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Top Rated Financial Services Software with Activity dashboard - Page 3

Last updated: September 2026

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116 software options

Betterment logo

Cloud-based platform for managing investments and returns

Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

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AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

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nCino Cloud Banking Platform logo

Worldwide Leader in Cloud Banking

nCino's Cloud Banking Platform empowers financial institutions to increase efficiency, transparency, profitability, and compliance.

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VigilantPay logo

Prevents fraud payment and validate business bank accounts

Business payment software that reviews proposed payments and detect fraud and errors before payments go to the bank. Helps protect organisations from fraud and errors. Advanced Onboarding vendors functionality. Audit and risk reporting features for management and board members.

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Justt logo

The modern chargeback platform

Justt is the world's first smart chargeback solution that tailors each response and improves over time.

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Payhawk logo

Spend management platform that automates expense processing

Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.

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Powens logo

We open up finance to empower consumers & businesses

Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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SBS Core Banking logo

Simplifying Success, Enhancing Efficiency

SBS Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale

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AdvisorEngine logo

Wealth management platform for investment companies

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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Dancing Numbers logo

Data entry solution for small to midsize businesses

Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption.

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PitchBook logo

The Pulse of Private Capital Markets

PitchBook is the #1 SaaS data and research platform for private capital markets — the most cited, most trusted, and most comprehensive source of private markets intelligence available. Built for financial professionals who require institutional-grade data.

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Forecastr logo

Forecast with confidence.

Forecastr is an out-of-the-box finance function for businesses. Get a dedicated expert and financial modeling software.

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BankOne logo

Online and mobile banking software

BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury.

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MetaTrader 5 logo

Trading platform with MQL5 development environment

MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction.

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Airwallex logo

Payment and financial management solution

Airwallex provides global businesses with an all-in-one account to help businesses grow and operate globally, offering access to domestic and foreign currency accounts, high speed international transfers, global bill pay, online payment links and plugins, multi-currency cards, expense management, software integrations and APIs to programmatically manage finances.

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eMoney Advisor logo

Helping People Talk About Money

eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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Qonto logo

The finance solution that energizes SMEs and freelancers.

Qonto is the leading European business finance solution with over 450,000 customers.
The company makes day-to-day banking easier for SMEs and freelancers by offering an online business account combined with finance tools, such as invoicing, bookkeeping, and spend management.

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Serrala Suite logo

Serrala – automate finance without limits!

Serrala financial services combine cloud-native software and our expert staff who operate and monitor technical services for information capture, payment formatting, bank connectivity and more. These services support our customers’ urgent, specialized, and quickly evolving financial processing needs

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Total Expert logo

Marketing automation tool for financial services industry

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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D&B Finance Analytics logo

Credit risk management software with predictive analysis

D&B Finance Analytics helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics.

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Corpay logo

A seamless end to end solution from procure to pay.

Corpay's expense management solutions offer businesses a seamless end to end solution for managing expenses from procure to pay.

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Brex logo

Expense report and spend management platfrom

Brex is a finance platform that helps businesses control and manage spend. From corporate cards and banking to expense management and bill pay, it provides a comprehensive suite of tools to automate financial processes and improve the strategic impact of finance teams.

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Bizagi logo

Business Orchestration | AI Agents | Process Automation

Bizagi is an enterprise orchestration platform that makes AI operational and governable at scale. Built on more than two decades of enterprise process expertise, Bizagi brings the operational depth that makes AI production-ready in critical business processes.

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authorize.net logo

Payment processing across multiple channels

authorize.net supports payment processing by helping businesses accept credit card and eCheck payments online, in person, via mobile devices, and more. The product offers a range of features, including online payments, mobile point of sale, virtual point of sale, phone payments, eCheck payments, digital invoicing, and fraud protection. It provides account updater and recurring payments capabilities to help businesses manage payments.

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Agicap logo

Manage your cashflow with ease

Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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