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.

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 effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser.

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, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.

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

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.

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.

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.

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

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

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

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.

The Axiom Financial Institutions Suite enables financial institutions such as banks, credit unions, farm credit associations, and other non-depository institutions to improve financial processes and build insights for optimal decision making.

Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.

Ranks F2F Video Financial Services solution provides secured video consultations with your financial advisors / investors/personal bankers / agents. Buying, selling, and investing all face to face with service providers easily.

Groupit is a powerful and fully tailorable Reconciliation and Data-Matching software application that efficiently automates even the most complex of business processes. Users also benefit from a dedicated UK-based support team who are on-hand to offer friendly and professional advice. Groupit is developed, maintained and supported by Aurum Solutions.

Web-based CRM software for tax resolution firms Lead Management.

Enterprise investment has just grown up

Mirror is a financial contracts platform that provides hedging instruments to OTC markets.

Create and deliver financial plans anytime, anywhere with financial planning tools.

Named Best for Options Traders 3 Year's Running by Barrons. The powerful platform for active stock and option traders.

PayXLite is designed for remittance companies, especially, Small and Medium Enterprises (SMEs), around the globe. It has been developed keeping in mind the trend of business such as customers having their own agencies/distributions or third party agencies /distributions.

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

Issuing and tracking collection letters are integral parts of many banking operations. With 3Core Software's collection letter software solution, Protege, your team can fully automate and revolutionize the way you process draft collections.

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

Quickly and efficiently execute a wide range of models used in bank stress tests and other enterprise-level risk assessments. Significantly reduce the setup time for implementing extremely complex and computationally intensive bank stress test modeling systems.

StockCharts offers charting tools.

UnBrokerage is an online business insurance platform designed to help business owners purchase and manage their business insurance.

Finance document management

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

1000pip Climber System is a trading algorithm to become a Forex trader.

4Sight Securities Finance offers a front to back office solution for securities lending and borrowing, repo, swaps and collateral management across the equity and fixed-income markets.

4th Story's suite of automated trading and analysis products helps brokers, hedge funds and institutional traders implement their automated trading ideas quickly and efficiently.

4XFindMe is a currency exchange software that helps users to follow the market and make money by trading currencies on the computer.

AbleTrend is a trading strategy software provides specific buy, sell,stop and exit trading signals.

Get the collaboration platform you need to produce compliant filings and maintain total confidence. Access a vast infrastructure of SEC expertise whenever you need it.

The SS&C Advent Asset Management Platform is the fully integrated, front-to-back solution for global investment management. Encompassing a variety of mission-critical applications that share a common interface and speak the same language, it spans the entire investment process, from portfolio management through trade execution to reconciliation, performance analysis, client reporting, CRM and fee calculations. What's more, it puts portfolio managers, traders, analysts, operations teams, administrators and leadership all on the same platform, with rapid access to the data they need to do their jobs more effectively

AdvisorCube is a solution for financial portfolio management for client reporting for wealth management, financial advisors, and private banking.

Advizr is a financial planning solution for financial institutions and independent practitioners.