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Best Financial Services Software of 2026 - Page 4

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Showing 76 - 100 of 162 products

Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversif...Read more about Betterment

4.2

(5 reviews)

Free trial
Free version

Trustly Pay is a payment solution that allows businesses including eCommerce, financial services, and gaming merchants to accept...Read more about Trustly Pay

4.2

(5 reviews)

Free trial
Free version

Founded in 2020, Justt is the world's first smart chargeback solution that tailors each response and improves over time. Unlike ...Read more about Justt

4.3

(7 reviews)

Free trial
Free version
Integrations
PayPal Commerce Platform
PayPal Commerce Platform
+8 more

Solidgate allows users to access a complete payments platform with simple, pay-as-you-go pricing. Given that Affise operates wi...Read more about Solidgate

4.0

(4 reviews)

Free trial
Free version
Integrations
Shopify
Shopify
+2 more

Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage financial p...Read more about Oracle FLEXCUBE

4.0

(5 reviews)

Free trial
Free version

Budget Insight brings Open Banking and Open Finance technologies to 250 companies, from major banking institutions to fintech st...Read more about Powens

3.8

(4 reviews)

Free trial
Free version

Sharetec Systems is the only TRUE web based credit union core system. At Sharetec we value evolution and understand the shortfal...Read more about Sharetec

1.0

(1 reviews)

Free trial
Free version

Tickelia is a cloud-based expense report platform that helps businesses automate expense processes from payment to accounting. I...Read more about Tickelia

4.0

(5 reviews)

Free trial
Free version

In 2007, PitchBook Founder and CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focu...Read more about PitchBook

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+23 more

PitchBook's Best Rated Features

4.71Data Import/Export

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PitchBook's Worst Rated Features

3.75Benchmarking

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AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers...Read more about AdvisorEngine

Free trial
Free version
Integrations
Redtail CRM
Redtail CRM
+3 more

Ivalua is a cloud-based Source-to-Pay (S2P) platform powered by AI Agents and built for mid-size to enterprise organizations. Tr...Read more about Ivalua

3.8

(6 reviews)

Free trial
Free version
Integrations
Docusign
Docusign
+17 more

SBP Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at sca...Read more about SBP Core Banking

3.8

(6 reviews)

Free trial
Free version

Infor SunSystems is an integrated financial management solution covering purchasing, planning and reporting as well as asset, in...Read more about Infor SunSystems

Free trial
Free version

Infor SunSystems's Best Rated Features

4.0General Ledger

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Infor SunSystems's Worst Rated Features

4.0General Ledger

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Maximize efficiency from procurement to payment with Corpay Complete, our cloud-based full cycle spend management solution: *Au...Read more about Corpay

Free trial
Free version
Integrations
SAP Concur
SAP Concur
+11 more

ONESOURCE Indirect Tax is a software product suite for clients needing support with their daily tax responsibilities. It offers ...Read more about ONESOURCE Indirect Tax

Free trial
Free version

BankOne is an online banking software designed to help financial institutions manage lending, insurance, investments, payments a...Read more about BankOne

Free trial
Free version

BankOne's Best Rated Features

4.50Compliance Tracking

See All

BankOne's Worst Rated Features

4.0Online Banking

See All

Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and del...Read more about Dancing Numbers

3.5

(6 reviews)

Free trial
Free version

AccountsIQ is a cloud accounting software that simplifies the capture, process, and reporting of financial data. It offers intui...Read more about AccountsIQ

Free trial
Free version
Integrations
SAP Concur
SAP Concur
+16 more

AccountsIQ's Best Rated Features

4.85Bank Reconciliation

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AccountsIQ's Worst Rated Features

3.67Budgeting/Forecasting

See All

Forecastr is like an out-of-the-box finance function for startups and small businesses. Forecastr's team uses data to create bet...Read more about Forecastr

Free trial
Free version
Integrations
Xero
Xero
+0 more

Forecastr's Best Rated Features

5.0Financial Analysis

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Forecastr's Worst Rated Features

4.67Data Visualization

See All

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, sig...Read more about MetaTrader 5

Free trial
Free version

MetaTrader 5's Best Rated Features

4.75Secure Data Storage

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MetaTrader 5's Worst Rated Features

3.83Investor Reporting

See All

eMoney Advisor provides comprehensive financial planning tools that facilitate personalized advice and advanced scenario plannin...Read more about eMoney Advisor

Free trial
Free version
Integrations
Dropbox Business
Dropbox Business
+5 more

With Tax Clarity, advisors can strengthen their value by showing clients how to make retirement decisions in the most tax-effici...Read more about Tax Clarity

Free trial
Free version

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to acce...Read more about Plaid

Free trial
Free version
Integrations
Stripe
Stripe
+16 more

Plaid's Best Rated Features

5.0Secure Data Storage

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Plaid's Worst Rated Features

4.30Mobile Payments

See All

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specificall...Read more about Total Expert

Free trial
Free version
Integrations
Meta for Business
Meta for Business
+2 more

Total Expert's Best Rated Features

4.67Lead Nurturing

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Total Expert's Worst Rated Features

3.55Workflow Management

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Product Description: Airwallex is a global payments and financial platform assisting businesses in their global operations. It i...Read more about Airwallex

Free trial
Free version
Integrations
QuickBooks Online
QuickBooks Online
+7 more
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