Financial Services Software
Financial Software helps various financial solve issues better and develop their business faster. To learn more about financial software, read the reviews in this category.
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4 Reviews
Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans.
3 Reviews
YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that…
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3 Reviews
Obsidian CRM seamlessly keeps track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard.
3 Reviews
The BKMS® Compliance System is a modular platform that supports and simplifies the work of compliance officers, legal experts and auditors as well as employees in similar functions. The compliance solutions help – both individually and in combination – with preventing and combatting risks, malpractice and white-collar crime as well as evaluating…
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3 Reviews
Sapiens BillingPro for Property & Casualty (formerly Adaptik Billing) is part of the Sapiens CoreSuite for Property & Casualty. It is an enterprise billing solution from the leaders in configurable, scalable P&C insurance software solutions. It features the flexibility, ease of deployment and highly configurable integrations.
3 Reviews
Mortgage+Care is a family of loan origination and loan servicing software products for loan origination, trust accounting and collection.
3 Reviews
Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations…
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3 Reviews
Modgic is a experience modification calculator and in-depth experience rating analysis software platform. Providing accurate X-Mod calculations and predictions in most states. Developed as a powerful tool to be used for the insurance industry from producers to carriers.
3 Reviews
DrawTrak is a system for lenders of residentail and commerical construction loans that allows you to track each stage of the loan from the builders cost estimate through the final draw, with reports at each stage to allow you to catch potential problems.
3 Reviews
The modular structure of the platform includes pricing and auto quoting engines, position keeping, EMS, and algorithmic trading tools: a one stop shop for trading, market making and brokerage activities
3 Reviews
Xone Trader is a scalable, high-performance, customizable front-end software for retail, professional, and institutional level traders.
3 Reviews
Quantower is a multi-asset, broker-neutral trading platform that helps to make smart and confident decisions. A wide set of professional features, in addition to the constantly growing list of supported brokers and data providers, turns Quantower into the universal and powerful instrument for various asset classes and trading strategies. Quantower was…
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3 Reviews
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.
3 Reviews
Numerated is a fast-growing fintech using data to transform how banks and credit unions make decisions. Financial institutions put their data to work using Numerated to make loan origination and account onboarding easy for their staff and clients. Numerated powers digital application and digital lending experiences for more than 130 top commercial banks…
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3 Reviews
An API that allows financial institutions access customers' banking activity
3 Reviews
BlackSwan Financial Platform is a financial risk management software that accurately models financial instruments by taking into consideration extreme behaviors to recommend the best trade-off between risk and return.
3 Reviews
ClickClaims is a Software as a Service (SaaS) claims management solution for Property and Casualty Insurance Carriers, Independent Claim Adjusters, Third Party Administrators, and Specialty Claim Service Providers. Our turn-key applications are hosted, managed solutions that are integrated with Xactware, Symbility Solutions, Policy Management Systems…
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3 Reviews
Improving customer service and satisfaction, streamlining business processes, and reducing costs.
3 Reviews
Effisoft delivers software solutions to the Insurance, reinsurance and Risk Management industries worldwide. This products are designed for all insurance professionals comprising from risk managers to reinsurers, insurance companies and brokerage firms.