.
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.
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.
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.
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.
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.
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.
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.
Railsr
railsr.com
Railsr provides a platform for brands to integrate embedded finance experiences into their digital services, enhancing customer engagement and financial inclusion.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
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.
Leaf360
leaf360.com
Leaf360 is a mortgage management software that helps professionals manage leads, client communications, documents, and operations throughout the mortgage process.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Haruko
haruko.io
Haruko is a digital asset platform that provides institutional investors with portfolio management, risk assessment, and real-time data across CeFi and DeFi markets.
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.
Credit Pulse
creditpulse.com
Credit Pulse is an AI-based platform that assesses credit risk for B2B transactions, improving customer onboarding and monitoring creditworthiness to reduce bad debt.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Cardo AI
cardoai.com
Cardo AI is a platform that streamlines data management and decision-making in asset-based finance, reducing errors and automating financial processes.
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.
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.
Founderpath
founderpath.com
Founderpath provides SaaS founders with capital between $10k and $1m within 72 hours, along with free analytics, without requiring equity.
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.
Under.io
under.io
Under.io integrates sales and underwriting tools to simplify merchant onboarding, enabling easy data collection, verification, and client management.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Betterfront
betterfront.io
Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Pinwheel
pinwheelapi.com
Pinwheel connects payroll systems to apps, providing real-time income data and enabling direct deposits to enhance financial services for consumers and businesses.
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.
Integration Labs
integrationlabs.co
Integration Labs provides a unified API for B2B companies to access and sync financial data from over 30 accounting, payments, and e-commerce platforms.
Numeral
numeralhq.com
Numeral is a sales tax compliance platform for ecommerce, handling registration and remittance, allowing brands to spend less than five minutes monthly on sales tax.
AllClients
allclients.com
AllClients is a client management app for small businesses, facilitating contact organization, sales pipeline tracking, and communication with clients.
ebankIT
ebankit.com
ebankIT is a digital banking platform that enables banks and credit unions to provide personalized services through mobile, web, and voice channels with flexible customization.
Axe Credit Portal
axefinance.com
Axe Credit Portal automates the credit lifecycle, from KYC to servicing, enabling lenders to streamline processes and improve decision-making across multiple credit products.
BizEquity
bizequity.com
BizEquity offers a cloud-based platform for accurate business valuations, enabling financial professionals to generate detailed reports and insights efficiently.
BankingBridge
bankingbridge.com
BankingBridge integrates real-time rate displays for banks and lenders on their websites, improving lead conversion and customer experience while reducing costs.
Fleetworks
fleetworks.co
Fleetworks helps fleet operators manage vehicle maintenance, claims, and compliance efficiently through streamlined workflows and automated scheduling.
Capitaliz
capitaliz.com
Capitaliz helps business owners understand exit strategies and factors influencing their choices to improve outcomes and maximize business value.
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.
Holistiplan
holistiplan.com
Holistiplan is a tax planning software that analyzes tax returns to create customized reports and offers tools for insurance risk management, aiding financial advisors.
Axial
axial.net
Axial is a private network for sourcing and marketing deals in North American lower middle market firms, focusing on M&A, debt, and equity transactions.
mloflo
mloflo.com
MLOflo is a CRM for mortgage professionals that integrates workflow processing, database management, and point-of-sale functionality to streamline business operations.
Termina
termina.io
Termina helps users manage energy accounts and expenses efficiently, ensuring they access the lowest prices and make informed energy decisions.
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.
FirmOS
firmos.ai
FirmOS is an AI automation platform for accounting firms that streamlines operations by automating repetitive tasks and optimizing workflows.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Covercy
covercy.com
Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.
Strise
strise.ai
Strise automates KYC processes for banks and fintechs, enhancing onboarding speed, monitoring customer risk, and adapting to regulatory changes efficiently.
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