All categoriesLaunch brief →
Financial Services
https://www.capterra.com/financial-services-software/Niches in this category - the functional product types blended into "Financial Services" (87)
Banking-as-a-Service & Core Banking Platform17Spend & Expense Management Software12Cash Flow & Treasury Management Software11Loan Origination & Servicing Platform10Financial & Investment Analytics Platform10Wealth & Financial Advisor CRM7Financial Planning & Analysis (FP&A) Platform6Trading Platform & Order/Execution Management System6KYC & Identity Verification Platform6Accounts Payable Automation Software6Open Banking & Account-to-Account Payment Platform5Cross-Border Payments & International Money Transfer Platform5ERP Suite5Online Business Banking Platform5Payment Processing & Gateway Software5Accounts Receivable Automation & Collections Software5Credit Risk & Decisioning Platform5Stock Research & Market Data Terminal4Procure-to-Pay & Procurement Software4Small Business Accounting Software4Bill Pay & B2B Payments Platform4Card Issuing & Corporate Card Platform4Digital Banking & Mobile Banking Platform3Deal Sourcing & M&A/PE Market Intelligence Platform3Financial Planning & Goals-Based Advice Software3Digital Wealth Advisory & Client Engagement Platform3Microfinance & Credit Union Core Banking3Portfolio Management System for Asset & Wealth Managers3Investment Accounting & Portfolio Reporting Platform3Supply Chain Finance & Working Capital Platform3Employee Financial Wellness Platform2Mortgage & Loan Origination CRM2AML & Transaction Monitoring Software2Regulatory & Statutory Reporting Software2Intelligent Document Processing (IDP) & OCR2AutoML & No-Code Predictive Analytics Platform2Document Generation & Assembly Software2Client Portal & Document Collection Platform2Workflow Automation & BPM Platform2Appointment Scheduling & Online Booking Software2Embedded Payments & Payfac-as-a-Service Platform2Fraud Detection & Risk Orchestration Platform2Branch Automation & Teller Software2Financial Data Aggregation & Verification Platform2Mobile Money & Mobile Financial Services Platform2Approval Workflow & Decision Management Platform2AI Agent Builder & Orchestration Platform2ACH & Bank Transfer Processing Software1AI Decision Intelligence & Forecasting Platform1Operational Risk Management Software for Financial Institutions1CRM Software1Supply Chain Risk & Sustainability Platform1Integration Platform as a Service (iPaaS)1Nonprofit & Fund Accounting Software1Lease Accounting & Management Software1Financial Close & Account Reconciliation Software1Crypto Accounting & Digital Asset Subledger1AI Bookkeeping Automation Platform1Enterprise AI Search & Knowledge Management1Open Banking & Financial Data Aggregation API1Spreadsheet-to-Database Integration Tool1Earned Wage Access & On-Demand Pay Platform1Financial Consolidation & Close Reporting Software1SaaS Spend & License Management Platform1Financial Services Regulatory Compliance Software1Business Credit Reporting & Commercial Credit Data Service1Sustainability & ESG Reporting Software1Tax Compliance & E-Invoicing Software1Capital Project & Program Controls Software1Consumer Digital Wallet & P2P Payment App1Industry-Specific Vertical Business Software1Remote Desktop & Screen-Sharing Support Tool1Robo-Advisor & Automated Investing Platform1Retirement & 401(k) Plan Administration Platform1Internal Audit Management Software1Investor Relations & Public Company IR Platform1No-Code / Low-Code Application Platform1Business Plan Writing & Startup Forecasting Software1Load & Performance Testing Platform1Sales Intelligence & Prospecting Platform1Insurance Agency Management & CRM1People Analytics & Workforce Intelligence Platform1Competitive Intelligence & Market Monitoring Platform1Point of Sale (POS) Software1Data Catalog, Governance & Master Data Management1Third-Party / Vendor Risk Management Software1Third-Party Debt Collections Agency Software1
224 products6 pages scraped of 6226 in category4 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 126 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Masttro is a SaaS solution for single- and multi-family offices, wealth managers serving and larger institutions. Learn more about Masttro | |
| 127 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Debt and lease management software serving K-12, Local Government, Utilities, and Higher Education. Learn more about Intelligent Portfolio | |
| 128 | 4 | 1 | - | 4.0 / 3.0 / 4.0 / 5.0 | Multi-Asset Trading API automates trade submissions, reporting, allocations and track order statuses. Learn more about ETNA Stock Trading API | |
| 129 | 4 | 1 | - | 4.0 / 3.0 / 4.0 / 4.0 | AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations. Learn more about AML360 Dashboard | |
| 130 | 4 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Financial services tool that allows companies to free up capital tied-up in a supply chain and use it to grow the company. Learn more about Traxpay | |
| 131 | 4 | 1 | - | 3.0 / 4.0 / 3.0 / 4.0 | Treasury management solution including management of financial operations and risks, payments/collections, cash flows and bank accounts Learn more about Datalog TMS | |
| 132 | 4 | 1 | - | 4.0 / 4.0 / 4.0 / 5.0 | Trading management software that enables users to create financial analysis indicators with custom rules to manage market forecasts. Learn more about NeuroShell Trader | |
| 133 | 4 | 1 | - | 4.0 / 4.0 / 4.0 / 4.0 | SBP Regulatory Reporting automates compliance, ensuring accurate and on-time submissions for financial institutions worldwide Learn more about SBS Regulatory Reporting | |
| 134 | 4 | 1 | - | 4.0 / 5.0 / 3.0 / 0.0 | The smart desktop app for financial services. Finsemble allows fintech & capital market apps to sync, link, and share information. Learn more about Finsemble | |
| 135 | 1 | 1 | - | 1.0 / 1.0 / 1.0 / 1.0 | Sharetec, a provider of a true web app core banking system, delivering ROI and building income streams while lower operating costs. Learn more about Sharetec | |
| 136 | 0 | 0 | - | – / – / – / – | Metagens.ai is a fintech platform unifying lending, payments, compliance, and banking into one native deployment for digital lenders. Learn more about Metagens.ai | |
| 137 | 0 | 0 | - | – / – / – / – | Global PAYplus is an ISO 20022-native, multi-rail payment hub enabling financial institutions to centrally process and manage payments. Learn more about Finastra Global PAYplus | |
| 138 | 0 | 0 | - | – / – / – / – | Xapii Decide automates your lending affordability assessment so you can improve unit economics, and lower fulfilment costs. Learn more about Decide | |
| 139 | 0 | 0 | - | – / – / – / – | Jeeves is a financial platform that provides corporate cards, accounts payable and cross-border payments for global teams. Learn more about Jeeves | |
| 140 | 0 | 0 | - | – / – / – / – | Seedbase is an integrated platform for banks that empowers your team to prioritize growth by reducing administrative overload. Learn more about Seedbase | |
| 141 | 0 | 0 | - | – / – / – / – | Automate onboarding and underwriting with Worth to streamline processes, increase efficiency, and ensure compliance. Learn more about Worth | |
| 142 | 0 | 0 | - | – / – / – / – | AlphaSense is a market intelligence and search platform empowering professionals to make business decisions with confidence and speed. Learn more about AlphaSense | |
| 143 | 0 | 0 | - | – / – / – / – | Torobase is a modern and innovative online trading platform that provides low spreads, high leverage, and fast execution for traders. Learn more about Torobase | |
| 144 | 0 | 0 | - | – / – / – / – | Neurona offers a SaaS Payment and Collection Engine for Financial Entities that connects them to ACH and low-value networks. Learn more about Solución Neurona | |
| 145 | 0 | 0 | - | – / – / – / – | Cloud-based banking platform managing corporate lending, cash management, treasury, trade, and supply chain finance, and more. Learn more about Oracle Corporate Banking Solutions | |
| 146 | 0 | 0 | - | – / – / – / – | Cloud-based financial & credit management tool that assists businesses with accounting, risk modelling, customer data handling & more. Learn more about B1 Financial | |
| 147 | 0 | 0 | - | – / – / – / – | Stock screening platform that automates charting and trade planning by turning visual market structure into scannable setups. Learn more about MarketAlpha | |
| 148 | 0 | 0 | - | – / – / – / – | Cloud-based loan origination software that helps businesses streamline the lending process from origination to servicing. Learn more about Oracle Financial Services Lending and Leasing | |
| 149 | 0 | 0 | - | – / – / – / – | IR.Manager is a user-friendly CRM and targeting tool for investor relations professionals Learn more about IR.Manager | |
| 150 | 0 | 0 | - | – / – / – / – | Vikhon is an intelligence platform for strategic HRs integrated to Business. Learn more about Vikhon |