Best Other Finance Software - Page 4

How Many Other Finance Software Products Does G2 Track?

Total Products under this Category: 853

Category Stats (Sep 2026)

  • Average Rating: 4.33/5 The average rating of products in this category, based on all submitted ratings

Last updated: September 30, 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
  • 853+ 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

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Checkpoint, BBVA Payments API, Joist, 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=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api)

Broadridge Advisor Portal

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?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 63% Small, 25% Large

What Are Recent G2 Reviews of Broadridge Advisor Portal?

C3 AI Smart Lending

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
  • Year Founded: 2009
  • HQ Location: Redwood City, CA
  • Twitter: @C3IoT
    76 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,049 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of C3 AI Smart Lending?

Clari5 EFM

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?

Who Uses This Product?

  • Company Size: 50% Medium, 25% Large

What Are Recent G2 Reviews of Clari5 EFM?

What Are G2 Users Discussing About Clari5 EFM?

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Credit Pulse

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?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Credit Pulse?

Dakota Marketplace

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
  • Year Founded: 2006
  • HQ Location: Bryn Mawr, US
  • LinkedIn® Page: www.linkedin.com
    256 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Dakota Marketplace?

dCRM

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?

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of dCRM?

What Are G2 Users Discussing About dCRM?

DXcharts

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
  • Year Founded: 2002
  • HQ Location: Dublin, IE
  • Twitter: @devexperts
    1,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    774 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of DXcharts?

ETT Spain Banking

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?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of ETT Spain Banking?

What Are G2 Users Discussing About ETT Spain Banking?

ExchangeConnect

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
  • Year Founded: 2018
  • HQ Location: Mumbai, IN
  • Twitter: @EXCHANGEC0NNECT
    33 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of ExchangeConnect?

What Are G2 Users Discussing About ExchangeConnect?

EZ-Audit

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?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of EZ-Audit?

What Are G2 Users Discussing About EZ-Audit?

finPOWER Connect

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?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of finPOWER Connect?

What Are G2 Users Discussing About finPOWER Connect?

Helio

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
  • Year Founded: 2012
  • HQ Location: San Francisco, US
  • Twitter: @CircleUp
    12,541 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Helio?

IVP Treasury

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
  • Year Founded: 1980
  • HQ Location: Menlo Park, US
  • Twitter: @IVP
    9,528 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of IVP Treasury?

What Are G2 Users Discussing About IVP Treasury?

PCR

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?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of PCR?

What Are G2 Users Discussing About PCR?

RC-Connectivity and Data Validation System

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
  • Year Founded: 2001
  • HQ Location: London, England, United Kingdom
  • Twitter: @RiskControlLtd
    273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®
  • Phone: +44 (0)20 3307 0730

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of RC-Connectivity and Data Validation System?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated February 5, 2026