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Financial Services Software - Page 2

Last updated: February 2025

198 software options

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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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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Total Expert logo

Marketing automation tool for financial services industry

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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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Company Watch logo

Financial Risk Solutions

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Comprehensive financial risk solutions that help businesses detect, assess and avoid risk. Safeguard your business today.

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Accountfy logo

Smart Financial Platform

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Accountfy, an All-in-one platform, presents a comprehensive approach - a new perspective of platform, with integrated products for various stages of financial management, constituting solutions for Controllership, FP&A, Treasury, Workplace, Insights & Intelligence, and Connectivity & Data.

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Focus X logo

Enterprise software suite.

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Data-centric Fourth Era ERP with Embedded AI

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Serrala Suite logo

Serrala is your trusted partner for financial automation.

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Serrala is a global financial automation and B2B payments software company creating more secure payment capabilities worldwide for enterprises of all sizes. Offering truly differentiated on-premise, cloud and SaaS solutions.

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Caxton logo

API for managing overseas and local payments

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Caxton allows businesses to automate their payment processes. It can be integrated into existing workflows and gain full control over your expenses. With Caxton API, enterprises can streamline payment processes, automate local and overseas payments to suppliers and process payroll efficiently

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Probe42 logo

Drive choices with full data insights

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Probe42 is a comprehensive Indian company information search and data intelligence tool that provides effortless access to a company's financial, legal, and compliance information. With over a decade of experience in handling data, Probe42 collects, cleans, and curates information from 743 validated public domain sources, ensuring high-quality and up-to-date data for users to make better and faster business decisions.

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Najar logo

Cloud-based SaaS management solution.

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Najar: Your Financial Control Center for SaaS. Gain deep visibility into your SaaS spending, identify cost-saving opportunities, and ensure compliance. Our platform streamlines contract management, tracks usage, and provides actionable insights to optimize your SaaS investments.

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DLS Financials logo

The premier savings and loan software for dioceses!

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The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years!

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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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Equifax Ignite for Financial Services logo

Cloud-based and on-premise software for financial services

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Equifax Ignite for Financial Services is a data and analytics platform that enables financial institutions to gain insights, enhance customer experiences and reduce risk. It provides access to rich data sources and powerful analytical tools that help financial institutions to understand their customers better.

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Surfly logo

Universal Co-browsing and Collaboration Technology

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Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.

Instantly innovate your existing online interactions without changing your original application or installing software.

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Intergiro logo

Powering your business with integrated payment solutions.

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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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Finario logo

Capital planning and budgeting platform

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Finario helps businesses unify capital budgeting and project forecasting with approval workflow to deliver financial reporting automation across the investment life-cycle. It allows organizations to ensure capital reporting accuracy, generate valuable project and portfolio insights, and accelerate decision-making.

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Handit logo

Corporate performance management software

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Handit serves as a budget planning system designed for companies based in Brazil. Its scope of applicability encompasses sales, production, expenses, HR, investments, and financial aspects.

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Deepvue.tech logo

Digital customer journey creation for fintechs & lenders

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Platform that helps in creating seamless customer journeys, performing Enhanced Due Diligence Checks, and doing Risk-Based Underwriting.

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Kani logo

Financial reporting and reconciliation software for fintech

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Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.

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Inven logo

Find companies based on what they actually do

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It is simple for professionals to locate and analyze businesses operating in any niche thanks to Inven, an AI-powered programme that analyses millions of websites and pulls pertinent business data.

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Forecastr logo

Forecast with confidence.

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Forecastr is an out-of-the-box finance function for businesses. Get a dedicated expert and financial modeling software.

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PayNet Banking Platform logo

White-labeled Neo Banking and Payments Solutions

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PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:

- Payments
- Lending
- Deposits

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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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Clay logo

Smart Financial Management

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Clay is a Fintech where we create technology to control your company's finances.
From the bank reconciliation, we add technology, design and automation to the financial construction process.

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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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