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Financial Services Software - Page 6

Last updated: May 2026

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175 software options

AlphaSense logo
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AI-enabled market intelligence platform

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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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Torobase logo
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Simplify your trading journey with Torobase

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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

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Solución Neurona logo
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SaaS financial management solution

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Neurona is a cloud platform for the management of funds in international money transfers with a payment engine, collections, and connections to massive channels (batch) or online channels. It allows external networks such as ACH, low-value networks such as cards, wallets, and others to connect with cases. There are also 14 additional modules including a Transactional Portal and Transfiya.

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B1 Financial logo
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Financial and credit management solution

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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.

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MarketAlpha logo
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Scan Real-Time Setups. Skip Manual Charting.

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MarketAlpha is a real-time U.S. equities screener that automates charting and trade planning by turning visual market structure into scannable setups.

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Oracle Financial Services Lending and Leasing logo
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Cloud-based loan origination software

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Oracle Financial Services Lending and Leasing is a cloud-based software, which helps organizations streamline the lending process from origination to servicing through collections. The asset finance software manages loans, leases, and lines of credit products on a centralized platform.

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IR.Manager logo
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Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Vikhon logo
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HR analytics platform

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Vikhon is an intelligence platform for strategic HRs integrated with Business.

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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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gator logo
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Cloud-based open banking solution

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Designed around a single API, the gator solution allows users to integrate the synchronization of banking data into their sales processes to automate their business processes, limit risks, accelerate decision-making and improve customer qualification.

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OrbisPay logo
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Payday, Everyday

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Empowering employees to get access to their wages when they need it most.

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Flowie logo
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The ultimate Procurement and Finance Operations platform

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Flowie is a state-of-the-art Procurement and Finance Operations platform designed for mid-size and large businesses, streamlining P2P, O2C, and Cash Flow management. Offering global invoice handling in over 60 countries with full tax compliance, it integrates seamlessly with all your tools.

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Kovair ALM logo
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End-to-end application lifecycle management solution

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

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FinX logo
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Turns financial data into actionable insights

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FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

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GoldenSource Enterprise Data Management logo
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Financial Markets' Data Management - Software & Services

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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

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Cash & Credit logo
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Accelerate cash inflow & Control customer risk

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Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

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Banqsoft Digital Banking logo
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Cloud-based banking system for financial institutions.

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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.

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AgentFlow logo
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Agentic AI workflow automation for financial services

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AgentFlow is a cloud-based agentic AI platform for automating finance and insurance workflows by codifying internal knowledge.

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Break Analytics logo
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IRA planning & Roth conversion tools for advisors

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Financial Cloud Works offers cloud-based IRA planning software designed for financial advisors. The platform features tools for modeling Roth conversions, calculating required minimum distributions, and navigating Inherited IRA rules under the SECURE Act. It includes tax-aware distribution planning with Qualified Charitable Distribution modeling and IRMAA impact analysis.

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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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Tiimely logo
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Cloud-based lending automation platform for banks

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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.

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Sayari Graph logo
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Maps and uncovers global business risks.

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Sayari provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. The comprehensive data illuminates commercial and supplier networks, exposes hidden risks, and ensures confidence in mission-critical decisions. Features harness the world's data for analysis and investigations. All information surfaces insights that protect global business.

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Quartr logo
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Go beyond numbers

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

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IronClad Family logo
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Holistic asset management solution for financial advisors

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IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

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VeriBranch logo
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Cloud-based branch automation software for banks

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

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