# Best Other Finance Software - Page 20

## How Many Other Finance Software Products Does G2 Track?

**Total Products under this Category:** 867

### Category Stats (Aug 2026)

- **Average Rating:** 4.33/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Microfinance Software (+7.62%) - Among all products in this category, Microfinance Software recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Other Finance Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 600+ Authentic Reviews
- 867+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Other Finance Software
 ![G2 Grid® for Other Finance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=69658&focus%5B%5D=1405432&focus%5B%5D=102892&focus%5B%5D=107896&focus%5B%5D=61732&focus%5B%5D=24678&focus%5B%5D=64487)

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Crunchafi Data Extraction (formerly Strongbox), Checkpoint, Joist, and BBVA Payments API.

Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=crunchafi-data-extraction-formerly-strongbox&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-payments-api)

**Sponsored**

### Hive

Hive is an all-in-one project management software platform that helps teams plan, collaborate, automate workflows, and deliver projects faster. Designed for organizations of every size, Hive combines powerful project planning, task management, team collaboration, and workflow automation tools in one customizable workspace. Whether you're managing marketing campaigns, product launches, creative projects, client work, or cross-functional initiatives, Hive adapts to your team's unique processes. Unlike rigid project management tools, Hive offers flexible workflows, customizable dashboards, and multiple project views so every team can work the way they work best. Hive empowers marketing, operations, product, IT, creative, and remote teams with the tools they need to stay organized and aligned. With customizable workflows and powerful collaboration features, teams can centralize work, reduce manual tasks, and improve visibility across every project. Key capabilities include: - Multiple project views, including Kanban boards, Gantt charts, calendars, tables, and lists - Task management with custom fields, dependencies, milestones, and priorities - Workflow automation to eliminate repetitive work - Real-time team collaboration with messaging, comments, and file sharing - Time tracking, reporting, and analytics - Integrations with hundreds of popular business applications Every organization works differently, which is why Hive is built to be one of the most customizable project management platforms available. Teams can create workflows tailored to their business processes using custom fields, project templates, automations, approvals, and integrations. Instead of forcing teams to change how they work, Hive adapts to existing workflows — helping organizations improve efficiency without disrupting productivity. Hive gives teams the flexibility to manage projects from the perspective that works best for them. Switch seamlessly between: - Kanban boards for agile workflows - Gantt charts for timeline planning - Calendar views for scheduling - Table and List views for detailed task management These flexible project views help teams track deadlines, manage resources, identify bottlenecks, and keep projects moving forward. Hive brings projects, communication, and documentation together in one centralized workspace. Team members can collaborate in real time, assign tasks, share files, provide feedback, and monitor project progress without switching between multiple tools. By combining project planning, collaboration, automation, and reporting in a single platform, Hive helps teams reduce busywork and focus on delivering results. Hive is more than just task management software—it's a scalable work management platform built to evolve alongside your business. As your needs change, Hive continues to expand through new features, integrations, and customer-driven enhancements. With flexible customization, powerful automation, and dedicated customer support, Hive enables organizations to streamline workflows, improve cross-functional collaboration, and execute projects with greater speed and confidence.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=873&secure%5Bchosen_at%5D=2026-08-11T08%3A03%3A09Z&secure%5Bdisplayable_resource_id%5D=2360&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=27036&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=27036&secure%5Bresource_id%5D=873&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fother-finance%3Fpage%3D20&secure%5Btoken%5D=d3bd46fff6ea94ba71df40b62ca8c18356e9d05c6002a7ff1a23814a45e10153&secure%5Burl%5D=https%3A%2F%2Fhive.com%2F&secure%5Burl_type%5D=company_website)

### [Broadridge Post Trade and Regulatory Compliance](https://www.g2.com/products/broadridge-post-trade-and-regulatory-compliance/reviews)

The platform is nimble enough to accommodate and process various data formats and it's completely flexible, so it can support new reporting environments as regulations change.

#### Who Is the Company Behind Broadridge Post Trade and Regulatory Compliance?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Post Trade Control Solutions](https://www.g2.com/products/broadridge-post-trade-control-solutions/reviews)

Reduce risk and demonstrate compliance through a more efficient control framework. Our solutions enable you to manage the multiple trade reporting and operational processing challenges created by new regulations and market practices across all asset classes, even the most complex OTC derivatives.

#### Who Is the Company Behind Broadridge Post Trade Control Solutions?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Proxy Management](https://www.g2.com/products/broadridge-proxy-management/reviews)

We provide a secure, automated proxy voting service, from sourcing announcements and distributing ballots, to vote execution and meeting results. Our solutions help firms achieve improved efficiency, transparency, and governance.

#### Who Is the Company Behind Broadridge Proxy Management?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Proxy Policies and Insights](https://www.g2.com/products/broadridge-proxy-policies-and-insights/reviews)

Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

#### Who Is the Company Behind Broadridge Proxy Policies and Insights?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Proxy Services For Institutional Investors](https://www.g2.com/products/broadridge-proxy-services-for-institutional-investors/reviews)

Broadridge leads the industry in proprietary data on proxy voting behavior, which means we are uniquely positioned to help institutional investors develop targeted communications that maximize shareholder engagement and response and minimize your effort and costs.

#### Who Is the Company Behind Broadridge Proxy Services For Institutional Investors?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge ProxyVote](https://www.g2.com/products/broadridge-proxyvote/reviews)

Build brand loyalty, foster participation, and provide shareholders with the information they need to vote online with just a few simple clicks.

#### Who Is the Company Behind Broadridge ProxyVote?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Rapid Onboarding](https://www.g2.com/products/broadridge-rapid-onboarding/reviews)

Start enjoying the benefits of the Broadridge Communications CloudSM right away with our patented onboarding technology and approach. Realize cost savings and business efficiencies while gaining faster access to our omni-channel communications solution and network with Broadridge Rapid Onboarding.

#### Who Is the Company Behind Broadridge Rapid Onboarding?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Reference Data Management](https://www.g2.com/products/broadridge-reference-data-management/reviews)

Supporting all outsourcing, software and services across your enterprise for the acquisition, cleansing, storage and distribution of global pricing and reference data.

#### Who Is the Company Behind Broadridge Reference Data Management?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Regulatory Communications](https://www.g2.com/products/broadridge-regulatory-communications/reviews)

Optimize regulatory communications to investors with our omni-channel solutions. We help mutual funds and ETF providers simplify processes and reduce costs while enhancing the investor experience.

#### Who Is the Company Behind Broadridge Regulatory Communications?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Retirement Readiness](https://www.g2.com/products/broadridge-retirement-readiness/reviews)

Broadridge’s innovative solutions calculate plan and participant health scores and deliver information in an easily digestible format. This creates critical dialogue with plan sponsors about optimal plan design and administration strategies.

#### Who Is the Company Behind Broadridge Retirement Readiness?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Revenue Management and Fee Billing](https://www.g2.com/products/broadridge-revenue-management-and-fee-billing/reviews)

Our flexible, rules-based solution tracks and calculates fees across a variety of complex workflows and enhances revenue reporting.

#### Who Is the Company Behind Broadridge Revenue Management and Fee Billing?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Risk and Transparency Reporting](https://www.g2.com/products/broadridge-risk-and-transparency-reporting/reviews)

Give clients visibility across a range of risk factors, asset classes and investment strategies. Easily customize this solution to support valuation, simulation and reporting tailored to their specific requirements.

#### Who Is the Company Behind Broadridge Risk and Transparency Reporting?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Sales and Asset Reporting](https://www.g2.com/products/broadridge-sales-and-asset-reporting/reviews)

Enhance your targeted sales strategies and programs with dynamic data. Our sales and asset reporting technology transforms shareholder and intermediary data into market intelligence for evaluating sales trends, managing risk and identifying new opportunities.

#### Who Is the Company Behind Broadridge Sales and Asset Reporting?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge SEC Rule 30e-3](https://www.g2.com/products/broadridge-sec-rule-30e-3/reviews)

Rule 30e-3 allows, but does not mandate, mutual funds to use a 'Notice & Access' method to deliver Annual and Semi Annual Reports. We can help you prepare for the implementation of the rule and capture shareholder's delivery preferences.

#### Who Is the Company Behind Broadridge SEC Rule 30e-3?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Seminars](https://www.g2.com/products/broadridge-seminars/reviews)

Attract prospects with the most effective method for growing your practice. Our robust library of thoughtful and professional presentations includes multi-length educational seminars on various topics to help you deliver more value to your prospects and clients. Our seminars help you reach prospects and clients in a variety of ways — via a series of comprehensive sessions or quick-hit, topic-focused presentations. Plus, we provide guided talking points and the ability to add coordinating workbooks so participants get the most out of each session.

#### Who Is the Company Behind Broadridge Seminars?

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge  
6,625 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

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[Browse Other Finance Themes](/categories/other-finance/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated February 5, 2026

The other finance & insurance category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a diverse range of financial and insurance-related services, from tax optimization and social security planning to business valuation and digital banking. They provide tools for financial advisors, contractors, and businesses to enhance decision-making, streamline operations, and improve client engagement. Key features often include advanced analytics, integration capabilities, compliance monitoring, and user-friendly interfaces, enabling users to manage financial tasks efficiently.

To qualify for inclusion in the Other Finance & Insurance category, a product must:

- Offer specialized financial or insurance functionalities that do not fit into existing financial services categories
- Provide tools or services that enhance financial decision-making, streamline operations, or improve client engagement in unique or emerging ways

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