# Best Other Finance Software - Page 17

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

**Total Products under this Category:** 865

### 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 01, 2026_

## How Does G2 Rank Other Finance Software Products?

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

- 30 Analysts and Data Experts
- 500+ Authentic Reviews
- 865+ 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=64487&focus%5B%5D=24678&focus%5B%5D=64484&focus%5B%5D=159488)

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, BBVA Payments API, Joist, BBVA Customer API, and WhatsApp & WeChat Capture.

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=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api&focus%5B%5D=whatsapp-wechat-capture)

### [Bountysource](https://www.g2.com/products/bountysource/reviews)

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.

#### Who Is the Company Behind Bountysource?

- **Seller:** [Bountysource](https://www.g2.com/sellers/bountysource)
- **Year Founded:** 2004
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=800392cac4fc4c56f5323f1deac73d24ca48d7d1b05d695dfaa658e19dfb0948&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbountysource&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [BoxExchanger](https://www.g2.com/products/boxexchanger/reviews)

White label software to launch an automated currency exchange service, a secure and multifunctional solution

#### Who Is the Company Behind BoxExchanger?

- **Seller:** [BOXEXCHANGER](https://www.g2.com/sellers/boxexchanger)
- **Year Founded:** 2021
- **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=106b0651dafa00eeb3c1d5aea1887b3d14be6789a734feb0a0acdc51de96d65e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboxexchanger%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Bricknode Broker](https://www.g2.com/products/bricknode-broker/reviews)

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

#### Who Is the Company Behind Bricknode Broker?

- **Seller:** [Bricknode](https://www.g2.com/sellers/bricknode)
- **Year Founded:** 2014
- **HQ Location:** Stavanger, NO
- **Twitter:** @Bricknode  
27 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c60742c9c72e2d8b659acf47d119c2cfe2bab270739827923d999bb874442177&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhuddlestock&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

### [Brightwave](https://www.g2.com/products/brightwave-brightwave/reviews)

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.

#### Who Is the Company Behind Brightwave?

- **Seller:** [Brightwave](https://www.g2.com/sellers/brightwave-297b1eaf-737b-4306-bec8-aa1e09f43c87)
- **Year Founded:** 2023
- **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=3108bf17568952d1a5202c7d74c7031afe8ee9443eefaa8bbd0f19b466a825f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrightwaveio&secure%5Burl_type%5D=linkedin_company_website)

### [Broadridge Advisor Resource Center For Individual Advisor Solutions](https://www.g2.com/products/broadridge-advisor-resource-center-for-individual-advisor-solutions/reviews)

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.

#### Who Is the Company Behind Broadridge Advisor Resource Center For Individual Advisor 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 Advisor Targeting](https://www.g2.com/products/broadridge-advisor-targeting/reviews)

Identify and prioritize your top RIA, IBD and retirement advisor prospects based on actual shareholder positions.

#### Who Is the Company Behind Broadridge Advisor Targeting?

- **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 Beneficial Proxy Services](https://www.g2.com/products/broadridge-beneficial-proxy-services/reviews)

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.

#### Who Is the Company Behind Broadridge Beneficial Proxy Services?

- **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 Branded Shareholder Portal](https://www.g2.com/products/broadridge-branded-shareholder-portal/reviews)

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.

#### Who Is the Company Behind Broadridge Branded Shareholder Portal?

- **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 Collateral Management](https://www.g2.com/products/broadridge-collateral-management/reviews)

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.

#### Who Is the Company Behind Broadridge Collateral 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 Connectivity](https://www.g2.com/products/broadridge-connectivity/reviews)

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.

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

- **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 Corporate Action](https://www.g2.com/products/broadridge-corporate-action/reviews)

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.

#### Who Is the Company Behind Broadridge Corporate Action?

- **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 Derivatives Trade Processing](https://www.g2.com/products/broadridge-derivatives-trade-processing/reviews)

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.

#### Who Is the Company Behind Broadridge Derivatives Trade Processing?

- **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 Digital Document Delivery](https://www.g2.com/products/broadridge-digital-document-delivery/reviews)

Digital Document Delivery automates personalized and relevant content, and delivers it either on demand, or based on participant activity or life stage.

#### Who Is the Company Behind Broadridge Digital Document Delivery?

- **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 Direct Marketing](https://www.g2.com/products/broadridge-direct-marketing/reviews)

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.

#### Who Is the Company Behind Broadridge Direct Marketing?

- **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 Distribution 360](https://www.g2.com/products/broadridge-distribution-360/reviews)

Broadridge provides a comprehensive view of distribution markets based upon analysis of data from multiple sources. It helps uncover opportunities across key market segments, highlighting the impact on local markets and its practical effect on distribution opportunities.

#### Who Is the Company Behind Broadridge Distribution 360?

- **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

- [‹ Prev‹ Prev](/categories/other-finance?order=g2_score&page=16#product-list)
- [1](/categories/other-finance?order=g2_score#product-list)
- [2](/categories/other-finance?order=g2_score&page=2#product-list)
- …
- [13](/categories/other-finance?order=g2_score&page=13#product-list)
- [14](/categories/other-finance?order=g2_score&page=14#product-list)
- [15](/categories/other-finance?order=g2_score&page=15#product-list)
- [16](/categories/other-finance?order=g2_score&page=16#product-list)
- 17
- [18](/categories/other-finance?order=g2_score&page=18#product-list)
- [19](/categories/other-finance?order=g2_score&page=19#product-list)
- [20](/categories/other-finance?order=g2_score&page=20#product-list)
- [21](/categories/other-finance?order=g2_score&page=21#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 ›Next ›](/categories/other-finance?order=g2_score&page=18#product-list)

Spotlight Categories

[Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim)

[Network Monitoring Software](https://www.g2.com/categories/network-monitoring)

[Event Management Platforms](https://www.g2.com/categories/event-management-platforms)

[Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software)

[Session Replay Software](https://www.g2.com/categories/session-replay)

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