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Financial Services Software for Mac - Page 2

Last updated: February 2026

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54 software options

Koyfin logo

All the data you need, at your fingertips.

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

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Ivalua logo

ALL Spend, ALL Suppliers, ONE Platform

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Ivalua is a cloud-based Source-to-Pay platform powered by AI Agents. Recognized as a leader by Gartner and Forrester, Ivalua empowers organizations to enhance spend visibility, automate procurement processes, manage contracts, & improve supplier collaboration across the entire purchasing lifecycle.

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Tickelia logo

Cloud-based solution for business expense management.

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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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iMX logo

Web-based financial services software for the finance sector

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iMX boosts financial services tools for banks, debt collectors, and finance officers to improve efficiency by managing business processes on a single platform. Key features include accounting integration, alerts, billing & invoicing, reporting, client & collection management, statistics, and more.

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e Wallet logo

Mobile Money eWallet

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Wallie – E Wallet is a mobile wallet system that can be assessed through various mobile devices. Thanks to this convenient system, you can process various payment services such as merchandising, money transfer, settlement of bills and prepaid top-ups through your mobile phone.

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Powens logo

We open up finance to empower consumers & businesses

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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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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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Onboarding 3.0 logo

Identity verification & facial biometrics platform for LATAM

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Onboarding 3.0 is an identity verification solution for end-to-end financial product onboarding in LATAM. With biometric and ID capture/OCR capabilities, this solution is designed to validate and authenticate customers while streamlining sales processes for teams.

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OneCore logo

Financial services solution for Microsoft Dynamics

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OneCore for Microsoft Dynamics is a financial services software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

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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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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Particeep Plug logo

Opening financial product distribution

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Turnkey financial services distribution solution.

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Finsemble logo

Desktop integration software for contact centers & traders

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Finsemble is a desktop integration software that helps contact centers, traders, and salespeople connect and sync data across legacy, modern, in-house, and third-party applications. Administrators can integrate any type of application to link, communicate, and share workflows and other information.

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Sharetec logo

The Technology of Simplicity

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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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Silae Expense logo
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Générateur de sérénité, créateur de performance

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Silae Expense is an expense management solution for small and medium-sized companies. Much more than a simple expense management solution, Silae Expense uses Cloud & AI technologies to offer a unique user experience accessible anywhere, anytime and on any device, via Jenji applications.

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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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OIXIO Leasing | Loans logo
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Leasing and consumer credit contract management solution.

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OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

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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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CreditorWatch logo
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Identify risky customers, protect your business and get paid

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CreditWatch provides tools and insights for businesses to identify risky customers, minimise risk, and protect their business to ensure they get paid.

From business credit reports, online application forms, automated credit decisioning, all the way through to automated collection software.

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Tiimely logo
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Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

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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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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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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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IronClad Family logo
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Holistic asset management solution for financial advisors

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IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

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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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