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Financial Services
Page 4

Financial Services Software with Compliance Management (2026) - Page 4

Last updated: April 2026

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Features

Compliance Management

Workflow Management(45)

ACH Payment Processing(23)

Activity Dashboard(64)

Alerts/Notifications(53)

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Free(13)

Open Source(1)

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Mac(31)

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Android(21)

Linux(31)

Web-based(86)

iPhone(21)

Windows(47)

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Non Profit(16)

Large Enterprises(81)

Public Administrations(17)

Freelancers(26)

Mid Size Business(80)

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88 software options

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Tiimely

(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.

Sayari Graph

(0)

Maps and uncovers global business risks.

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Sayari provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. The comprehensive data illuminates commercial and supplier networks, exposes hidden risks, and ensures confidence in mission-critical decisions. Features harness the world's data for analysis and investigations. All information surfaces insights that protect global business.

OIXIO Leasing | Loans

(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.

Aico

(0)

Cloud-based financial close platform

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Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

SBS Open Banking

(0)

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.

Worth

(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.

CIBIL

(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.

Q2 Platform

(0)

Digital banking platform for banks and credit unions

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Q2 is a cloud-based mobile banking platform, which assists banks and credit unions with customer experience management and compliance. Key features include payment processing, process automation, data mapping, transaction monitoring, data security, fraud mitigation, and analytics.

CECL FIT

(0)

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.

FinX

(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.

etops Advisory Hub

(0)

Financial management software

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With etops Advisory Hub, we empower efficient and personalized wealth management at scale. Accelerate client onboarding and engagement, enable mass-advisory with operational excellence, and ensure regulatory compliance and risk mitigation in our digital-first platform.

etops Wealth Discovery

(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.

IronClad Family

(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.