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Top Rated Financial Services Software with Iphone

Last updated: September 2026

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48 software options

Coconut Software logo

Empower financial advisors to deliver great advice.

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At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences.

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Acuity Scheduling logo

Online appointment scheduling software and assistant

Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required.

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Mercury logo

Banking for startups and growing companies

Mercury delivers modern financial services for startups and small-to-mid sized businesses, combining business accounts, payments, cards, and finance operations in one secure, software‑driven platform.

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Spendesk logo

Smart, trackable spending at work. From Approvals to Zen.

Spendesk is the smart way to manage your business spending. Flexible payments, approvals, expenses, invoices and accounting — all together for the first time.

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PayPal logo

Payment processing, fraud protection and risk management

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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FAD logo

Cloud-based digital signature and authentication software

FAD is a cloud-based software designed to help businesses collect, validate, and record electronic signatures in compliance with industry regulations. Managers can capture videos of remote clients during agreement signing processes, enabling them to authenticate and verify the identity of end-users.

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Libeo logo

B2B platform for approving and paying supplier invoices

Libeo enables SME businesses, CFOs and accountants to save time by centralizing, validating, and paying their supplier invoices in one click, without IBAN, and without using their banking interface. The platform allows users to manage the entire purchasing lifecycle via a unified portal.

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Intergiro logo

Powering your business with integrated payment solutions.

Intergiro is a Swedish business banking provider and payment processor that offers merchant business accounts with an API-driven platform. Enjoy same-day settlements (T+0), reliable and efficient processing solutions with rapid merchant onboarding, and you get business banking services for free.

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Vymo logo

Mobile-first intelligent sales assistant for field sales

Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

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EzPay America logo

POS, billing, invoicing, and payment processing software

At the end of the day, month and year its important that your point of sale system allows you to have the ability to reconcile your accounts for tax filings. EzPay POS provides that ability by seamlessly integrating with Quickbooks. The number one accounting software in America.

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Unity logo

Next-generation multi-asset trading platform

Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations

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RightCapital logo

Financial planning solution

RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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Clay logo

Cloud-based GTM data enrichment platform for all sizes

Cloud-based GTM enrichment and workflow automation platform combining 200+ data providers for sales, marketing, and revenue operations.

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Regate logo

All-in-one financial management platform

Regate makes financial management easy while avoiding the use of multiple tools.

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Koyfin logo

All the data you need, at your fingertips.

Koyfin is a market analytics platform for researching and understanding markets.

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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.

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Mooncard logo

Business expense management platform

Mooncard is a business expense management platform for organizations of all sizes that automates the entire process, from payment to accounting. Key features include OCR, expense management, and more.

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Kyriba logo

Treasury management for enterprises, CFOs, and treasurers

Kyriba is a treasury management platform that assists finance professionals with risk management, payment processing, cash flow, and liquidity management. Key features include forecasting, transaction monitoring, investment accounting, bank relationship management, netting, and fee analysis.

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SnapAP logo

Cloud-based Procure to Pay software platform

SnapAP is a totally paperless procure-to-pay solution covering purchase order approvals, electronic purchase orders, e-invoicing, and cash management

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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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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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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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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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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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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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