# Best Other Finance Software - Page 45

## 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)

### [Pit.AI](https://www.g2.com/products/pit-ai/reviews)

Pit.AI is an platform for investment management that researches and computes profitable trading strategiesin financial markets.

#### Who Is the Company Behind Pit.AI?

- **Seller:** [Pit.ai](https://www.g2.com/sellers/pit-ai)
- **Year Founded:** 2016
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=724c2f639b18fe6b466aa2b125cc6e33c17dc5d12a349c261f7120a1536b0798&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpit.ai-technologies&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Pitchago](https://www.g2.com/products/pitchago/reviews)

Pitchago is an all-in-one platform designed to streamline the journey of startups, support organizations, and investors. Whether you’re a startup founder looking to accelerate your growth or an investor seeking high-potential ventures, Pitchago offers intelligent tools to guide you through every stage of the startup lifecycle.

#### Who Is the Company Behind Pitchago?

- **Seller:** [Pitchago](https://www.g2.com/sellers/pitchago)
- **Year Founded:** 2020
- **HQ Location:** Gothenburg, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=019a1159cfbb8c440e7c2c60556fcde0d8a068a6d0501c952e51c24e6d51b88b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpitchago%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [PitchGrade](https://www.g2.com/products/pitchgrade/reviews)

PitchGrade develops cutting-edge AI applications for entrepreneurs, such as a pitch deck review tool that helps startup founders create compelling pitch decks so that fundraising is the least of their concerns.

#### Who Is the Company Behind PitchGrade?

- **Seller:** [PitchGrade.com](https://www.g2.com/sellers/pitchgrade-com)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6188cf6e4a07265142fde5a9125045056074e03c7470e0f53e49dc1dc568b59&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F83060321&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PM1e](https://www.g2.com/products/pm1e/reviews)

PM1e is a modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

#### Who Is the Company Behind PM1e?

- **Seller:** [Expersoft Systems](https://www.g2.com/sellers/expersoft-systems-aee51290-8544-4fc4-8d69-7b2485cd3e68)
- **Year Founded:** 1993
- **HQ Location:** Steinhausen, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84861e7323ec9d78e632c02508871c957dafc6bb11092b2dcc7242ceb2539e78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexpersoft-systems-ag%2F&secure%5Burl_type%5D=linkedin_company_website)  
134 employees on LinkedIn®

### [Pocketrade](https://www.g2.com/products/pocketrade/reviews)

AI Growth Engine for Brokers Acquire new traders. Reactivate the dormant. All without a sales or marketing team. The old playbook is broken. Manual outreach, expensive agencies, and leaky funnels are costing you millions in potential revenue. It's time for an upgrade. High acquisition cost per trader Poor conversion from lead to funded account 90%+ of dormant clients never reactivated Overreliance on agencies and internal teams

#### Who Is the Company Behind Pocketrade?

- **Seller:** [Pocketrade](https://www.g2.com/sellers/pocketrade)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=effb011707e3beb91dff79a0f12fb38b6770c0640197448369d7757ed342fe21&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpocketrade&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Ponotech](https://www.g2.com/products/ponotech/reviews)

Pono est la première solution de gestion des garanties du financement reposant sur la technologie. Pono Technologies c'est plus: ✔ 1 Md d’euros de financements sécurisés par nos clients ✔ 70% de temps économisé sur la gestion de vos garanties. Pono simplifie et sécurise la gestion de vos garanties du financement avec : - Un suivi des financements; - La gestion des engagements contractuels; - La mise en place et le suivi des garanties.

#### Who Is the Company Behind Ponotech?

- **Seller:** [Pono technologies](https://www.g2.com/sellers/pono-technologies)
- **Year Founded:** 2020
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a9724074e6bd310523b439dbaa1cd027eb2bd3451c76356bef45a331d0ccd224&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpono-tech-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [Portfolio MCS](https://www.g2.com/products/portfolio-mcs/reviews)

Portfolio MCS is a financial risk management software that uses the Monte Carlo Simulation to manage risks for investors using TradeStation.

#### Who Is the Company Behind Portfolio MCS?

- **Seller:** [Inside Edge Systems](https://www.g2.com/sellers/inside-edge-systems)
- **Year Founded:** 2008
- **HQ Location:** Mill Creek, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d56deb61e7b7110e96e8c268289734a501c84da4800aae7d444bf88ef90b4c51&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finside-edge-systems-inc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PortfolioQuest](https://www.g2.com/products/portfolioquest/reviews)

PortfolioQuest, is a SaaS on-demand simulation, designed for bankers of the future. Transform your bank to prepare for the digital world and future-proof your enterprise through gamification. Learn and acquire skills in portfolio management, Fintech, compliance, and AML.

#### Who Is the Company Behind PortfolioQuest?

- **Seller:** [PortfolioQuest](https://www.g2.com/sellers/portfolioquest)
- **Year Founded:** 2019
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f333855471441dc9c93de53ef98af24b325b5cef72ad2bc92e58a522c9691543&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffintalentio&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

### [Portfolio Risk Management](https://www.g2.com/products/portfolio-risk-management/reviews)

Portfolio Risk Management is a financial risk management software that helps users to decide whether to invest and how to take the minimum risks in investing.

#### Who Is the Company Behind Portfolio Risk Management?

- **Seller:** [Standard & Poor's Financial Services](https://www.g2.com/sellers/standard-poor-s-financial-services)
- **Year Founded:** 1860
- **HQ Location:** New York, us
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=136f46d2bdb30cacba15632bd460eff66b5fc7dfac0c8a4af8b1b63d625c49ff&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstandard-%2526-poor%27s-financial-services-llc&secure%5Burl_type%5D=linkedin_company_website)  
125 employees on LinkedIn®

### [Portfolio Trader](https://www.g2.com/products/portfolio-trader/reviews)

Portfolio Trader is a stock portfolio management software that is a multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

#### Who Is the Company Behind Portfolio Trader?

- **Seller:** [Purescope](https://www.g2.com/sellers/purescope)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Portseido](https://www.g2.com/products/portseido/reviews)

Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to equip investors with an easy-to-use tool that empowers them to become better investors.

#### Who Is the Company Behind Portseido?

- **Seller:** [Portseido](https://www.g2.com/sellers/portseido)
- **HQ Location:** Thawi Wattana, TH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=66f0952400ac2f36c87b6dab253e6ce5b387cd8a3c6cd0a4845dcfb05e0a7717&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fportseido%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [POSIT](https://www.g2.com/products/posit/reviews)

POSIT is a point of sale software that helps users to increase their crossing opportunities, automated matching, reduce trading times, and significantly lower costs.

#### Who Is the Company Behind POSIT?

- **Seller:** [ITG](https://www.g2.com/sellers/itg)
- **Year Founded:** 2008
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d735990409483ff652d6a1b8c8a90a90eedbdfc0c98896b63999108fe45e18b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvirtu-financial&secure%5Burl_type%5D=linkedin_company_website)  
945 employees on LinkedIn®

### [PowerAuth](https://www.g2.com/products/powerauth/reviews)

PowerAuth by Wultra is a solution for passwordless strong customer authentication designed to cover the needs of banking and fintech industries. The primary value proposition is the ease of deployment as on-premises software or in the cloud. It also features security audited by the most rigorous authorities. Finally, it improves the user experience by allowing users to sign in and seamlessly approve sensitive operations, such as payments, with built-in device biometrics or a short PIN code. The solution complies with the latest legislation, such as PSD2 or eIDAS, is aligned with the widely accepted standards, and is used by customers of all sizes worldwide.

#### Who Is the Company Behind PowerAuth?

- **Seller:** [Wultra s.r.o.](https://www.g2.com/sellers/wultra-s-r-o)
- **Year Founded:** 2014
- **HQ Location:** Prague 2, CZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=025cf7c803ebd4be260474f48851a58940ab02a2f780417d9ae328510ad9b1f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwultra&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

### [PowerView Score](https://www.g2.com/products/powerview-score/reviews)

PowerView Score augments traditional credit scores by adding alternative data to the mix, including credit bureau and NCTUE telecom/utility payment data from Equifax, and public records, property data, asset ownership and more from LexisNexis.

#### Who Is the Company Behind PowerView Score?

- **Seller:** [LexisNexis](https://www.g2.com/sellers/lexisnexis)
- **Year Founded:** 1970
- **HQ Location:** New York
- **Twitter:** @NexisSolutions  
1,258 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2640972e8815f9e9e14be927e5c9a5d72a476b76190664d86c26e5c3db12a17d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flexisnexis%2F&secure%5Burl_type%5D=linkedin_company_website)  
9,695 employees on LinkedIn®

### [Prafis](https://www.g2.com/products/prafis/reviews)

Prafis offers a variety of tools for corporate bond analysts, investors, and traders to help you simplify and navigate the complexities of the bond space and make educated choices while constructing fixed income portfolio strategies.

#### Who Is the Company Behind Prafis?

- **Seller:** [Prafis](https://www.g2.com/sellers/prafis)
- **HQ Location:** N/A
- **Twitter:** @PrafisAnalytics  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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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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