Financial services software describes a family of solutions utilized by various industries involved directly with money matters. These products help financial services providers perform their basic job duties, stay compliant with regulations, and provide optimum assistance to clients. Financial services software includes tools designed specially for use within banks, loan offices, investment firms, and related organizations. The platforms included in this category can provide various features of broader software categories such as HR and Accounting and Finance, along with specialized features only applicable to these finance-related industries.
To qualify for inclusion in the Financial Services category, a product must:
vBoxxCloud is a business solution that helps manage company files.The extensive online dashboard allows users to see who has access to which folders. Users can keep track of who is connected to the cloud and manage access rights online. vBoxxCloud is available on mobile devices, laptops and desktops. If users have the same rights, they can access vBoxxCloud through the web browser, WebDAV and the Sync Tool.
Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides our unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
VestServe Investment Management System (IMS) is a fully integrated investment management and accounting solution. By integrating the front, middle and back office operations into one solution, VestServe can improve an organization's business performance while lowering total cost of ownership.
Vigilant trading software which gives you an Automated solution for Centrally manage and track compliance pertaining to insider trading and insider trading tracking, compliance control and tracking, set up trading policy, announces opening and closing of trading windows, preclearance approval, capture trade details.
A powerful and flexible solution that makes it easy for Life & Annuity, P&C, and Health insurers to administer complex commission and incentive programs. These programs may include grading of compensation, gamification, non-monetary compensation, and contingent commissions.
VUE Distributor Accelerator Suite is a platform designed for a distributors business that is flexible, scalable, and configurable to meet the business requirements of distribution. Seamlessly process electronic on-boarding, contracting, compliance, compensation management with a easy-to-use self-service portal including performance analytics.
VUE Onboarding & Compliance easily modernizes an insurers administration of producers. Automate the onboarding of new producers with digital processing that ensures regulatory compliance. Complete self-service automation of additional appointments, renewals, and terminations
The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India.
Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics and asset administration, seamlessly integrating with a firms' infrastructure and third-party vendors. The omni-channel, easy-to use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to an ever-changing regulatory landscape. The core aim is to help customers grow, remain compliant and provide high quality service to their clients.
From an extensive suite of APIs to a customised end to end platform, WealthObjects has products to meet the needs of every type of financial institution. All of our products are created to be asset class, geography, currency and back-end system agnostic to provide maximum flexibility.