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Financial Services Software with Activity Dashboard (2026) - Page 4

Last updated: February 2026

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101 software options

Seedbase logo
(0)

Cloud-based and on-premise financial services software

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Designed specifically for use in financial institutions, Seedbase is a financial system that enables data collection, sharing of progress between different parties, and analysis of results in a secure single system. With configurable workflows and targeted notifications, Seedbase enhances insight into the audit pipeline, allowing users to meet federal guidelines.

Read more about Seedbase

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Cash & Credit logo
(0)

Accelerate cash inflow & Control customer risk

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Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

Read more about Cash & Credit

Users also considered
OIXIO Leasing | Loans logo
(0)

Leasing and consumer credit contract management solution.

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OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

Read more about OIXIO Leasing | Loans

Users also considered
Worth logo
(0)

Workflow automation platform for onboarding & underwriting

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Worth automates onboarding and underwriting for financial services, offering tools for risk management, fraud prevention, and compliance. With streamlined workflows and deep insights, Worth empowers institutions to mitigate risk, enhance efficiency, and accelerate revenue confidently.

Read more about Worth

Users also considered
SBP Open Banking logo
(0)

Integrating legacy banking systems with technologies

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SBP Open Banking is a cloud-based solution designed to integrate legacy banking systems with emerging technologies. The platform enables banks to expand their service offerings and unlock new revenue streams while ensuring full compliance with evolving open banking regulations like PSD3. The platform ensures secure and efficient access to global banking data, connecting financial institutions seamlessly across the world.

Read more about SBP Open Banking

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CreditorWatch logo
(0)

Identify risky customers, protect your business and get paid

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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

Users also considered
Tiimely logo
(0)

Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

Read more about Tiimely

Users also considered
VeriBranch logo
(0)

Cloud-based branch automation software for banks

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Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

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Quartr logo
(0)

Go beyond numbers

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Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

Users also considered
CIBIL logo
(0)

CIBIL API solution for instant credit score & risk insights

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CIBIL API Solution allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. It automates credit risk assessment, loan eligibility checks, and ensures accurate, compliant financial decision-making.

Read more about CIBIL

Users also considered
FinX logo
(0)

Turns financial data into actionable insights

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FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

Read more about FinX

Users also considered
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

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etops Wealth Discovery empowers wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient.

Read more about etops Wealth Discovery

Users also considered
IronClad Family logo
(0)

Holistic asset management solution for financial advisors

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IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

Read more about IronClad Family

Users also considered
VeriBranch logo
(0)

Cloud-based branch automation software for banks

learn more
Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

Users also considered
Quartr logo
(0)

Go beyond numbers

learn more
Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

Users also considered
Banqsoft Digital Banking logo
(0)

Cloud-based banking system for financial institutions.

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Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

Read more about Banqsoft Digital Banking

Users also considered
Seedbase logo
(0)

Cloud-based and on-premise financial services software

learn more
Designed specifically for use in financial institutions, Seedbase is a financial system that enables data collection, sharing of progress between different parties, and analysis of results in a secure single system. With configurable workflows and targeted notifications, Seedbase enhances insight into the audit pipeline, allowing users to meet federal guidelines.

Read more about Seedbase

Users also considered
Cash & Credit logo
(0)

Accelerate cash inflow & Control customer risk

learn more
Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

Read more about Cash & Credit

Users also considered
OIXIO Leasing | Loans logo
(0)

Leasing and consumer credit contract management solution.

learn more
OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

Read more about OIXIO Leasing | Loans

Users also considered
Worth logo
(0)

Workflow automation platform for onboarding & underwriting

learn more
Worth automates onboarding and underwriting for financial services, offering tools for risk management, fraud prevention, and compliance. With streamlined workflows and deep insights, Worth empowers institutions to mitigate risk, enhance efficiency, and accelerate revenue confidently.

Read more about Worth

Users also considered
SBP Open Banking logo
(0)

Integrating legacy banking systems with technologies

learn more
SBP Open Banking is a cloud-based solution designed to integrate legacy banking systems with emerging technologies. The platform enables banks to expand their service offerings and unlock new revenue streams while ensuring full compliance with evolving open banking regulations like PSD3. The platform ensures secure and efficient access to global banking data, connecting financial institutions seamlessly across the world.

Read more about SBP Open Banking

Users also considered
FinX logo
(0)

Turns financial data into actionable insights

learn more
FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

Read more about FinX

Users also considered
etops Wealth Discovery logo
(0)

360-degree wealth analytics with built-in compliance

learn more
etops Wealth Discovery empowers wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient.

Read more about etops Wealth Discovery

Users also considered
IronClad Family logo
(0)

Holistic asset management solution for financial advisors

learn more
IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

Read more about IronClad Family

Users also considered
CIBIL logo
(0)

CIBIL API solution for instant credit score & risk insights

learn more
CIBIL API Solution allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. It automates credit risk assessment, loan eligibility checks, and ensures accurate, compliant financial decision-making.

Read more about CIBIL

Users also considered