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Financial Services Software for Freelancers (2026) - Page 2

Last updated: February 2026

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57 software options

TreasuryView logo

Financial uncertainty, meet risk management!

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TreasuryView is available for Freelancers and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

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Xmonies logo

Transfer Made Simple

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Xmonies is available for Freelancers and offers the following support options: FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base.

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Financial Services Cloud logo

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Chat, 24/7 (Live rep), Knowledge Base.

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Libeo logo

B2B platform for approving and paying supplier invoices

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Libeo is available for Freelancers and offers the following support options: Chat, FAQs/Forum.

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MarketUP logo

ERP software for small businesses in Brazil

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MarketUP is available for Freelancers and offers the following support options: Knowledge Base, FAQs/Forum, Email/Help Desk, Phone Support.

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Docupace logo

Wealth management software solution

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Docupace is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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EzPay America logo

POS, billing, invoicing, and payment processing software

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EzPay America is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, 24/7 (Live rep), Chat, Knowledge Base.

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Unity logo

Next-generation multi-asset trading platform

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Unity is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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Betterment logo

Cloud-based platform for managing investments and returns

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Betterment is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum.

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e Wallet logo

Mobile Money eWallet

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e Wallet is available for Freelancers and offers the following support options: Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk, 24/7 (Live rep), Chat.

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iMX logo

Web-based financial services software for the finance sector

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iMX is available for Freelancers and offers the following support options: Chat, Email/Help Desk, Phone Support.

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Quanto logo

Make your company more Dynamic, Innovative, Efficient

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Quanto is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Chat.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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FINTRX Platform is available for Freelancers and offers the following support options: 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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ABLE Platform logo

End-to-end loan origination and loan management platform

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ABLE Platform is available for Freelancers and offers the following support options: Email/Help Desk, Knowledge Base, 24/7 (Live rep), Chat.

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Fitsyn logo

Financial services and lead management software

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Fitsyn is available for Freelancers and offers the following support options: Phone Support, Email/Help Desk.

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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Intelligent Portfolio is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support.

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CRS/FATCA One logo

Compliance CRS/FATCA

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CRS/FATCA One is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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FINTRX Platform is available for Freelancers and offers the following support options: 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about FINTRX Platform

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Meld logo

Integration platform to build multi-vendor fintech stack

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Meld is available for Freelancers and offers the following support options: Chat, 24/7 (Live rep), Email/Help Desk.

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ETNA Stock Trading API logo

Automated trading API for Fintech firms

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ETNA Stock Trading API is available for Freelancers and offers the following support options: Chat.

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SBP Regulatory Reporting logo

Pioneering the Unified Reporting Experience

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SBP Regulatory Reporting is available for Freelancers and offers the following support options: Email/Help Desk.

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Vikhon logo

HR analytics platform

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Vikhon is available for Freelancers and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support.

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Juni logo

The financial management platform made for ecommerce

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Juni is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, 24/7 (Live rep), Chat, Knowledge Base.

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CECL FIT logo

Web-based financial management software for CECL compliance

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CECL FIT is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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B1 Financial logo

Financial and credit management solution

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B1 Financial is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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