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Best Other Finance & Insurance Software

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Other Finance & Insurance reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

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    AfterOffers.com makes it easy for website owners to monetize their newsletter sign ups the moment they subscribe. Website owners can offer high-quality offers on their transaction "thank you"​ or confirmation pages by pasting in a single line of code.

    AI Assist is a marketing automation software delivers qualified prospects for who want to purchase.

    Our exclusive technology supports a national network of mortgage processors and loan originators through the communication platform provided by AlliancePro Processing Corporation. As a processor participating in this network you will receive the following benefits:

    AlphaDesk is a comprehensive system with the power to drive the many facets of managing an investment fund.

    ALT ASM framework is a financial service software that provides robotics and cognitive solutions, systems that employ data mining, pattern recognition, and natural language processing to replicate almost human-like responses.

    AlternativeSoft is a provider in funds selection, portfolio construction, automated customized fund reporting and hedge fund exposures collection. It helps to research and select funds (hedge funds, long-only funds, UCITS, ETFs and private equity).

    Altreva is a financial modeling and trading software.

    AMB is a solution that provides accounting for mortgage bankers. Features include budgeting, accounts payable & receivable, & financial reports.

    The Aptitude Allocation Engine (AAE) provides actionable insight by helping enterprise teams to calculate the profitability of individual products, customers, channels and other dimensions.

    The Aptitude Lease Accounting Engine offers the data capture and complex accounting capabilities you need to comply with IFRS 16/ASC 842 while allowing you to retain your current lease administration systems for minimal disruption and maximum accounting compliance.

    The high performance Aptitude Revenue Recognition Engine is empowering telecoms providers around the world to address the depth of change, risks and costs associated with the IFRS 15 & ASC 606 revenue standard

    Efficiently manage contracts & calculations to ensure royalties, rights, rebates and revenue shares are accounted for accurately

    Arbeit Dialer is a debt collection software that allows the use of custom messaging to create messages to reach consumers way and smart call lists to configure imports one time and save the list for future import, live monitoring.

    APM makes managing a fund as easy as possible. This software delivers sophisticated fund management, simplifying investment decisions and improving operational efficiencies.

    Archer is a cloud-based solution help to streamline trade processes and automate investment management across all channels.

    AR Collections Manager is a debt collection software that provides reprint invoices, mass email the customers based on specific criteria, and mass creates to do tasks based on specific criteria.

    Finding the right deals is only the beginning — build a faster, leaner acquisitions team.

    AroTRON is a debt collection software, for streamlined, customer-centric collections and recoveries management.

    Adaptable MIS solution that provides efficiency in business processes, risks mitigation and operational control.

    ATILLA is a debt collection software for debt collectors, bailiffs, lawyers, and inquiry agents.

    AutoCOLLECT is a debt collection software that offers payment handling, notice transmission, collection tools, accounting scoring, and reporting tools.

    Axial is the largest network for professionals who run, advise, acquire, or finance private companies.

    With Azopio, your clients documents are all saved and accessible from one place.

    Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of investors for access to investment and portfolio-related information.

    BankBI is a financial reporting software for banks that integrates with core banking systems that provides a financial performance reporting system.

    Bank HRIS and Payroll is designed to offer a comprehensive and centralized employee directory to enable HR teams in more effective decision making with respect to absence management and people movement.

    Search and discover your local bank and credit union branch locations.

    Barchart Digital Solutions are powerful, responsive, web tools and services collaboratively designed to deliver a superior experience to users. Barchart's Digital Solutions use the latest technology and are natively built to be responsive, accessible and scalable. From complete financial portals to interactive charting modules, Barchart Digital Solutions flexibly power digital offerings with dynamic data, market information, and secure user data management. Global Media Firms, Brokerages, Wealth Managers, Banks, and Corporates all put their trust in Barchart to transform complex financial information into engaging and interactive user experiences.

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

    BEAM is a debt buying and collection software with real-time, online payment processing.

    Biz2credit is a data driven credit marketplace for small businesses.

    Access real-time and accurate data needed to efficiently run your business with Black Mountain's suite of flexible and scalable investment management solutions.

    Bloodhound is a debt collection software helps to keep collectors focused on collecting while providing the tools needed to manage the business and ensure the clients are satisfied.

    Blueleaf is a solution increases the revenue of financial advisors by helping them win more clients, growing existing clients and driving referrals.

    Bond Street is a small business loan marketplace.

    Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

    BrokerIQ is a CRM solution built for leading financial service providers and brokerages. It's unique features enable you to streamline your front office, middle office, and back office operations. Designed and built by industry experts, BrokerIQ continuously evolves to meet the needs of those operating in capital markets.

    Business Bill Pay equips business customers with the powerful functionality required in a competitive marketplace. Its enhanced features allow businesses to manage invoices more efficiently and more rapidly than other solutions.

    SAP Sales Cloud allows to automate the producer management to compliance profiles, changing roles, and relationships. It leverages one source of accurate up-to-date information including single producer identifiers, book of business management, continuing education records, reduces manual data entry and connect with all the data sources to manage compliance.

    Providing real-time financial monitoring and notifications that equalizes the playing field for anyone in the financial markets.

    Caltina is an integrated front-office solution for private equity, family offices, real estate, secondaries, and fundless sponsors. It is based inside of the Salesforce platform and built from the ground up to accommodate the workflows of alternative asset managers; flexible to mold around firm-specific needs.

    Protects you from certain losses arising from loan manufacturing defects, underwriting errors, misrepresentations, and borrower, seller and employee fraud.

    CemtexABA is an ABA file conversion tool.

    Chartsmart is the investment tool for you whether your are dealing with U.S. blue chip securities, or Junior Stocks on Canadian Exchanges. Chartsmart is just packed with features and will do stock screens that are virtually unimaginable and create amazing charts from its database of over 12,000 US and CDN securities.

    Software application that provides a comprehensive framework for on-going assessment of corporate financial performance.

    Clearing machines that uses decentralised asset ledgers and programmable assets.

    A web-based solution that supports all of your regulatory and strategic collateral management, clearing, inventory management and optimisation needs anywhere your business operates, across all time zones. At the heart of the system is a powerful, configurable enterprise inventory manager that interfaces with your existing systems.

    Complex Interests is software used in the stewardship of complex family wealth.

    Our Compliance Employee Level Filing (ELF) platform is a powerful tool that lets you build a comprehensive compliance intranet for your employees.