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Financial Services Software with Data Visualization (2026) - Page 2

Last updated: April 2026

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69 software options

Forecastr logo

Forecast with confidence.

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Forecastr is an out-of-the-box finance function for businesses. Get a dedicated expert and financial modeling software.

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timveroOS logo

Framework-native lending platform built for flexibility and

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Framework-native lending platform unifying origination, servicing, and analytics, giving banks flexibility and long-term control.

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TreasuryView logo

Financial uncertainty, meet risk management!

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TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

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ONESOURCE Indirect Tax logo

Sales and use tax system product suite software.

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ONESOURCE indirect Tax is a cloud-based Sales and use tax product suite solution for small to large sized businesses.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Libeo logo

B2B platform for approving and paying supplier invoices

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Libeo enables SME businesses, CFOs and accountants to save time by centralizing, validating, and paying their supplier invoices in one click, without IBAN, and without using their banking interface. The platform allows users to manage the entire purchasing lifecycle via a unified portal.

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Cryptoworth logo

Financial management and crypto accounting solution

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Cryptoworth is a crypto accounting platform designed for accountants, CPAs, and enterprises managing digital assets. It automates **data aggregation, reconciliation, and reporting** across **blockchains, exchanges, and DeFi protocols**, ensuring accuracy, compliance, and seamless ERP integration.

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Justt logo

The modern chargeback platform

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

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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FYIsoft logo

Financial Intelligence By Design®

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FYIsoft’s integrated suite for financial reporting, budgeting and analytics is ideal for multi-entity and other complex environments. Easy to use and proven to boost productivity 50%+ with automation power for multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, more.

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Unity logo

Next-generation multi-asset trading platform

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Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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Centime logo

Empowering finance teams with AP & AR automation.

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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.

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RightCapital logo

Financial planning solution

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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.

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Koyfin logo

All the data you need, at your fingertips.

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Koyfin is a market analytics platform for researching and understanding markets.

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e Wallet logo

Mobile Money eWallet

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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.

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Powens logo

We open up finance to empower consumers & businesses

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Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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SBS Financing Platform logo

Enterprise-grade wholesale and asset finance, built to scale

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

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ABLE Platform logo

End-to-end loan origination and loan management platform

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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.

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OneCore logo

Financial services solution for Microsoft Dynamics

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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.

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CRS/FATCA One logo

Compliance CRS/FATCA

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This integrated, rule-based solution for CRS/FATCA classification, case management, and reporting helps FIs and CSPs of any jurisdiction to have a 360-degree knowledge of their clients, remediate and provide support of due diligence, keep track of changes, and report in a streamlined process.

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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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.

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SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

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

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Sharetec logo

The Technology of Simplicity

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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.

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riskine logo
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Advisory suite for banks and insurance agencies

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riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

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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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