Best Other Finance Software - Page 18

How Many Other Finance Software Products Does G2 Track?

Total Products under this Category: 886

Category Stats (Nov 2026)

  • Average Rating: 4.34/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dakota Marketplace (+50.0%) - Among all products in this category, Dakota Marketplace recorded the largest rating increase compared to last month

Last updated: November 12, 2026

How Does G2 Rank Other Finance Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 600+ Authentic Reviews
  • 886+ 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, 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)

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?

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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?

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?

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?

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