Best Other Finance Software - Page 19

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 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?

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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?

Broadridge Mortgage Backed Securities

Mortgage-backed securities (MBS) processing requires efficiency, accuracy and transparency. Our electronic trading system supports straight-through processing of large volumes of trades, including assignments of trades (AOT).

Who Is the Company Behind Broadridge Mortgage Backed Securities?

Broadridge Multi asset 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 Multi asset Post Trade Management?

Broadridge Multi-Channel Participant Communications

Improve the participant experience, while streamlining costs and reducing complex administration. Broadridge manages the full life cycle of plan communications, saving you time and money.

Who Is the Company Behind Broadridge Multi-Channel Participant Communications?

Broadridge Mutual Fund Data and Suitability

Powered by proprietary technology, Broadridge FundPOINT® suite provides data and workflows to enhance advisor productivity and ensure best interests. Simplify rollovers, perform suitability and compare portfolios with fee transparency and clarity.

Who Is the Company Behind Broadridge Mutual Fund Data and Suitability?

Broadridge Notice and Access & Inventory Management and Fulfillment

Choose the Notice and Access delivery option best-suited to your business and shareholders. Meet SEC requirements by using our state-of-the-art Inventory Management and Fulfillment system.

Who Is the Company Behind Broadridge Notice and Access & Inventory Management and Fulfillment?

Broadridge Performance and Attribution

Differentiate your investment offering with reporting and attribution tools that analyze performance from all angles. This customizable solution accommodates a wide range of measures, across multiple time periods, and integrates with existing accounting and client reporting platforms.

Who Is the Company Behind Broadridge Performance and Attribution?

Broadridge Point-of-Sale Prospectus

Let technology and data drive prospectus delivery. Our end-to-end solution ensures accurate information, reduced costs and a better investor experience.

Who Is the Company Behind Broadridge Point-of-Sale Prospectus?

Broadridge Portfolio Securities Voting

Gain unmatched flexibility and control with automated workflows, rules-based vote execution and on-demand reporting. ProxyEdge seamlessly integrates proprietary data and analytics, as well as third-party research and recommendations, helping to maximize confidence at every step.

Who Is the Company Behind Broadridge Portfolio Securities Voting?

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