Best Other Finance & Insurance Software

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.

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.

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

Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

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.

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.

Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, paymen

Firm58 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 management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effect

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

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

Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.

Community Banking Information System

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

A powerful financial time series database that allows you to identify and examine trends, generate and test ideas and develop view points on the market.

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

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

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

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.

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.

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.

LowerMyBills.com is a consumer finance corporate website that connects prospective mortgage borrowers to lenders.

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

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

AnyChart Stock and Financial Charts is a JavaScript based financial charting solution that turns real time data into highly sophisticated charts with interactive capability, bringing visualization of data to the Web to display date and time based information suites for client reporting and performance reporting applications.

Enables investment organizations to measure risks consistently across portfolios and product lines.