0

App comparison

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

Software categories Blog & research About us

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

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Financial Services
Page 2

Financial Services Software with Dashboard (2026) - Page 2

Last updated: April 2026

Get free expert advice+1 (888) 216-6745

Call now for a one-to-one consultation in under 15 mins.

Filter results

Features

Workflow Management(27)

Activity Dashboard(33)

Alerts/Notifications(27)

API(36)

Approval Process Control(19)

Integrated with

No filters available

Pricing model

Free(3)

Open Source(0)

Free Trial(18)

One Time License(1)

Subscription(25)

Devices supported

Mac(17)

iPad(9)

Android(11)

Linux(15)

Web-based(41)

iPhone(11)

Windows(23)

Organization types

Small Business(39)

Non Profit(12)

Large Enterprises(39)

Public Administrations(12)

Freelancers(15)

Mid Size Business(39)

User rating

All Reviews

& up

(33)

& up

(33)

& up

(33)

43 software options

Sort by

Sponsored

SMART Suite

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

An Embedded Payment Portal Like No Other.

SMART Suite powered by Transcard offers an all-in-one payment processing solution. With SMART Suite, businesses can manage insights, process payments, and onboard all in one place.

Read more about SMART Suite

Users also considered

iMX

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Web-based financial services software for the finance sector

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

SBS Financing Platform

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enterprise-grade wholesale and asset finance, built to scale

SBS Financing Platform (SFP) is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders.

Read more about SBS Financing Platform

Users also considered

ABLE Platform

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end loan origination and loan management platform

ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

Read more about ABLE Platform

Users also considered

OneCore

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Financial services solution for Microsoft Dynamics

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

Vestio

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Integrated wealth management and financial control system

VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

Read more about Vestio

Users also considered

Masttro

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Your platform for wealth visibility, your partner for wealth

Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

Read more about Masttro

Users also considered

Meld

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Integration platform to build multi-vendor fintech stack

Meld provides an application programming interface (API) for developers that helps to build a multi-vendor fintech stack, streamlining integrations across bank linking, cryptocurrency, and payments.

Read more about Meld

Users also considered

Vikhon

(0)

HR analytics platform

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

Read more about Vikhon

Users also considered

emformX

(0)

Digital Advisory Platform for Corporate Banks

EmformX is a cloud-based digital product advisory platform enabling bank client relationship representatives to generate new upsell leads across all the corporate clients’ multibank positions such as corporate loans, currency exposure, fx, and interest rate hedges

Read more about emformX

Users also considered

CreditorWatch

(0)

Identify risky customers, protect your business and get paid

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

(0)

Cloud-based lending automation platform for banks

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

Aico

(0)

Cloud-based financial close platform

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.

Read more about Aico

Users also considered

GaiaLens

(0)

Experts in Secure, Cost-Efficient AI Solutions

GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

Read more about GaiaLens

Users also considered

Cash & Credit

(0)

Accelerate cash inflow & Control customer risk

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

(0)

Leasing and consumer credit contract management solution.

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

(0)

Workflow automation platform for onboarding & underwriting

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

FinX

(0)

Turns financial data into actionable insights

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

page 2 of 2

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.