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Financial Risk Management
Page 6

Financial Risk Management Software for Mid Size Business (2026) - Page 6

Last updated: February 2026

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Features

Portfolio Management(65)

API(151)

ACH Payment Processing(33)

Activity Dashboard(130)

Audit Trail(105)

Integrated with

NetSuite(15)

Pricing model

Free(22)

Open Source(3)

Free Trial(78)

One Time License(8)

Subscription(128)

Devices supported

Mac(55)

iPad(30)

Android(27)

Linux(54)

Web-based(200)

iPhone(33)

Windows(85)

Organization types

Small Business(192)

Non Profit(46)

Large Enterprises(198)

Public Administrations(58)

Freelancers(58)

Mid Size Business

User rating

All Reviews

& up

(128)

& up

(133)

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(135)

203 software options

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Octopus

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Order- and portfolio management, fund accounting, risk & ICO

Octopus is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Octopus

Users also considered

SAI360

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based Governance, Risk & Compliance (GRC) solution

SAI360 is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

Read more about SAI360

Users also considered

Titan Treasury

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based treasury management tool for finance teams.

Titan Treasury is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Titan Treasury

Users also considered

REDA

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline Complex Problems Through Meaningful Solutions.

REDA is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support, Chat.

Read more about REDA

Users also considered

CreditManager

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Data-driven credit management

CreditManager is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

Read more about CreditManager

Users also considered

Aladdin

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based portfolio management software

Aladdin is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Aladdin

Users also considered

Datalog TMS

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

All-in-one treasury management system for groups

Datalog TMS is available for Mid Size Business.

Read more about Datalog TMS

Users also considered

eFront

2.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The go-to tech suite for alternative investment management.

eFront is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat.

Read more about eFront

Users also considered

INETCO Insight

3.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Transaction monitoring solution

INETCO Insight is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Chat.

Read more about INETCO Insight

Users also considered

ERFcheck

3.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Bank reconciliation software for the financial sector

ERFcheck is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

Read more about ERFcheck

Users also considered

Vidrio Financial

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Take Control of your Multi-Asset, Multi-Manager Investments

Vidrio Financial is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base.

Read more about Vidrio Financial

Users also considered

ETNA Back Office Solutions

(0)

Back-office management platform designed for brokers

ETNA Back Office Solutions is available for Mid Size Business and offers the following support options: Knowledge Base, FAQs/Forum, Email/Help Desk, Chat, Phone Support.

Read more about ETNA Back Office Solutions

Users also considered

VestServe

(0)

Investment, funds, and accounting management solution

VestServe is available for Mid Size Business and offers the following support options: Chat, 24/7 (Live rep), Phone Support, Email/Help Desk.

Read more about VestServe

Users also considered

Inpensa

(0)

Software to manage capital planning operations

Inpensa is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base.

Read more about Inpensa

Users also considered

Agiblocks

(0)

Cloud-based commodity trade and risk management software

Agiblocks is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base.

Read more about Agiblocks

Users also considered

iRely i21

(0)

ERP and CTRM solutions to simply complex business processes

iRely i21 is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base, 24/7 (Live rep).

Read more about iRely i21

Users also considered

MX.3

(0)

Cloud-based software to manage trading, risk & compliance

MX.3 is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Knowledge Base, Phone Support, Email/Help Desk.

Read more about MX.3

Users also considered

GTreasury

(0)

Fully integrated cash & risk management solution

GTreasury is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base, Chat, 24/7 (Live rep).

Read more about GTreasury

Users also considered

Athena Systems

(0)

Financial risk management platform

Athena Systems is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support, Chat, Knowledge Base.

Read more about Athena Systems

Users also considered

Risk Shell

(0)

All-in-one Portfolio Construction and Risk Management SaaS

Risk Shell is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base, 24/7 (Live rep).

Read more about Risk Shell

Users also considered

Everysk

(0)

AI-embedded workflow automation for investment operations

Everysk is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

Read more about Everysk

Users also considered

Alviere Hive

(0)

Embed financial services with ease.

Alviere Hive is available for Mid Size Business.

Read more about Alviere Hive

Users also considered

Piteco Evo 5

(0)

Modular Treasury solution used across all business sectors

Piteco Evo 5 is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Piteco Evo 5

Users also considered

FlexiKYC

(0)

KYC/AML platform for Salesforce

FlexiKYC is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about FlexiKYC

Users also considered

CMFX

(0)

Developed by Traders for Traders

CMFX is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about CMFX

Users also considered

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