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)
PortfolioQuest, is a SaaS on-demand simulation, designed for bankers of the future. Transform your bank to prepare for the digital world and future-proof your enterprise through gamification. Learn and acquire skills in portfolio management, Fintech, compliance, and AML.
Portfolio Risk Management is a financial risk management software that helps users to decide whether to invest and how to take the minimum risks in investing.
Portfolio Trader is a stock portfolio management software that is a multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to equip investors with an easy-to-use tool that empowers them to become better investors.
POSIT is a point of sale software that helps users to increase their crossing opportunities, automated matching, reduce trading times, and significantly lower costs.
PowerAuth by Wultra is a solution for passwordless strong customer authentication designed to cover the needs of banking and fintech industries. The primary value proposition is the ease of deployment as on-premises software or in the cloud. It also features security audited by the most rigorous authorities. Finally, it improves the user experience by allowing users to sign in and seamlessly approve sensitive operations, such as payments, with built-in device biometrics or a short PIN code. The solution complies with the latest legislation, such as PSD2 or eIDAS, is aligned with the widely accepted standards, and is used by customers of all sizes worldwide.
Pre-Approval of One allows consumers to initiate an application for credit with no impact to their credit score (soft-inquiry). Lender evaluates applicant’s creditworthiness and offers a commitment to lend, subject only to collateral requirements or conditions. A hard inquiry will be posted if the consumer moves forward with taking the pre-approved offer and meets the conditional credit requirements. Benefits: - Help Reduce Consumer Abandonment - Create a single, low-friction experience for credit seekers as well as credit applicants - Streamline the PII Ingest Process - Help boost take rates by collecting all the information that you need to underwrite the consumer at the time of ingest - Increase Stickiness - Establish consumer expectations and acknowledging they are valued by reducing their time commitment in the application process
Third-Party Risk and Compliance Management Solution can enhance your Third-Party Risk Management program based on the Final Guidance of the FDIC, OCC, and FRB. With real-time insights and automated workflows, stay ahead of potential risks and easily ensure regulatory compliance. Our user-friendly interface simplifies risk assessments, due diligence, and continuous monitoring, making it an ideal choice for businesses seeking robust yet straightforward third-party risk management solutions. Discover the power of streamlined risk and compliance management with Predict360 – your partner in achieving a secure and compliant business environment.
A Distributed Platform for Private Market Securities PreIPO® works with investors, issuers, financial institutions, corporations, and broker-dealers to enable the purchase of private market-securities through expansive networks across the globe through its suite of AI & ML based diligence & discovery tools.
Compare and discover the next generation of proprietary trading firms with AI-driven matching tailored to your unique trading style. Effortlessly find the firm that aligns with your strategies, risk appetite, and goals, giving you the edge to maximize your trading potential.
Other Finance & Insurance
The Protegent suite of compliance software solutions helps you mitigate your compliance risk exposure with greater transparency across your organization with advanced issue detection and integrated workflows.
Q4 Wealth Management System provides modeling, analytics, and reporting designed specifically for your business. Q4 Wealth Management System offers trust fee modeling, analysis, optimization and reporting for trust banks.
QA Direct provides access to a huge range of content ready to use 'out of the box' for quantitative analysis, together with the tools to integrate proprietary data. This gives you direct access to our best-of-breed content - as well as from other leading vendors, including S&P, MSCI, and Russell - without the pain. Freed from the burden of preparing data, quants can spend more time developing and testing differentiated ideas, optimizing portfolios, and managing risk. With QA Direct now available in the cloud, asset managers can avoid capital lock-in, eliminate database administration, and get access to the data for new quant initiatives fast. What you get with QA Direct? - Advanced database structure - Flexible access - Integrated data offerings - Broad and deep content Focus more time on research with access to a huge range of pre-integrated, standardized data from one source.
