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Financial Management Software with Client Portal (2026) - Page 2

Last updated: April 2026

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43 software options

AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Infor CloudSuite logo

Smart. Preconfigured. Modern.

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Infor ERP is a suite of purpose-built, end-to-end, industry-specialized enterprise resource planning solutions for manufacturers and distributors.

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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Billit logo

Online invoicing platform for businesses and accountants

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Billit is an e-platform that provides businesses with financial management tools. Key features include invoicing, making payments, and cost tracking. Documents can be digitized, and the platform supports integration with other solutions, such as customer relationship management software.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Allvue logo

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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REDA logo

Streamline Complex Problems Through Meaningful Solutions.

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Built on the highly innovative, accessible & scalable Salesforce Platform, REDA forms a holistic & collaborative knowledge ecosystem around all functions and processes of property acquisition, construction, leasing, sale, field operations, and enterprise accounting.

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RealPage Commercial logo

Information transparency and operational efficiency

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The RealPage Commercial Platform is designed to help owner/operators, developers, and fee managers drive information transparency and operational efficiency throughout all activities related to the lifecycle of their portfolio and asset. For office, retail, or industrial properties, this solution will help you capture all your revenue opportunities, control expenses and increase NOI.

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Abbove logo
(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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VoPay logo
(0)

Full Stack Fintech-As-A-Service For Developers

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Make payments a joy for your customers using a single API. Build embedded transaction flows into your platform & access powerful financial tools to scale faster. Utilize over 250 endpoints on our API & deploy in record timing using our dedicated SDKs, extensive developer docs & integration support.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Flowie logo
(0)

The ultimate Procurement and Finance Operations platform

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Flowie is a state-of-the-art Procurement and Finance Operations platform designed for mid-size and large businesses, streamlining P2P, O2C, and Cash Flow management. Offering global invoice handling in over 60 countries with full tax compliance, it integrates seamlessly with all your tools.

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Moneytree Advise logo
(0)

Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

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ATOM logo
(0)

Tax practice and office management solution

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ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

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Diadyn logo
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Business management application

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Diadyn Billing, Finance & Accounts, and POS are independent, scalable apps that integrate with other Diadyn apps. They streamline billing, manage finances, and track inventory in real time, ensuring accurate reports and smooth operations across all business functions through seamless integration.

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Vertex Case Management & Billing logo
(0)

Simplify scheduling and time tracking

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Vertex offers all the tools social service agencies in the United States need streamline time tracking, employee scheduling, payroll, case management and time and attendance.

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Factor Avenue logo
(0)

AI invoice platform for factoring companies

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Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

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