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Financial Services
Page 2

Financial Services Software with Performance Management (2026) - Page 2

Last updated: April 2026

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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

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Onboarding 3.0

5.0

(1)

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

Identity verification & facial biometrics platform for LATAM

Onboarding 3.0 is an identity verification solution for end-to-end financial product onboarding in LATAM. With biometric and ID capture/OCR capabilities, this solution is designed to validate and authenticate customers while streamlining sales processes for teams.

Read more about Onboarding 3.0

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Finsemble

4.0

(1)

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

Desktop integration software for contact centers & traders

Finsemble is a desktop integration software that helps contact centers, traders, and salespeople connect and sync data across legacy, modern, in-house, and third-party applications. Administrators can integrate any type of application to link, communicate, and share workflows and other information.

Read more about Finsemble

Users also considered

ETNA Stock Trading API

4.0

(1)

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

Automated trading API for Fintech firms

ETNA Stock Trading API quickly connects applications and customers to the markets. The software is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares, real-time market data and more. Online brokers, FinTechs, portfolio managers, digital advisors and robo advisers take advantage of leveraging this API to automatically execute trades and ensure that trades are processed correctly with minimal manual involvement.

Read more about ETNA Stock Trading API

Users also considered

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

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

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

Users also considered

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

Users also considered

IR.Manager

(0)

Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered

MFS PLATFORM

(0)

Mobile Financial Solutions Platform

Achieve breakthrough digital experience on our innovative Mobile Financial Solutions Platform

Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform

Read more about MFS PLATFORM

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

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

Kovair ALM

(0)

End-to-end application lifecycle management solution

Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

Read more about Kovair ALM

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

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