Financial Services Software Reviews & Product Details

INXY's auto-conversion feature is a game-changer. Last year, we experimented with accepting crypto payments (thanks to our crypto-enthusiast sysadmin), but the volatility wreaked havoc on our accounting. After implementing INXY, every crypto payment—whether it's Bitcoin, Ethereum, or even Dogecoin—is instantly converted into USDC at the time of the transaction. Our finance system only sees stable, predictable values, and we don’t have to worry about market dips affecting revenue reports. Review collected by and hosted on G2.com.

So far, nothing major. The onboarding was smooth, and support has been responsive. If anything, we'd love to see more options for analytics and reporting around crypto payment trends in future updates. Review collected by and hosted on G2.com.

easy to use and easy to adjust the numbers. Review collected by and hosted on G2.com.

I like all these things and nothing dislike. Review collected by and hosted on G2.com.

It's helped us consolidate our communication and management to a single application, rather than having multiple systems for multiple things. One of the things I like best is the prospecting database. It saves me from buying data lists, and my agents always have calling and marketing lists to work with, that they can get on their own without me distributing anything. ARC is very easy to use, takes virtually no set-up, other than transferring your current book of business to the database. They even helped us import and set up our client database, though, so there was very little work on our part for that. The company is very responsive to suggested changes, and implements really quickly. They're also very personable, and the owner is right out front engaging with agents. Pricing is great compared to similar systems, which charge more for less, and most aren't industry-specific. Review collected by and hosted on G2.com.

There's some manual entry of commission data, but that seems to be the case with every system. There's no direct Outlook integration right now, but there is Google, which is what we use. Review collected by and hosted on G2.com.