Total Products under this Category: 886
Last updated: November 12, 2026
Why You Can Trust G2's Software 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.
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)
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.
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.
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.
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user 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.
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.
Build brand loyalty, foster participation, and provide shareholders with the information they need to vote online with just a few simple clicks.
Start enjoying the benefits of the Broadridge Communications CloudSM right away with our patented onboarding technology and approach. Realize cost savings and business efficiencies while gaining faster access to our omni-channel communications solution and network with Broadridge Rapid Onboarding.
Supporting all outsourcing, software and services across your enterprise for the acquisition, cleansing, storage and distribution of global pricing and reference data.
Optimize regulatory communications to investors with our omni-channel solutions. We help mutual funds and ETF providers simplify processes and reduce costs while enhancing the investor experience.
Broadridge’s innovative solutions calculate plan and participant health scores and deliver information in an easily digestible format. This creates critical dialogue with plan sponsors about optimal plan design and administration strategies.
Our flexible, rules-based solution tracks and calculates fees across a variety of complex workflows and enhances revenue reporting.
Give clients visibility across a range of risk factors, asset classes and investment strategies. Easily customize this solution to support valuation, simulation and reporting tailored to their specific requirements.
Enhance your targeted sales strategies and programs with dynamic data. Our sales and asset reporting technology transforms shareholder and intermediary data into market intelligence for evaluating sales trends, managing risk and identifying new opportunities.
Rule 30e-3 allows, but does not mandate, mutual funds to use a 'Notice & Access' method to deliver Annual and Semi Annual Reports. We can help you prepare for the implementation of the rule and capture shareholder's delivery preferences.
Attract prospects with the most effective method for growing your practice. Our robust library of thoughtful and professional presentations includes multi-length educational seminars on various topics to help you deliver more value to your prospects and clients. Our seminars help you reach prospects and clients in a variety of ways — via a series of comprehensive sessions or quick-hit, topic-focused presentations. Plus, we provide guided talking points and the ability to add coordinating workbooks so participants get the most out of each session.
