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Financial Services
Page 4

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

Last updated: April 2026

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Features

Financial Management

Workflow Management(53)

ACH Payment Processing(23)

Activity Dashboard(68)

Alerts/Notifications(57)

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Free(15)

Open Source(2)

Free Trial(29)

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Mac(36)

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Android(22)

Linux(33)

Web-based(93)

iPhone(22)

Windows(49)

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Non Profit(21)

Large Enterprises(84)

Public Administrations(18)

Freelancers(34)

Mid Size Business(82)

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94 software options

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Banqsoft Digital Banking

(0)

Cloud-based banking system for financial institutions.

Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

Read more about Banqsoft Digital Banking

Users also considered

gator

(0)

Cloud-based open banking solution

Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

Read more about gator

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

Solifi Open Finance Platform

(0)

Cloud-based finance platform for businesses

Solifi Open Finance Platform is a cloud-based platform for equipment, working capital, wholesale, and automotive finance firms of all sizes. It helps businesses automate workflows, manage tasks, generate data insights, and more.

Read more about Solifi Open Finance Platform

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

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

Users also considered

Torobase

(0)

Simplify your trading journey with Torobase

Torobase is an online trading platform catering to traders interested in forex and cryptocurrency. With a modern and secure trading platform, access to high leverage, low spreads, instant execution, and no commission fees, Torobase provides the necessary tools for both novice and experienced traders

Read more about Torobase

Users also considered

Seedbase

(0)

Cloud-based and on-premise financial services software

Designed specifically for use in financial institutions, Seedbase is a financial system that enables data collection, sharing of progress between different parties, and analysis of results in a secure single system. With configurable workflows and targeted notifications, Seedbase enhances insight into the audit pipeline, allowing users to meet federal guidelines.

Read more about Seedbase

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

VeriBranch

(0)

Cloud-based branch automation software for banks

Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

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

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

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

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

Users also considered

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

Users also considered

IronClad Family

(0)

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

Users also considered

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

Users also considered

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.

Read more about AgentFlow

Users also considered

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