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Top Rated Financial Services Software with Activity dashboard - Page 4

Last updated: June 2026

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105 software options

SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

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SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

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Seedbase logo
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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.

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Worth logo
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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.

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Torobase logo
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Simplify your trading journey with Torobase

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Torobase is an online trading platform catering to traders interested in forex and cryptocurrency. With a modern and secure trading platform, access to high leverage, low spreads, instant execution, and no commission fees, Torobase provides the necessary tools for both novice and experienced traders

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Solución Neurona logo
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SaaS financial management solution

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Neurona is a cloud platform for the management of funds in international money transfers with a payment engine, collections, and connections to massive channels (batch) or online channels. It allows external networks such as ACH, low-value networks such as cards, wallets, and others to connect with cases. There are also 14 additional modules including a Transactional Portal and Transfiya.

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Oracle Financial Services Lending and Leasing logo
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Cloud-based loan origination software

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Oracle Financial Services Lending and Leasing is a cloud-based software, which helps organizations streamline the lending process from origination to servicing through collections. The asset finance software manages loans, leases, and lines of credit products on a centralized platform.

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Vikhon logo
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HR analytics platform

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Vikhon is an intelligence platform for strategic HRs integrated with Business.

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Xepelin logo
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Xepelin Payments

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Xepelin is a free financing and payment platform for all companies.

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gator logo
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Cloud-based open banking solution

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Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

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FinX logo
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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.

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Cash & Credit logo
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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

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Banqsoft Digital Banking logo
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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.

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Tiimely logo
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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.

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Quartr logo
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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.

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IronClad Family logo
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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.

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VeriBranch logo
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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.

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Juni logo
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The financial management platform made for ecommerce

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A financial management platform made for ecommerce. Use Juni to make better decisions, scale up, and unlock the potential of your online business.

Multi-currency cards and accounts
PayPal, Stripe, and Google Ads integrations
2% cashback for your first 30 days, up to 1% thereafter

And much more

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Alviere Hive logo
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Embed financial services with ease.

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Alviere Hive is a banking software that offers FDIC-insured banking services to customers and processes payments via credit cards, ACH transactions, and more. Supervisors can create customizable branded cards and streamline cross-border transactions in multiple currencies.

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Silae Expense logo
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Générateur de sérénité, créateur de performance

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Silae Expense is an expense management solution for small and medium-sized companies. Much more than a simple expense management solution, Silae Expense uses Cloud & AI technologies to offer a unique user experience accessible anywhere, anytime and on any device, via Jenji applications.

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Hoopiz Credit Management logo
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Financial services platform

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Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

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Cegid Treasury logo
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Manage your cash flow and secure your financial transactions

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Cegid Allmybanks offers finance directors and treasurers a consolidated, real-time view of their banking flows and cash flow for faster, better-informed decisions and unified management of all their entities, in France and internationally.

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SBS Open Banking logo
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Integrating legacy banking systems with technologies

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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.

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Quick Payable logo
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AI-powered AP automation on Salesforce

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Quick Payable is an accounts payable automation software on the Salesforce platform using AI and OCR to streamline invoice processing and approval workflows. It captures invoice data from emails, PDFs, and scanned documents, routes invoices through customizable approval workflows, and detects duplicates. It integrates with ERP and accounting systems, offering real-time dashboards for tracking invoice approvals, spending, and payment status.

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Lyfeguard logo
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Secure client intelligence for wealth and legal firms

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Lyfeguard is an infrastructure platform for financial services to centralise client intelligence and life data. It surfaces advice opportunities, supports Consumer Duty compliance, and facilitates intergenerational wealth transfer through a secure, branded client portal and digital vault.

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CECL FIT logo
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Web-based financial management software for CECL compliance

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CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

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