getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Financial Services Software with Customizable reporting - Page 2

Last updated: May 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

76 software options

iMX logo

Web-based financial services software for the finance sector

learn more
iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

Read more about iMX

Users also considered
e Wallet logo

Mobile Money eWallet

learn more
Wallie – E Wallet is a mobile wallet system that can be assessed through various mobile devices. Thanks to this convenient system, you can process various payment services such as merchandising, money transfer, settlement of bills and prepaid top-ups through your mobile phone.

Read more about e Wallet

Users also considered
PitchBook logo

The Pulse of Private Capital Markets

learn more
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.

Read more about PitchBook

Users also considered
OneCore logo

Financial services solution for Microsoft Dynamics

learn more
OneCore for Microsoft Dynamics is a financial services software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

Read more about OneCore

Users also considered
Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

learn more
Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

Read more about Intelligent Portfolio

Users also considered
RightCapital logo

Financial planning solution

learn more
RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

Read more about RightCapital

Users also considered
Mooncard logo

Business expense management platform

learn more
Mooncard is a business expense management platform for organizations of all sizes that automates the entire process, from payment to accounting. Key features include OCR, expense management, and more.

Read more about Mooncard

Users also considered
Centime logo

Empowering finance teams with AP & AR automation.

learn more
Powerful cash management solutions alone, even better together. Centime's AP & AR automation helps your finance team accelerate payments, streamline invoices, and achieve pinpoint forecasting accuracy — all seamlessly integrated into one platform.

Read more about Centime

Users also considered
SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

learn more
SBP Regulatory Reporting automates compliance with automation, analytics, and scalable architecture for financial institutions.

Read more about SBS Regulatory Reporting

Users also considered
Cledara logo

All-in-One SaaS Management Platform

learn more
Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance.

Read more about Cledara

Users also considered
Kani logo

Financial reporting and reconciliation software for fintech

learn more
Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.

Read more about Kani

Users also considered
VigilantPay logo

Prevents fraud payment and validate business bank accounts

learn more
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.

Read more about VigilantPay

Users also considered
PayNet Banking Platform logo

White-labeled Neo Banking and Payments Solutions

learn more
PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:

- Payments
- Lending
- Deposits

Read more about PayNet Banking Platform

Users also considered
Betterment logo

Cloud-based platform for managing investments and returns

learn more
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.

Read more about Betterment

Users also considered
Justt logo

The modern chargeback platform

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

Read more about Justt

Users also considered
Solidgate logo

Online payment processing platform

learn more
Solidgate is vertically integrated across every step of complex payment flow, enabling merchants to focus on their core business and leave payments in good hands.

Read more about Solidgate

Users also considered
Sharetec logo

The Technology of Simplicity

learn more
Sharetec is one of the fastest growing core data processing systems serving credit unions globally. Sharetec's goal is to maintain a customizable system that serves CUs of all sizes while maintaining an always evolving system to avoid mistakes made by other core providers.

Read more about Sharetec

Users also considered
SBS Core Banking logo

Simplifying Success, Enhancing Efficiency

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

Read more about SBS Core Banking

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
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.

Read more about AdvisorEngine

Users also considered
AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

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

Read more about AccountsIQ

Users also considered
BankOne logo

Online and mobile banking software

learn more
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.

Read more about BankOne

Users also considered
MetaTrader 5 logo

Trading platform with MQL5 development environment

learn more
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.

Read more about MetaTrader 5

Users also considered
eMoney Advisor logo

Helping People Talk About Money

learn more
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.

Read more about eMoney Advisor

Users also considered
Serrala Suite logo

Serrala – automate finance without limits!

learn more
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

Read more about Serrala Suite

Users also considered
D&B Finance Analytics logo

Credit risk management software with predictive analysis

learn more
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.

Read more about D&B Finance Analytics

Users also considered