Best Other Finance Software - Page 17

How Many Other Finance Software Products Does G2 Track?

Total Products under this Category: 853

Category Stats (Oct 2026)

  • Average Rating: 4.33/5 The average rating of products in this category, based on all submitted ratings

Last updated: October 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
  • 853+ 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

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Checkpoint, BBVA Payments API, Joist, 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=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api)

Broadridge Advisor Resource Center For Individual Advisor Solutions

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?

Broadridge Advisor Targeting

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

Who Is the Company Behind Broadridge Advisor Targeting?

Broadridge Beneficial Proxy Services

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?

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Broadridge Branded Shareholder Portal

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?

Broadridge Collateral Management

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?

Broadridge Connectivity

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?

Broadridge Corporate Action

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?

Broadridge Derivatives Trade Processing

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?

Broadridge Digital Document Delivery

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?

Broadridge Direct Marketing

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?

Broadridge Distribution 360

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?

Broadridge Document Composition

Whether it's sending a client letter or executing a multi-faceted campaign, our document composition tools make it easy to create content, define your target audience and manage your communications.

Who Is the Company Behind Broadridge Document Composition?

Broadridge EDGARForms

As the regulatory landscape shifts, so does the complexity of SEC compliance. But many forms remain standard, creating the opportunity to manage them in house to reduce time and cost. Our intuitive and secure web-based platform guides you step-by-step through composing, reviewing and filing standardized EDGAR forms with the SEC.

Who Is the Company Behind Broadridge EDGARForms?

Broadridge Enhanced Packaging

Get critical messages, company reports, enrollment forms, and ballots into the hands of shareholders. Encourage them to take action using high-impact, branded packaging.

Who Is the Company Behind Broadridge Enhanced Packaging?

Broadridge Enhanced Proxy Design

Smart use of fonts, color, charts and graphics add clarity and enhance shareholder engagement. Choose from four design packages — all of which include HTML conversion and unlimited author's alterations to keep costs low.

Who Is the Company Behind Broadridge Enhanced Proxy Design?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated February 5, 2026