Total Products under this Category: 886
Last updated: November 12, 2026
Why You Can Trust G2's Software 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.
Highlighted products: SAP Multi-Bank Connectivity, Basis, LexisNexis RiskView, Square Banking, TaxGPT, Checkpoint, BBVA Payments API, and BBVA Customer API.
Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=basis-2025-07-24&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=square-banking&focus%5B%5D=taxgpt&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=bbva-payments-api&focus%5B%5D=bbva-customer-api)
A set of digital workers deployed to automate 70% of loan origination tasks. Repeatable task families are taken care of by these bots, easing up the lenders' teams' time and work pressures.
Bountysource is the leading pay per performance platform for open-source programmer bounties. Donors can fund an issue such as a feature request, code review and debugging missions. More than 96K users will provide solutions to the issue. Payment is made if the solution satifies the donor. We provide a dedicated support to help you break down a project into self contained tasks.
White label software to launch an automated currency exchange service, a secure and multifunctional solution
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
Brightwave is the AI-powered diligence and research platform purpose-built for investment professionals. It automates the analysis of massive data sets, synthesizes insights across every document, and delivers clear, actionable findings in customizable reports — enabling faster and more confident investment decisions.
Expand your library of unbiased, advisor-centric content and save time. Engaging content includes articles, videos, calculators, market summaries and e-seminar presentations; each piece is easy to share thanks to email, mobile, and social media integration, as well as automated campaign capabilities.
Identify and prioritize your top RIA, IBD and retirement advisor prospects based on actual shareholder positions.
When brokers work with Broadridge you benefit from a provider who plans, executes and delivers your proxy and shareholder communications with modern and proven processing solutions. Using our centralized solution you work with a single entity across all your street positions, simplifying the process.
Deliver important notifications to your shareholders and give them instant access to the data, documents, and resources they need from your company. Your customized portal acts as a seamless interface, enabling you to improve the shareholder experience and increase engagement.
Gain a real-time view of global inventory and exposures through intuitive dashboards. Generate efficiencies through margin automation, collateral optimization, life cycle management, settlement and connectivity with market infrastructure.
Accelerate your business growth and offer your clients more market choices through real-time connectivity with trading systems, exchanges, regulators, CCPs, clearing centers, custodians and network providers. Our solutions help you increase operational efficiency on a cost-effective, low-risk basis.
Simplify complex deals and pursue successful outcomes, even within compressed time frames. From mergers and acquisitions to IPOs and stock splits, leverage our flexible services as a single-source solution.
Simplify and improve your derivatives trade processing with a single, integrated platform that works across asset classes and in more than 70 markets worldwide. Our award-winning solution supports every step, from execution, clearing and settlement, to risk and collateral management.
Digital Document Delivery automates personalized and relevant content, and delivers it either on demand, or based on participant activity or life stage.
Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that generates leads, increases customer satisfaction and account values and improves your return on marketing investment.
