Financial Services Software

Best Financial Services Software Reviews & Comparisons.

4Degrees

4Degrees

Our score: 5

Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence....

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AAZZUR

AAZZUR

AAZZUR is reinventing how banks are built, how banking data is used to increase satisfaction, retention and monetisation and how fintechs work with banks. AAZZUR is a layer above the banks and fintechs to facilitate the exchange of data, messages and transactions. This is the promise of open banking...

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absVision

absVision

Our score: 6

absVision is an advanced loan origination and management software which supports many types of loans and interest calculations, including simple interest, fixed, blended and step rates, Rule of 78s, and average daily balance....

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AccuAgency

AccuAgency

Our score: 9.2

AccuAgency's web-based solution integrates agency management, document storage, and rating into one easy to use software service. It also offers agency websites, 24/7 Consumer Rating, and partner products to help increase your agencys revenue....

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Act4Advisors

Act4Advisors

Our score: 5

Act4Advisors leverages the Act! CRM by adding on customization it for investment advisors, financial planners and insurance professionals. Offered as SaaS cloud, self hosted cloud or traditional desktop software, Act4Advisors leverages Act!'s great features for the traditional financial services of...

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Active Trader Pro

Active Trader Pro

Our score: 8.2

Fully customizable with real-time streaming account, order, and market data updates. Exclusive tools like Real-time Analytics use historical trends to help you make more informed trading decisions. Intuitive trading tools like Strategy Ideas, Option Trade Builder, and Trade Armor streamline trading ...

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Advent Portfolio Exchange (APX)

Advent Portfolio Exchange (APX)

Our score: 6.4

Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page....

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Agency Matrix

Agency Matrix

User satisfaction: 80%

Our score: 9

Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere....

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Connect

Connect

Our score: 8.4

Connect is a relationship marketing platform designed to allow users to automatically send the right message to the right person when it matters most....

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AgencyBloc

AgencyBloc

Our score: 8.8

AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency....

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AlphaSense

AlphaSense

Our score: 9.6

AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss....

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Altair

Altair

Our score: 8.6

Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investme...

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AM-DIS

AM-DIS

Thanks to its computation engine dedicated to performance, risk and ESG analytics, AM-DIS provides asset managers, an integrated solution that automates their business process to support a wide range of business functions: performance attribution, risk ex ante, strategy optimization, GIPS, reportin...

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AMS360

AMS360

Our score: 8

AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects....

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Anovaa

Anovaa

User satisfaction: 97%

Anovaa is the Smart loan origination solution. Our SaaS platform and Originateā„¢ white-label lending services combine consumer-facing simplicity with advanced technology and back-end efficiency to speed loan processing and maximize workforce productivity. At Anovaa, we are united in our singular visi...

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