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Top Rated Financial Services Software with Activity dashboard - Page 2

Last updated: September 2026

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116 software options

Quanto logo

Make your company more Dynamic, Innovative, Efficient

Quanto® is a software in the cloud that allows financial institutions to automate their processes, improve their productivity and achieve their strategic objectives

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iMX logo

Web-based financial services software for the finance sector

iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

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e Wallet logo

Mobile Money eWallet

Wallie – E Wallet is a mobile wallet system that can be assessed through various mobile devices. Thanks to this convenient system, you can process various payment services such as merchandising, money transfer, settlement of bills and prepaid top-ups through your mobile phone.

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NEObank software logo

Application development software

NEObank software is an app development solution designed for the deployment and customization of NEObank applications. It offers a unique blend of features, including a fully customizable mobile user interface, integration options, and a modular backend core.

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Regate logo

All-in-one financial management platform

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

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OneCore logo

Financial services solution for Microsoft Dynamics

OneCore for Microsoft Dynamics is a financial services software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

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ABLE Platform logo

End-to-end loan origination and loan management platform

ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

Read more about ABLE Platform

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Particeep Plug logo

Opening financial product distribution

Turnkey financial services distribution solution.

Read more about Particeep Plug

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Onboarding 3.0 logo

Identity verification & facial biometrics platform for LATAM

Onboarding 3.0 is an identity verification solution for end-to-end financial product onboarding in LATAM. With biometric and ID capture/OCR capabilities, this solution is designed to validate and authenticate customers while streamlining sales processes for teams.

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CRS/FATCA One logo

Compliance CRS/FATCA

This integrated, rule-based solution for CRS/FATCA classification, case management, and reporting helps FIs and CSPs of any jurisdiction to have a 360-degree knowledge of their clients, remediate and provide support of due diligence, keep track of changes, and report in a streamlined process.

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CreditorWatch logo

Identify risky customers, protect your business and get paid

CreditWatch provides tools and insights for businesses to identify risky customers, minimise risk, and protect their business to ensure they get paid.

From business credit reports, online application forms, automated credit decisioning, all the way through to automated collection software.

Read more about CreditorWatch

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Masttro logo

Your platform for wealth visibility, your partner for wealth

Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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SMART Suite logo

An Embedded Payment Portal Like No Other.

SMART Suite powered by Transcard offers an all-in-one payment processing solution. With SMART Suite, businesses can manage insights, process payments, and onboard all in one place.

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Koyfin logo

All the data you need, at your fingertips.

Koyfin is a market analytics platform for researching and understanding markets.

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SBS Asset Finance logo

Enterprise-grade wholesale and asset finance, built to scale

SBS Financing Platform (SFP) is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders.

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Centime logo

Empowering finance teams with AP & AR automation.

Powerful cash management solutions alone, even better together. Centime's AP & AR automation helps your finance team accelerate payments, streamline invoices, and achieve pinpoint forecasting accuracy — all seamlessly integrated into one platform.

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Kyriba logo

Treasury management for enterprises, CFOs, and treasurers

Kyriba is a treasury management platform that assists finance professionals with risk management, payment processing, cash flow, and liquidity management. Key features include forecasting, transaction monitoring, investment accounting, bank relationship management, netting, and fee analysis.

Read more about Kyriba

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ETNA Stock Trading API logo

Automated trading API for Fintech firms

ETNA Stock Trading API quickly connects applications and customers to the markets. The software is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares, real-time market data and more. Online brokers, FinTechs, portfolio managers, digital advisors and robo advisers take advantage of leveraging this API to automatically execute trades and ensure that trades are processed correctly with minimal manual involvement.

Read more about ETNA Stock Trading API

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SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

SBP Regulatory Reporting automates compliance with automation, analytics, and scalable architecture for financial institutions.

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Cledara logo

All-in-One SaaS Management Platform

Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance.

Read more about Cledara

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TOGGLE logo

AI-based investment insights and financial analysis tool

TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

Read more about TOGGLE

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Kani logo

Payments reconciliation, reporting and compliance software

Kani is a specialist reconciliation, reporting and compliance platform built for payments. Unify fragmented data, automate operational and regulatory workflows, and produce audit-ready outputs across reconciliation, safeguarding and scheme reporting.

Read more about Kani

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Solidgate logo

Payment orchestration for global high-growth merchants

Solidgate is a payment orchestration platform for global businesses scaling across markets. One integration covers card acquiring, APMs, smart routing, subscription billing, fraud prevention, chargeback management, and tax compliance. Built to lift approvals and cut processing costs.

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PayNet Banking Platform logo

White-labeled Neo Banking and Payments Solutions

PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:

- Payments
- Lending
- Deposits

Read more about PayNet Banking Platform

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