Best Other Finance Software - Page 19

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 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?

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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 Newsletters For Individual Advisor Solutions

Our financial newsletters provide your clients with timely, helpful, FINRA-reviewed content that keeps you top-of-mind and encourage important conversations.

Who Is the Company Behind Broadridge Newsletters For Individual Advisor Solutions?

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 Plan Sponsor Communications

Connect your advisors to key assets at critical points in the sales process—from fund selection to branded enrollment kits.

Who Is the Company Behind Broadridge Plan Sponsor Communications?

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?

Broadridge Post Trade and Regulatory Compliance

The platform is nimble enough to accommodate and process various data formats and it's completely flexible, so it can support new reporting environments as regulations change.

Who Is the Company Behind Broadridge Post Trade and Regulatory Compliance?

Broadridge Post Trade Control Solutions

Reduce risk and demonstrate compliance through a more efficient control framework. Our solutions enable you to manage the multiple trade reporting and operational processing challenges created by new regulations and market practices across all asset classes, even the most complex OTC derivatives.

Who Is the Company Behind Broadridge Post Trade Control Solutions?

Broadridge Proxy Management

We provide a secure, automated proxy voting service, from sourcing announcements and distributing ballots, to vote execution and meeting results. Our solutions help firms achieve improved efficiency, transparency, and governance.

Who Is the Company Behind Broadridge Proxy Management?

Broadridge Proxy Policies and Insights

Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

Who Is the Company Behind Broadridge Proxy Policies and Insights?

Broadridge Proxy Services For Institutional Investors

Broadridge leads the industry in proprietary data on proxy voting behavior, which means we are uniquely positioned to help institutional investors develop targeted communications that maximize shareholder engagement and response and minimize your effort and costs.

Who Is the Company Behind Broadridge Proxy Services For Institutional Investors?

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