Financial services software describes a family of solutions utilized by various industries involved directly with money matters. These products help financial services providers perform their basic job duties, stay compliant with regulations, and provide optimum assistance to clients. Financial services software includes tools designed specially for use within banks, loan offices, investment firms, and related organizations. The platforms included in this category can provide various features of broader software categories such as HR and Accounting & Finance, along with specialized features only applicable to these finance-related industries.
To qualify for inclusion in the Financial Services category, a product must:
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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.
Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.
Oracle Insurance provides adaptive, rules-driven systems that let insurance companies easily change business processes as their business needs change.
Guidewire InsuranceSuite is a provider of core system software to the global Property/Casualty (general) insurance industry. Guidewire InsuranceSuite spans the key functional areas in insurance – underwriting and policy administration, claims management, and billing.
Provides an adaptive solution for product management, premium calculation, and underwriting rules management, enabling insurers to respond quickly to market changes and manage the policy lifecycle.
The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.
BriteCore provides a comprehensive Property and Casualty Insurance processing suite to insurers. BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. Over 40 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth. Visit www.britecore.com to find out why these companies are putting BriteCore in production all across the US and Canada. BriteCore is also a proud member of NAMIC and provides software solutions to many of its members.
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
Firm58 is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.
YCharts, the fastest growing online financial data platform, helps investors make smarter decisions. YCharts customers gain access to comprehensive data, visualization and advanced analytics at an affordable cost. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market that serves as a one-stop shop for North American equity, mutual fund, ETF and market data and analysis.
SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.
Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers.
PCLender delivers the only “Total Mortgage Solution” designed specifically to simplify today’s lending complexities for small and mid-sized lenders. PCLender provides simple, elegant web-based mortgage solutions for community banks, credit unions and mortgage bankers. With a proven record of providing immediate return on your investment, PCLender is the most cost effective lending solution available. Owned and operated by Mortgage Bankers since 1997, we engage with lenders in a collaborative manner to dynamically fit the ever- changing world in which they lend. For more information on PCLender, the only Total Mortgage Solution designed specifically to simplify today’s lending complexities for small and mid-sized lenders, or to schedule a demo, call 877-536-6886 or visit www.pclender.com
RiskOrigins software is a next-generation, credit decisioning and monitoring platform that delivers improved risk management over the credit life cycle. The software offers a robust framework for regulatory compliance while helping banks retain their competitive edge through improved efficiencies and time-to-cash for customers.
To analyze certain industries effectively, you need to dive deeper than basic financials, news and broker reports. The SNL platform combines ground-floor information with the sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight and more.
Sales, marketing and educational engine for independent insurance agents and brokers. Train producers, educate and engage clients, and market to prospects with more than 5,300 professionally written and designed pieces of content. Customizable for agency branding.
TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with Salesforce.com and TechCanary to build a combined solution of an Agency Management System (AMS) and a Customer Relationship Management System (CRM). The combined solution is TechCanary's Core product Canary AMS.
FormsPlus is a feature-rich policy issuance and administration system that integrates a proprietary form-driven database with an intuitive graphic user interface to automate your policy issuance needs. FormsPlus has been called the ultimate solution for policy issuance due to the incredible increase in productivity it allows for manual form processing. Many clients report a four-fold increase in productivity with the following capabilities: ISO And Non-ISO rating for all lines including: Commercial Auto and Associated Sub-lines General Liability and Associated Exposures Inland Marine (filed and non-filed) Crime Commercial Property BOP Umbrella Workers Comp In addition to the vast increase in productivity, our clients are very excited about the flexibility that FormsPlus has to offer. Whether your business is just getting started or writing multiple lines of business in all 50 states with several offices around the country, FormsPlus can work for you. With its modular design and highly customizable interface, we can tailor the FormsPlus application to suit your workflow. QualCorp's highly trained Business Analysts and Project Managers can review your workflow and suggest configurations that best work for your business.
Turnkey Lender is online lending platform for loan origination, loan servicing and debt collection. Value proposition: - Comprehensive functionality in one convenient platform. Puts loan origination, credit decisions and loan-processing on auto-pilot; - Adjustable set of proprietary credit scoring models and rules. Improves credit decisions & enables risk-based pricing. Minimizes portfolio risk profile & write-offs. - Fully automated system saves time & money. Closes more of the right loans, faster with fewer FTE. Optimizes approval rates, loan processing capacity, and loan management efficiencies. As a business division of Scorto Corporation, we offer the most technologically advanced loan origination and account servicing software platform available today. Plus it includes all the benefits of an adjustable set of proprietary credit risk scorecards and rules. This is the type of enterprise-grade software that’s used by the big boys. Our software engineers took their large retail loan expertise, adapted the principles to meet the unique needs of leaner lenders, and seamlessly embedding industry best practices for underwriting and loan management into the functionality. So now you can access the most innovative lending technology and risk mitigation techniques without the million dollar investment that normally limits this level of software to the biggest players with the deepest pockets.
Comparative Rater That’s Really Easy to Use. It is a 100% Web-based online auto insurance comparative rater that requires no software installation or maintenance and runs from your PC or Mac Web browser wherever you have a broadband Internet connection. QQ WebRater quotes up to 6 cars and 6 drivers, provides real-time rates, pulls MVRs, binds policies, bridges to carriers and seamlessly integrates with our QQ Catalyst and QQ Evolution 2 agency management systems. Available only in Florida and Texas.
Velocity offers an all-in-one insurance solution specializing in the Property & Casualty market that handles the business needs of MGAs, Program Administrators, Wholesalers, Carriers and Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insureds), billing & premium accounting, document management, reporting and more.
Accentures life and annuity software delivers modern solutions that help carriers transform.
Alfa has been delivering systems and consultancy services to the global asset and automotive finance industry since 1990. Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled. Alfa Systems, our class-leading technology platform, is at the heart of some of the world's largest asset finance companies. Key to the business case for each implementation is Alfa Systems' ability to consolidate multiple client systems on a single platform. Alfa Systems supports both retail and corporate business for auto, equipment, wholesale and dealer finance on a multijurisdictional basis, including leases/loans, originations and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling. With over 40 clients in 18 countries, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit alfasystems.com.
axefinance offers ACP, Axe Credit Portal, a powerful end-to-end integrated software for credit automation. ACP helps lending institutions increase customer satisfaction, reduce costs through operational efficiency, proactively mitigate risk and ensure compliance with regulations.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.
Dynamo Software has been a premier, industry-specific provider of investment management and online reporting software for alternative assets fund managers and alternative asset allocators since 1998. The Dynamo™ platform is a Cloud-based solution dedicated to improving the productivity of fundraising, investor relations, due diligence, investment research, portfolio analysis, and investor relations teams through intelligent automation for critical data management processes and advanced reporting capabilities. Dynamo Software has been entrusted by over 400 limited and general partnerships worldwide, including private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds, institutional investors, family offices, prime brokers, and fund administrators.
eHealthApp provides agency-branded portals for insurance agents and brokers to allow employees of group customers the opportunity to complete health questionnaires, enrollment elections, and other forms online. The secure processes create efficiency for everyone involved – employees, employers, brokers, general agencies, and carriers.
BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.
eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.
The # 1 ranked Claim management system for independent adjusters, TPA's, MGA's, & Mutual Ins. Co.'s. System does not apply to Public Adjusters. Entire system is based on the input from our 1000's of Users. Integrates with Outlook, Quick Books, Xactimate, Xactanalysis, Symbility, NFIP/NFS, LEDES and Google Maps.
Groupit is a powerful and fully tailorable Reconciliation and Data-Matching software application that efficiently automates even the most complex of business processes. Users also benefit from a dedicated UK-based support team who are on-hand to offer friendly and professional advice. Groupit is developed, maintained and supported by Aurum Solutions.
Instanda is a quick, easy and affordable package for brokers and insurers to design and distribute insurance products online. This fully hosted and completely managed toolkit lets you reach customers through your own online sales channel – as soon as your product is ready.
Technicost's Loan and Mortgage Systems is a professional software with a simple user experience. It automates all activities related to the loan servicing lifecycle, including personal and commercial loans, mortgages, construction loans, asset-based financing and lines of credit.
Ozone Insuria is an easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents.
Employee enrollment software and decision-making tool used by employee benefits independent insurance agents and brokers for their clients and clients' employees. Provide your clients with tools that empower employees to make informed health plan choices. Includes plan design modeling, cost and utilization information, and plan design benchmarking reports.
Sales and marketing platform for personal lines independent insurance agents. Identify account-rounding opportunities within your current database and attack your mono-line policies. Market to prospects and nurture existing client relationships with more than 500 professionally written and designed pieces of content.
QuickCap is an advanced healthcare claim processing system built for IPAs, PHOs, MSOs and other management organizations. It is designed to process EDI and manual claims, capitation, eligibility, referrals, authorizations, premium billing, case management and other healthcare related items.
Ratabase is an insurance rating and underwriting software. Ratabase's proven functionality, scalability and flexible technology empower carriers to quickly deploy extremely complex rating programs and product segmentation in a fraction of the time and cost of other options.
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
Quickly and efficiently execute a wide range of models used in bank stress tests and other enterprise-level risk assessments. Significantly reduce the setup time for implementing extremely complex and computationally intensive bank stress test modeling systems.
Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management system, integrated into your workflow and built with collaboration in mind. Build models faster from source documents with zero data entry using our table extraction tools. Find new information from the same datasets and add new alternative datasets to your arsenal. Our entire platform is cloud-based and mobile-friendly, so you can take it on the road with our top-rated mobile and tablet apps. With Sentieo, you can spend less time gathering and organizing information and more time generating alpha.
All-In-One web based Insurance Software for forward-looking Insurance Companies and Intermediaries, which follows latest insurance trends. Our Business Suite includes an online Quote/Sales System (B2C/B2B2C), Customer Service Portal, (mobile) Claim Module and a comprehensive Back Office to manage your Customer, Policy, Claims, MGA's & more. All Suite Modules can be requested individually. It's White Label Solution to "Plug & Play" your Business and allows you to start without any upfront costs.
Validis provides a quick, easy, and secure way for small businesses to share their financial data with accounting firms and financial institutions. Our unique, cloud-based technology collects financial data from a business’s online or offline accounting application and automatically assembles the data into a set of standardized reports in minutes. The reports are viewable in our online portal and seamlessly integrate into your existing technologies.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. -Generate efficient portfolios that meet your investment goals and satisfy your clients’ constraints. Use the traditional mean-variance approach to optimization or one of the following asset allocation methods exclusive to Windham’s software to address unique investor objectives. -Realistic estimates for return and risk are critical to the portfolio construction process. Develop sound capital market assumptions for return using CAPM, implied returns, Bayesian analysis (including Black-Litterman) and custom forecasts. Examine how assets behave during specific market environments, including periods marked by turbulence, on a before and after tax basis. -Windham’s risk management tools assist you in managing the complexities and true sources of portfolio risk so that you can develop portfolios that are based on realistic expectations and a deeper understanding of your risk exposures. -By simulating growth over time, Windham helps you evaluate the likelihood of meeting future goals and commitments. Windham’s cash flow simulations account for inflation and planned contributions and withdrawals. Projections are expressed in terms of total wealth and as an annuity. -Factor analysis is a powerful technique that can identify and measure common sources of risk and return for managers, asset classes, and portfolios. Each factor represents an underlying exposure to the market. Factor analysis goes beyond the asset allocation to identify the underlying exposures to specific sources of risk and return. Factor analysis can be used in a variety of applications including: -Understanding the drivers of manager risk and return -Understanding the differences between the factor allocation and the asset allocation -Explaining differences in returns across a universe of financial assets -Forecasting the expected value of asset returns -Stress testing asset class returns
A1 Tracker is a customizable claims management software to streamline your businesses. A1 Tracker software covers a vast array of claims management needs, including workflow approvals, notices, letters, and document management. Track approval workflow, costs, payments, and reserves. Offered as fully hosted and self hosted with technical support, data migration, and full training.
The Ace Actuarial Fleet Insurance Rating software is a complete policy management system in which automobile fleet insurance premiums are developed by applying to the manual premiums the calculated fleet modifiers reflecting the credible loss experience of the fleet.
ACES Risk Management's (ARMCO) flagship product is ACES (Automated Compliance and Evaluation System) Web Audit Technology™ which enables full understanding of mortgage loan quality, how to control it and how to convey it. According to the vendor, their web-based solution includes highly customizable technology that places audit plans, policies and procedures in motion to significantly reduce time and risk.
ACTion Business Loan Origination System is designed to provide everything needed for processing business or commercial loans, including omni-channel access, application and data acquisition, auto decisioning, cross-sell functionality, post-approval and booking of the loan.
The Adaptik Suite empowers P&C insurers to turn even the most complex products and lines into opportunities for sustainable growth. Available on-premise or in the cloud, our solutions for policy administration, rating, billing, customer management, task management and product design are intuitive, user-friendly and endlessly configurable.
The SS&C Advent Asset Management Platform is the fully integrated, front-to-back solution for global investment management. Encompassing a variety of mission-critical applications that share a common interface and speak the same language, it spans the entire investment process, from portfolio management through trade execution to reconciliation, performance analysis, client reporting, CRM and fee calculations. What's more, it puts portfolio managers, traders, analysts, operations teams, administrators and leadership all on the same platform, with rapid access to the data they need to do their jobs more effectively
AgencyIntelligence puts the most important tools right at your fingertips. We've added hundreds of new features to boost productivity, support the latest changes in compliance, and make everyday tasks easier. Starting from the beginning of the customer life cycle, AgencyIntelligence makes it easy to organize leads, assign call campaigns, and maximize contact with potential clients.
AI Foundry transforms banking and lending operations by integrating information, people and processes to enable increased insight and improved decision-making. Our Agile Mortgages solution helps organizations streamline and automate manual processes, seize new business opportunities and manage compliance, all while driving bottom-line performance. Take mortgage origination to the next level with a solution that provides: • Automatically classify and extract loan data accurately and easily • Streamline back office information processing, while integrating customers into the process • Significantly reduce manual data validation—no more “stare and compare" • Intelligent document checklist • Automatic folder creation • Built-in Rules Engine • Workflow for orchestration • Audit Module • Pre-trained mortgage document library • LOS integration (E.g. Encompass, Empower, Ventures, Byte…) For more information go to: http://aifoundry.com/agile-solutions/agile-mortgages/
DataCare provides software solutions for the workers' compensation industry to better manage medical treatment and billing. Their Medical Process Manager and UR platforms help integrate a medical aspect to the claims workflow and expedite the communication process between the URO and requesting physician.
AltaReturn provides a fully integrated platform built to drive every area of an Alternative Investment enterprise. Our end-to-end platform includes solutions for Fund & Corporate Accounting, CRM, Web Portals, Portfolio Monitoring and Business Intelligence – delivered via the cloud on Microsoft Azure.
Through an easy-to-understand visual interface, Applied Analytics allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers.
The Aptitude Lease Accounting Engine offers the data capture and complex accounting capabilities you need to comply with IFRS 16/ASC 842 while allowing you to retain your current lease administration systems for minimal disruption and maximum accounting compliance.
Argos Solutions provide market leading finance administration software for finance providers operating within the retail and wholesale lending and investment markets - covering fixed and variable loans, leasing and wholesale finance. Our software can handle fixed and variable loans, operating leases, finance leases, maintained leases, non-maintained leases, and wholesale finance (floor plan finance/ bailment/ unit finance/ inventory finance). The Bailment Software handles curtailment agreement
Athena is a web-based insurance software bring together the latest technology innovations and specific business needs of insurance agents and brokers. Athena comes in two different flavors, one is life insurance software and the other is general insurance software. Though two different products, the common architecture is used making it very easy to integrate this as one product for organization users.
ACD delivers the leading virtual claims workflow technology that flexes to an auto insurer’s specific business needs. ACD's AutoLink® incorporates multi-channel methods of inspection into one, unified platform. ACD provides mobile self-service photo estimating, the largest crowdsourced on-demand field appraisal network, collision repair shops and salvage - all to help lower costs, deliver faster cycle times, improve accuracy and increase customer satisfaction.
Axelerator Policy Admin is a customer centric, smart, real time, highly configurable, web-enabled, rule-based technology that supports the full lifecycle of a policy including Pre-assessment, Needs Analysis, Quote/Proposal, Calculation engine, Application, Personal Statement, Underwriting Workbench, Mid-term changes, Renewal, Lapse and Cancellation. It uses the same code as all of our other products and integrates with Axelerator Claims using the same database and code. Axelerator is designed to integrate to other systems if required for some of this processing, such as rating engines, underwriting rules engines and document management systems. Axelerator supports the generation and posting of all accounting transactions and reinsurance bordereau. Axelerator’s architecture is different to other life insurance systems as it has at the core, a powerful rules engine that drives the entire system including applying business logic, generation the user interface, applying data validation, integration, organising the process flow and performing calculations. Axelerator will give your organisation a major advantage in the market, providing an automated solution to replace the current, time consuming, costly highly fragmented systems and manual processes. Axelerator can also integrate with your existing strategic systems for pricing, underwriting, channel distribution finance and reporting and analytics. All the features and integration services needed are already in use by Axe clients in the insurance industry.
Newgen's Banking & Finance solution is a business process management framework to enable credit origination, approval and monitoring in a paperless and electronically driven workflow environment. With optimized decision workflows, automated covenant and collateral tracking and comprehensive reporting.