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Top Rated Financial Services Software with Small business - Page 2

Last updated: November 2026

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74 software options

Meld logo

Integration platform to build multi-vendor fintech stack

Meld provides an application programming interface (API) for developers that helps to build a multi-vendor fintech stack, streamlining integrations across bank linking, cryptocurrency, and payments.

Read more about Meld

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FINTRX Platform logo

Family Office & Investment Advisor Data

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

Read more about FINTRX Platform

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CRS/FATCA One logo

Compliance CRS/FATCA

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.

Read more about CRS/FATCA One

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Blackwave Trading Platform logo

Innovative solutions for professional trading experience

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

Read more about Blackwave Trading Platform

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

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.

Read more about Intelligent Portfolio

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MarketUP logo

ERP software for small businesses in Brazil

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.

Read more about MarketUP

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ETNA Stock Trading API logo

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

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SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

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

Read more about SBS Regulatory Reporting

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Loandisk logo

Cloud loan management for microfinance, lenders and SACCOs

Day-to-day operations software for microfinance institutions, lending companies, SACCOs and credit unions: clients, loans, savings, term deposits, investors, online payments and double-entry accounting across branches, with approvals, an audit trail and ISO/IEC 27001:2022 certification.

Read more about Loandisk

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TOGGLE logo

AI-based investment insights and financial analysis tool

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.

Read more about TOGGLE

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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.

Read more about Infor SunSystems

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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.

Read more about AdvisorEngine

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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.

Read more about PitchBook

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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.

Read more about MetaTrader 5

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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.

Read more about eMoney Advisor

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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.

Read more about Qonto

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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.

Read more about Tax Clarity

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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.

Read more about Google Pay

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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

Read more about Plaid

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D&B Finance Analytics logo

Credit risk management software with predictive analysis

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.

Read more about D&B Finance Analytics

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authorize.net logo

Payment processing across multiple channels

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.

Read more about authorize.net

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Agicap logo

Manage your cashflow with ease

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

Read more about Agicap

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SAP S/4HANA Cloud logo

A complete, intelligent ERP system for enterprises.

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.

Read more about SAP S/4HANA Cloud

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Finastra Global PAYplus logo
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Cloud-based payment processing software

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.

Read more about Finastra Global PAYplus

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PlanTogether by MyFinancialApps logo
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Client budgeting app plus Canadian advisor compliance

A client budgeting app and advisor dashboard for financial professionals, planning from the client's own numbers, with needs analysis for life-licensed advisors and, in Canada, compliance modules that date and gate every life sale. Clients do not pay for the app.

Read more about PlanTogether by MyFinancialApps

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