Best Financial Services Software in 2018

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 88

(641)

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...

Onehub

Onehub 75

(7)

Onehub provides secure enterprise file storage and sharing. More Information...

CardPointe

CardPointe 71

(0)

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

Onlinecheckwriter

Onlinecheckwriter 59

(0)

Onlinecheckwriter is an online check writing, printing, and reporting service that enable its users to print and keep track of their checks online. More Information...

DealCloud

DealCloud 57

(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...

Investfly

Investfly 35

(0)

Investfly is a cloud-based platform to build automated stock trading strategies. There is nothing to install,users can build complex strategies with a simple drag-and-drop UI. More Information...

Moroku

Moroku 30

(0)

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

Zimple

Zimple 28

(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...

Formula Stocks

Formula Stocks 19

(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...

Canopy

Canopy 17

(1)

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...

Little Green Light

Little Green Light 72

(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 66

(3)

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

Lively HSA

Lively HSA 49

(0)

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

Satago

Satago 49

(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...

Katipult

Katipult 43

(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...

FinSentS

FinSentS 41

(4)

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 33

(1)

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...

SDK.finance

SDK.finance 32

(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...

iRooms

iRooms 31

(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...

FundsUP

FundsUP 30

(0)

FundsUP is matchmaking platform to connect founders with investors. Create an online profile today and get noticed by top-tier investors around the globe! More Information...

ContractZen

ContractZen 29

(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...

CreditOnline

CreditOnline 29

(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...

iiPay

iiPay 28

(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...

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