Best Other Finance Software - Page 18

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 Equity Trade Processing

Streamline equities and related instruments (e.g. warrants, deposits and loans) in a single real-time solution, supporting every stage of the transaction from pre-order management to settlement.

Who Is the Company Behind Broadridge Equity Trade Processing?

Broadridge Fee Billing

Broadridge's Revport fully automates billing services for more than 55 standard calculations custom rules—from complex asset management to performance fees and commissions.

Who Is the Company Behind Broadridge Fee Billing?

Broadridge Financial Reporting

Streamline and simplify your financial reporting. Our combination of powerful software and expert services helps you create and file your own disclosure documents or rely on us for execution.

Who Is the Company Behind Broadridge Financial Reporting?

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Broadridge Fixed Income Trade Processing

Firms of all sizes around the world rely on our proven, best-in-class solutions for fixed income trades, supporting an extensive range of instruments across markets, currencies and business entities.

Who Is the Company Behind Broadridge Fixed Income Trade Processing?

Broadridge Full Service Tender Processing

Our end-to-end tender distribution solution includes SEC filing and document design, printing and mailing, all supported by simplified billing.

Who Is the Company Behind Broadridge Full Service Tender Processing?

Broadridge Fund Budgeting and Accruals

Through rules-based automation of revenue and expense management, fund companies can keep budgets on track and up-to-date with real-time analytics and automated payment allocations to specific funds.

Who Is the Company Behind Broadridge Fund Budgeting and Accruals?

Broadridge Fund Investor Portal

Our innovative portal meets the administrative needs of pooled investment funds. It is an efficient, secure and transparent way to deliver superior service to investors while reducing costs.

Who Is the Company Behind Broadridge Fund Investor Portal?

Broadridge Fund Partner Reporting

Get secure access to reports and advisor intelligence for internal business managers, fund partners, TPAs and other intermediaries with our easy-to-use self-service portal.

Who Is the Company Behind Broadridge Fund Partner Reporting?

Broadridge Global Post Trade Management

Standardize operations across multiple markets and asset classes, including equity, fixed income, foreign exchange, money market, exchange-traded derivatives and securities finance.

Who Is the Company Behind Broadridge Global Post Trade Management?

Broadridge Global Tax Reclaim and State Tax Reporting

Save time and minimize errors by automating data organized by accounts, products, assets and shares, and tax jurisdictions. This solution makes global and state tax reporting simple and efficient.

Who Is the Company Behind Broadridge Global Tax Reclaim and State Tax Reporting?

Broadridge Interactive Online Document Management

Cost-effective services make user-friendly electronic proxy documents available to shareholders in an environment designed to better-communicate your messaging and support your company's brand.

Who Is the Company Behind Broadridge Interactive Online Document Management?

Broadridge Interactive Proxy

Deliver key information about priority issues including ESG and board diversity in a flexible online environment. Our platform helps you easily and cost-effectively present key information so it will have the greatest impact. Embedded videos and graphics, customized landing pages, and flexible navigation enhance your message.

Who Is the Company Behind Broadridge Interactive Proxy?

Broadridge Intermediary Fee Manager

Revport makes it easy to assign and calculate a wide range of distribution payouts and fees, such as management fees, agent rebates, sub-advisor payouts, or revenue sharing.

Who Is the Company Behind Broadridge Intermediary Fee Manager?

Broadridge Investor and Advisor Mailbox

A single solution ensures that advisors, operations, client services, and investors are informed of all communications sent, creating transparency and enhancing the client experience.

Who Is the Company Behind Broadridge Investor and Advisor Mailbox?

Broadridge Mobile App

My Wealth Advisor, a fully customizable mobile app that was designed specifically for advisors like you. Create seamless client communications with the delivery of videos, newsletters, blog posts and personalized messaging — directly to the device that clients are checking 150 times a day.

Who Is the Company Behind Broadridge Mobile App?

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