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 Financial management - Page 4

Last updated: August 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

Pricing model

Devices supported

Organization types

User rating

117 software options

Finastra Global PAYplus logo
(0)

Cloud-based payment processing software

learn more
Finastra Global PAYplus is an enterprise, ISO 20022-native payments platform that centrally manages multi-channel, multi-currency payments, including real-time, ACH, high-value and cross-border. It automates end-to-end processing to reduce cost, risk and compliance effort and speed time-to-market.

Read more about Finastra Global PAYplus

Users also considered
CardTraq logo
(0)

Card fee tracking and optimization platform

learn more
CardTraq is an analytics platform for issuers, acquirers, credit unions, and fintechs to monitor and optimize Visa and Mastercard fees and interchange costs. Its modules track network fees, interchange, and compliance, helping organizations identify cost drivers, cut unnecessary charges, and align with card network rules. CardTraq delivers data-driven insights for managing payment economics and supports multi-language accessibility in global markets.

Read more about CardTraq

Users also considered
Seedbase logo
(0)

Cloud-based and on-premise financial services software

learn more
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
Worth logo
(0)

Workflow automation platform for onboarding & underwriting

learn more
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
Torobase logo
(0)

Simplify your trading journey with Torobase

learn more
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
B1 Financial logo
(0)

Financial and credit management solution

learn more
B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered
MarketAlpha logo
(0)

Scan Real-Time Setups. Skip Manual Charting.

learn more
MarketAlpha is a real-time U.S. equities screener that automates charting and trade planning by turning visual market structure into scannable setups.

Read more about MarketAlpha

Users also considered
Oracle Financial Services Lending and Leasing logo
(0)

Cloud-based loan origination software

learn more
Oracle Financial Services Lending and Leasing is a cloud-based software, which helps organizations streamline the lending process from origination to servicing through collections. The asset finance software manages loans, leases, and lines of credit products on a centralized platform.

Read more about Oracle Financial Services Lending and Leasing

Users also considered
TranXact logo
(0)

Trade platform for capital markets teams

learn more
TranXact is a capital markets trade lifecycle control platform consolidating trade data, settlement risk monitoring, and workflows into a unified view. It connects front, middle, and back offices, compliance, and management via role-based workspaces. Aggregating data from systems like order management, clearing platforms, and custodian files, it tracks trades across capture, allocation, confirmation, settlement, and reconciliation stages.

Read more about TranXact

Users also considered
Xepelin logo
(0)

Xepelin Payments

learn more
Xepelin is a free financing and payment platform for all companies.

Read more about Xepelin

Users also considered
gator logo
(0)

Cloud-based open banking solution

learn more
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
Flowie logo
(0)

The ultimate Procurement and Finance Operations platform

learn more
Flowie is a state-of-the-art Procurement and Finance Operations platform designed for mid-size and large businesses, streamlining P2P, O2C, and Cash Flow management. Offering global invoice handling in over 60 countries with full tax compliance, it integrates seamlessly with all your tools.

Read more about Flowie

Users also considered
Artha Fintech logo
(0)

Fintech infrastructure for banking & crypto

learn more
Launch banking, payments, wallets, cards, crypto, and compliance products through one white-label fintech platform.

Read more about Artha Fintech

Users also considered
FinX logo
(0)

Turns financial data into actionable insights

learn more
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
Banqsoft Digital Banking logo
(0)

Cloud-based banking system for financial institutions.

learn more
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
aama.io logo
(0)

PE & VC fund admin and accounting platform

learn more
aama.io offers fund administration and accounting software designed for mid-market private equity, venture capital, and private credit fund managers in Singapore and the Asia-Pacific region. The platform includes automated NAV calculations, IFRS nine and SFRS(I) nine compliant accounting, capital call management, and distribution processing. It features a white-labeled investor portal with KYC/AML onboarding, real-time portfolio dashboards, and document management capabilities.

Read more about aama.io

Users also considered
Break Analytics logo
(0)

IRA planning & Roth conversion tools for advisors

learn more
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

Users also considered
Tiimely logo
(0)

Cloud-based lending automation platform for banks

learn more
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
Atoa Business logo
(0)

Bank and card payment platform for UK businesses

learn more
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

Users also considered
Quartr logo
(0)

Go beyond numbers

learn more
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
IronClad Family logo
(0)

Holistic asset management solution for financial advisors

learn more
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
VeriBranch logo
(0)

Cloud-based branch automation software for banks

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

Read more about VeriBranch

Users also considered
PennyFlow logo
(0)

AI credit controller for UK small businesses

learn more
PennyFlow is an AI-powered credit control platform for UK SMEs that integrates with Xero accounting software. It automates invoice chasing via email and SMS reminders, profiles customer payment behavior, and uses AI voice technology for calls with late payers. PennyFlow manages cases end-to-end, including payment plan negotiation, dispute flagging, and tracking metrics like days sales outstanding and collection rates through financial analytics.

Read more about PennyFlow

Users also considered
Oracle Banking Platform logo
(0)

Banking platform for the financial services industry

learn more
Oracle Banking Platform is a web-based banking platform designed to help businesses in the financial services industry manage customer relationships across all products and services, consolidate back-office operations, and adopt new distribution strategies. It lets teams adopt relationship pricing that helps create value for customers and reduce attrition.

Read more about Oracle Banking Platform

Users also considered
Solifi Open Finance Platform logo
(0)

Cloud-based finance platform for businesses

learn more
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