Total Products under this Category: 853
Last updated: September 30, 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, 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)
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
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
"Great tool for retirement planning."
Rating: 5.0/5.0 stars
— Verified User in Financial Services
"Not too complex but exactly what most clients are looking for"
Rating: 4.0/5.0 stars
— Jack D.
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
"Very happy with the results regarding the development of our Profit & Loss Statements within 5X."
Rating: 5.0/5.0 stars
— Verified User in Accounting
Rating: 4.5/5.0 stars
— Glenn S.
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Tyke provides tools for making private investing digital and accessible.
Average Rating: 4.8/5.0
Total Reviews: 2
Rating: 4.5/5.0 stars
— Sahil M.
"Amazing app to invest in various startups"
Rating: 5.0/5.0 stars
— Dhriti S.
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
Rating: 4.0/5.0 stars
— Verified User in Consumer Services
"UnBrokerage- positive experience"
Rating: 4.0/5.0 stars
— Verified User in Financial Services
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
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
Rating: 5.0/5.0 stars
— Verified User in Research
"Highly likely since it brings fast and up-to-date information"
Rating: 4.0/5.0 stars
— Heitor Augusto D.
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
"A great virtualization solution by IBM - VIO"
Rating: 4.5/5.0 stars
— Mohd Akram S.
Rating: 4.0/5.0 stars
— Verified User in Banking
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
"Great Customer Support and Easy-to-Use App"
Rating: 4.5/5.0 stars
— Vedant J.
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
Rating: 5.0/5.0 stars
— Verified User in Financial Services
AbleTrend is a trading strategy software provides specific buy, sell,stop and exit trading signals.
Average Rating: 5.0/5.0
Total Reviews: 1
Rating: 5.0/5.0 stars
— John G.
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
"Great tool for startup founders"
Rating: 4.5/5.0 stars
— Jake K.
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
Create an anti-fraud strategy by identifying loan applicants highly likely to commit fraud.
Average Rating: 5.0/5.0
Total Reviews: 2
"very gud application. excellent experience. one of the best platforms"
Rating: 5.0/5.0 stars
— Anish K.
Rating: 5.0/5.0 stars
— Verified User in Entertainment
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
Rating: 4.0/5.0 stars
— Verified User in Insurance
