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Financial Services
Page 3

Financial Services Software for Windows - Page 3

Last updated: February 2026

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Workflow Management(41)

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78 software options

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Onboarding 3.0

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Identity verification & facial biometrics platform for LATAM

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.

Read more about Onboarding 3.0

Users also considered

Vestio

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Integrated wealth management and financial control system

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.

Read more about Vestio

Users also considered

ABLE Platform

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end loan origination and loan management platform

ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

Read more about ABLE Platform

Users also considered

CRS/FATCA One

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

Users also considered

Intelligent Portfolio

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

Users also considered

Finsemble

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Desktop integration software for contact centers & traders

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.

Read more about Finsemble

Users also considered

Sharetec

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Read more about Sharetec

Users also considered

Silae Expense

(0)

Générateur de sérénité, créateur de performance

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.

Read more about Silae Expense

Users also considered

Kovair ALM

(0)

End-to-end application lifecycle management solution

Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

Read more about Kovair ALM

Users also considered

Banqsoft Digital Banking

(0)

Cloud-based banking system for financial institutions.

Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

Read more about Banqsoft Digital Banking

Users also considered

Seedbase

(0)

Cloud-based and on-premise financial services software

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.

Read more about Seedbase

Users also considered

OIXIO Leasing | Loans

(0)

Leasing and consumer credit contract management solution.

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.

Read more about OIXIO Leasing | Loans

Users also considered

Worth

(0)

Workflow automation platform for onboarding & underwriting

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.

Read more about Worth

Users also considered

Kovair ALM

(0)

End-to-end application lifecycle management solution

Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

Read more about Kovair ALM

Users also considered

B1 Financial

(0)

Financial and credit management solution

B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

Read more about B1 Financial

Users also considered

Argyle

(0)

Simply powerful payroll connections

Argyle—the leading payroll connectivity platform—connects businesses to consumer payroll records to power efficiency, automation, and innovation in financial services. Argyle connects businesses to 85% of consumer payroll records to power automation and innovation in financial services.

Read more about Argyle

Users also considered

Torobase

(0)

Simplify your trading journey with Torobase

Torobase is an online trading platform catering to traders interested in forex and cryptocurrency. With a modern and secure trading platform, access to high leverage, low spreads, instant execution, and no commission fees, Torobase provides the necessary tools for both novice and experienced traders

Read more about Torobase

Users also considered

CreditorWatch

(0)

Identify risky customers, protect your business and get paid

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.

Read more about CreditorWatch

Users also considered

Tiimely

(0)

Cloud-based lending automation platform for banks

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.

Read more about Tiimely

Users also considered

VeriBranch

(0)

Cloud-based branch automation software for banks

Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

Read more about VeriBranch

Users also considered

Quartr

(0)

Go beyond numbers

Transforming the way finance professionals conduct qualitative public market research through world-class products, covering over 10,000 public companies globally.

Read more about Quartr

Users also considered

Banqsoft Digital Banking

(0)

Cloud-based banking system for financial institutions.

Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

Read more about Banqsoft Digital Banking

Users also considered

Seedbase

(0)

Cloud-based and on-premise financial services software

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.

Read more about Seedbase

Users also considered

OIXIO Leasing | Loans

(0)

Leasing and consumer credit contract management solution.

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.

Read more about OIXIO Leasing | Loans

Users also considered

Worth

(0)

Workflow automation platform for onboarding & underwriting

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.

Read more about Worth

Users also considered

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