Best Other Finance Software - Page 5

How Many Other Finance Software Products Does G2 Track?

Total Products under this Category: 886

Category Stats (Nov 2026)

  • Average Rating: 4.34/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dakota Marketplace (+50.0%) - Among all products in this category, Dakota Marketplace recorded the largest rating increase compared to last month

Last updated: November 12, 2026

How Does G2 Rank Other Finance Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 600+ Authentic Reviews
  • 886+ 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, 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)

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?

Quantprove

The evidence layer for trading.

Average Rating: 4.5/5.0

Total Reviews: 2

Who Is the Company Behind Quantprove?

  • Seller: Quantprove
  • Year Founded: 2026
  • HQ Location: Switzerland
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®
  • Ownership: 5335f57800a61213d7f6ca9d189e3cb6.png

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Quantprove?

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
  • 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?

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ReportMyUP by Sovos

Guided unclaimed property compliance for growing businesses. ReportMyUP, Powered by Sovos, simplifies unclaimed property compliance for small and mid-sized organizations. The platform guides finance, accounting, accounts payable, and compliance teams through the full reporting process—from identifying and tracking reportable property to managing due diligence and generating NAUPA-compliant state reports. Built-in state rule guidance helps users apply the appropriate dormancy periods, property classifications, exemptions, and reporting requirements across multiple jurisdictions. Standardized workflows, data-import templates, validations, and centralized recordkeeping help reduce errors, improve reporting accuracy, and eliminate inefficient spreadsheet-based processes. Designed for both first-time filers and experienced holders, ReportMyUP helps organizations scale their compliance processes as reporting volumes and complexity increase. The platform is backed by Sovos tax and regulatory expertise, giving businesses greater confidence that their unclaimed property obligations are being managed accurately and efficiently.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate ReportMyUP by Sovos?

  • Ease of Use: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind ReportMyUP by Sovos?

  • Seller: Sovos
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Wilmington, MA
  • LinkedIn® Page: www.linkedin.com
    1,856 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of ReportMyUP by Sovos?

Republic

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
  • Year Founded: 2016
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    689 employees on LinkedIn®

What Are G2 Users Discussing About Republic?

RetireUp

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
  • Year Founded: 2010
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    958 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of RetireUp?

What Are G2 Users Discussing About RetireUp?

Telemetry BI - Mortgage Business Intelligence

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?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Telemetry BI - Mortgage Business Intelligence?

What Are G2 Users Discussing About Telemetry BI - Mortgage Business Intelligence?

Tyke

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?

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of Tyke?

What Are G2 Users Discussing About Tyke?

UnBrokerage

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
  • Year Founded: 2016
  • HQ Location: Atlanta, US
  • LinkedIn® Page: www.linkedin.com
    63 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of UnBrokerage?

What Are G2 Users Discussing About UnBrokerage?

Unison

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?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

VectorVest

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?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of VectorVest?

What Are G2 Users Discussing About VectorVest?

VIO

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?

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of VIO?

What Are G2 Users Discussing About VIO?

11thEstate

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
  • Year Founded: 2022
  • HQ Location: West Palm Beach, US
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of 11thEstate?

529 QuickView

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?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of 529 QuickView?

What Are G2 Users Discussing About 529 QuickView?

AbleTrend

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?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of AbleTrend?

What Are G2 Users Discussing About AbleTrend?

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