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Financial Services

Financial Services Software - Page 8

Last updated: August 2026

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Fraud Detection

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Financial Management

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188 software options

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Lyfeguard

(0)

Secure client intelligence for wealth and legal firms

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Lyfeguard is an infrastructure platform for financial services to centralise client intelligence and life data. It surfaces advice opportunities, supports Consumer Duty compliance, and facilitates intergenerational wealth transfer through a secure, branded client portal and digital vault.

Genesis

(0)

Accelerating software innovation in finance.

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Genesis Low-Code Platform is a full-stack application development platform that is purpose-built for financial markets. It features a low-code framework with tools, components, and integrations needed to build high-performance applications with great user experiences.

Datasoft FxOffice

(0)

Foreign exchange management and corporate banking software

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Datasoft FxOffice foreign exchange management software that helps financial institutions utilize several applications to streamline corporate banking, anti-money laundering, payment processing, and trading operations. It provides a multi-currency accounting solution, which allows professionals to track financial entries into the general ledger, automatically recognize profit or loss across outstanding deals, settlements, and revaluation, and report on cashflows.

emformX

(0)

Digital Advisory Platform for Corporate Banks

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EmformX is a cloud-based digital product advisory platform enabling bank client relationship representatives to generate new upsell leads across all the corporate clients’ multibank positions such as corporate loans, currency exposure, fx, and interest rate hedges

CECL FIT

(0)

Web-based financial management software for CECL compliance

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CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

OIXIO Leasing | Loans

(0)

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.

SmartExus

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AI automation for mortgage and finance brokers

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SmartExus is an AI-powered workflow automation platform for mortgage brokers, commercial finance specialists, and asset finance professionals. It automates document analysis, extracts data from financial documents, auto-fills lender forms, and generates compliance reports. Features include a Kanban pipeline for deal tracking, integrated CRM tools, a secure client portal for document sharing, and appointment scheduling. The platform also provides role-based training and deal simulations.

Tradestaq

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AI crypto trading with automated strategies

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TradeStaq is an automated trading platform connecting strategies to cryptocurrency exchanges. It offers pre-built bots for grid, dollar-cost averaging, and arbitrage strategies, plus an AI builder converting natural language into code. Supporting over 15 exchanges like Binance and Coinbase, it includes backtesting, copy trading, and a professional manual trading terminal.

etops Advisory Hub

(0)

Financial management software

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With etops Advisory Hub, we empower efficient and personalized wealth management at scale. Accelerate client onboarding and engagement, enable mass-advisory with operational excellence, and ensure regulatory compliance and risk mitigation in our digital-first platform.

MFS PLATFORM

(0)

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

CIBIL

(0)

CIBIL API solution for instant credit score & risk insights

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CIBIL API Solution allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. It automates credit risk assessment, loan eligibility checks, and ensures accurate, compliant financial decision-making.

etops Wealth Discovery

(0)

360-degree wealth analytics with built-in compliance

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etops Wealth Discovery empowers wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient.

Q2 Platform

(0)

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.