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)
Clearing machines that uses decentralised asset ledgers and programmable assets.
CloudMargin transforms financial services firms’ workflows with cutting-edge, SaaS collateral management technology. Over 210 buy-side and sell-side institutions across the globe rely on CloudMargin to streamline their operations through automated, end-to-end collateral management processes.
Cloud Wallet API as a Service
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
Cobalt by Hamilton Lane is the private market's premier front and back-office portfolio management solution, centralizing pre and post-investment diligence, benchmarking, and ongoing portfolio monitoring workflows into a single workspace. Powered by Hamilton Lane's comprehensive dataset of 70,000+ private markets funds, the Cobalt platform connects investors to timely fund, firm, and company insights across the entire private markets ecosystem. Customizable reporting templates and easily configurable dashboards streamline audit‑ready communications to stakeholders. Cobalt serves a broad institutional audience, including public pensions, insurers, sovereign wealth funds, endowments, and family offices.
Invisible end-to-end web security solution to eliminate Man-in-the-Middle attack and Man-in-the-Browser vulnerabilities for every customer.
Coinfeeds is an AI-driven platform that simplifies cryptocurrency data analysis by providing real-time insights and comprehensive monitoring tools. Designed for crypto exchanges, investment funds, and consumer applications, Coinfeeds offers a suite of services that enhance decision-making and user engagement. Key Features and Functionality: - News API: Aggregates and delivers real-time news, tweets, podcasts, and videos related to major cryptocurrencies, enabling users to stay informed about market developments. - Chatbot API: Integrates a high-performance, streaming conversational AI assistant capable of understanding user queries, providing relevant responses, and offering up-to-date information on cryptocurrency prices and news. - Price API: Provides current and historical pricing data for hundreds of digital assets, including market capitalization and trading volume, supporting the development of trading applications and portfolio trackers. - Portfolio Monitoring: Offers customizable monitoring of digital assets, alerting users to significant events such as executive changes, hacks, and asset upgrades, ensuring they never miss important updates. - NLP as a Service: Delivers custom natural language processing solutions for investment funds, enabling the development of tailored tools that connect proprietary data with AI capabilities to extract actionable insights. Primary Value and User Solutions: Coinfeeds addresses the challenge of navigating the vast and rapidly changing cryptocurrency landscape by providing AI-powered tools that aggregate and analyze data from multiple sources. This empowers users to make informed, data-driven decisions, enhances user engagement through personalized content, and streamlines the monitoring of digital assets. By integrating Coinfeeds' APIs and services, businesses and investors can efficiently manage their cryptocurrency portfolios and stay ahead in the dynamic digital asset market.
The collateral management technology of the future: Control risk, manage collateral services, and leverage margin automation across all asset classes with our cutting-edge Colline solution.
The Commercial Mortgage Metrics (CMM) solution is the leading analytical tool for combining property performance forecasts with commercial mortgage fundamentals to assess default and recovery for commercial real estate (CRE) mortgages.
VoxSmart's Communication Surveillance is an advanced, AI-driven platform designed to provide comprehensive monitoring and analysis of all communication channels within financial institutions. By integrating voice and digital communications into a single, streamlined solution, it ensures organizations achieve total visibility and compliance across their communication landscape. Key Features and Functionality: - Voice Capture: Trusted for over 15 years on trading floors, this feature offers comprehensive voice APIs, market-leading transcription, and advanced Natural Language Processing (NLP to turn conversations into actionable insights. - Digital Communications Monitoring: The platform captures and analyzes every electronic communication, from financial chats to consumer instant messaging tools, in real-time and within full conversational context. - AI-Powered Surveillance: Utilizing a combination of AI algorithms, the system significantly reduces false positives and increases alert accuracy by identifying patterns and anomalies, thereby predicting potential threats before they escalate. - Behavioral Risk Models: By leveraging behavioral risk models, the platform monitors trader-counterparty relationships, ensuring client interactions are strategically aligned and compliant. - Advanced Search and Policy Functionality: Users can create bespoke surveillance scenarios, utilize a pre-trained policy library, and employ advanced search capabilities that combine lexicon and behavior-based searches for increased alert precision. Primary Value and Problem Solved: Communication Surveillance addresses the critical need for financial institutions to monitor and analyze all forms of communication to ensure compliance with global regulations and mitigate business risks. By providing a unified platform that captures and scrutinizes both voice and digital communications, it eliminates blind spots in surveillance capabilities, reduces the likelihood of regulatory breaches, and enhances operational efficiency. The AI-driven insights empower organizations to proactively manage risks, make informed decisions, and maintain a competitive edge in the financial markets.
Community Qualifier is an intuitive search engine designed specifically around CRA requirements, where banks can instantly find CRA-qualified nonprofit partners, research their markets, and get the consistent documentation they need, anytime or anywhere. Powered by findCRA's proprietary decisioning algorithm and curation process, Community Qualifier users can search in any city, state, county or zip code, filter down by key CRA-qualification criteria, and view data-rich profiles for each nonprofit. Users can also create a custom list of saved nonprofits, print or download profiles to maintain consistent records for examiners, request introductions to nonprofits and message nonprofits directly through the platform.
Complex Interests is software used in the stewardship of complex family wealth.
Docutech’s flagship solution ConformX was specifically developed to deliver the lending industry’s first truly dynamic document generation engine, providing the perfect balance of productivity and compliance.
A valuation platform designed for AMCs and mortgage lenders with customizable residential and commercial workflows.
Consectus provides Channel Solutions for Banking platforms including a Mobile App, Online access and AI Telephony.
IRS authorized, Form 2290, HVUT, stamped Schedule 1
