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Financial Services Software - Page 5 (2025)
Last updated: March 2025
187 software options
Sponsored
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
We Integrate and create our solutions for Hedge Funds, Brokers, and Quantitative experts
Users also considered
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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Tickertrace is a Platform that gives you all the tools you need to trace trading opportunities in realtime.
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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.
Users also considered
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.
Users also considered
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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Masttro is an all-in-one SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions.
Users also considered
Users also considered
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more
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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.
Users also considered
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.
Users also considered
A better way to map, access and sell into the global family office & registered investment advisor landscape.
Users also considered
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.
Users also considered
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.
Users also considered
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.
Users also considered
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.
Users also considered
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.
Users also considered
SBP Regulatory Reporting automates compliance with automation, analytics, and scalable architecture for financial institutions.
Users also considered
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
Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform
Users also considered
Oracle Banking Platform is a web-based banking platform designed to help businesses in the financial services industry manage customer relationships across all products and services, consolidate back-office operations, and adopt new distribution strategies. It lets teams adopt relationship pricing that helps create value for customers and reduce attrition.
Users also considered
CoreWallet helps businesses create systems to collect, transfer and store multiple types of electronic money or digital assets.
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GoldenSource EDM – financial markets data management platform - delivering cost efficiency, innovation and compliance.
GoldenSource delivers data objectives & ROI while reducing implementation times & project risk.
Sec Ref, Market/Time Series, ESG, Product/Fund, Positions, Entity/Customer/Party/Issuer, Corp Actions
GoldenSource delivers data objectives & ROI while reducing implementation times & project risk.
Sec Ref, Market/Time Series, ESG, Product/Fund, Positions, Entity/Customer/Party/Issuer, Corp Actions
Users also considered
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.
Users also considered
AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.
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