# Best Other Finance Software - Page 2

*By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*


The other finance & insurance category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a diverse range of financial and insurance-related services, from tax optimization and social security planning to business valuation and digital banking. They provide tools for financial advisors, contractors, and businesses to enhance decision-making, streamline operations, and improve client engagement. Key features often include advanced analytics, integration capabilities, compliance monitoring, and user-friendly interfaces, enabling users to manage financial tasks efficiently.

To qualify for inclusion in the Other Finance & Insurance category, a product must:

- Offer specialized financial or insurance functionalities that do not fit into existing financial services categories
- Provide tools or services that enhance financial decision-making, streamline operations, or improve client engagement in unique or emerging ways






## G2 Grid® for Other Finance Software
![G2 Grid® for Other Finance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=69658&focus%5B%5D=102892&focus%5B%5D=1405432&focus%5B%5D=64487&focus%5B%5D=24678&focus%5B%5D=64484&focus%5B%5D=159488)
Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, Square Banking, TaxGPT, BBVA Payments API, Joist, BBVA Customer API, and WhatsApp & WeChat Capture.
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=square-banking&focus%5B%5D=taxgpt&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api&focus%5B%5D=whatsapp-wechat-capture)


## How Many Other Finance Software Products Does G2 Track?
**Total Products under this Category:** 866

### Category Stats (Jul 2026)
- **Average Rating**: 4.32/5 The average rating of products in this category, based on all submitted ratings

*Last updated: July 18, 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
- 866+ 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.


## Which Other Finance Software Is Best for Your Use Case?

- **Leader:** [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews)
- **Highest Performer:** [Joist](https://www.g2.com/products/evercommerce-joist/reviews)
- **Easiest to Use:** [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews)
- **Top Trending:** [LexisNexis RiskView](https://www.g2.com/products/lexisnexis-riskview/reviews)
- **Best Free Software:** [Capitaliz](https://www.g2.com/products/capitaliz/reviews)


---

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### TextUs

TextUs is a performance SMS engagement platform specifically designed to assist marketers, sales professionals, and recruiters in enhancing communication and driving conversions. This innovative solution enables users to connect more effectively with prospects, customers, and candidates, ultimately leading to improved conversion rates and pipeline generation. By streamlining the communication process, TextUs helps organizations maximize their outreach efforts and achieve their revenue objectives. The platform serves a diverse audience, including recruitment agencies, corporate HR departments, and sales and marketing teams across various sectors. Marketers can leverage TextUs to send targeted campaigns, conduct A/B testing on messaging, and incorporate additional outreach channels into their outbound strategies. Sales professionals benefit from the platform by maintaining consistent communication with prospects, ensuring they remain engaged throughout the sales cycle. Recruiters can utilize TextUs to interact with potential candidates in real-time, facilitating quicker responses and fostering stronger relationships. This versatility makes TextUs an essential tool for anyone aiming to enhance their engagement strategies. TextUs offers several key features that distinguish it from other communication tools. A standout capability is its ability to send and receive text messages at scale, allowing users to reach multiple prospects and candidates simultaneously. This feature not only saves time but also increases the likelihood of receiving timely responses. Additionally, TextUs integrates seamlessly with existing customer relationship management (CRM) software and applicant tracking systems (ATS), enabling users to manage their communications within a familiar environment, thus enhancing workflow efficiency. Another significant advantage of TextUs is its analytics and reporting functionality. Users can track engagement metrics, such as response rates and message open rates, providing valuable insights into the effectiveness of their communication strategies. This data-driven approach allows organizations to refine their outreach efforts, ensuring they are targeting the right audience with the right message. Furthermore, the platform's user-friendly interface makes it accessible for individuals with varying levels of technical expertise, ensuring that teams can adopt it quickly and efficiently without a steep learning curve. TextUs stands out in the SMS marketing and engagement platform category by offering a comprehensive solution tailored to the needs of marketing, sales, and recruiting professionals. Its focus on effective communication, integration capabilities, and robust analytics empowers users to enhance their engagement strategies, ultimately driving better outcomes for their organizations.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=873&secure%5Bchosen_at%5D=2026-07-21T21%3A09%3A22Z&secure%5Bdisplayable_resource_id%5D=1781&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=61377&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=61377&secure%5Bresource_id%5D=873&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fother-finance%3Fpage%3D2&secure%5Btoken%5D=05e6dad0536a45c0bb58fbc6128b521d0ab505f48f7321609a194294588fbc92&secure%5Burl%5D=https%3A%2F%2Ftextus.com%2Fplatform%2F&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Other Finance Software Products in 2026?
### 1. [StockCharts](https://www.g2.com/products/stockcharts/reviews)
StockCharts offers charting tools.


**Average Rating:** 4.5/5.0
**Total Reviews:** 6
**How Do G2 Users Rate StockCharts?**

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind StockCharts?**

- **Seller:** [StockCharts.com](https://www.g2.com/sellers/stockcharts-com)
- **Year Founded:** 1999
- **HQ Location:** Redmond, US
- **Twitter:** @StockCharts (46,240 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1237013 (39 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 86% Mid-Market, 14% Small-Business



#### What Are Recent G2 Reviews of StockCharts?

**"[Review for trading paradise - StockCharts](https://www.g2.com/survey_responses/stockcharts-review-7236322)"**

**Rating:** 5.0/5.0 stars
*— Harshit G.*

[Read full review](https://www.g2.com/survey_responses/stockcharts-review-7236322)

---

**"[Best stock trend identification tool](https://www.g2.com/survey_responses/stockcharts-review-10550216)"**

**Rating:** 5.0/5.0 stars
*— Arunvinodh C.*

[Read full review](https://www.g2.com/survey_responses/stockcharts-review-10550216)

---



### 2. [Utocat](https://www.g2.com/products/utocat/reviews)
Blockchain software publisher for the financial sector


**Average Rating:** 4.1/5.0
**Total Reviews:** 6
**How Do G2 Users Rate Utocat?**

- **Quality of Support:** 7.5/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)

**Who Is the Company Behind Utocat?**

- **Seller:** [Utocat](https://www.g2.com/sellers/utocat)
- **Year Founded:** 2014
- **HQ Location:** Lille, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/utocat/ (26 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Mid-Market



#### What Are Recent G2 Reviews of Utocat?

**"[Greater security and opening of the financial processes](https://www.g2.com/survey_responses/utocat-review-10050543)"**

**Rating:** 4.0/5.0 stars
*— Burak B.*

[Read full review](https://www.g2.com/survey_responses/utocat-review-10050543)

---

**"[Customer support team has been friendly](https://www.g2.com/survey_responses/utocat-review-9972122)"**

**Rating:** 4.0/5.0 stars
*— Satish P.*

[Read full review](https://www.g2.com/survey_responses/utocat-review-9972122)

---



### 3. [Protege](https://www.g2.com/products/protege/reviews)
Issuing and tracking collection letters are integral parts of many banking operations. With 3Core Software's collection letter software solution, Protege, your team can fully automate and revolutionize the way you process draft collections.


**Average Rating:** 4.6/5.0
**Total Reviews:** 5
**How Do G2 Users Rate Protege?**

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)

**Who Is the Company Behind Protege?**

- **Seller:** [3Core Software](https://www.g2.com/sellers/3core-software)
- **Year Founded:** 1986
- **HQ Location:** Katy, US
- **LinkedIn® Page:** https://www.linkedin.com/company/3521930 (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 80% Mid-Market, 40% Enterprise



#### What Are Recent G2 Reviews of Protege?

**"[Protege Review](https://www.g2.com/survey_responses/protege-review-9831767)"**

**Rating:** 4.5/5.0 stars
*— Bryan B.*

[Read full review](https://www.g2.com/survey_responses/protege-review-9831767)

---

**"[Best Ontology Editor](https://www.g2.com/survey_responses/protege-review-4918788)"**

**Rating:** 5.0/5.0 stars
*— Samir T.*

[Read full review](https://www.g2.com/survey_responses/protege-review-4918788)

---


#### What Are G2 Users Discussing About Protege?

- [What is protégé ontology also write down about an ontology editor?](https://www.g2.com/discussions/protege-what-is-protege-ontology-also-write-down-about-an-ontology-editor)
- [What is protégé ontology also write down about an ontology editor?](https://www.g2.com/discussions/what-is-protege-ontology-also-write-down-about-an-ontology-editor)
- [Is protege free?](https://www.g2.com/discussions/protege-is-protege-free)
- [Is protege free?](https://www.g2.com/discussions/is-protege-free)
- [What is the latest version of protege?](https://www.g2.com/discussions/protege-what-is-the-latest-version-of-protege)

### 4. [StyleADVISOR](https://www.g2.com/products/styleadvisor/reviews)
Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software.


**Average Rating:** 4.3/5.0
**Total Reviews:** 5
**How Do G2 Users Rate StyleADVISOR?**

- **Quality of Support:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind StyleADVISOR?**

- **Seller:** [Informa PLC](https://www.g2.com/sellers/informa-plc)
- **Year Founded:** 1998
- **HQ Location:** London, England, United Kingdom
- **Twitter:** @InformaPLC (4,646 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/informa (8,588 employees on LinkedIn®)
- **Ownership:** LSE:INF

**Who Uses This Product?**
- **Company Size:** 60% Small-Business, 20% Mid-Market



#### What Are Recent G2 Reviews of StyleADVISOR?

**"[Style advisor is a great product and I would recommend to my friends](https://www.g2.com/survey_responses/styleadvisor-review-4552841)"**

**Rating:** 4.5/5.0 stars
*— Aswathi T.*

[Read full review](https://www.g2.com/survey_responses/styleadvisor-review-4552841)

---

**"[I will definitely recommend StyleADVISOR to my colleague, friends as well as relatives.](https://www.g2.com/survey_responses/styleadvisor-review-4542494)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Automotive*

[Read full review](https://www.g2.com/survey_responses/styleadvisor-review-4542494)

---



### 5. [Finastra Originate Mortgagebot](https://www.g2.com/products/finastra-originate-mortgagebot/reviews)
Mortgagebot End-to-End is a fully integrated, cloud-based mortgage platform that streamlines the entire lending lifecycle—from application to post-closing. It automates critical processes like credit checks, compliance, and document generation, reducing manual effort and accelerating loan cycles. With strong POS-LOS integration and open architecture, it connects seamlessly with over 100 fintech partners to ensure a smooth borrower journey and minimal IT overhead. The platform is the only mortgage solution endorsed by both the ABA and ICBA, underscoring its trustworthiness and industry leadership. Its compliance engine and Finastra’s configurable Rules API adapt to evolving regulations and institutional policies, while its cloud-native design supports secure data handling and audit trails—empowering financial institutions to operate with confidence and agility.


**Average Rating:** 2.4/5.0
**Total Reviews:** 4
**How Do G2 Users Rate Finastra Originate Mortgagebot?**

- **Quality of Support:** 5.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.2/10 (Category avg: 8.6/10)

**Who Is the Company Behind Finastra Originate Mortgagebot?**

- **Seller:** [Finastra](https://www.g2.com/sellers/finastra)
- **Year Founded:** 2017
- **HQ Location:** Paddington, London
- **Twitter:** @FinastraFS (11,614 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11153805/ (12,506 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 25% Enterprise



#### What Are Recent G2 Reviews of Finastra Originate Mortgagebot?

**"[Good Software for taking applications](https://www.g2.com/survey_responses/finastra-originate-mortgagebot-review-11212643)"**

**Rating:** 4.0/5.0 stars
*— Whitney N.*

[Read full review](https://www.g2.com/survey_responses/finastra-originate-mortgagebot-review-11212643)

---


#### What Are G2 Users Discussing About Finastra Originate Mortgagebot?

- [What is Fusion Mortgagebot used for?](https://www.g2.com/discussions/what-is-fusion-mortgagebot-used-for)

### 6. [Syndicately](https://www.g2.com/products/syndicately/reviews)
Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.


**Average Rating:** 5.0/5.0
**Total Reviews:** 4
**How Do G2 Users Rate Syndicately?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Syndicately?**

- **Seller:** [Syndicately](https://www.g2.com/sellers/syndicately)
- **Year Founded:** 2021
- **HQ Location:** Fort Smith, US
- **Twitter:** @syndicate_ly (2,366 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/syndicately/ (2 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Syndicately?

**"[A Great Solution And Team](https://www.g2.com/survey_responses/syndicately-review-10363463)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Consulting*

[Read full review](https://www.g2.com/survey_responses/syndicately-review-10363463)

---

**"[Easiest platform for SPV authentication I've ever used, done in 10 minutes!!](https://www.g2.com/survey_responses/syndicately-review-9596528)"**

**Rating:** 5.0/5.0 stars
*— Denny B.*

[Read full review](https://www.g2.com/survey_responses/syndicately-review-9596528)

---



### 7. [ACH Risk Manager](https://www.g2.com/products/ach-risk-manager/reviews)
ACH Risk Manager™ Simplifies ACH Compliance and Risk Management Centralize your ACH data, enabling real-time visibility, regulatory compliance, and proactive risk control. Features include: + Compliance Automation: Nacha compliance, return rate monitoring, and on-demand audit evidence. + Advanced Risk Modeling: AI-driven account risk ratings, high-risk originator detection, and liquidity management. + Rapid Implementation: Go live in as little as 30 days with minimal IT effort. Discover how ACH Risk Manager™ empowers smarter risk strategies.


**Average Rating:** 4.7/5.0
**Total Reviews:** 3
**How Do G2 Users Rate ACH Risk Manager?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind ACH Risk Manager?**

- **Seller:** [Affirmative Technologies](https://www.g2.com/sellers/affirmative-technologies)
- **Year Founded:** 1998
- **HQ Location:** Clearwater, US
- **LinkedIn® Page:** https://www.linkedin.com/company/affirmativeusa/ (23 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 33% Enterprise, 33% Mid-Market



#### What Are Recent G2 Reviews of ACH Risk Manager?

**"[Effective Way to Manage ACH Compliance Outside of Core](https://www.g2.com/survey_responses/ach-risk-manager-review-11002904)"**

**Rating:** 5.0/5.0 stars
*— Maria R.*

[Read full review](https://www.g2.com/survey_responses/ach-risk-manager-review-11002904)

---

**"[Reliable ACH Compliance Partner with Exceptional Support](https://www.g2.com/survey_responses/ach-risk-manager-review-11085962)"**

**Rating:** 5.0/5.0 stars
*— Joyce S.*

[Read full review](https://www.g2.com/survey_responses/ach-risk-manager-review-11085962)

---



### 8. [Archer](https://www.g2.com/products/archer/reviews)
Archer is a cloud-based solution help to streamline trade processes and automate investment management across all channels.


**Average Rating:** 4.3/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Archer?**

- **Quality of Support:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Archer?**

- **Seller:** [Archer](https://www.g2.com/sellers/archer)
- **Year Founded:** 2000
- **HQ Location:** Berwyn, US
- **LinkedIn® Page:** https://www.linkedin.com/company/archer-investment-management-solution (186 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Enterprise, 33% Mid-Market



#### What Are Recent G2 Reviews of Archer?

**"[Streamlining Risk Management: A Comprehensive Review of Archer](https://www.g2.com/survey_responses/archer-review-9083477)"**

**Rating:** 4.5/5.0 stars
*— Arushi S.*

[Read full review](https://www.g2.com/survey_responses/archer-review-9083477)

---

**"[Review on Archer](https://www.g2.com/survey_responses/archer-review-9713381)"**

**Rating:** 4.5/5.0 stars
*— anushree v.*

[Read full review](https://www.g2.com/survey_responses/archer-review-9713381)

---



### 9. [BlueMatrix](https://www.g2.com/products/bluematrix/reviews)
BlueMatrix is the research infrastructure company. For sell-side firms, BlueMatrix eliminates the patchwork of point tools that slow research teams, create compliance gaps, and make it impossible to know whether your research reaches the right consumers – an increasingly critical challenge in the age of AI. Research is no longer just read. It is ingested, synthesized, and recombined into answers by AI systems that don't distinguish between a document from last week and one from a decade ago. For sell-side firms, that means your archive is no longer dormant — but only if it's structured, governed, and accessible. BlueMatrix makes it so. For buy-side firms, it means a single connection into a governed universe of sell-side research, machine-readable and entitlement-enforced at the source. Interfaces deliver the answer; BlueMatrix facilitates it, at the infrastructure level. Founded in 1999, trusted by over 1,000 institutional firms across more than 50 countries, BlueMatrix is where the research lifecycle runs.


**Average Rating:** 2.5/5.0
**Total Reviews:** 3
**How Do G2 Users Rate BlueMatrix?**

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 5.6/10 (Category avg: 8.6/10)

**Who Is the Company Behind BlueMatrix?**

- **Seller:** [BlueMatrix](https://www.g2.com/sellers/bluematrix)
- **Year Founded:** 1999
- **HQ Location:** New York, US
- **Twitter:** @BlueMatrixTeam (202 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bluematrix (181 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 33% Enterprise



#### What Are Recent G2 Reviews of BlueMatrix?

**"[Frequent user at multiple firms: Positive experience](https://www.g2.com/survey_responses/bluematrix-review-448785)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/bluematrix-review-448785)

---



### 10. [CoBIS Microfinance Software](https://www.g2.com/products/cobis-microfinance-software/reviews)
Community Banking Information System


**Average Rating:** 5.0/5.0
**Total Reviews:** 3
**How Do G2 Users Rate CoBIS Microfinance Software?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)

**Who Is the Company Behind CoBIS Microfinance Software?**

- **Seller:** [COBIS MFI Solutions](https://www.g2.com/sellers/cobis-mfi-solutions)
- **HQ Location:** N/A
- **Twitter:** @CoBISMFI (140 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of CoBIS Microfinance Software?

**"[Seamless Banking Operations.](https://www.g2.com/survey_responses/cobis-microfinance-software-review-2167642)"**

**Rating:** 5.0/5.0 stars
*— Beatrice O.*

[Read full review](https://www.g2.com/survey_responses/cobis-microfinance-software-review-2167642)

---

**"[Incredible Value for Money.](https://www.g2.com/survey_responses/cobis-microfinance-software-review-2167621)"**

**Rating:** 5.0/5.0 stars
*— Anisoara D.*

[Read full review](https://www.g2.com/survey_responses/cobis-microfinance-software-review-2167621)

---


#### What Are G2 Users Discussing About CoBIS Microfinance Software?

- [What is CoBIS Microfinance Software used for?](https://www.g2.com/discussions/what-is-cobis-microfinance-software-used-for)

### 11. [Fentury](https://www.g2.com/products/fentury/reviews)
FENTURY white label banking revolutionizes the way customers see digital banking, personalizing their experience and offering a 360-degree view of their financial life.


**Average Rating:** 4.3/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Fentury?**

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Fentury?**

- **Seller:** [Fentury](https://www.g2.com/sellers/fentury)
- **Year Founded:** 2013
- **HQ Location:** Ottawa, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/salt-edge (140 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Mid-Market, 33% Small-Business



#### What Are Recent G2 Reviews of Fentury?

**"[With Fentury My Finance Gets Managed Online](https://www.g2.com/survey_responses/fentury-review-4442179)"**

**Rating:** 4.5/5.0 stars
*— Rosy S.*

[Read full review](https://www.g2.com/survey_responses/fentury-review-4442179)

---

**"[Best personal financial management but not ideal for businesses](https://www.g2.com/survey_responses/fentury-review-4842683)"**

**Rating:** 4.0/5.0 stars
*— Kiran C.*

[Read full review](https://www.g2.com/survey_responses/fentury-review-4842683)

---


#### What Are G2 Users Discussing About Fentury?

- [What is Fentury used for?](https://www.g2.com/discussions/what-is-fentury-used-for)

### 12. [Finalle.ai](https://www.g2.com/products/finalle-ai/reviews)
Financial intelligence platform powered by generative AI and new-media data


**Average Rating:** 4.7/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Finalle.ai?**

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Finalle.ai?**

- **Seller:** [Finalle.ai](https://www.g2.com/sellers/finalle-ai)
- **HQ Location:** Tel aviv, IL
- **LinkedIn® Page:** https://www.linkedin.com/company/finalle/ (2 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Finalle.ai?

**"[Must have for traders and investors](https://www.g2.com/survey_responses/finalle-ai-review-7665911)"**

**Rating:** 5.0/5.0 stars
*— Roi A.*

[Read full review](https://www.g2.com/survey_responses/finalle-ai-review-7665911)

---

**"[Game Changer](https://www.g2.com/survey_responses/finalle-ai-review-10008012)"**

**Rating:** 4.0/5.0 stars
*— Nikko R.*

[Read full review](https://www.g2.com/survey_responses/finalle-ai-review-10008012)

---



### 13. [LowerMyBills](https://www.g2.com/products/lowermybills/reviews)
For the last 20+ years, LowerMyBills has been focused on helping people navigate the world of finances, providing them with savings and money-making opportunities through our relationships with service providers across mortgage, credit cards, loans, insurance, banking, home services and personal finance.


**Average Rating:** 3.0/5.0
**Total Reviews:** 3
**How Do G2 Users Rate LowerMyBills?**

- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 5.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind LowerMyBills?**

- **Seller:** [LowerMyBills](https://www.g2.com/sellers/lowermybills)
- **HQ Location:** Playa Vista, US
- **Twitter:** @lowermybills (21,151 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lowermybills/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of LowerMyBills?

**"[Excellent source for not overpaying for insurance for home and car!](https://www.g2.com/survey_responses/lowermybills-review-4206675)"**

**Rating:** 4.0/5.0 stars
*— Juan P.*

[Read full review](https://www.g2.com/survey_responses/lowermybills-review-4206675)

---



### 14. [Microfinance Software](https://www.g2.com/products/microfinance-software/reviews)
Microfinance software helping manage all of your client data including loans, grants, investors, donors, and much more.


**Average Rating:** 3.8/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Microfinance Software?**

- **Quality of Support:** 5.6/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)

**Who Is the Company Behind Microfinance Software?**

- **Seller:** [Adysoft](https://www.g2.com/sellers/adysoft)
- **Year Founded:** 2000
- **HQ Location:** N/A
- **Twitter:** @adysoft (26 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/adysoft/ (31 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 75% Small-Business, 25% Enterprise



#### What Are Recent G2 Reviews of Microfinance Software?

**"[Lending in Microfinance: Navigating Risk](https://www.g2.com/survey_responses/microfinance-software-review-9097255)"**

**Rating:** 4.5/5.0 stars
*— Mathilde N.*

[Read full review](https://www.g2.com/survey_responses/microfinance-software-review-9097255)

---

**"[Easy to Use and Helpful for My Consulting Business](https://www.g2.com/survey_responses/microfinance-software-review-13135570)"**

**Rating:** 5.0/5.0 stars
*— Suresh B.*

[Read full review](https://www.g2.com/survey_responses/microfinance-software-review-13135570)

---



### 15. [Mortgage Maker](https://www.g2.com/products/mortgage-maker/reviews)
Mortgage Maker is mortgage presentation software designed to help loan officers boost loan fundings. The software enables users to generate custom loan reports featuring live property data and interactive insights. Key features include a report builder to create presentations faster, real-time market updates, low cost insurance quotes, white-labeled and modular reporting, and client engagement tracking. Mortgage Maker aims to streamline the lending process through automation and personalization.


**Average Rating:** 5.0/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Mortgage Maker?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Mortgage Maker?**

- **Seller:** [Mortgage Maker](https://www.g2.com/sellers/mortgage-maker)
- **Year Founded:** 2024
- **HQ Location:** Mission Viejo, US
- **LinkedIn® Page:** https://www.linkedin.com/company/mortgage-maker-ai/ (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Mortgage Maker?

**"[Best new tool for Loan Officers !!!](https://www.g2.com/survey_responses/mortgage-maker-review-10793843)"**

**Rating:** 5.0/5.0 stars
*— Tyler H.*

[Read full review](https://www.g2.com/survey_responses/mortgage-maker-review-10793843)

---

**"[Mortgage Maker AI feels like when we went from BlackBerries to iPhones](https://www.g2.com/survey_responses/mortgage-maker-review-11689218)"**

**Rating:** 5.0/5.0 stars
*— Sam T.*

[Read full review](https://www.g2.com/survey_responses/mortgage-maker-review-11689218)

---



### 16. [Numbrs](https://www.g2.com/products/numbrs/reviews)
Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.


**Average Rating:** 2.8/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Numbrs?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Numbrs?**

- **Seller:** [Centralway](https://www.g2.com/sellers/centralway)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 33% Enterprise




#### What Are G2 Users Discussing About Numbrs?

- [What is Numbrs used for?](https://www.g2.com/discussions/what-is-numbrs-used-for)

### 17. [Prisma Campaigns](https://www.g2.com/products/prisma-campaigns/reviews)
Prisma Campaigns offers a marketing automation solution that helps financial institutions use their data to deepen consumer relationships. More than 60 banks and credit unions rely on Prisma’s platform to deliver automated and targeted onboarding and cross-selling campaigns across all channels, including email, text, web, and mobile.


**Average Rating:** 3.5/5.0
**Total Reviews:** 3
**How Do G2 Users Rate Prisma Campaigns?**

- **Quality of Support:** 7.8/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.6/10)

**Who Is the Company Behind Prisma Campaigns?**

- **Seller:** [Prisma Campaigns](https://www.g2.com/sellers/prisma-campaigns)
- **Year Founded:** 2018
- **HQ Location:** Miami, US
- **Twitter:** @prismacampaigns (388 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/prisma-campaigns/ (16 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Enterprise, 33% Mid-Market



#### What Are Recent G2 Reviews of Prisma Campaigns?

**"[Prisma for Advertisers ](https://www.g2.com/survey_responses/prisma-campaigns-review-2294100)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Marketing and Advertising*

[Read full review](https://www.g2.com/survey_responses/prisma-campaigns-review-2294100)

---


#### What Are G2 Users Discussing About Prisma Campaigns?

- [What is Prisma Campaigns used for?](https://www.g2.com/discussions/what-is-prisma-campaigns-used-for)

### 18. [Aikido Finance](https://www.g2.com/products/aikido-finance-aikido-finance/reviews)
Aikido's mission is to democratize quantitative investing. Quantitative investing / algorithmic trading makes investment decisions using a systematic approach – following a recipe or set of rules, based on long term historical evidence. It can provide higher returns, lower risk, reduced stress, and greatly decrease the time it takes to build a portfolio. It is the modern way to construct a portfolio. Traditionally this form of investing has been confined to large financial institutions and those with deep financial knowledge, coding experience, and capital. Aikido breaks down all of these barriers. How does it work? Step 1: Integrate/ connect your broker Step 2: Pick a strategy Step 3: Create a portfolio and the trades are sent directly to your broker Aikido automates investing and makes portfolio creation easy.


**Average Rating:** 4.5/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Aikido Finance?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Aikido Finance?**

- **Seller:** [Aikido Finance](https://www.g2.com/sellers/aikido-finance-f6f76c96-1f44-4f9a-b8ab-8890041afb68)
- **Year Founded:** 2023
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** https://www.linkedin.com/company/54134008 (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Aikido Finance?

**"[The future of investing](https://www.g2.com/survey_responses/aikido-finance-review-6484152)"**

**Rating:** 5.0/5.0 stars
*— Phuong N.*

[Read full review](https://www.g2.com/survey_responses/aikido-finance-review-6484152)

---

**"[Automated Stock and Crypto Investing](https://www.g2.com/survey_responses/aikido-finance-review-6936608)"**

**Rating:** 4.0/5.0 stars
*— Derek P.*

[Read full review](https://www.g2.com/survey_responses/aikido-finance-review-6936608)

---



### 19. [ARGUS Acquire](https://www.g2.com/products/argus-acquire/reviews)
Finding the right deals is only the beginning — build a faster, leaner acquisitions team.


**Average Rating:** 4.8/5.0
**Total Reviews:** 2

**Who Is the Company Behind ARGUS Acquire?**

- **Seller:** [Altus Group](https://www.g2.com/sellers/altus-group)
- **Year Founded:** 2005
- **HQ Location:** Toronto, Ontario
- **Twitter:** @altusgroup (4,633 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/53979/ (2,169 employees on LinkedIn®)
- **Ownership:** TSX:AIF

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of ARGUS Acquire?

**"[Overall working experience with the Argus acquire has been great without any complications.](https://www.g2.com/survey_responses/argus-acquire-review-7295917)"**

**Rating:** 4.5/5.0 stars
*— venkat sai p.*

[Read full review](https://www.g2.com/survey_responses/argus-acquire-review-7295917)

---

**"[It's really good to work](https://www.g2.com/survey_responses/argus-acquire-review-7125405)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Computer Games*

[Read full review](https://www.g2.com/survey_responses/argus-acquire-review-7125405)

---



### 20. [Broadridge Advisor Portal](https://www.g2.com/products/broadridge-advisor-portal/reviews)
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit broadridge.com/advisor Emerald Connect and Forefield are now Broadridge Advisor Solutions.


**Average Rating:** 3.9/5.0
**Total Reviews:** 8
**How Do G2 Users Rate Broadridge Advisor Portal?**

- **Quality of Support:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.6/10)

**Who Is the Company Behind Broadridge Advisor Portal?**

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge (6,625 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,676 employees on LinkedIn®)
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

**Who Uses This Product?**
- **Top Industries:** Financial Services
- **Company Size:** 63% Small-Business, 25% Enterprise



#### What Are Recent G2 Reviews of Broadridge Advisor Portal?

**"[It was great and it provides what we needs](https://www.g2.com/survey_responses/broadridge-advisor-portal-review-6744248)"**

**Rating:** 4.0/5.0 stars
*— Kasun U.*

[Read full review](https://www.g2.com/survey_responses/broadridge-advisor-portal-review-6744248)

---

**"[A great product for all financial advisors](https://www.g2.com/survey_responses/broadridge-advisor-portal-review-7753769)"**

**Rating:** 5.0/5.0 stars
*— Owen C.*

[Read full review](https://www.g2.com/survey_responses/broadridge-advisor-portal-review-7753769)

---



### 21. [C3 AI Smart Lending](https://www.g2.com/products/c3-ai-smart-lending/reviews)
C3 AI Smart Lending is an advanced artificial intelligence application designed to transform the credit origination and risk management processes for financial institutions. By leveraging interpretable, auditable, and traceable AI models, it provides a comprehensive view of a bank's data to assess approval likelihood and predict potential financial distress. This enables institutions to accelerate decision-making, reduce manual review costs, and ensure consistency across risk teams. Key Features and Functionality: - Approval Likelihood Simulation: Evaluate the viability of various terms and conditions to identify optimal deals for clients, with approval scores updating as new data is received. - Automated Credit Decisions: Utilize AI to predict whether applications should be approved, rejected, or require manual review, allowing for configurable automation levels based on loan types and geographies. - Risk Detection and Mitigation: Receive AI-generated alerts for clients potentially entering financial distress, with detailed analyses of risk drivers and workflow-enabled mitigation actions. - Opportunity Identification: Leverage AI to identify and prequalify high-value up-sell and cross-sell opportunities within the client portfolio. - Unified Data View: Aggregate data from disparate sources into a single interface, providing a holistic view of client relationships and enabling rapid credit package assembly. Primary Value and User Solutions: C3 AI Smart Lending addresses several critical challenges in the lending process: - Efficiency Improvement: By automating routine credit decisions and streamlining complex cases, the application reduces the average approval cycle time by up to 30%, enabling faster time-to-cash for borrowers. - Risk Reduction: The AI-driven risk detection capabilities allow for proactive identification and mitigation of potential defaults, decreasing charge-offs and enhancing portfolio health. - Revenue Growth: Enhanced decision-making and opportunity identification contribute to increased application volumes and loan acceptance yields, with demonstrated annual economic benefits exceeding $100 million for large commercial banks. By integrating C3 AI Smart Lending, financial institutions can modernize their lending operations, improve customer satisfaction, and achieve substantial economic gains through the power of artificial intelligence.


**Average Rating:** 4.3/5.0
**Total Reviews:** 2
**How Do G2 Users Rate C3 AI Smart Lending?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind C3 AI Smart Lending?**

- **Seller:** [C3.ai](https://www.g2.com/sellers/c3-ai)
- **Year Founded:** 2009
- **HQ Location:** Redwood City, CA
- **Twitter:** @C3IoT (76 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/c3-ai/ (1,140 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of C3 AI Smart Lending?

**"[C3 AI Smart Lending Accelerates Loan Origination with Interpretable AI](https://www.g2.com/survey_responses/c3-ai-smart-lending-review-13060612)"**

**Rating:** 4.5/5.0 stars
*— Vaibhav A.*

[Read full review](https://www.g2.com/survey_responses/c3-ai-smart-lending-review-13060612)

---

**"[Strong Revenue Upside: Smarter Upsell and Cross-Sell Opportunities](https://www.g2.com/survey_responses/c3-ai-smart-lending-review-13087187)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/c3-ai-smart-lending-review-13087187)

---



### 22. [Clari5 EFM](https://www.g2.com/products/clari5-efm/reviews)
Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.


**Average Rating:** 4.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Clari5 EFM?**

- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind Clari5 EFM?**

- **Seller:** [CustomerXPs Software](https://www.g2.com/sellers/customerxps-software)
- **Year Founded:** 2006
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/clari5 (275 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 25% Enterprise



#### What Are Recent G2 Reviews of Clari5 EFM?

**"[Friendly Enviroment](https://www.g2.com/survey_responses/clari5-efm-review-1066145)"**

**Rating:** 5.0/5.0 stars
*— Brian S.*

[Read full review](https://www.g2.com/survey_responses/clari5-efm-review-1066145)

---

**"[Best product in fraud area, which catches fraud and provide flexibility to the clients](https://www.g2.com/survey_responses/clari5-efm-review-7727379)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Banking*

[Read full review](https://www.g2.com/survey_responses/clari5-efm-review-7727379)

---


#### What Are G2 Users Discussing About Clari5 EFM?

- [What is Clari5 EFM used for?](https://www.g2.com/discussions/what-is-clari5-efm-used-for)

### 23. [Credit Pulse](https://www.g2.com/products/credit-pulse/reviews)
Credit Pulse Assessment and Monitoring helps credit managers and accounts receivable teams reduce bad debt and accelerate customer onboarding. Leveraging a comprehensive data set with over 400 million businesses, Credit Pulse uncovers risk for 'hard to assess' businesses. Credit Pulse then helps teams monitor and understand the intricacies of business risk with proprietary explainable AI-driven risk models.


**Average Rating:** 4.5/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Credit Pulse?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Credit Pulse?**

- **Seller:** [Credit Pulse](https://www.g2.com/sellers/credit-pulse)
- **Year Founded:** 2024
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/creditpulse/ (10 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Credit Pulse?

**"[It alleviates the guess work at understanding what is happening to a businesses finances.](https://www.g2.com/survey_responses/credit-pulse-review-10488144)"**

**Rating:** 4.0/5.0 stars
*— Tina D.*

[Read full review](https://www.g2.com/survey_responses/credit-pulse-review-10488144)

---

**"[Great tool, great team. Thrilled with our experience!](https://www.g2.com/survey_responses/credit-pulse-review-10722796)"**

**Rating:** 5.0/5.0 stars
*— Nicholas S.*

[Read full review](https://www.g2.com/survey_responses/credit-pulse-review-10722796)

---



### 24. [Dakota Marketplace](https://www.g2.com/products/dakota-marketplace/reviews)
Dakota Marketplace is an all-in-one solution that provides investment sales teams with complete and accurate data to help accelerate their fundraising efforts. In fact, it is the database of our very own Investment Sales team who have been fundraising since 2006, making it the only database built by fundraisers for fundraisers. With the mission to make fundraising easier, Marketplace is a database that's complete, accurate, and updated daily across institutional and intermediary channels in the US and globally. Easily locate the right contacts at the right firms, explore on a clean user interface that permits leading you to find what you need in minimum clicks, and access qualified prospects that allocate to your strategy. Increase your efficiency and productivity through leveraging Marketplace's investment sales professional's specific features! To learn more about Dakota Marketplace and other services we offer, visit www.dakota.com/dakota-marketplace.


**Average Rating:** 2.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Dakota Marketplace?**

- **Quality of Support:** 0.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Dakota Marketplace?**

- **Seller:** [Dakota](https://www.g2.com/sellers/dakota)
- **Year Founded:** 2006
- **HQ Location:** Bryn Mawr, US
- **LinkedIn® Page:** https://www.linkedin.com/company/dakota-about (229 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Dakota Marketplace?

**"[Good overall value for the product](https://www.g2.com/survey_responses/dakota-marketplace-review-7347946)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/dakota-marketplace-review-7347946)

---



### 25. [dCRM](https://www.g2.com/products/dcrm/reviews)
Digiterre only employ the best technology people who are innovative in delivering the best technology fast and efficiently.


**Average Rating:** 3.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate dCRM?**

- **Quality of Support:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind dCRM?**

- **Seller:** [Digiterre](https://www.g2.com/sellers/digiterre)
- **Year Founded:** 2000
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/digiterre/ (63 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Mid-Market



#### What Are Recent G2 Reviews of dCRM?

**"[Review of DCRM](https://www.g2.com/survey_responses/dcrm-review-9893227)"**

**Rating:** 5.0/5.0 stars
*— Rodrigo A.*

[Read full review](https://www.g2.com/survey_responses/dcrm-review-9893227)

---


#### What Are G2 Users Discussing About dCRM?

- [What is dCRM used for?](https://www.g2.com/discussions/what-is-dcrm-used-for)


## What Is Other Finance Software?

[Financial Services Software](https://www.g2.com/categories/financial-services)