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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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Results: 296
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    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    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.

    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.

    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.

    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.

    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.

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

    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.

    CircleUp is an online marketplace that links accredited investors with consumer product and retail companies.

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

    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.

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

    Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    Comprehensive global investment research platform to manage research production, distribution, connection, consumption and intelligence

    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.

    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.

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

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

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

    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.

    529 QuickView is a web-based portal that gives investment professionals immediate online access to clients.

    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.

    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.

    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 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.