# Best Other Finance Software - Page 8

## 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**

### NextGen Healthcare EHR

NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen® Enterprise EHR offers your practice configurable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. With NextGen® Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. NextGen has its own fully integrated solutions that provide dictation, speech-to-text, direct to desktop and Ambient Listening AI technology. NextGen Mobile Pro provides these capabilities to our clients, replacing their need for additional integrated solutions. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen® Enterprise PM supports patient registration and scheduling, eligibility verification, and pre-service financial clearance. It also provides rules-based charge creation, claims scrubbing and processing, and supports A/R management and collections and reporting. Your healthcare organization can benefit from robust technology and professional services that integrate with your EHR and PM system. You can enhance patient engagement, better manage your revenue cycle, optimize the management of your patient population, and expand communication with other healthcare organizations. NextGen® Office is a cloud-based EHR designed to support your practice growth, save staff time, and increase patient volume. This fully integrated clinical and billing platform features specialty-specific EHR content, mobile accessibility, a revenue cycle management system, and a convenient patient portal. Your care team can benefit from easy-to-use, cost-efficient technology that adapts to their workflow and is accessible from anywhere. They can touch, talk, or type encounter notes directly into the clinical documentation. Patients can also be empowered to manage their care as you enable them to go online to schedule appointments, request refills, schedule virtual visits, and connect with their providers.

[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=2026-08-10T20%3A45%3A49Z&secure%5Bdisplayable_resource_id%5D=444&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1821&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1821&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%3D8&secure%5Btoken%5D=8cd3a6d8f43dc018f5ffb9847165d918ce2fe607f2555bd860541213dfda4e53&secure%5Burl%5D=https%3A%2F%2Fwww.nextgen.com%2Fehr-demo%3Futm_source%3Dintent%26utm_medium%3Dg2%26utm_campaign%3D701Vz00000jcuH0IAI%26utm_content%3Dg2-clicks-ad&secure%5Burl_type%5D=custom_url)

### [LexisNexis Attract](https://www.g2.com/products/lexisnexis-attract/reviews)

Actively manage risk by applying the Attract insurance score to relatively rank applications, helping you make better use of credit report information and boost underwriting efficiency.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate LexisNexis Attract?

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LexisNexis Attract?

- **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions)
- **HQ Location:** Alpharetta, Georgia, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=410738a2466e910e046daa6666cfd545df8be397c0ff2f0875b6ff5d4bc1cc63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flexisnexis-risk-solutions&secure%5Burl_type%5D=linkedin_company_website)  
9,858 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About LexisNexis Attract?

- [What is LexisNexis Attract used for?](https://www.g2.com/discussions/what-is-lexisnexis-attract-used-for)

### [LexisNexis InsurQuote](https://www.g2.com/products/lexisnexis-insurquote/reviews)

Data and insight-based insurance rate analytics drive smarter business decisions

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate LexisNexis InsurQuote?

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LexisNexis InsurQuote?

- **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions)
- **HQ Location:** Alpharetta, Georgia, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=410738a2466e910e046daa6666cfd545df8be397c0ff2f0875b6ff5d4bc1cc63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flexisnexis-risk-solutions&secure%5Burl_type%5D=linkedin_company_website)  
9,858 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of LexisNexis InsurQuote?

**["my inusrance review"](https://www.g2.com/survey_responses/lexisnexis-insurquote-review-1546244)**

**Rating:** 4.0/5.0 stars

_— Mark D._

[Read full review](https://www.g2.com/survey_responses/lexisnexis-insurquote-review-1546244)

#### What Are G2 Users Discussing About LexisNexis InsurQuote?

- [What is InsurQuote used for?](https://www.g2.com/discussions/what-is-insurquote-used-for)

### [LexisNexis National Credit File](https://www.g2.com/products/lexisnexis-national-credit-file/reviews)

Access major credit bureau reports through a single point of entry

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate LexisNexis National Credit File?

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LexisNexis National Credit File?

- **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions)
- **HQ Location:** Alpharetta, Georgia, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=410738a2466e910e046daa6666cfd545df8be397c0ff2f0875b6ff5d4bc1cc63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flexisnexis-risk-solutions&secure%5Burl_type%5D=linkedin_company_website)  
9,858 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of LexisNexis National Credit File?

**["Utilize daily for business"](https://www.g2.com/survey_responses/lexisnexis-national-credit-file-review-8491879)**

**Rating:** 4.0/5.0 stars

_— Penny T._

[Read full review](https://www.g2.com/survey_responses/lexisnexis-national-credit-file-review-8491879)

### [LMS Suite](https://www.g2.com/products/lms-suite/reviews)

Loan management platform for secondary markets. A true end-to-end platform for managing all loan processes from acquisition to exit.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate LMS Suite?

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LMS Suite?

- **Seller:** [Street Solutions](https://www.g2.com/sellers/street-solutions)
- **Year Founded:** 1999
- **HQ Location:** Jersey City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2b220c8d30124bc4198d8d080fba214cc5e83b3077292f820e5a7586d9aa952&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstreet-solutions-inc.&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Do G2 Reviewers Say About LMS Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **automation of the learning process** in LMS Suite, facilitating efficient and streamlined education.

##### Cons

- Users find the **difficult learning** curve challenging, as extensive training is needed to effectively use LMS Suite.
- The **learning curve** for LMS Suite requires significant training costs and skilled staff to operate effectively.

#### What Are Recent G2 Reviews of LMS Suite?

**["Knowledge and learning development software that enhances the growth of the students and employees."](https://www.g2.com/survey_responses/lms-suite-review-9537558)**

**Rating:** 5.0/5.0 stars

_— Bharti D._

[Read full review](https://www.g2.com/survey_responses/lms-suite-review-9537558)

### [Loan Vision](https://www.g2.com/products/loan-vision/reviews)

Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision has helped reduce risk, streamline manual process, and lower operating expense for over 240 customers by combining a leading financial management solution with loan level accounting. Loan Vision strives to help transform accounting departments across the mortgage industry, aiding them in reaching maximum efficiency and offering tools to give them better insight into their profitability. We believe that every mortgage bank should have instant access to the financial information needed to make quick, strategic decisions and pride ourselves on providing, not only just the right tools, but also the right implementation approach and ongoing support to allow customers to maximize their use of our software.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Loan Vision?

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Loan Vision?

- **Seller:** [Bestborn Business Solutions](https://www.g2.com/sellers/bestborn-business-solutions)
- **Year Founded:** 2006
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7dfe565f17f69cf77603d90c87fac1b6cfabbfff6c72aea6bb2188201c8dda57&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Floan-vision%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Loan Vision?

**["Loan Vision Review"](https://www.g2.com/survey_responses/loan-vision-review-8280554)**

**Rating:** 5.0/5.0 stars

_— David S._

[Read full review](https://www.g2.com/survey_responses/loan-vision-review-8280554)

### [MDX Connect](https://www.g2.com/products/mdx-connect/reviews)

The MDX Connect platform is built for the global trading community and is proven in some of the worlds leading financial firms. State-of-the-art market data solutions to power the trading community to drive revenues through more efficient market data collaboration. MDX has been optimised to injest information from almost any source. Deployed on cloud or on-premise MDXs solutions can be customized to meet your specific requirements.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate MDX Connect?

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MDX Connect?

- **Seller:** [MDX Technology Limited](https://www.g2.com/sellers/mdx-technology-limited)
- **Year Founded:** 2010
- **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=b1aab9932594b7fa9ff0609b0bda152c76c0912e124e5b6a9dca0e93ccc1a83f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2253176&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of MDX Connect?

**["simplifying mailing - new age mailing services"](https://www.g2.com/survey_responses/mdx-connect-review-9203204)**

**Rating:** 5.0/5.0 stars

_— Shekh A._

[Read full review](https://www.g2.com/survey_responses/mdx-connect-review-9203204)

### [MoneyBook](https://www.g2.com/products/moneybook/reviews)

It may look simplistic, but MoneyBook is a powerful personal finance app that offers unique features in an amazing, easy to use interface.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate MoneyBook?

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MoneyBook?

- **Seller:** [noidentity](https://www.g2.com/sellers/noidentity)
- **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®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of MoneyBook?

**["Money Book"](https://www.g2.com/survey_responses/moneybook-review-3401156)**

**Rating:** 4.5/5.0 stars

_— Michael R._

[Read full review](https://www.g2.com/survey_responses/moneybook-review-3401156)

#### What Are G2 Users Discussing About MoneyBook?

- [What is MoneyBook used for?](https://www.g2.com/discussions/moneybook-what-is-moneybook-used-for)
- [What is MoneyBook used for?](https://www.g2.com/discussions/what-is-moneybook-used-for)

### [Moody's Mortgage Portfolio Analyzer](https://www.g2.com/products/moody-s-mortgage-portfolio-analyzer/reviews)

Mortgage Portfolio Analyzer (MPA) is a loan-level software platform for analyzing the credit risk of whole-loan residential mortgage portfolios and collateral pools underlying residential mortgage-backed security (RMBS) transactions.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Moody's Mortgage Portfolio Analyzer?

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Moody's Mortgage Portfolio Analyzer?

- **Seller:** [Moody's](https://www.g2.com/sellers/moody-s)
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95a0cc6ef35e05faf6f55fb45c3a82490574544321e1a39529b241eab8410c16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmoodysanalytics&secure%5Burl_type%5D=linkedin_company_website)  
11,584 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Moody's Mortgage Portfolio Analyzer?

**["Great place!"](https://www.g2.com/survey_responses/moody-s-mortgage-portfolio-analyzer-review-5314192)**

**Rating:** 5.0/5.0 stars

_— Makenna D._

[Read full review](https://www.g2.com/survey_responses/moody-s-mortgage-portfolio-analyzer-review-5314192)

#### What Are G2 Users Discussing About Moody's Mortgage Portfolio Analyzer?

- [What is Moody's Mortgage Portfolio Analyzer used for?](https://www.g2.com/discussions/moody-s-mortgage-portfolio-analyzer-what-is-moody-s-mortgage-portfolio-analyzer-used-for)
- [What is Moody's Mortgage Portfolio Analyzer used for?](https://www.g2.com/discussions/what-is-moody-s-mortgage-portfolio-analyzer-used-for)

### [NovoDoba](https://www.g2.com/products/novodoba/reviews)

NovoDoba is a series of integrated, functional Services/Modules that enables financial institutions to place their customers at the center of their business strategy.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate NovoDoba?

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind NovoDoba?

- **Seller:** [Abba](https://www.g2.com/sellers/abba)
- **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=40f2248cde02fa501c6716660e2b743f3f3769a260c7b58dfa4fd4ceafcd50e2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fabba-d-o-o-%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of NovoDoba?

**["The most cost-effective core banking software solution."](https://www.g2.com/survey_responses/novodoba-review-3180207)**

**Rating:** 5.0/5.0 stars

_— Mwangi S._

[Read full review](https://www.g2.com/survey_responses/novodoba-review-3180207)

#### What Are G2 Users Discussing About NovoDoba?

- [What is NovoDoba used for?](https://www.g2.com/discussions/what-is-novodoba-used-for)

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

OnCorps builds AI agents that automate financial operations like reconciliations and reporting reviews. The agents use pre-trained algorithms and proprietary data to reduce errors, cut review times, and improve oversight. Their platform shares AI predictions securely and is trusted by firms managing over $13 trillion in assets.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate OnCorps AI?

- **Quality of Support:** 5.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OnCorps AI?

- **Seller:** [OnCorps AI](https://www.g2.com/sellers/oncorps-ai)
- **Year Founded:** 2011
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=98b322ed19afc06cc0aa8150f3f00c788bc1add70129f77e6e514961b6b8ab61&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foncorps&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of OnCorps AI?

**["Great for Grant Reports, But Customer Support Needs Improvement"](https://www.g2.com/survey_responses/oncorps-ai-review-11880306)**

**Rating:** 5.0/5.0 stars

_— Caitlyn W._

[Read full review](https://www.g2.com/survey_responses/oncorps-ai-review-11880306)

### [OptionsHouse](https://www.g2.com/products/optionshouse/reviews)

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

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate OptionsHouse?

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OptionsHouse?

- **Seller:** [eTrade](https://www.g2.com/sellers/etrade)
- **Year Founded:** 1982
- **HQ Location:** United States
- **Twitter:** @etrade  
84,937 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f4561df428c2d8a80bb62c9cde15e8e3a0d88c048cc350c37d268c8cdbc93fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3030%2F&secure%5Burl_type%5D=linkedin_company_website)  
9,166 employees on LinkedIn®
- **Ownership:** NASDAQ:ETFC

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About OptionsHouse?

- [What is OptionsHouse used for?](https://www.g2.com/discussions/what-is-optionshouse-used-for)

### [Orion Planning](https://www.g2.com/products/orion-planning/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Orion Planning?

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech  
7,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,947 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Orion Planning?

**["Very good user interface and logical planning tool"](https://www.g2.com/survey_responses/orion-planning-review-8451274)**

**Rating:** 4.5/5.0 stars

_— James R._

[Read full review](https://www.g2.com/survey_responses/orion-planning-review-8451274)

### [PayXLite](https://www.g2.com/products/payxlite/reviews)

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.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PayXLite?

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind PayXLite?

- **Seller:** [HBS Technologies](https://www.g2.com/sellers/hbs-technologies)
- **Year Founded:** 2005
- **HQ Location:** London, GB
- **Twitter:** @hbstechnologies  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=621bea0c244b6b42dfe5c7728716d3e9a309258dec8e23068552ad4c5dc7f5e4&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhbs-technologies&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of PayXLite?

**["Xlite review"](https://www.g2.com/survey_responses/payxlite-review-583299)**

**Rating:** 5.0/5.0 stars

_— jenny h._

[Read full review](https://www.g2.com/survey_responses/payxlite-review-583299)

#### What Are G2 Users Discussing About PayXLite?

- [What is PayXLite used for?](https://www.g2.com/discussions/payxlite-what-is-payxlite-used-for)
- [What is PayXLite used for?](https://www.g2.com/discussions/what-is-payxlite-used-for)

### [Prologue Fixed Assets](https://www.g2.com/products/prologue-fixed-assets/reviews)

Prologue™ Financials Fixed Assets from Fiserv is a comprehensive solution designed to streamline and enhance the management of an organization's fixed assets. By consolidating all asset information into a single, organized system, it offers instant access to accurate data about every fixed asset, from computers and office furniture to other equipment. This centralized approach not only improves efficiency but also ensures accuracy and security in asset accounting processes. Key Features and Functionality: - Comprehensive Asset Management: Provides a unified platform for tracking and managing all fixed assets within the organization. - Seamless Integration: Fully integrates with Prologue Financials General Ledger, Accounts Payable, and Procurement applications, facilitating smooth data flow across financial systems. - Depreciation Forecasting: Offers valuable budgeting insights through accurate depreciation forecasting, aiding in financial planning. - Robust Reporting: Enhances management control with comprehensive reporting capabilities, allowing for informed decision-making. - Flexible Deployment Options: Available in both in-house and hosted configurations to suit varying organizational needs. - Enhanced Security: Incorporates powerful security and audit features to ensure confident asset management. Primary Value and Problem Solved: Prologue Financials Fixed Assets addresses the challenges associated with managing and accounting for fixed assets by providing a centralized, integrated solution. It eliminates the inefficiencies and inaccuracies of manual tracking, offering real-time access to asset information, improving budgeting through precise depreciation forecasting, and ensuring compliance with financial reporting standards. This leads to enhanced operational efficiency, better financial control, and informed strategic decision-making for organizations.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Prologue Fixed Assets?

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Prologue Fixed Assets?

- **Seller:** [Fiserv](https://www.g2.com/sellers/fiserv)
- **Year Founded:** 1984
- **HQ Location:** Milwaukee, US
- **Twitter:** @Fiserv  
26,459 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f645c8fdd11d310e0f28b50121b7d6802812d0e7b69d5615c4abc34d127871a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3364%2F&secure%5Burl_type%5D=linkedin_company_website)  
33,305 employees on LinkedIn®
- **Ownership:** BMV:FISV

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About Prologue Fixed Assets?

- [What is Prologue Fixed Assets used for?](https://www.g2.com/discussions/what-is-prologue-fixed-assets-used-for)

### [Quandis Business Objects](https://www.g2.com/products/quandis-business-objects/reviews)

Quandis Business Objects is a business management software that automates accounting, document management, contacts, and messaging.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Quandis Business Objects?

- **Seller:** [Quandis](https://www.g2.com/sellers/quandis)
- **Year Founded:** 2003
- **HQ Location:** Rancho Santa Margarita, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e86fbb7138c15e83e53a6d392a834c8b7c94ec0a0fdebd21991daf68b3c47a67&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquandis%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About Quandis Business Objects?

- [What is Quandis Business Objects used for?](https://www.g2.com/discussions/what-is-quandis-business-objects-used-for)

- [&lsaquo; Prev‹ Prev](/categories/other-finance?order=g2_score&page=7#product-list)
- [1](/categories/other-finance?order=g2_score#product-list)
- [2](/categories/other-finance?order=g2_score&page=2#product-list)
- …
- [4](/categories/other-finance?order=g2_score&page=4#product-list)
- [5](/categories/other-finance?order=g2_score&page=5#product-list)
- [6](/categories/other-finance?order=g2_score&page=6#product-list)
- [7](/categories/other-finance?order=g2_score&page=7#product-list)
- 8
- [9](/categories/other-finance?order=g2_score&page=9#product-list)
- [10](/categories/other-finance?order=g2_score&page=10#product-list)
- [11](/categories/other-finance?order=g2_score&page=11#product-list)
- [12](/categories/other-finance?order=g2_score&page=12#product-list)
- …
- [57](/categories/other-finance?order=g2_score&page=57#product-list)
- [58](/categories/other-finance?order=g2_score&page=58#product-list)
- [Next &rsaquo;Next ›](/categories/other-finance?order=g2_score&page=9#product-list)

Spotlight Categories

[Employer of Record (EOR) Software](https://www.g2.com/categories/employer-of-record-eor)

[Customer Success Software](https://www.g2.com/categories/customer-success)

[Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking)

[Survey Software](https://www.g2.com/categories/survey)

[VoIP Providers](https://www.g2.com/categories/voip)

Similar Categories

- [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services)
- [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas)
- [Brokerage Trading Platforms](/categories/brokerage-trading-platforms)
- [Construction Loan Management](/categories/construction-loan-management)
- [Core Banking](/categories/core-banking)

- [Deal Sourcing](/categories/deal-sourcing)
- [Debt Management](/categories/debt-management)
- [Digital Banking Platforms](/categories/digital-banking-platforms)
- [Digital Customer Onboarding](/categories/digital-customer-onboarding)
- [Digital Mortgage Closing](/categories/digital-mortgage-closing)

- [Financial Analytics](/categories/financial-analytics)
- [Financial Data APIs](/categories/financial-data-apis)
- [Financial Predictive Analytics](/categories/financial-predictive-analytics)
- [Financial Research](/categories/financial-research)
- [Financial Risk Management](/categories/financial-risk-management)

[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

Show More