Best Other Finance & Insurance Software

    Compare Other Finance & Insurance Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    (26)4.9 out of 5

    MicroAcquire is a startup acquisition marketplace that helps entrepreneurs find acquirers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    (23)3.9 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate, easy Social Security strategy identification and comparison -View alternate Social Security strategies -Break-even chart to see which strategy produces the best result over all life expectancy combinations -Marketing tools, including a client-facing seminar, brochure, and direct mailer example

    (7)4.1 out of 5

    MANAGE BILLING, PAYMENTS, COMPENSATION, POSITIONS, AND CLIENT COMMISSION AGREEMENTS ACROSS ASSET CLASSES, INCLUDING EQUITIES, OPTIONS FOREIGN EXCHANGE, AND FIXED INCOME. Ignite's Firm58 solution is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee mana

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    (6)4.3 out of 5

    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impac

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    (3)5.0 out of 5

    Community Banking Information System

    (3)4.3 out of 5

    Identify trends, generate and test hypotheses, and develop viewpoints and research. Loaded with 70 years of information, Datastream is the world’s most comprehensive financial time series database. The foundations for building your own macroeconomic analysis, creating market scenarios, and testing investment strategies should be deep and rock-solid. Welcome to Datastream, our historical financial database with over 35 million individual instruments or indicators across all major asset classes

    (3)3.0 out of 5

    For the last 20+ years, LowerMyBills has been focused on helping people navigate the world of finances, providing them with savings and money-making opportunities through our relationships with service providers across mortgage, credit cards, loans, insurance, banking, home services and personal finance.

    (3)2.8 out of 5

    Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    (2)2.3 out of 5

    Comprehensive global investment research platform to manage research production, distribution, connection, consumption and intelligence

    (2)3.8 out of 5

    CircleUp is an online marketplace that links accredited investors with consumer product and retail companies.

    (3)3.5 out of 5

    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    (2)4.3 out of 5

    eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.

    (2)4.3 out of 5

    EZ-Audit is a premium audit application used by thousands of auditors employed by the worlds largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company.

    (2)4.5 out of 5

    FENTURY white label banking revolutionizes the way customers see digital banking, personalizing their experience and offering a 360-degree view of their financial life.

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    (3)4.5 out of 5

    Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. Built on the most precise calculation eng

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    (2)3.8 out of 5

    Prisma Campaigns is a smart omnichannel marketing orchestrator designed for Financial Institutions.

    (2)4.5 out of 5

    Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.

    (1)5.0 out of 5

    529 QuickView is a web-based portal that gives investment professionals immediate online access to clients.

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    Check out the G2 Grid® for the top Other Finance & Insurance Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
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    Niche
    Accounting CS
    HomeBudget
    Simple
    MoneyGuidePro
    Joist
    LendingClub
    MicroAcquire
    Market Presence
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