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Financeit Alternatives & Competitors

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Top Alternatives to Financeit

  • MicroAcquire
  • Joist
  • Accounting CS
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to Financeit

Browse options below. Based on reviewer data you can see how Financeit stacks up to the competition, check reviews from current & previous users in industries like #<Competitors::ProgrammaticText::Description::NullFilters:0x00007efd543be4f0>, and find the best product for your business.
  1. MicroAcquire

    (28)4.9 out of 5
  2. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with Financeit:
    Thibault L.
    I really doubt about having any proposal but you quickly have a lot of people coming to you. A significant part generates interesting talks and we got an offer!
  3. Joist

    (23)3.9 out of 5
  4. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with Financeit:
    Joist USED to be great, until they began making major platform changes WITHOUT first polling or notifiying users BEFOREHAND. I wake up two days ago and discover they have changes payment processors...Read more
    18%   of software applications aren't well liked by teams using them.
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  5. Accounting CS

    (22)3.5 out of 5
  6. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with Financeit:
    Dashboard is easy to use with good access to most functions used in the software, being able to set up custom report profile is nice so you don't have to re-create them every time.
  7. MoneyGuidePro

    (17)4.1 out of 5
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with Financeit:
    Joel S.
    I think the data entry format is excellent. It is designed to be very user friendly and client focused
  9. HomeBudget

    (17)4.0 out of 5
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with Financeit:
    Being able to plan for your financial future is priceless and homebudget makes this possible
  11. Simple

    (15)4.4 out of 5
  12. 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.

    Categories in common with Financeit:
    I liked the application and website. Their customer service representatives were great at first.
  13. LendingClub

    (12)3.1 out of 5
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with Financeit:
    The thing i like the most is that you can get funds needed and make monthly payments.
  15. Square Deposits

    (7)4.9 out of 5
  16. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with Financeit:
    Ashley P.
    Square offers instant deposits which makes life super easy. No waiting period. They also will offer capital based on your behavior. It’s definitely helped with growing the business. Square has a...Read more
  17. Covisum Social Security Timing

    (8)4.7 out of 5
  18. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with Financeit:
    Harry K.
    It's both flexible and versital. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how and when to time our SS filings in order to...Read more
  19. Workplace

    (7)4.3 out of 5
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with Financeit:
    I enjoy having a social platform to interact with coworkers
  21. Firm58

    (7)4.1 out of 5
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with Financeit:
    Firm58's customer service is excellent. The user interface is clean and fairly intuitive with plenty of functionality.
  23. fi360 Toolkit

    (6)4.3 out of 5
  24. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with Financeit:
    11 criteria and it is very simple and straight forward to use. The reports are very easy to use. The client is able to understand it easily. In the future we may add the benchmarking feature.
  25. Logix Financial Planning

    (5)3.5 out of 5
  26. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with Financeit:
    Jack D.
    Social security optimization, summary showing difference between what you are saving now and what you need to save, net worth statement
  27. Square Capital

    (5)4.8 out of 5
  28. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with Financeit:
    Very user friendly and a must have for any small business for sales with the general public.
  29. Tax Clarity

    (5)4.8 out of 5
  30. 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.

    Categories in common with Financeit:
    Calculating a prospects taxes in retirement. Showing how Roth IRA conversions can lower their taxes.
  31. Numbrs

    (3)2.8 out of 5
  32. Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    Categories in common with Financeit:
    Mark C.
    Antarmuka yang ramping mudah dimengerti, rasanya sangat 'Jerman', yaitu padat dan tidak rata, hampir mencolok dan sederhana.
  33. Personal Capital Financial Software

    (4)5.0 out of 5
  34. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with Financeit:
    Daniel Shatzkes CEO  E.
    I'd used a couple of different aggregates in the past, both of which were offered through one of the banks I use. Those aggregates got me turned on to the idea of being to take a look at my whole...Read more
  35. Broadridge Advisor Portal

    (4)4.1 out of 5
  36. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with Financeit:
    i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients
  37. Clari5 EFM

    (3)3.5 out of 5
  38. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with Financeit:
    Very organized and very easy to use. You have everything setup in very short period of time. Have new hires adapt very quick as well
  39. Naviplan

    (3)4.5 out of 5
  40. Financial planning application

    Categories in common with Financeit:
    Samantha F.
    I've been using Naviplan for about 6 years now and it has come a long way. It is an incredibly in depth financial planning tool that has an abundance of tools and reports including Monte Carlo. It...Read more