Best Financial Services Software Products
2025
Nothing but the best software. G2 is proud to share our 2025 list of the Best Financial Services Software Products
Find the best software for anything and everything you want to accomplish, as decided by software buyers on the world’s largest and most trusted software marketplace. Based on honest reviews and ratings from our G2 users this year, this list features the top software products found on G2.
Top 5 Best Financial Services Software Products:
Best Software by Function / Financial Services Products
This is a new list for 2025. Out of 4,386 total products in this category — and 488 that were eligible for the 2025 Best Software Awards — here are the 50 best software products.
1
AMS360
Insurance Agency Management Systems
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Agency Management Systems Winter 2026
Momentum Leader Insurance Agency Management Systems Winter 2026
Momentum Leader Insurance Agency Management Systems Fall 2025
Grid Leader Insurance Agency Management Systems Fall 2025
2
Morningstar Direct
Investment Portfolio Management
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded rep
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded rep
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Financial Research Winter 2026
Grid Leader Investment Portfolio Management Winter 2026
Implementation Leader Investment Portfolio Management Winter 2026
Europe Leader Financial Research Winter 2026
EMEA Leader Financial Research Winter 2026
3
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Investment Portfolio Management
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Financial Research Winter 2026
Grid Leader Investment Portfolio Management Winter 2026
Momentum Leader Investment Portfolio Management Winter 2026
Momentum Leader Financial Research Winter 2026
Implementation Leader Investment Portfolio Management Winter 2026
4
Applied Epic
Insurance Agency Management Systems
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Insurance Agency Management Systems Winter 2026
Grid Leader Insurance Agency Management Systems Winter 2026
Grid Leader Insurance Agency Management Systems Fall 2025
Momentum Leader Insurance Agency Management Systems Fall 2025
5
SAS Risk Management
Financial Risk Management
SAS Risk Management is a comprehensive solution designed to help financial institutions and enterprises effectively identify, assess, and manage various types of risks, including credit, market, and operational risks. By leveraging advanced analytics and machine learning, it enables organizations to
SAS Risk Management is a comprehensive solution designed to help financial institutions and enterprises effectively identify, assess, and manage various types of risks, including credit, market, and operational risks. By leveraging advanced analytics and machine learning, it enables organizations to
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Best Global Sellers 2025
Grid Leader Financial Risk Management Winter 2026
Momentum Leader Financial Risk Management Winter 2026
Momentum Leader Financial Risk Management Fall 2025
Grid Leader Financial Risk Management Fall 2025
Grid Leader Financial Risk Management Summer 2025
Grid Leader Financial Risk Management Spring 2025
6
Guidewire ClaimCenter
Insurance Claims Management
Guidewire ClaimCenter is a comprehensive claims management solution designed to streamline the entire claims lifecycle for property and casualty (P&C) insurers. From initial claim intake to final resolution, ClaimCenter enhances operational efficiency, ensures accurate outcomes, and elevates custome
Guidewire ClaimCenter is a comprehensive claims management solution designed to streamline the entire claims lifecycle for property and casualty (P&C) insurers. From initial claim intake to final resolution, ClaimCenter enhances operational efficiency, ensures accurate outcomes, and elevates custome
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Insurance Claims Management Winter 2026
Grid Leader Insurance Claims Management Winter 2026
Momentum Leader Insurance Claims Management Fall 2025
Grid Leader Insurance Claims Management Fall 2025
Relationship Leader Insurance Claims Management Fall 2025
Grid Leader Insurance Claims Management Summer 2025
Momentum Leader Insurance Claims Management Summer 2025
Grid Leader Insurance Claims Management Spring 2025
7
Amazon Finspace
Financial Analytics
Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integratin
Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integratin
Reviews
Categories
G2 Awards
Best Global Sellers 2025
Best Financial Service Software Products 2025
Grid Leader Financial Analytics Winter 2026
Momentum Leader Financial Analytics Winter 2026
Grid Leader Financial Analytics Fall 2025
Grid Leader Financial Analytics Summer 2025
Grid Leader Financial Analytics Spring 2025
8
PitchBook
Financial Research
Global Private Equity & Venture Capital Data
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Asia Pacific Leader Financial Research Winter 2026
Asia Leader Financial Research Winter 2026
Relationship Leader Financial Research Winter 2026
EMEA Leader Financial Research Winter 2026
Europe Leader Financial Research Winter 2026
Grid Leader Financial Research Winter 2026
9
QQCatalyst
Insurance Agency Management Systems
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Agency Management Systems Winter 2026
Momentum Leader Insurance Agency Management Systems Winter 2026
Grid Leader Insurance Agency Management Systems Fall 2025
Momentum Leader Insurance Agency Management Systems Fall 2025
Grid Leader Insurance Agency Management Systems Summer 2025
10
Maximizer
CRM
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Financial Services CRM Winter 2026
Italy High performer CRM Winter 2026
Canada Leader CRM Winter 2026
Canada High performer CRM Winter 2026
EMEA High performer CRM Winter 2026
Europe Leader CRM Winter 2026
11
DealCloud
Financial Services CRM
DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
12
EZLynx
Insurance Compliance
EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance
EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Compliance Winter 2026
Momentum Leader Insurance Compliance Winter 2026
Usability Leader Insurance Compliance Winter 2026
Relationship Leader Insurance Compliance Winter 2026
Implementation Leader Insurance Compliance Winter 2026
Grid Leader Insurance Agency Management Systems Winter 2026
Grid Leader Underwriting & Rating Winter 2026
13
PL Rating
Underwriting & Rating
Enhance your customer experience with real-time personal lines rates.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Underwriting & Rating Winter 2026
Grid Leader Underwriting & Rating Winter 2026
Grid Leader Underwriting & Rating Fall 2025
Momentum Leader Underwriting & Rating Fall 2025
Relationship Leader Underwriting & Rating Summer 2025
Momentum Leader Underwriting & Rating Summer 2025
Grid Leader Underwriting & Rating Summer 2025
Grid Leader Underwriting & Rating Spring 2025
14
Creatio Financial Services
Financial Services CRM
Creatio is a unified no-code platform that helps financial organizations automate workflows and CRM with AI. It enables end-to-end orchestration across front-, middle-, and back-office operations, eliminating silos and boosting collaboration. From credit scoring and onboarding to fraud prevention an
Creatio is a unified no-code platform that helps financial organizations automate workflows and CRM with AI. It enables end-to-end orchestration across front-, middle-, and back-office operations, eliminating silos and boosting collaboration. From credit scoring and onboarding to fraud prevention an
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
15
Wealthbox CRM
Financial Services CRM
CRM for Financial Advisors
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Implementation Leader Financial Services CRM Winter 2026
Results Leader Financial Services CRM Winter 2026
Grid Leader Financial Services CRM Winter 2026
Usability Leader Financial Services CRM Winter 2026
Implementation Leader Financial Services CRM Fall 2025
16
LendingPad
Loan Origination
Loan Origination System is a full-featured, 100% cloud-based, forward-thinking enterprise LOS. It is designed for all of your daily origination needs including borrower engagement (Point-of-Sale), team interactions, processing, document management and connectivity to your favorite service providers.
Loan Origination System is a full-featured, 100% cloud-based, forward-thinking enterprise LOS. It is designed for all of your daily origination needs including borrower engagement (Point-of-Sale), team interactions, processing, document management and connectivity to your favorite service providers.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Loan Origination Winter 2026
Momentum Leader Loan Origination Winter 2026
Implementation Leader Loan Origination Fall 2025
Grid Leader Loan Origination Fall 2025
Results Leader Loan Origination Fall 2025
Momentum Leader Loan Origination Fall 2025
Implementation Leader Loan Origination Summer 2025
17
Riskonnect Claims Management
Insurance Claims Management
Ventiv Technology is a leading global provider of innovative risk and insurance software solutions for a vast array of industries, serving some of the largest companies in the world. Committed to excellence in data analytics, technology and customer success, Ventiv transforms the way companies manag
Ventiv Technology is a leading global provider of innovative risk and insurance software solutions for a vast array of industries, serving some of the largest companies in the world. Committed to excellence in data analytics, technology and customer success, Ventiv transforms the way companies manag
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Claims Management Winter 2026
Momentum Leader Insurance Claims Management Winter 2026
Grid Leader Insurance Claims Management Fall 2025
Momentum Leader Insurance Claims Management Fall 2025
Momentum Leader Insurance Claims Management Summer 2025
Momentum Leader Insurance Claims Management Spring 2025
18
Mortgage Automator
Loan Origination
A True End-To-End Loan Origination Platform for All Your Private Lending Needs
A True End-To-End Loan Origination Platform for All Your Private Lending Needs
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Loan Origination Winter 2026
Results Leader Loan Servicing Winter 2026
Usability Leader Loan Servicing Winter 2026
Grid Leader Loan Origination Winter 2026
Relationship Leader Loan Origination Winter 2026
Grid Leader Loan Servicing Winter 2026
Momentum Leader Loan Servicing Winter 2026
Relationship Leader Loan Servicing Winter 2026
19
Practifi
Financial Services CRM
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insur
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insur
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Best Australia & New Zealand Products 2025
Grid High performer Financial Services CRM Winter 2026
Grid High performer Financial Services CRM Fall 2025
Grid High performer Financial Services CRM Summer 2025
Momentum Leader Financial Services CRM Summer 2025
Grid Leader Financial Services CRM Summer 2025
Grid High performer Financial Services CRM Spring 2025
20
CloudBankin
Loan Origination
CloudBankin, a financial inclusion software, is customizable, modular and built on a robust platform.
CloudBankin, a financial inclusion software, is customizable, modular and built on a robust platform.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Usability Leader Loan Origination Winter 2026
Usability Leader Loan Servicing Winter 2026
Implementation Leader Loan Origination Winter 2026
Implementation Leader Loan Servicing Winter 2026
21
Flinks
Financial Data APIs
Flinks provides an open banking platform that makes it easy and efficient to use financial data. Connectivity lets you connect your users’ financial accounts from institutions across the US and Canada, to access KYC/KYB information, transactional data, and assets. Enrichment lets you turn raw financ
Flinks provides an open banking platform that makes it easy and efficient to use financial data. Connectivity lets you connect your users’ financial accounts from institutions across the US and Canada, to access KYC/KYB information, transactional data, and assets. Enrichment lets you turn raw financ
Reviews
Categories
G2 Awards
Best Canadian Sellers 2025
Best Financial Service Software Products 2025
Americas Leader Financial Data APIs Winter 2026
Grid Leader Financial Data APIs Winter 2026
Americas Leader Financial Data APIs Fall 2025
Grid Leader Financial Data APIs Fall 2025
Grid High performer Financial Data APIs Fall 2025
Americas Leader Financial Data APIs Summer 2025
Implementation Leader Financial Data APIs Summer 2025
22
Koyfin
Financial Research
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin pro
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin pro
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Relationship Leader Financial Research Winter 2026
Momentum Leader Financial Analytics Winter 2026
Momentum Leader Investment Portfolio Management Winter 2026
Relationship Leader Investment Portfolio Management Winter 2026
Relationship Leader Financial Analytics Winter 2026
Grid Leader Financial Analytics Winter 2026
23
TradingView
Financial Analytics
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Brokerage Trading Platforms Winter 2026
Asia Pacific Leader Brokerage Trading Platforms Winter 2026
Momentum Leader Brokerage Trading Platforms Winter 2026
Asia Leader Brokerage Trading Platforms Winter 2026
Grid Leader Financial Analytics Winter 2026
Momentum Leader Brokerage Trading Platforms Fall 2025
Grid Leader Brokerage Trading Platforms Fall 2025
24
The Mortgage Office Loan Servicing
Loan Servicing
The Mortgage Office Loan Servicing is a module that streamlines and automates your current loan servicing tasks allowing you to assign funding sources per loan, track loan charges and advances, process payments, and more.
The Mortgage Office Loan Servicing is a module that streamlines and automates your current loan servicing tasks allowing you to assign funding sources per loan, track loan charges and advances, process payments, and more.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Loan Servicing Winter 2026
Relationship Leader Loan Servicing Winter 2026
Momentum Leader Loan Servicing Winter 2026
Grid Leader Loan Origination Winter 2026
Relationship Leader Loan Origination Winter 2026
Usability Leader Loan Origination Winter 2026
Momentum Leader Loan Servicing Fall 2025
25
ePayPolicy
Insurance Billing
The simplest way for commercial insurance agencies and brokers to collect electronic payments securely and effortlessly.
The simplest way for commercial insurance agencies and brokers to collect electronic payments securely and effortlessly.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
26
Temenos Infinity
Digital Customer Onboarding
Temenos Infinity is the platform for business transformation that helps financial institutions to accelerate their digital transformation initiatives, bringing world-class front and middle office transactional capabilities. It enables financial institutions to reimagine the way that they engage with
Temenos Infinity is the platform for business transformation that helps financial institutions to accelerate their digital transformation initiatives, bringing world-class front and middle office transactional capabilities. It enables financial institutions to reimagine the way that they engage with
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
27
AgencyZoom
Insurance CRM
Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.
Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid High performer Insurance Agency Management Systems Spring 2025
28
Bridge Insure
Insurance Agency Management Systems
Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Br
Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Br
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Usability Leader Insurance Agency Management Systems Winter 2026
Results Leader Insurance Agency Management Systems Winter 2026
Relationship Leader Insurance Agency Management Systems Winter 2026
Implementation Leader Insurance Agency Management Systems Winter 2026
29
Affinity
Venture Capital Management
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
30
eMoney
Financial Analytics
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Financial Analytics Winter 2026
Momentum Leader Financial Analytics Winter 2026
Grid Leader Investment Portfolio Management Winter 2026
Grid High performer Investment Portfolio Management Winter 2026
Momentum Leader Financial Analytics Fall 2025
Grid Leader Financial Analytics Fall 2025
31
Salesforce Financial Services Cloud
Financial Services CRM
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Best Global Sellers 2025
Relationship Leader Financial Services CRM Winter 2026
Grid Leader Financial Services CRM Winter 2026
Momentum Leader Financial Services CRM Winter 2026
Grid Leader Financial Services CRM Fall 2025
Momentum Leader Financial Services CRM Fall 2025
32
AgentSync
Insurance Compliance
AgentSync is building a frictionless producer management tool that removes barriers to innovation, enables efficiency and scaling, and lets each stakeholder focus on doing their job better. AgentSync tackles all elements of producer management, including: onboarding, contracting, licensing verificat
AgentSync is building a frictionless producer management tool that removes barriers to innovation, enables efficiency and scaling, and lets each stakeholder focus on doing their job better. AgentSync tackles all elements of producer management, including: onboarding, contracting, licensing verificat
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Compliance Fall 2025
Momentum Leader Insurance Compliance Fall 2025
Grid Leader Insurance Compliance Spring 2025
33
Duck Creek Policy
Property & Casualty Policy Administration Systems
Duck Creek Policy allows you to manage the entire policy lifecycle from quote to bind to issue, as well as administer amendments, endorsements, renewals and cancellations.
Duck Creek Policy allows you to manage the entire policy lifecycle from quote to bind to issue, as well as administer amendments, endorsements, renewals and cancellations.
Reviews
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Underwriting & Rating Winter 2026
Grid Leader Underwriting & Rating Winter 2026
Momentum Leader Underwriting & Rating Fall 2025
Grid Leader Underwriting & Rating Fall 2025
Momentum Leader Underwriting & Rating Summer 2025
Grid Leader Underwriting & Rating Summer 2025
Grid Leader Underwriting & Rating Spring 2025
34
Upgrade
Loan Origination
Upgrade is an online lending platform that delivers affordable credit products & free credit monitoring.
Upgrade is an online lending platform that delivers affordable credit products & free credit monitoring.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Momentum Leader Loan Origination Winter 2026
Momentum Leader Loan Origination Fall 2025
Momentum Leader Loan Origination Summer 2025
Momentum Leader Loan Origination Spring 2025
35
Jenesis
Insurance Agency Management Systems
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Usability Leader Insurance Agency Management Systems Winter 2026
Relationship Leader Insurance Agency Management Systems Winter 2026
Grid High performer Insurance Agency Management Systems Winter 2026
Grid High performer Insurance Agency Management Systems Fall 2025
36
QuickBooks Capital
Loan Origination
Great rates, fast funding. Apply right from your QuickBooks — without affecting your credit score.
Great rates, fast funding. Apply right from your QuickBooks — without affecting your credit score.
Reviews
Categories
G2 Awards
Best Global Sellers 2025
Best Financial Service Software Products 2025
37
Ideagen Audit Analytics
Financial Research
Ideagen Audit Analytics is the only insights database for the audit industry. It is a rich source of data for audit firms and consultants who want to grow their business, policy developers, and academic researchers. Over 450 institutions and thousands of professionals use it every day for expert and
Ideagen Audit Analytics is the only insights database for the audit industry. It is a rich source of data for audit firms and consultants who want to grow their business, policy developers, and academic researchers. Over 450 institutions and thousands of professionals use it every day for expert and
Reviews
Categories
G2 Awards
Best UK Sellers 2025
Best Financial Service Software Products 2025
Usability Leader Financial Research Winter 2026
Best EMEA Sellers 2025
Europe High performer Financial Research Winter 2026
EMEA High performer Financial Research Winter 2026
Grid High performer Financial Research Winter 2026
Europe High performer Financial Research Fall 2025
EMEA High performer Financial Research Fall 2025
38
HawkSoft
Insurance Agency Management Systems
HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.
HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Agency Management Systems Winter 2026
Grid High performer Insurance Agency Management Systems Winter 2026
Grid Leader Insurance Agency Management Systems Fall 2025
Grid High performer Insurance Agency Management Systems Fall 2025
Grid High performer Insurance Agency Management Systems Summer 2025
Grid Leader Insurance Agency Management Systems Spring 2025
39
TaxDome
Tax Practice Management
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Best Fastest Growing Products 2025
Grid Leader Tax Practice Management Winter 2026
Momentum Leader Tax Practice Management Winter 2026
Grid Leader Client Portal Winter 2026
Momentum Leader Accounting Practice Management Winter 2026
Momentum Leader Client Portal Winter 2026
Grid Leader Accounting Practice Management Winter 2026
40
NextAgency
Life & Health Insurance Agency Management
NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.
NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.
Reviews
G2 Awards
Best Financial Service Software Products 2025
Relationship Leader Insurance Agency Management Systems Winter 2026
Grid High performer Insurance Agency Management Systems Winter 2026
Relationship Leader Insurance Agency Management Systems Fall 2025
41
Guidewire PolicyCenter
Property & Casualty Policy Administration Systems
Guidewire PolicyCenter is a comprehensive policy administration system designed to streamline the entire policy lifecycle for property and casualty (P&C) insurers. It enables rapid product design, efficient underwriting, and seamless policy management, allowing insurers to quickly adapt to market ch
Guidewire PolicyCenter is a comprehensive policy administration system designed to streamline the entire policy lifecycle for property and casualty (P&C) insurers. It enables rapid product design, efficient underwriting, and seamless policy management, allowing insurers to quickly adapt to market ch
Reviews
G2 Awards
Best Financial Service Software Products 2025
42
Sagitta
Insurance Agency Management Systems
Streamline operations and power up profitability in your large agency or brokerage.
Streamline operations and power up profitability in your large agency or brokerage.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
43
Plaid
Financial Data APIs
Plaid enables applications to connect with users' bank accounts.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Results Leader Financial Data APIs Winter 2026
Results Leader Financial Data APIs Fall 2025
Momentum Leader Financial Data APIs Summer 2025
Momentum Leader Financial Data APIs Spring 2025
Results Leader Financial Data APIs Spring 2025
44
iDenfy
Identity Verification
IDenfy is an online identity verification company, helping to reduce frauds and makes business smoother and more profitable
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Best Data Privacy Software Products 2025
Relationship Leader Fraud Detection Winter 2026
Relationship Leader Web Security Winter 2026
Momentum Leader Digital Customer Onboarding Winter 2026
Europe Leader Identity Verification Winter 2026
Results Leader Biometric Authentication Winter 2026
Usability Leader Identity Verification Winter 2026
Relationship Leader Identity Verification Winter 2026
45
Flippa
Deal Sourcing
Flippa is the #1 global online marketplace to buy and sell online businesses and digital assets. It’s where online business owners meet to trade assets, from eCommerce stores, blogs, SaaS companies, mobile apps, social media accounts, newsletters and other online businesses. In a time where there a
Flippa is the #1 global online marketplace to buy and sell online businesses and digital assets. It’s where online business owners meet to trade assets, from eCommerce stores, blogs, SaaS companies, mobile apps, social media accounts, newsletters and other online businesses. In a time where there a
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
46
YCharts
Financial Research
The Financial Terminal of the Web.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Relationship Leader Financial Research Winter 2026
Grid Leader Financial Research Winter 2026
Momentum Leader Financial Research Winter 2026
Relationship Leader Financial Research Fall 2025
Grid Leader Financial Research Fall 2025
47
BenefitPoint
Insurance Agency Management Systems
BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.
BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Insurance Agency Management Systems Winter 2026
Grid Leader Insurance Agency Management Systems Fall 2025
Grid Leader Insurance Agency Management Systems Summer 2025
48
Merge Unified
Unified APIs
Merge Unified is the leading Unified API for thousands of organizations, including frontier LLMs, Fortune 500 organizations, and other B2B SaaS companies. It allows developers to integrate once with Merge and instantly access 220+ integrations across accounting, HRIS, ATS, CRM, file storage, knowled
Merge Unified is the leading Unified API for thousands of organizations, including frontier LLMs, Fortune 500 organizations, and other B2B SaaS companies. It allows developers to integrate once with Merge and instantly access 220+ integrations across accounting, HRIS, ATS, CRM, file storage, knowled
Reviews
Categories
G2 Awards
Best Development Software Products 2025
Best Financial Service Software Products 2025
Usability Leader Financial Data APIs Winter 2026
Grid Leader Unified APIs Winter 2026
Relationship Leader Unified APIs Winter 2026
Usability Leader Unified APIs Winter 2026
49
FundingCircle
Loan Origination
Funding Circle provides affordable business loans through online marketplace.
Funding Circle provides affordable business loans through online marketplace.
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
50
Asset-Map
Financial Analytics
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover op
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover op
Reviews
Categories
G2 Awards
Best Financial Service Software Products 2025
Grid Leader Financial Analytics Winter 2026
Relationship Leader Financial Analytics Winter 2026
Grid High performer Financial Analytics Winter 2026
Relationship Leader Financial Analytics Fall 2025
Momentum Leader Financial Analytics Fall 2025
Grid Leader Financial Analytics Fall 2025
FAQs
What are the G2 Best Software Awards?
G2’s annual Best Software Awards rank the world’s best software companies and products based on authentic, timely reviews from real users and publicly available market presence data.
How are the winners determined?
Dozens of lists are generated based on G2’s verified user reviews and publicly available market presence data. G2 uses Satisfaction and Market Presence scores to rank products and vendors across different categories. Scores are first calculated within categories for all products with at least one review in the past year, which also appears on at least one G2 Grid® (having at least 10 total reviews) for a category that aligns with a Best Software list. Scores are then aggregated and compared based on the scoring criteria for each of the three Best Software lists: Best Software Companies, Best Software Products, and Best Software by Function.
Read more about the methodology used to calculate G2’s Best Software Awards here.
How does a vendor become eligible for the awards?
To be eligible for one of G2’s Best Software Companies or Products lists, a software product or company must have at least one review in the prior calendar year. Products must also appear on at least one G2 Grid® (having at least 10 total reviews all time) for a category that aligns with a Best Software list. Scores reflect only data from reviews submitted during the evaluation period (January 1st, 2024 - December 31, 2024).
Can software sellers and products win multiple awards?
Yes. A software seller and/or product has the potential to be named on multiple lists based on its eligibility and rankings.
How are reviews verified and vetted?
Authenticity and trust are paramount to our approach to review collection, moderation, and publishing. It is our aim to ensure every review is the honest opinion of a real user and their own experience with a product or service. Every review submitted to G2 undergoes rigorous moderation. We verify user identities and use over 43 data points and consistent guidelines to ensure authenticity. In fact, G2 rejects over one-third of the reviews submitted for not meeting those guidelines and standards. And while we see the clear opportunity for AI and are using it to fuel our own innovations, G2 maintains that reviews should come from genuine user experiences, only allowing AI for minor content enhancements but not review generation. For more information, view G2’s community guidelines.
Were G2’s 2025 Best Software lists researched and published using the same methodology and criteria as past years? If not, what is new?
Some eligibility requirements have changed for Best Software 2025. Changes for 2025 include:
Vendors no longer need 50+ reviews to qualify for the awards. To be considered for one of G2’s Best Software Sellers or Best Software Products Lists, a software company must have at least one review over the prior calendar year. Products must also appear on at least one G2 Grid® (having at least 10 total reviews all time) for a child category that aligns with a Best Software list.
This change was made to expand eligibility for vendors and products on G2 while simplifying the requirements, making it easier to be considered. However, on the most competitive Best Software lists, winners typically have hundreds or even thousands of reviews.
For the Functional Product Lists, a product’s percentage of categories and reviews earned within that functional list will be used as a factor in scoring. Previously, we considered representation across all categories across G2.
We believe this change will provide a better representation of the top-ranked products for each functional product list.
We also added the following new lists in 2025:
Best Governance, Risk & Compliance Software Products
Best Supply Chain & Logistics Software Products
Best Hosting Software Products
Best Data Privacy Software Products
Best Healthcare Software Products
Best Non-Profit Software Products
Best Legal Software Products
Best Financial Services Software Products
Best Real Estate Software Products
How can I promote my Best Software Award recognition if I am named a winner?
All winners will receive an email from G2 providing promotional materials and instructions, including templates and guidelines for:
Accessing their Best Software Award badge(s) in my.g2
Promoting their recognition via news announcements
Celebrating with customizable social media graphics
How will G2 celebrate the winners?
G2 will celebrate award winners through a series of promotions, including news announcements, social media posts, emails, website banners, and more. While some winners will be featured on billboards in New York City, this is limited to select top winners pre-determined by G2.
How are the Best Software Awards different from G2’s quarterly reports?
Key differences between G2’s Best Software Awards and Market Reports include:
- Best Software consists of annual awards lists accessed without log-in required, whereas Seasonal Market Reports are quarterly detailed reports viewed only by logging into my.g2.
- There are also differences in eligibility criteria and the depth and breadth of the product & vendor recognition.
- Learn more here.
