Financial Services Software

Mortgage Processing Software...

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover op...

All-in-one software for tax preparers, accountants and bookkeepers. Perfect for growing your business: stop paying a dozen tools and run your practice from a single, integrated hub. Automated workflows, user-friendly client portal, customizable CRM, unlimited and secure file storage, e-signatures, m...

Features a calendar, reminders for employees, task lists, reports, logs, and more....

Identify insurance carrier information quickly and easily...

PassFort adds the human touch to compliance automation. Digitally execute KYC, KYB, and AML workflows, then bring your people in and out of the process for high-value tasks....

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....

Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts....

NCR D3 offers a function-rich, highly-tailorable and API-driven platform that can be hosted or deployed on-premise to help large banks lower cost, decrease complexity and speed innovation....

Total Lead Domination is a SaaS platform for health, life and other ancillary insurance sales. It is tailored for callrooms and call centers that deal with heavy lead volume and includes a VOIP / SIP Service for inbound sales and recordings....

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms...

SourceScrub’s origination intelligence platform was built for investment professionals by investment professionals. Our platform streamlines the M&A workflow, enabling solutions for uncovering Private Companies, TAM Analysis, Theme Development, Conference Intelligence, and Post-Deal Marketing. Q...

Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable....

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....

Devensoft provides a flexible acquisition and integration management software platform for M&A professionals....

Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance....

Drake Tax is comprehensive, all-in-one professional tax software....

LMS Originator manages your loan process in a single database application from pre-qualifying loan requests, processing applicaitons, commitment processing, loan disposition, servicing and accounting....

Global Private Equity & Venture Capital Data...

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application....

Explain Risk. Engage Clients.From Hello-to-Close....

Metromile built the leading insuretech by creating a sophisticated Claims AI platform on top of standard claims management software. We realized this platform can help transform the way our industry handles claims....

T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies....

At-Bay provides cyber insurance for the digital age with insurance products & services that empower companies to embrace technology fearlessly....

N26 Bank Account is an online bank account that allows users to manage their entire financial life from their phone....

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

Temenos Infinity drives outstanding experiences across customer journeys, from acquisition, servicing and through retention....

Loan Servicing Software for Installment Lenders...

Bannois everything your institution needs to service users and deploy modern experiences across all your digital channels....

Welcome to Decentro! No need to spend multiple man months integrating with broken and legacy APIs of core banking. No need to run around for multi-party coordination within any banking player or even out side for your requirements....

It may look simplistic, but MoneyBook is a powerful personal finance app that offers unique features in an amazing, easy to use interface....

A construction payments platform which facilitates the exchange of lien waivers, ACH payments, W9s and 1099s....

Issuing and tracking collection letters are integral parts of many banking operations. With 3Core Software's collection letter software solution, Protege, your team can fully automate and revolutionize the way you process draft collections....

RightCapital is a financial and tax planning software solution....

Automate the coverage verification process...

PerfectQuote is Group Insurance CPQ that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error free and without any need for data entry. PerfectQuote is cloud-based software that supports a broker's entire book of business with small/large group medica...

DANAConnect specializes in helping businesses automate communications with customers....

Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen....

Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution...

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals....