# Best Other Finance Software - Page 21

## How Many Other Finance Software Products Does G2 Track?

**Total Products under this Category:** 865

### Category Stats (Aug 2026)

- **Average Rating:** 4.33/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Microfinance Software (+7.62%) - Among all products in this category, Microfinance Software recorded the largest rating increase compared to last month

_Last updated: August 02, 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
- 865+ 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](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=69658&focus%5B%5D=1405432&focus%5B%5D=102892&focus%5B%5D=64487&focus%5B%5D=24678&focus%5B%5D=64484&focus%5B%5D=159488)

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, 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=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api&focus%5B%5D=whatsapp-wechat-capture)

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[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=873&secure%5Bchosen_at%5D=2026-08-03T01%3A39%3A39Z&secure%5Bdisplayable_resource_id%5D=1076&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1375402&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1375402&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%3D21&secure%5Btoken%5D=783f0b2cbed76bd05a5d3863a7d45d0f6baebf2de2b3b8ea1845b9fadb7f02b7&secure%5Burl%5D=https%3A%2F%2Fmarketing-automation.com&secure%5Burl_type%5D=company_website)

### [Broadridge Shareholder Data Services](https://www.g2.com/products/broadridge-shareholder-data-services/reviews)

Understand what segments of shareholders voted for and against. Target shareholders who are likely to vote in favor of management with a suite of products and services designed to increase participation.

#### Who Is the Company Behind Broadridge Shareholder Data Services?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Shareholder Meeting Registration](https://www.g2.com/products/broadridge-shareholder-meeting-registration/reviews)

Facilitate meeting preparation by understanding which validated shareholders plan to attend your annual meeting. This allows you to verify shareholders at the door, anticipate topics, and ensure adequate event planning.

#### Who Is the Company Behind Broadridge Shareholder Meeting Registration?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Stock Transfer](https://www.g2.com/products/broadridge-stock-transfer/reviews)

Expect more from your transfer agent. Broadridge offers a comprehensive suite of transfer agent services to manage all your stock transfer and registrar needs efficiently and to provide an exceptional shareholder experience.

#### Who Is the Company Behind Broadridge Stock Transfer?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Trust and Custody Services](https://www.g2.com/products/broadridge-trust-and-custody-services/reviews)

Automate and consolidate trust and custodial services with a single, secure platform backed by a state-of-the-art trust accounting system. Plan sponsors get real-time access to information, while participants benefit from eStatements and eSignatures.

#### Who Is the Company Behind Broadridge Trust and Custody Services?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Broadridge Wealth Insight Services](https://www.g2.com/products/broadridge-wealth-insight-services/reviews)

Targeting the right consumer with the right product starts with reliable and actionable data. Gain measurable insights that identify consumers with desirable financial profiles and behaviors through household-level demographics and wealth scores, along with comprehensive reports of credit utilization and auto ownership at the ZIP+4.

#### Who Is the Company Behind Broadridge Wealth Insight Services?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d53236cb34328008103de96856495342565b506da779b22baa1b93b96740e4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11834%2F&secure%5Burl_type%5D=linkedin_company_website)  
17,676 employees on LinkedIn®
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

### [Business Bill Pay](https://www.g2.com/products/business-bill-pay/reviews)

Business Bill Pay equips business customers with the powerful functionality required in a competitive marketplace. Its enhanced features allow businesses to manage invoices more efficiently and more rapidly than other solutions.

#### Who Is the Company Behind Business Bill Pay?

- **Seller:** [Payveris](https://www.g2.com/sellers/payveris)
- **Year Founded:** 2004
- **HQ Location:** Charlotte, North Carolina, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1907e4cf43eeb90928b8aeb2d1faa6e0700ec8ae9af0db664c746d8cc5213d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpaymentus%2F&secure%5Burl_type%5D=linkedin_company_website)  
885 employees on LinkedIn®

### [Buzz Points](https://www.g2.com/products/buzz-points/reviews)

Buzz Points is a community focussed rewards and marketing platform that connect consumers, local businesses, and financial institutions.

#### Who Is the Company Behind Buzz Points?

- **Seller:** [Buzz Points](https://www.g2.com/sellers/buzz-points)
- **Year Founded:** 2009
- **HQ Location:** Austin, US
- **Twitter:** @BuzzPoints  
762 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8121e7b5cfd2eb1d90bbe7d3ab522f91822ea26c4e6bc4b85975a3035f7fbe28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuzz-points%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [C3 AI Cash Management](https://www.g2.com/products/c3-ai-cash-management/reviews)

C3 AI Cash Management is an advanced application designed to assist financial institutions in proactively managing client cash balances and mitigating balance attrition. By employing sophisticated machine-learning techniques, the application provides liquidity managers with enhanced visibility into client behaviors, enabling timely interventions to retain and grow deposit balances. It leverages AI algorithms to assess client rate sensitivity and predict potential reductions or terminations of client relationships, facilitating targeted actions in near real-time. Key Features and Functionality: - AI-Based Balance Attrition Prediction: Utilizes machine learning-driven risk scores to forecast the likelihood of client balance attrition, allowing for prioritized client outreach and intervention. - Early Warning Signals: Detects abnormal client behaviors, such as unusual balance patterns and payment activities, within the context of the external market environment, providing actionable insights to improve client relationships. - 360-Degree Customer View: Integrates data from various internal and external sources to present a comprehensive view of the client's entire relationship, enabling visualization of behavioral patterns and automatic updates as new data becomes available. - Balance Forecasting and Anomaly Detection: Offers detailed AI-driven forecasts of client account balances over configurable time horizons and identifies anomalies that deviate from these forecasts. - Rate Sensitivity and Price Optimization: Predicts client sensitivity to rates and fees associated with treasury and liquidity services, facilitating the creation of targeted rate and pricing offers to optimize profitability. - Explainable AI and Interpretability: Provides clear AI recommendations to guide proactive client interventions, with easy-to-interpret insights for developing targeted cash management strategies. Primary Value and Problem Solved: C3 AI Cash Management addresses the challenge of daily balance volatility, which complicates the differentiation between normal and abnormal balance changes. By delivering predictive insights and early warning signals, the application enables relationship managers to proactively engage with clients, reducing the risk of balance attrition. This proactive approach not only helps in retaining existing balances but also in identifying opportunities to grow deposit portfolios through optimized rate offers, ultimately enhancing client satisfaction and financial institution profitability.

#### Who Is the Company Behind C3 AI Cash Management?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8f010bf04be88ec1f738e4a3ae7d54f3a1f5e76533def7de9011ee93f7fd6b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fc3-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,140 employees on LinkedIn®

### [C3 AI CRM for Financial Services](https://www.g2.com/products/c3-ai-crm-for-financial-services/reviews)

C3 AI CRM for Financial Services is an advanced customer relationship management solution tailored specifically for the financial sector. Leveraging artificial intelligence, it integrates seamlessly with existing systems to provide a comprehensive view of customer interactions, enabling financial institutions to enhance client engagement and drive business growth. Key Features and Functionality: - Unified Customer Profiles: Consolidates data from various sources to create a 360-degree view of each customer, facilitating personalized service. - Predictive Analytics: Utilizes AI to forecast customer needs and behaviors, allowing proactive engagement strategies. - Automated Workflows: Streamlines routine tasks and processes, increasing operational efficiency and reducing manual errors. - Regulatory Compliance: Ensures adherence to financial regulations through built-in compliance monitoring and reporting tools. - Scalability: Designed to grow with the organization, accommodating increasing data volumes and user demands. Primary Value and Solutions Provided: C3 AI CRM addresses the unique challenges faced by financial institutions by offering a platform that not only manages customer relationships but also anticipates client needs through predictive insights. This proactive approach enhances customer satisfaction, fosters loyalty, and drives revenue growth. Additionally, the automation of workflows and compliance monitoring reduces operational costs and mitigates risks associated with manual processes. By providing a scalable and intelligent CRM solution, C3 AI empowers financial organizations to stay competitive in a rapidly evolving market.

#### Who Is the Company Behind C3 AI CRM for Financial Services?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8f010bf04be88ec1f738e4a3ae7d54f3a1f5e76533def7de9011ee93f7fd6b2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fc3-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,140 employees on LinkedIn®

### [CalcFi](https://www.g2.com/products/calcfi/reviews)

CalcFi is a free personal finance calculator platform with 313+ tools for mortgage planning, retirement savings, tax estimation, salary comparison, investment analysis, and debt management. Works without an account or subscription. Features state-specific data, embeddable widgets, and Spanish-language support.

#### Who Is the Company Behind CalcFi?

- **Seller:** [Autonomatica](https://www.g2.com/sellers/autonomatica)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26d7e2a4e09b93920f460b1d25e2c2d20f84f33d567bdf6556402ecd62702495&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcalcfi%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Calcsmart24](https://www.g2.com/products/calcsmart24/reviews)

CalcSmart24.com is a free online calculator platform designed to simplify everyday math and planning tasks. From academic tools like exam countdown timers to a wide range of practical calculators, the site offers quick, easy-to-use solutions for students, professionals, and everyday users alike. With a clean, accessible interface, CalcSmart24 makes complex calculations simple — available anytime, 24/7, right from your browser.

#### Who Is the Company Behind Calcsmart24?

- **Seller:** [CalcSmart24](https://www.g2.com/sellers/calcsmart24)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Call Levels](https://www.g2.com/products/call-levels/reviews)

Providing real-time financial monitoring and notifications that equalizes the playing field for anyone in the financial markets.

#### Who Is the Company Behind Call Levels?

- **Seller:** [Call Levels](https://www.g2.com/sellers/call-levels)
- **HQ Location:** N/A
- **Twitter:** @calllevels  
3,130 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1395c2332c9154d42554420ababa2414978893dec292a5a1623c27d809b4a627&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4037927&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Caltina](https://www.g2.com/products/caltina/reviews)

Caltina is an integrated front-office solution for private equity, family offices, real estate, secondaries, and fundless sponsors. It is based inside of the Salesforce platform and built from the ground up to accommodate the workflows of alternative asset managers; flexible to mold around firm-specific needs.

#### Who Is the Company Behind Caltina?

- **Seller:** [Caltina](https://www.g2.com/sellers/caltina)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5817de23770e285dbf748c26bd0d2fc73b6cfa86ecc79a4e9fece901bca922d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaltina-llc&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Capitolis](https://www.g2.com/products/capitolis/reviews)

Capitolis is a pioneering technology provider for the global capital markets. Founded by key industry executives from banking and financial technology, Capitolis plans to introduce in 2018 new products and services to address capital markets constraints, initially in equities and foreign exchange.

#### Who Is the Company Behind Capitolis?

- **Seller:** [Capitolis](https://www.g2.com/sellers/capitolis)
- **Year Founded:** 2017
- **HQ Location:** New York ,United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bad5097e113fd268a949e5ea170e69585f36f041dfd535825e0c5463c56bbbf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapitolis.com&secure%5Burl_type%5D=linkedin_company_website)  
155 employees on LinkedIn®

### [Card Dispute Management System](https://www.g2.com/products/card-dispute-management-system/reviews)

Vuram's Card Dispute Management System handles the entire dispute cycle, including write-offs, representations, and charges, simply and effectively. The application is used by bank officials to gather all the dispute-related details and to add documentation to the situation. Automating the disputes and chargebacks process, the solution ensures a faster card dispute settlement while minimizing human error and mismanagement to reduce the rate of attrition of customers.

#### Who Is the Company Behind Card Dispute Management System?

- **Seller:** [Vuram](https://www.g2.com/sellers/vuram)
- **Year Founded:** 2011
- **HQ Location:** Chennai, TN
- **Twitter:** @wnsvuram  
423 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f51c2c8092e29c79581f7718247e2b191f9edf63fecf86d597236b023c14ba1a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvuram&secure%5Burl_type%5D=linkedin_company_website)  
961 employees on LinkedIn®

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[Browse Other Finance Themes](/categories/other-finance/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated February 5, 2026

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

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