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Financial Services
Financial analysis

Top Rated Financial Services Software with Financial analysis - Page 4

Last updated: June 2026

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AgentFlow

(0)

Agentic AI workflow automation for financial services

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

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Break Analytics

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IRA planning & Roth conversion tools for advisors

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.

Read more about Break Analytics

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riskine

(0)

Advisory suite for banks and insurance agencies

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.

Read more about riskine

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Atoa Business

(0)

Bank and card payment platform for UK businesses

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

Read more about Atoa Business

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Quartr

(0)

Go beyond numbers

Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

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IronClad Family

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Holistic asset management solution for financial advisors

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.

Read more about IronClad Family

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Juni

(0)

The financial management platform made for ecommerce

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

Read more about Juni

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Silae Expense

(0)

Générateur de sérénité, créateur de performance

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.

Read more about Silae Expense

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Hoopiz Credit Management

(0)

Financial services platform

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.

Read more about Hoopiz Credit Management

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Cegid Treasury

(0)

Manage your cash flow and secure your financial transactions

Cegid Allmybanks offers finance directors and treasurers a consolidated, real-time view of their banking flows and cash flow for faster, better-informed decisions and unified management of all their entities, in France and internationally.

Read more about Cegid Treasury

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SBS Open Banking

(0)

Integrating legacy banking systems with technologies

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.

Read more about SBS Open Banking

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Quick Payable

(0)

AI-powered AP automation on Salesforce

Quick Payable is an accounts payable automation software on the Salesforce platform using AI and OCR to streamline invoice processing and approval workflows. It captures invoice data from emails, PDFs, and scanned documents, routes invoices through customizable approval workflows, and detects duplicates. It integrates with ERP and accounting systems, offering real-time dashboards for tracking invoice approvals, spending, and payment status.

Read more about Quick Payable

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Lyfeguard

(0)

Secure client intelligence for wealth and legal firms

Lyfeguard is an infrastructure platform for financial services to centralise client intelligence and life data. It surfaces advice opportunities, supports Consumer Duty compliance, and facilitates intergenerational wealth transfer through a secure, branded client portal and digital vault.

Read more about Lyfeguard

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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

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SmartExus

(0)

AI automation for mortgage and finance brokers

SmartExus is an AI-powered workflow automation platform for mortgage brokers, commercial finance specialists, and asset finance professionals. It automates document analysis, extracts data from financial documents, auto-fills lender forms, and generates compliance reports. Features include a Kanban pipeline for deal tracking, integrated CRM tools, a secure client portal for document sharing, and appointment scheduling. The platform also provides role-based training and deal simulations.

Read more about SmartExus

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etops Advisory Hub

(0)

Financial management software

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.

Read more about etops Advisory Hub

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CIBIL

(0)

CIBIL API solution for instant credit score & risk insights

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.

Read more about CIBIL

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etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

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.

Read more about etops Wealth Discovery

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