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Financial Services Software - Page 5

Last updated: April 2026

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167 software options

Particeep Plug logo

Opening financial product distribution

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Turnkey financial services distribution solution.

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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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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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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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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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CRS/FATCA One logo

Compliance CRS/FATCA

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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.

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Fitsyn logo

Financial services and lead management software

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Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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ABLE Platform logo

End-to-end loan origination and loan management platform

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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.

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FINTRX Platform logo

Family Office & Investment Advisor Data

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

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Meld logo

Integration platform to build multi-vendor fintech stack

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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.

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Masttro logo

Your platform for wealth visibility, your partner for wealth

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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.

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ETNA Stock Trading API logo

Automated trading API for Fintech firms

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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.

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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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SBS Regulatory Reporting logo

Pioneering the Unified Reporting Experience

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

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Traxpay logo

Traxpay supports companies with supply chain financing

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Traxpay provides a platform for companies to network with suppliers and uncover optimization potential in supply chain financing. It provides companies with greater financial leeway, resulting in the promotion of growth options.

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Datalog TMS logo

All-in-one treasury management system for groups

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Datalog TMS is a treasury management system enabling corporate treasury departments to automate and manage activities. It centralizes automation, tracking, and control of payments and cash flow across global accounts. The SaaS platform helps users configure and manage intra-group transfers, loans, and financial compensation, simplifying bank reconciliations, internal invoice payments, and money transfers while ensuring security, compliance, and scalability.

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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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Q2 Platform logo
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Digital banking platform for banks and credit unions

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Q2 is a cloud-based mobile banking platform, which assists banks and credit unions with customer experience management and compliance. Key features include payment processing, process automation, data mapping, transaction monitoring, data security, fraud mitigation, and analytics.

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MFS PLATFORM logo
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Mobile Financial Solutions Platform

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Achieve breakthrough digital experience on our innovative Mobile Financial Solutions Platform

Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform

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Alviere Hive logo
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Embed financial services with ease.

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Alviere Hive is a banking software that offers FDIC-insured banking services to customers and processes payments via credit cards, ACH transactions, and more. Supervisors can create customizable branded cards and streamline cross-border transactions in multiple currencies.

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riskine logo
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Advisory suite for banks and insurance agencies

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riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

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Xepelin logo
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Xepelin Payments

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Xepelin is a free financing and payment platform for all companies.

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Jocata GRID logo
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Enterprise ecosystem platform for financial institutions.

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Jocata Grid is an enterprise ecosystem technology platform designed to address the specific challenges of a financial services company, providing an end-to-end digital transformation platform that integrates business applications, data, and analytics.

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Juni logo
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The financial management platform made for ecommerce

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A financial management platform made for ecommerce. Use Juni to make better decisions, scale up, and unlock the potential of your online business.

Multi-currency cards and accounts
PayPal, Stripe, and Google Ads integrations
2% cashback for your first 30 days, up to 1% thereafter

And much more

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