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Top Rated Financial Services Software with Non profits - Page 4

Last updated: September 2026

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163 software options

Betterment logo

Cloud-based platform for managing investments and returns

Betterment is an automated investing platform that helps users manage their money and investments using custom portfolios. It offers features like tax-loss harvesting, recurring deposits, and a high-yield cash account to maximize returns and minimize taxes. Betterment's intuitive dashboard and planning tools make investing and saving for retirement easy.

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Trustly Pay logo

Cloud-based banking solution for businesses and individuals

Trustly Pay is a cloud-based banking solution that allows merchants to accept payments from consumer’s bank accounts. The platform enables real-time connections with financial institutions, guaranteeing payments, streamlining the payment experience, and managing processing costs for merchants.

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AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

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nCino Cloud Banking Platform logo

Worldwide Leader in Cloud Banking

nCino's Cloud Banking Platform empowers financial institutions to increase efficiency, transparency, profitability, and compliance.

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VigilantPay logo

Prevents fraud payment and validate business bank accounts

Business payment software that reviews proposed payments and detect fraud and errors before payments go to the bank. Helps protect organisations from fraud and errors. Advanced Onboarding vendors functionality. Audit and risk reporting features for management and board members.

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Justt logo

The modern chargeback platform

Justt is the world's first smart chargeback solution that tailors each response and improves over time.

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Payhawk logo

Spend management platform that automates expense processing

Payhawk enables businesses to run their global operations by opening dedicated bank accounts, issuing corporate cards and making bank payments in local currencies.

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Oracle FLEXCUBE logo

Financial services and banking management software

Oracle FLEXCUBE is a financial services and banking management software that helps organizations create multiple product portfolios for deposits, microfinance, lending, Islamic banking, financial inclusion, and more based on specific customers and markets. It enables staff members to manage loan disbursements, monitor repayments, gain insights into customer credit history, process transactions, and handle authorization processes from within a unified platform.

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Powens logo

We open up finance to empower consumers & businesses

Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups.
Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.

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Sharetec logo

The Technology of Simplicity

Sharetec is one of the fastest growing core data processing systems serving credit unions globally. Sharetec's goal is to maintain a customizable system that serves CUs of all sizes while maintaining an always evolving system to avoid mistakes made by other core providers.

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SBS Core Banking logo

Simplifying Success, Enhancing Efficiency

SBS Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale

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Tickelia logo

Cloud-based solution for business expense management.

The solution features configurable physical and virtual business cards that can be tailored with specific restrictions and limitations to enhance expense control. These cards support various formats including physical cards for travel, virtual cards for employees, single-use virtual cards, and recurring virtual cards for subscriptions. Users can set monthly and daily spending limits, restrict usage by time zone, limit online or international purchases, and apply restrictions by expense type.

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Infor SunSystems logo

Powerful financial control. Simplified in the cloud.

Infor SunSystems Cloud is a flexible financial management solution that helps complex organizations manage accounting, compliance and reporting with confidence. It delivers powerful general ledger capabilities, real-time insight and cloud-based resilience.

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AdvisorEngine logo

Wealth management platform for investment companies

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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Dancing Numbers logo

Data entry solution for small to midsize businesses

Dancing Numbers is a data management software designed to help small to midsize businesses import and export data in bulk to/from QuickBooks. It allows managers to delete unwanted transactions and secure the transferred files or information using SSL encryption.

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PitchBook logo

The Pulse of Private Capital Markets

PitchBook is the #1 SaaS data and research platform for private capital markets — the most cited, most trusted, and most comprehensive source of private markets intelligence available. Built for financial professionals who require institutional-grade data.

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BankOne logo

Online and mobile banking software

BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury.

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MetaTrader 5 logo

Trading platform with MQL5 development environment

MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction.

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Airwallex logo

Payment and financial management solution

Airwallex provides global businesses with an all-in-one account to help businesses grow and operate globally, offering access to domestic and foreign currency accounts, high speed international transfers, global bill pay, online payment links and plugins, multi-currency cards, expense management, software integrations and APIs to programmatically manage finances.

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eMoney Advisor logo

Helping People Talk About Money

eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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Qonto logo

The finance solution that energizes SMEs and freelancers.

Qonto is the leading European business finance solution with over 450,000 customers.
The company makes day-to-day banking easier for SMEs and freelancers by offering an online business account combined with finance tools, such as invoicing, bookkeeping, and spend management.

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Tax Clarity logo

Retirement planning tool

The tax implications of a client’s retirement strategy can be complex and confusing. But with Tax Clarity, advisors can help their clients make more informed decisions about their financial future.

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Google Pay logo

Payment processing application

Google Pay is a mobile payment platform that allows users to make online payments, in-app purchases, and send money to others. It is available on Android devices, iPhones, and other mobile devices such as Chromebooks and tablets.

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Total Expert logo

Marketing automation tool for financial services industry

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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Plaid logo

Platform that enables apps to connect with bank accounts

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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