Best Other Finance & Insurance Software

Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, and more. This sets you free to fo

What is TaxGPT? TaxGPT is an AI-powered tax operating system created by tax professionals, for tax professionals, to boost your tax and accounting firm’s productivity and profitability by 10x. It s

Square Banking is a fully integrated suite of financial tools that helps small businesses manage cash flow, access capital, and make smarter financial decisions — all from one connected ecosystem. Bui

Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers.

Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

VoxSmart's Mobile Capture solution offers real-time, multichannel communication capture for Android and iOS devices, ensuring comprehensive compliance across organizations. It seamlessly records all m

Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.

Eltropy is a SaaS platform designed toimprove share of wallet, client acquisition and productivity of client-facing teams in banks, financial services and insurance firms.

With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

As an industry leader, we take it as our responsibility to help businesses in acquiring their deserved place in the market. AppNomu strongly believes in building something that turns small startups in

Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rat

Swaap is a next-generation market-making protocol offering services to large liquidity providers, aggregators, and other partners.

Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate

The number of privately owned businesses and the total value of those business assets is substantial, therefore, any work that can be done to improve the likelihood of those owners being able to adopt

AdvizorPro is an AI-driven intelligence platform that helps asset managers, wealthtech firms, and the broader financial services industry understand and engage the wealth management market. At its co