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Top Rated Financial Services Software with Mid size business - Page 5

Last updated: June 2026

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143 software options

Sage 300 logo

Cloud-based business management software

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Sage 300cloud is a cloud-based business management solution design to help small to medium-sized companies manage their business without requiring traditional ERP software. The system supports multiple companies, currencies, and languages to simplify results reporting, bank reconciliation, and more.

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Finastra Global PAYplus logo
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Cloud-based payment processing software

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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.

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CardTraq logo
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Card fee tracking and optimization platform

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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.

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Seedbase logo
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Cloud-based and on-premise financial services software

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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.

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Worth logo
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Workflow automation platform for onboarding & underwriting

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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.

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AlphaSense logo
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AI-enabled market intelligence platform

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AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

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MarketAlpha logo
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Scan Real-Time Setups. Skip Manual Charting.

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

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Oracle Financial Services Lending and Leasing logo
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Cloud-based loan origination software

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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.

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IR.Manager logo
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Investor relationship management software

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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.

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Vikhon logo
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HR analytics platform

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Vikhon is an intelligence platform for strategic HRs integrated with Business.

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Xepelin logo
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Xepelin Payments

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

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OrbisPay logo
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Payday, Everyday

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Empowering employees to get access to their wages when they need it most.

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Flowie logo
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The ultimate Procurement and Finance Operations platform

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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.

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FinX logo
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Turns financial data into actionable insights

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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.

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GoldenSource Enterprise Data Management logo
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Financial Markets' Data Management - Software & Services

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GoldenSource EDM – financial markets data management platform - delivering cost efficiency, innovation and compliance.
GoldenSource delivers data objectives & ROI while reducing implementation times & project risk.
Sec Ref, Market/Time Series, ESG, Product/Fund, Positions, Entity/Customer/Party/Issuer, Corp Actions

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Cash & Credit logo
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Accelerate cash inflow & Control customer risk

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Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

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Banqsoft Digital Banking logo
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Cloud-based banking system for financial institutions.

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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.

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AgentFlow logo
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Agentic AI workflow automation for financial services

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

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Break Analytics logo
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IRA planning & Roth conversion tools for advisors

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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.

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riskine logo
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Advisory suite for banks and insurance agencies

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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.

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Sayari Graph logo
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Maps and uncovers global business risks.

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Sayari provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. The comprehensive data illuminates commercial and supplier networks, exposes hidden risks, and ensures confidence in mission-critical decisions. Features harness the world's data for analysis and investigations. All information surfaces insights that protect global business.

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Quartr logo
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Go beyond numbers

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

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VeriBranch logo
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Cloud-based branch automation software for banks

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

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Oracle Banking Platform logo
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Banking platform for the financial services industry

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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.

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Solifi Open Finance Platform logo
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Cloud-based finance platform for businesses

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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.

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