Best Financial Services Software 2017

Financial services software is focused on common use-cases in the financial and banking sectors. You will find solutions that assist in the task of stock trading, financial analysis of companies, while some products are designed to support other mission critical segments within the financial services industry. Other solutions cover insurance and risk management, as well as security and contract management. Software products designed for financial services companies often help automate certain repetitive tasks, such as, invoicing, budget structuring, document management, payment processing and financial contract management using digital signatures. 


eSignLive

eSignLive 89

(648)

Trusted by the world’s most security-conscious brands, eSignLive helps organizations get documents securely e-signed – anywhere, any time and on any device. More Information...

CardPointe

CardPointe 57

(0)

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. More Information...

DealCloud

DealCloud 39

(0)

The DealCloud Platform offers the finest capabilities to power the deal making process, going beyond the limitations of traditional CRMs putting clients capital to work. More Information...

Zimple

Zimple 21

(0)

Cloud based solution for private and regulated lenders; automates loan accounting, ACH payment processing and provides a common work space. For Enterprise, SMB & Consumer. More Information...

Moroku

Moroku 19

(0)

Moroku Gamesystem is a financial services focused gamification platform. More Information...

Canopy

Canopy 8

(0)

Canopy is a financial data aggregation, visualization, analytics, and reporting platform for high net-worth individuals and their wealth managers to make sense of their data. More Information...

Formula Stocks

Formula Stocks 4

(0)

Formula Stocks provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%. Invest intelligently! More Information...

Little Green Light

Little Green Light 69

(0)

A scalable, all-in-one fundraising and donor cloud-based CRM that is intuitive and easy to use. Advanced features include data segmentation, event tracking, and data analysis. More Information...

WorkWave

WorkWave 67

(1)

WorkWave is a Field Service Management, Office Management, and Marketing Solutions software. More Information...

CreditOnline

CreditOnline 45

(0)

Loan management system ready for any aspect of loan business with fully automated loan life cycle process. With over 80 successful projects in 8 countries over past 6 years. More Information...

Satago

Satago 44

(0)

Transform your cash flow with Satago - Connect to your accounting software in minutes and get paid on time, save time and reduce risk and access short-term funding. More Information...

Lively HSA

Lively HSA 43

(0)

Lively is a Health Savings Account platform for employers and individuals. A 401(k) for healthcare. Free for Individuals. More Information...

Katipult

Katipult 41

(0)

Investment management software for commercial real estate. Raise capital and manage investors with a full cycle product, from deal marketing through to investor reporting. More Information...

ContractZen

ContractZen 33

(0)

ContractZen is a cloud service that features several electronic signature methods, metadata-driven document management, datarooms (VDR), meeting management and much more. More Information...

iRooms

iRooms 33

(0)

iRooms Virtual Data Room is an online platform used for secure online file storage and collaboration during M&A, real estate, and other highly sensitive transactions. More Information...

iiPay

iiPay 31

(0)

Integrated International Payroll (iiPay) is a market leader in cloud-based global payroll solutions on the strength of technology that solves the global payroll gap. More Information...

SDK.finance

SDK.finance 24

(0)

Powerful FinTech Engine that simply works. SDK.finance is the back-end software for the quickest start of FinTech products for banks and entrepreneurs. More Information...

FinSentS

FinSentS 17

(0)

FinSentS is a cutting edge information portal powered by proprietary Natural Language Processing technology. It is coupled with a low latency algorithmic trading portal. More Information...

Owlin

Owlin 14

(0)

Never miss a risk, opportunity or emerging trend. Our news analysis algorithms provide you with intelligence on all events relevant to your business in near real-time. More Information...

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