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Top Rated Financial Services Software with Small business - Page 2

Last updated: August 2026

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63 software options

FINTRX Platform logo

Family Office & Investment Advisor Data

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A better way to map, access and sell into the global family office & registered investment advisor landscape.

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CRS/FATCA One logo

Compliance CRS/FATCA

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This integrated, rule-based solution for CRS/FATCA classification, case management, and reporting helps FIs and CSPs of any jurisdiction to have a 360-degree knowledge of their clients, remediate and provide support of due diligence, keep track of changes, and report in a streamlined process.

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Blackwave Trading Platform logo

Innovative solutions for professional trading experience

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Blackwave Provides innovative, modern, and aesthetic solutions for trading, quantitative analysis, portfolio optimization, pre-build strategies, and more on a centralized platform.

We Integrate and create our solutions for Hedge Funds, Brokers, and Quantitative experts

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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MarketUP logo

ERP software for small businesses in Brazil

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MarketUP is an ERP software designed for small businesses in Brazil operating across various industry sectors, including salons, retail, apparel, gaming and pharmaceuticals. It enables organizations to streamline operations related to sales, purchasing, inventory, and finance, among other processes.

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ETNA Stock Trading API logo

Automated trading API for Fintech firms

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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.

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SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

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SBP Regulatory Reporting automates compliance with automation, analytics, and scalable architecture for financial institutions.

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TOGGLE logo

AI-based investment insights and financial analysis tool

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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.

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Betterment logo

Cloud-based platform for managing investments and returns

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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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Infor SunSystems logo

Powerful financial control. Simplified in the cloud.

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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

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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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PitchBook logo

The Pulse of Private Capital Markets

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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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Qonto logo

The finance solution that energizes SMEs and freelancers.

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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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MetaTrader 5 logo

Trading platform with MQL5 development environment

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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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eMoney Advisor logo

Helping People Talk About Money

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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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Tax Clarity logo

Retirement planning tool

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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

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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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D&B Finance Analytics logo

Credit risk management software with predictive analysis

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D&B Finance Analytics helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics.

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Plaid logo

Platform that enables apps to connect with bank accounts

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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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authorize.net logo

Payment processing across multiple channels

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authorize.net supports payment processing by helping businesses accept credit card and eCheck payments online, in person, via mobile devices, and more. The product offers a range of features, including online payments, mobile point of sale, virtual point of sale, phone payments, eCheck payments, digital invoicing, and fraud protection. It provides account updater and recurring payments capabilities to help businesses manage payments.

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Agicap logo

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

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SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

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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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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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