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Top Rated Financial Services Software with Business intelligence - Page 5

Last updated: June 2026

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138 software options

Finastra Global PAYplus logo
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Cloud-based payment processing software

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Finastra Global PAYplus is an enterprise, ISO 20022-native payments platform that centrally manages multi-channel, multi-currency payments, including real-time, ACH, high-value and cross-border. It automates end-to-end processing to reduce cost, risk and compliance effort and speed time-to-market.

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CardTraq logo
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Card fee tracking and optimization platform

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CardTraq is an analytics platform for issuers, acquirers, credit unions, and fintechs to monitor and optimize Visa and Mastercard fees and interchange costs. Its modules track network fees, interchange, and compliance, helping organizations identify cost drivers, cut unnecessary charges, and align with card network rules. CardTraq delivers data-driven insights for managing payment economics and supports multi-language accessibility in global markets.

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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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MarketAlpha logo
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Scan Real-Time Setups. Skip Manual Charting.

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MarketAlpha is a real-time U.S. equities screener that automates charting and trade planning by turning visual market structure into scannable setups.

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IR.Manager logo
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Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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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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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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Flowie logo
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The ultimate Procurement and Finance Operations platform

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Flowie is a state-of-the-art Procurement and Finance Operations platform designed for mid-size and large businesses, streamlining P2P, O2C, and Cash Flow management. Offering global invoice handling in over 60 countries with full tax compliance, it integrates seamlessly with all your tools.

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Kovair ALM logo
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End-to-end application lifecycle management solution

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Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

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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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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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AgentFlow logo
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Agentic AI workflow automation for financial services

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AgentFlow is a cloud-based agentic AI platform for automating finance and insurance workflows by codifying internal knowledge.

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Break Analytics logo
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IRA planning & Roth conversion tools for advisors

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Financial Cloud Works offers cloud-based IRA planning software designed for financial advisors. The platform features tools for modeling Roth conversions, calculating required minimum distributions, and navigating Inherited IRA rules under the SECURE Act. It includes tax-aware distribution planning with Qualified Charitable Distribution modeling and IRMAA impact analysis.

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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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Atoa Business logo
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Bank and card payment platform for UK businesses

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Pay by Bank allows customers to make payment via their UK Bank App or Internet Banking.

Instead of entering card details, customers:

Scan a QR code or click a SMS/email payment link
Select their bank
Approve the payment securely in their banking app using Face ID or fingerprint scan
The money is s

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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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Solifi Open Finance Platform logo
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Cloud-based finance platform for businesses

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Solifi Open Finance Platform is a cloud-based platform for equipment, working capital, wholesale, and automotive finance firms of all sizes. It helps businesses automate workflows, manage tasks, generate data insights, and more.

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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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