# Best Other Finance Software - Page 3 *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 - **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: July 24, 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. ## What Are the Top-Rated Other Finance Software Products in 2026? ### 1. [DXcharts](https://www.g2.com/products/dxcharts/reviews) DXcharts is a white-label charting library for all financial markets. With 1-day integration, impressive native mobile apps, and an optional data feed, Devexperts has created a charting solution that sets new standards in customization, and performance. Why choose DXcharts? - Fully customizable to match your brand: adjust colors, fonts, icons, and layouts effortlessly. - Access over 100 indicators, 48 drawing tools, and features like trading and news monitoring—all within the chart. - Designed for all devices with seamless mobile-friendly compatibility. - Try it risk-free: explore DXcharts with a free trial to see if it’s the perfect fit. - Full ownership option: purchase the source code for complete control and flexibility. - It is delivered ready with dxFeed, but you also can integrate any other market data source, as our charting solution is data feed-agnostic. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate DXcharts?** - **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 DXcharts?** - **Seller:** [Devexperts](https://www.g2.com/sellers/devexperts) - **Year Founded:** 2002 - **HQ Location:** Dublin, County Dublin, Ireland - **Twitter:** @devexperts (1,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/devexperts (836 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of DXcharts? **"[Took them just a couple of months to build the app](https://www.g2.com/survey_responses/dxcharts-review-10990488)"** **Rating:** 5.0/5.0 stars *— Phevos T.* [Read full review](https://www.g2.com/survey_responses/dxcharts-review-10990488) --- **"[Transformative Trading Platforms](https://www.g2.com/survey_responses/dxcharts-review-9969930)"** **Rating:** 5.0/5.0 stars *— Shaye B.* [Read full review](https://www.g2.com/survey_responses/dxcharts-review-9969930) --- ### 2. [ETT Spain Banking](https://www.g2.com/products/ett-spain-banking/reviews) ETT has been in the banking software industry for over 15 years. We have extensive experience of providing complete solutions for small banks and financial institutions all over the world. We are international team, and this is reflected in our software solution. Our software package is geared for financial companies and banks that operate in the international market, facilitating cross-border payments, foreign exchange transactions, card loading, and treasury management. We have numerous add-on modules such as banking API integration, E-Wallet integration, and blockchain integration. While it is a complex industry, we provide strive to simplify banking and include support and training in our packages. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ETT Spain Banking?** - **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 ETT Spain Banking?** - **Seller:** [ETT- Spain](https://www.g2.com/sellers/ett-spain) - **Year Founded:** 2006 - **HQ Location:** Figueres, ES - **LinkedIn® Page:** https://www.linkedin.com/company/ett-global (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of ETT Spain Banking? **"[Excellent Support and High-level Services](https://www.g2.com/survey_responses/ett-spain-banking-review-5181301)"** **Rating:** 5.0/5.0 stars *— George A.* [Read full review](https://www.g2.com/survey_responses/ett-spain-banking-review-5181301) --- **"[ETT software is very intuitve and easy to use](https://www.g2.com/survey_responses/ett-spain-banking-review-5222986)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/ett-spain-banking-review-5222986) --- #### What Are G2 Users Discussing About ETT Spain Banking? - [What is ETT Spain Banking used for?](https://www.g2.com/discussions/what-is-ett-spain-banking-used-for) ### 3. [ExchangeConnect](https://www.g2.com/products/exchangeconnect/reviews) ExchangeConnect is an interactive platform to bring your capital market workflow online. It is a channel for seamless communication between the Corporates, Buy-Side, Sell-Side and Investors. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ExchangeConnect?** - **Quality of Support:** 6.7/10 (Category avg: 8.5/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind ExchangeConnect?** - **Seller:** [ExchangeConnect](https://www.g2.com/sellers/exchangeconnect) - **Year Founded:** 2018 - **HQ Location:** Mumbai, IN - **Twitter:** @EXCHANGEC0NNECT (33 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18727039 (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of ExchangeConnect? **"[Exchang eConnect for productivity](https://www.g2.com/survey_responses/exchangeconnect-review-5088379)"** **Rating:** 5.0/5.0 stars *— Early L.* [Read full review](https://www.g2.com/survey_responses/exchangeconnect-review-5088379) --- **"[Exchangeconnect brings productivity](https://www.g2.com/survey_responses/exchangeconnect-review-6829374)"** **Rating:** 4.0/5.0 stars *— Madelyn V.* [Read full review](https://www.g2.com/survey_responses/exchangeconnect-review-6829374) --- #### What Are G2 Users Discussing About ExchangeConnect? - [What is ExchangeConnect used for?](https://www.g2.com/discussions/what-is-exchangeconnect-used-for) ### 4. [EZ-Audit](https://www.g2.com/products/insuratek-llc-ez-audit/reviews) EZ-Audit is a premium audit application used by thousands of auditors employed by the worlds largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate EZ-Audit?** - **Quality of Support:** 10.0/10 (Category avg: 8.5/10) - **Ease of Use:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind EZ-Audit?** - **Seller:** [InsuraTek](https://www.g2.com/sellers/insuratek-4b5697fa-be16-4cc6-a3fa-11efd2d872d4) - **HQ Location:** Rogue River, US - **LinkedIn® Page:** https://www.linkedin.com/company/6283865 (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of EZ-Audit? **"[A great product made for auditing](https://www.g2.com/survey_responses/ez-audit-review-498791)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/ez-audit-review-498791) --- #### What Are G2 Users Discussing About EZ-Audit? - [What is EZ-Audit used for?](https://www.g2.com/discussions/what-is-ez-audit-used-for) ### 5. [finPOWER Connect](https://www.g2.com/products/finpower-connect/reviews) finPOWER Connect is the leading Loan Management Software platform that can manage the entire loan & deposit life cycles from Application & Origination through to Servicing, Collections & Customer Management. Connect is used by Lenders, Merchants, Investment Managers, Banks, Non-Profits, Law Firms & Governments for fast credit decisions, automated workflows, applications, investment, credit & collections. Connect can be implemented now with our intuitive turnkey product Connect NOW, or Connect can be fully developed & customised to fit any purpose, product or for less traditional markets & companies. finPOWER Connect has a large selection of Connect Products & Applications available to enable you to increase the operational effectiveness of your business & teams through additional functionality & services. Connect Products are ready to go & built into Connect to help you unlock even greater customer experiences. Connect Products & Applications enhance your customer experience by enabling Connect to intuitively meet your Customer & Product needs fast & efficiently. finPOWER Connect has access to over 30 Partners & their products & services with our Partner Applications. Partner Applications can help you speed up your process & take your credit & compliance to the next level. Connect Partner Applications help connect you with our key Partners & their products & services by enabling you to access any integrated Partner seamlessly to add their products & services to your workflows & life cycles to enhance your customer experience. inPOWER also provides a large range of custom web development services using the latest web technologies & design standards with full Integration via Web Services, User Portals & Mobile Applications. finPOWER provides turn-key or customised customer applications & forms. Connect enabled portals for Borrowers, Investors & Brokers that integrate with Connect automated workflows and business process including client creation, life cycles & notification. **Average Rating:** 3.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate finPOWER Connect?** - **Quality of Support:** 6.7/10 (Category avg: 8.5/10) - **Ease of Use:** 5.8/10 (Category avg: 8.6/10) **Who Is the Company Behind finPOWER Connect?** - **Seller:** [finPOWER Connect](https://www.g2.com/sellers/finpower-connect) - **Year Founded:** 2013 - **HQ Location:** North Lakes, Queensland - **LinkedIn® Page:** https://www.linkedin.com/company/finpower-australia-pty-ltd/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of finPOWER Connect? **"[Gets the Job done, not the best nor the worst.](https://www.g2.com/survey_responses/finpower-connect-review-9085295)"** **Rating:** 4.0/5.0 stars *— Pawan D.* [Read full review](https://www.g2.com/survey_responses/finpower-connect-review-9085295) --- #### What Are G2 Users Discussing About finPOWER Connect? - [What is finPOWER Connect used for?](https://www.g2.com/discussions/what-is-finpower-connect-used-for) ### 6. [Helio](https://www.g2.com/products/circleup-helio/reviews) Helio is an online marketplace that links accredited investors with consumer product and retail companies. **Average Rating:** 3.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Helio?** - **Quality of Support:** 10.0/10 (Category avg: 8.5/10) - **Ease of Use:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Helio?** - **Seller:** [CircleUp](https://www.g2.com/sellers/circleup) - **Year Founded:** 2012 - **HQ Location:** San Francisco, US - **Twitter:** @CircleUp (12,541 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/circleup/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Helio? **"[Effective and efficient product](https://www.g2.com/survey_responses/helio-review-1602562)"** **Rating:** 4.5/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/helio-review-1602562) --- ### 7. [IVP Treasury](https://www.g2.com/products/ivp-treasury/reviews) IVP Treasury brings together best in class technology to help alternative asset managers track, control and optimize their cash, financing and counter party management. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate IVP Treasury?** - **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 IVP Treasury?** - **Seller:** [IVP](https://www.g2.com/sellers/ivp) - **Year Founded:** 1980 - **HQ Location:** Menlo Park, US - **Twitter:** @IVP (9,528 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ivpvc (117 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Mid-Market #### What Are Recent G2 Reviews of IVP Treasury? **"[Optimize the raising complexity of Financing and Cash management](https://www.g2.com/survey_responses/ivp-treasury-review-8368313)"** **Rating:** 4.0/5.0 stars *— Sudarshan H.* [Read full review](https://www.g2.com/survey_responses/ivp-treasury-review-8368313) --- **"[IVP user experience](https://www.g2.com/survey_responses/ivp-treasury-review-4990630)"** **Rating:** 4.0/5.0 stars *— Taha A.* [Read full review](https://www.g2.com/survey_responses/ivp-treasury-review-4990630) --- #### What Are G2 Users Discussing About IVP Treasury? - [What is IVP Treasury used for?](https://www.g2.com/discussions/what-is-ivp-treasury-used-for) ### 8. [PCR](https://www.g2.com/products/pcr/reviews) PCR is a proven platform that delivers an automated total wealth view of even the most difficult to aggregate hedge fund, private equity, real estate and direct investments. **Average Rating:** 3.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate PCR?** - **Quality of Support:** 5.0/10 (Category avg: 8.5/10) - **Ease of Use:** 5.8/10 (Category avg: 8.6/10) **Who Is the Company Behind PCR?** - **Seller:** [PCR](https://www.g2.com/sellers/pcr-165e1c53-fd16-4521-871c-79e6da08e440) - **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:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of PCR? **"[Switched four years ago. Love it.](https://www.g2.com/survey_responses/pcr-review-4367081)"** **Rating:** 5.0/5.0 stars *— Verified User in Staffing and Recruiting* [Read full review](https://www.g2.com/survey_responses/pcr-review-4367081) --- #### What Are G2 Users Discussing About PCR? - [What is PCR used for?](https://www.g2.com/discussions/what-is-pcr-used-for) ### 9. [RC-Connectivity and Data Validation System](https://www.g2.com/products/rc-connectivity-and-data-validation-system/reviews) RC-Connectivity and Data Validation System provides a web-based portal through which financial institutions can securely receive, check and evaluate data on asset portfolios. The system allows banks and savings institutions to integrate their portfolio data with decentralised networks of originators, fund managers or subsidiaries. The software supports a work stream in which analysts may view validation messages, and, if necessary, request more information. **Average Rating:** 3.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate RC-Connectivity and Data Validation System?** - **Quality of Support:** 6.7/10 (Category avg: 8.5/10) - **Ease of Use:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind RC-Connectivity and Data Validation System?** - **Seller:** [Risk Control Limited](https://www.g2.com/sellers/risk-control-limited) - **Year Founded:** 2001 - **HQ Location:** London, GB - **Twitter:** @RiskControlLtd (273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/risk-control-limited/about/ (21 employees on LinkedIn®) - **Phone:** +44 (0)20 3307 0730 **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of RC-Connectivity and Data Validation System? **"[RC review](https://www.g2.com/survey_responses/rc-connectivity-and-data-validation-system-review-7104580)"** **Rating:** 4.0/5.0 stars *— Siva S.* [Read full review](https://www.g2.com/survey_responses/rc-connectivity-and-data-validation-system-review-7104580) --- ### 10. [Republic](https://www.g2.com/products/republic/reviews) Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs curated by our team **Average Rating:** 2.8/5.0 **Total Reviews:** 2 **Who Is the Company Behind Republic?** - **Seller:** [Republic](https://www.g2.com/sellers/republic) - **Year Founded:** 2016 - **HQ Location:** New York, New York, United States - **LinkedIn® Page:** https://www.linkedin.com/company/republic.co/ (689 employees on LinkedIn®) #### What Are G2 Users Discussing About Republic? - [What is Republic used for?](https://www.g2.com/discussions/what-is-republic-used-for) ### 11. [RetireUp](https://www.g2.com/products/retireup/reviews) Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate RetireUp?** - **Ease of Use:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind RetireUp?** - **Seller:** [InvestCloud](https://www.g2.com/sellers/investcloud) - **Year Founded:** 2010 - **HQ Location:** West Hollywood, California, United States - **Twitter:** @InvestCloud (1,961 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/investcloud (996 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of RetireUp? **"[Great tool for retirement planning.](https://www.g2.com/survey_responses/retireup-review-4472650)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/retireup-review-4472650) --- **"[Not too complex but exactly what most clients are looking for](https://www.g2.com/survey_responses/retireup-review-628734)"** **Rating:** 4.0/5.0 stars *— Jack D.* [Read full review](https://www.g2.com/survey_responses/retireup-review-628734) --- #### What Are G2 Users Discussing About RetireUp? - [What is RetireUp used for?](https://www.g2.com/discussions/what-is-retireup-used-for) ### 12. [Telemetry BI - Mortgage Business Intelligence](https://www.g2.com/products/telemetry-bi-mortgage-business-intelligence/reviews) Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solution to extract and integrate both financial data and operational data from your accounting system and loan origination software. This unique approach provides mortgage lenders with a complete view of their business via interactive dashboards, standard-of-practice mortgage KPIs, branch-level P&L reports, and more. Quick, Simple, and Effective: this is the easiest to understand and most advanced solution among mortgage BI platforms. Dashboards and reports allow you to see how your business is performing at a glance. Out-of-the-box best practices - no need to learn how to configure or build from scratch. End users can drill-down to transaction-level detail to validate and confirm the results without encumbering accounting staff. No advanced training or specialists required. Customization is easy. Every lending business is different. Telemetry BI embraces this principal by making business rules and KPI's configurable for your business. Automated production, branch, and financial reporting leverage existing loan origination and mortgage accounting software. The Telemetry BI platform provides easy access to accounting reports for mortgage lending institutions of all sizes. Reports include best-practice metrics, P&Ls, cost-per-loan, balance sheets, forecasts, and more.Contact Telemetry BI - Mortgage Business Intelligence **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **Who Is the Company Behind Telemetry BI - Mortgage Business Intelligence?** - **Seller:** [5X Solutions](https://www.g2.com/sellers/5x-solutions) - **Year Founded:** 2008 - **HQ Location:** Rancho Santa Fe, US - **LinkedIn® Page:** http://www.linkedin.com/company/5x-solutions-inc. (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Telemetry BI - Mortgage Business Intelligence? **"[IT Manager](https://www.g2.com/survey_responses/telemetry-bi-mortgage-business-intelligence-review-7109752)"** **Rating:** 4.5/5.0 stars *— Glenn S.* [Read full review](https://www.g2.com/survey_responses/telemetry-bi-mortgage-business-intelligence-review-7109752) --- **"[Very happy with the results regarding the development of our Profit & Loss Statements within 5X.](https://www.g2.com/survey_responses/telemetry-bi-mortgage-business-intelligence-review-5109753)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/telemetry-bi-mortgage-business-intelligence-review-5109753) --- #### What Are G2 Users Discussing About Telemetry BI - Mortgage Business Intelligence? - [What is Telemetry BI - Mortgage Business Intelligence used for?](https://www.g2.com/discussions/what-is-telemetry-bi-mortgage-business-intelligence-used-for) ### 13. [Tyke](https://www.g2.com/products/tyke/reviews) Tyke provides tools for making private investing digital and accessible. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Tyke?** - **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 Tyke?** - **Seller:** [Tyke Technologies](https://www.g2.com/sellers/tyke-technologies) - **Year Founded:** 2021 - **HQ Location:** Mumbai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/tyke-india/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of Tyke? **"[Amazing app to invest in various startups](https://www.g2.com/survey_responses/tyke-review-6760538)"** **Rating:** 5.0/5.0 stars *— Dhriti S.* [Read full review](https://www.g2.com/survey_responses/tyke-review-6760538) --- **"[Great Experience.](https://www.g2.com/survey_responses/tyke-review-6782579)"** **Rating:** 4.5/5.0 stars *— Sahil M.* [Read full review](https://www.g2.com/survey_responses/tyke-review-6782579) --- #### What Are G2 Users Discussing About Tyke? - [What is Tyke used for?](https://www.g2.com/discussions/what-is-tyke-used-for) ### 14. [UnBrokerage](https://www.g2.com/products/unbrokerage/reviews) UnBrokerage is an online business insurance platform designed to help business owners purchase and manage their business insurance. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate UnBrokerage?** - **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 UnBrokerage?** - **Seller:** [Layr](https://www.g2.com/sellers/layr) - **Year Founded:** 2016 - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/teamlayr/ (50 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of UnBrokerage? **"[Efficient & Useful](https://www.g2.com/survey_responses/unbrokerage-review-6974210)"** **Rating:** 4.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/unbrokerage-review-6974210) --- **"[UnBrokerage- positive experience](https://www.g2.com/survey_responses/unbrokerage-review-729952)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/unbrokerage-review-729952) --- #### What Are G2 Users Discussing About UnBrokerage? - [What is UnBrokerage used for?](https://www.g2.com/discussions/what-is-unbrokerage-used-for) ### 15. [Unison](https://www.g2.com/products/unison/reviews) Get to the right people and information instantly. See what's happening across your business — now. **Average Rating:** 2.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Unison?** - **Quality of Support:** 2.5/10 (Category avg: 8.5/10) - **Ease of Use:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Unison?** - **Seller:** [Unison Technologies](https://www.g2.com/sellers/unison-technologies) - **Year Founded:** 2004 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/unison-home-ownership-investors (149 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 16. [VectorVest](https://www.g2.com/products/vectorvest/reviews) Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate VectorVest?** - **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 VectorVest?** - **Seller:** [VectorVest](https://www.g2.com/sellers/vectorvest) - **HQ Location:** Cornelius, US - **Twitter:** @vectorvest (5,892 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vectorvest-inc (58 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of VectorVest? **"[Best Stock Graph program! ](https://www.g2.com/survey_responses/vectorvest-review-890972)"** **Rating:** 5.0/5.0 stars *— Verified User in Research* [Read full review](https://www.g2.com/survey_responses/vectorvest-review-890972) --- **"[Highly likely since it brings fast and up-to-date information](https://www.g2.com/survey_responses/vectorvest-review-7379446)"** **Rating:** 4.0/5.0 stars *— Heitor Augusto D.* [Read full review](https://www.g2.com/survey_responses/vectorvest-review-7379446) --- #### What Are G2 Users Discussing About VectorVest? - [What is VectorVest used for?](https://www.g2.com/discussions/what-is-vectorvest-used-for) ### 17. [VIO](https://www.g2.com/products/vio/reviews) Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **How Do G2 Users Rate VIO?** - **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 VIO?** - **Seller:** [Vio](https://www.g2.com/sellers/vio) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/18044373 (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of VIO? **"[A great virtualization solution by IBM - VIO](https://www.g2.com/survey_responses/vio-review-4928047)"** **Rating:** 4.5/5.0 stars *— Mohd Akram S.* [Read full review](https://www.g2.com/survey_responses/vio-review-4928047) --- **"[VIO for AIX](https://www.g2.com/survey_responses/vio-review-4849004)"** **Rating:** 4.0/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/vio-review-4849004) --- #### What Are G2 Users Discussing About VIO? - [Is Vios an operating system?](https://www.g2.com/discussions/is-vios-an-operating-system) - [Is Vios a hypervisor?](https://www.g2.com/discussions/is-vios-a-hypervisor) - [What is Vio in Linux?](https://www.g2.com/discussions/what-is-vio-in-linux) ### 18. [11thEstate](https://www.g2.com/products/11thestate/reviews) financial platform for asset managers, banks, brokers and custodians, litigation sponsors, retail investors, and lead plaintiffs., enabling the financial market to participate in securities class actions and collect due payouts from securities settlements **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate 11thEstate?** - **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 11thEstate?** - **Seller:** [11thEstate](https://www.g2.com/sellers/11thestate) - **Year Founded:** 2022 - **HQ Location:** West Palm Beach, US - **LinkedIn® Page:** http://www.linkedin.com/company/11thestate (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of 11thEstate? **"[Great Customer Support and Easy-to-Use App](https://www.g2.com/survey_responses/11thestate-review-11804253)"** **Rating:** 4.5/5.0 stars *— Vedant J.* [Read full review](https://www.g2.com/survey_responses/11thestate-review-11804253) --- ### 19. [529 QuickView](https://www.g2.com/products/529-quickview/reviews) 529 QuickView is a web-based portal that gives investment professionals immediate online access to clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate 529 QuickView?** - **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 529 QuickView?** - **Seller:** [Ascensus](https://www.g2.com/sellers/ascensus) - **HQ Location:** N/A - **Twitter:** @AscensusInc (954 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% Enterprise #### What Are Recent G2 Reviews of 529 QuickView? **"[One stop 529 shop](https://www.g2.com/survey_responses/529-quickview-review-2043828)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/529-quickview-review-2043828) --- #### What Are G2 Users Discussing About 529 QuickView? - [What is 529 QuickView used for?](https://www.g2.com/discussions/what-is-529-quickview-used-for) ### 20. [AbleTrend](https://www.g2.com/products/abletrend/reviews) AbleTrend is a trading strategy software provides specific buy, sell,stop and exit trading signals. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate AbleTrend?** - **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 AbleTrend?** - **Seller:** [AbleSys](https://www.g2.com/sellers/ablesys) - **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:** 100% Mid-Market #### What Are Recent G2 Reviews of AbleTrend? **"[Be your own forex master](https://www.g2.com/survey_responses/abletrend-review-3696586)"** **Rating:** 5.0/5.0 stars *— John G.* [Read full review](https://www.g2.com/survey_responses/abletrend-review-3696586) --- #### What Are G2 Users Discussing About AbleTrend? - [What is AbleTrend used for?](https://www.g2.com/discussions/what-is-abletrend-used-for) ### 21. [Aerial](https://www.g2.com/products/aerial-aerial/reviews) Aerial's system of record collects, organizes, and cross-references the core information and documents essential to running and funding your company.  Aerial leverages the power of machine learning to automatically organize your documents so they’re ready for due diligence at a moment’s notice. Ensure you're investor-ready with our corporate information and legal document infrastructure. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Aerial?** - **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 Aerial?** - **Seller:** [Aerial](https://www.g2.com/sellers/aerial) - **HQ Location:** N/A - **Twitter:** @aerial_io (19 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% Small-Business #### What Are Recent G2 Reviews of Aerial? **"[Great tool for startup founders](https://www.g2.com/survey_responses/aerial-review-9841805)"** **Rating:** 4.5/5.0 stars *— Jake K.* [Read full review](https://www.g2.com/survey_responses/aerial-review-9841805) --- ### 22. [AnyStock - data visualization solution for financial data](https://www.g2.com/products/anystock-data-visualization-solution-for-financial-data/reviews) AnyChart Stock and Financial Charts is a JavaScript based financial charting solution that turns real time data into highly sophisticated charts with interactive capability, bringing visualization of data to the Web to display date and time based information suites for client reporting and performance reporting applications. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind AnyStock - data visualization solution for financial data?** - **Seller:** [AnyChart](https://www.g2.com/sellers/anychart) - **Year Founded:** 2003 - **HQ Location:** Saint Augustine, FL - **Twitter:** @AnyChart (6,364 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anychart (14 employees on LinkedIn®) - **Phone:** 1(888) 845-1211 **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are G2 Users Discussing About AnyStock - data visualization solution for financial data? - [What is AnyStock - data visualization solution for financial data used for?](https://www.g2.com/discussions/what-is-anystock-data-visualization-solution-for-financial-data-used-for) ### 23. [Application Fraud](https://www.g2.com/products/application-fraud/reviews) Create an anti-fraud strategy by identifying loan applicants highly likely to commit fraud. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Application Fraud?** - **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 Application Fraud?** - **Seller:** [ElectrifAi](https://www.g2.com/sellers/electrifai-6f99f1b0-33e0-489e-acf4-a875e256745d) - **Year Founded:** 2004 - **HQ Location:** Jersey City, US - **LinkedIn® Page:** https://www.linkedin.com/company/electrifai (65 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Application Fraud? **"[Review of Application fraud](https://www.g2.com/survey_responses/application-fraud-review-5453558)"** **Rating:** 5.0/5.0 stars *— Verified User in Entertainment* [Read full review](https://www.g2.com/survey_responses/application-fraud-review-5453558) --- **"[very gud application. excellent experience. one of the best platforms](https://www.g2.com/survey_responses/application-fraud-review-8227641)"** **Rating:** 5.0/5.0 stars *— Anish K.* [Read full review](https://www.g2.com/survey_responses/application-fraud-review-8227641) --- #### What Are G2 Users Discussing About Application Fraud? - [What is Application Fraud used for?](https://www.g2.com/discussions/what-is-application-fraud-used-for) ### 24. [Applied Benefits Designer](https://www.g2.com/products/applied-benefits-designer/reviews) Applied Benefits Designer™ is an intuitive software solution that enables insurance agents and brokers to model and compare various benefits plan options in real time. By providing clear, visual presentations, it simplifies the benefits planning process, allowing clients to make informed healthcare decisions efficiently. This tool eliminates the need for time-consuming spreadsheets and static presentations, streamlining operations and enhancing client support. Key Features and Functionality: - Management System Integration: Seamlessly integrates with Applied Epic®, ensuring that actions taken within Applied Benefits Designer are tracked and synchronized across front-office and back-office activities. - Plan Comparisons: Creates interactive presentations that highlight differences between plans, allowing users to move from high-level overviews to detailed comparisons with ease. - Real-Time Cost Updates: Automatically adjusts plans based on defined contributions or budgeted amounts, providing immediate cost-saving measures during client meetings. - Funding Options Modeling: Models the impact of different funding vehicles, including HSA contributions and utilization projections, illustrating the effects of each change on employers and employees. - Instant Proposal Generation: Generates professional, customized proposals in minutes, storing medical, Rx, and ancillary plans for future use without redundant data entry. - Community Rating: Simplifies the complexity of Community Rating premium structures, saving time and enhancing client understanding. - Self-Funding: Facilitates self-funding conversations by providing side-by-side comparisons and demonstrating how changing variables affect plans in real time. Primary Value and Solutions Provided: Applied Benefits Designer elevates the role of insurance agents and brokers by transforming them into trusted advisors who can guide clients through strategic benefits conversations. It enhances client satisfaction by enabling rapid modeling of innovative benefits plans in an easily understood visual format, leading to quicker decision-making and increased renewals. The software streamlines operations, reducing hours of work into minutes and minimizing the number of renewal meetings necessary for final decisions. By integrating with Applied Epic®, it ensures that all team members are aligned, improving efficiency and accuracy across the organization. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Applied Benefits Designer?** - **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 Applied Benefits Designer?** - **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems) - **Year Founded:** 1983 - **HQ Location:** Chicago, IL - **Twitter:** @AppliedSystems (6,858 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,808 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Applied Benefits Designer? **"[ABD has saved us time](https://www.g2.com/survey_responses/applied-benefits-designer-review-7338883)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/applied-benefits-designer-review-7338883) --- ### 25. [APT Precision Pro](https://www.g2.com/products/apt-precision-pro/reviews) Accurate Property Tax is a mortgage API software that instantly calculate the projected property tax amount on purchase mortgage applications thru your LOS system. Our goals are to save you risk (DTI), save underwriters time, and minimize the post-closing tax supplement shock (client experience). We are dedicated to precise AI current data and math, lowering lender, investor, and borrower risks of late payments and/or foreclosure, while making the process clearer, faster, and fairer for all stakeholders involved, especially underserved communities. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Who Is the Company Behind APT Precision Pro?** - **Seller:** [Accurate Property Tax](https://www.g2.com/sellers/accurate-property-tax) - **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:** 100% Mid-Market #### What Are Recent G2 Reviews of APT Precision Pro? **"[We Love APT Precision Pro DTI Solution Software](https://www.g2.com/survey_responses/apt-precision-pro-review-6911054)"** **Rating:** 5.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/apt-precision-pro-review-6911054) --- ## What Is Other Finance Software? [Financial Services Software](https://www.g2.com/categories/financial-services)