Best Financial Services Software

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:

  • Offer features designed specifically for use by finance professionals
  • Integrate with other software tools to help organize data and assist with job duties

Financial Services Software Grid® Overview

The best Financial Services Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
G2 Crowd Grid® for Financial Services
Leaders
High Performers
Contenders
Niche
Market Presence
Satisfaction
Compare Financial Services Software
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    Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.


    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.


    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.


    QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business.


    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.


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


    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.


    Guidewire ClaimCenter is a claims management system that supports all lines of personal, commercial, and workers' compensation insurance.


    CRM system for Insurance and Financial Services


    Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.


    Oracle Insurance provides adaptive, rules-driven systems that let insurance companies easily change business processes as their business needs change.


    Calyx Point has features, forms, and reporst that you need to manage your business with state ang fedral government forms, integration with lenders, vendors, Fannie Mae, and Freddie Mac, marketing tools, and more.


    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.


    EZLynx Agency Management allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business.


    Vertafore Agency Platform insurance agency software helps insurance agents address the pressing need for improved efficiency and automation.


    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.


    Use TValue amortization software to structure loans, loan modifications, leases,troubled debt restructurings (TDRs), and to solve any time value of money calculations in seconds.


    Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business.


    Applied Rater is an insurance quoting solution for independent agencies.


    LearnVest is a program for your money. LearnVests mission is to make financial planning affordable, accessible, and even delightful.


    Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance. Real time system data reporting. Integrates with Microsoft Office Suite.


    Calyx PointCentral is a mortgage platform that offers potent administrative control in a single centralized database providing data integrity and reporting features to help manage your business practices and processes.


    Wealth-planning technology for financial professionals who want the robust platform capabilities of the emX Select Platform, with the addition of eMoney’s in-depth business Analytics, interactive Needs Analysis and Goal Planner capabilities.


    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.


    Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.


    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.


    Origenate is a loan origination software system that automates the workflow from origination to booking with client-configurable features that provide control over workflow and delivers decisons the help lenders manage risk and productivity.


    PL Rating is a real-time, comparative rater that enables agents that need to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.


    Guidewire PolicyCenter was designed to empower property and casualty insurers to meet the needs of a rapidly changing industry with efficient underwriting and agile policy and product management.


    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.


    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.


    Plaid is a financial technology platform that enables applications to connect with users' bank accounts, making it easy to access high-quality transaction data, validate bank account ownership, and mitigate risks in a user-friendly way.


    Snapsheet utilizes proprietary technology to optimize virtual claims operations.


    AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.


    Insurance management solution for administering policies, claims, and reinsurance.


    Allows insurance companies to conduct business with state insurance regulatory departments.


    Thomson Reuters Elektron is everything you need to empower your workflow and enhance your enterprise data management.


    Thomson Reuters Enterprise Platform provides the infrastructure that will connect every corner of your business with market data and messaging.


    Reliable, scalable and secure managed services that you can build your business on.


    Sales, marketing and educational engine. Train producers, educate and engage clients, and market to prospects with more than 3,750 professionally written and designed pieces of content. Customizable for agency branding.


    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.


    LendingQB is a mortgage loan origination system that provides tools to develope workflow with configuration settings that provide you compliance, pricing and investor overlay, electronic documents, integration, and more.


    Nexsure is a comprehensive platform which provides all of the features you need to run an insurance agency.


    Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.


    We are modernizing the loan closing process. With Snapdocs, communication and updates live in a central file in the cloud, keeping everyone on the same page and making each loan closing faster, simpler, and more secure.


    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.


    Pharmacy benefit discount program. Access exclusive pricing arrangements with our PBM, including low dispensing fees, deep pharmacy discounts and rebates. Earn per-script commissions.


    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.


    Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system, so you can service your customers when and how they want.


    ClaimXperience provides insurance companies with important tools that help claims representatives work more effectively with policyholders.


    ClaimZone Manager is designed from the ground up to be a comprehensive, web-based claims management system.


    ARTOptimize allows you to automate teh process of creating an individually tailored financial package in the loan origination, deal negotiation, and underwriting process for a given customer.


    Commission management software for the insurance industry.


    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.


    LendingSpace is a loan origination solution that helps you manage your correspondent lending channel and move loans to the secondary market.


    LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.


    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.


    Mortgage Builder is an end-to-end residential lending software and interface integration that helps manage profitability and risk of invester buy backs.


    Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.


    Optimal Blue operates the mortgage industry's digital marketplace which connects lenders, investors and providers with comprehensive secondary marketing solutions, market leading capabilities and value-added services that deliver results.


    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


    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.


    CSCs RISKMASTER Accelerator claims software for carriers gives P&C claims professionals.


    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.


    A powerful financial time series database that allows you to identify and examine trends, generate and test ideas and develop view points on the market.


    Virtual Claims Adjuster is a web based claims management software package which was built with you in mind.


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


    Comparative rating and client management solution for agencies. Comparative Rating, Underwriting, and more.


    Agency managenment online services


    Applied DORIS is an easy-to-use online agency management system enabling smaller agencies to remain competitive and grow their business.


    General agent management software for the employee benefits business.


    Comprehensive global investment research platform to manage research production, distribution, connection, consumption and intelligence


    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.


    ClaimsEnterprise is a complete claims processing system, from FNOL through adjudication.


    Modular software with claim scrubbing, dashboard, eligibility verification, and electronic remittance advice for large practice providers.


    CodeMetro provides business management software and insurance billing services.


    Life insurance comparisons for your desktop, mobile and the web.


    Graveco Loan Servicing provides functions and features such as collection management, accounting, reporting, and security to help you manage your loans and business.


    CyberLife is a Web-enabled, n-tiered system that provides cost-effective administration of life and annuity products.


    DownHome Loan Manager is a loan managemetn software designed to streamline loan tracking for multiple loan funds with adjustable modules and customizations available, and navigation for billing and reports.


    EZ-Audit is a premium audit application used by thousands of auditors employed by the worlds largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company.


    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.


    Geezeo Empowers your financial institution's online customers, giving them a holistic view of their financial assets, liabilities and budgets.



    Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.


    Agency management system designed for independent insurance agencies and brokers.


    INSXCloud allows brokers and agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.


    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.


    CRIF Lending Solutions privides loan and account origination, outsourcing, credit decisioning, data access, and leding and marketing solutions to help you manage your financial needs.


    Loan Soft Pro is a mortgage loan solution that is designed to help you organize, keep track of, and process mortgage loans.


    Loan Producer is a residentail loan origination software that includes tools to help you automate the loan origination process that provides an internet martgage loan application or borrowers to complete.


    Margill Loan Manager is a loan servicing and credit management system that allows you to manage costly calculation errors, risk and bad debts, staff time and productivity, access to critical, consolidated information, accounting reporting time, and more.


    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.


    Worker's compensation and mod analysis tool. Uncover worker's comp cost drivers for clients with accurate and actionable reporting and analysis. Deliver long-term cost reduction strategies.


    Mortgage Servicer is a mortgage loan software suite that includes solutions for servicing, automated accounting capabilities, imaging, report writing, and online access that allows you to manage your bottom line.


    The MX platform empowers our partners and financial institutions of all sizes with the best of omnichannel banking — including a consistent user experience and contextual offers.


    Newton by Agency Systems provides insurance agencies of all sizes with reliable, full featured insurance agency management software.


    Oracle Insurance Policy Administration for Life and Annuity helps insurers improve service while optimizing business performance.


    Policy Decisions is a state-of-the-art policy administration system that leverages a robust policy processing platform with rich core content and functionality.


    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.


    Web-based claims management system; worker's comp, multi-line liability, FROI, EDI, bill review, group health.


    Healthcare claims management solution that's designed to track financial transactions, capture and analyze detailed insurance coverage.


    SIMS Claims is a browser-based solution utilizing modern technology to streamline your claims administration processes.


    Snappii offers over 400 live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.


    Student Loan Servicing System provides customer service on your federal student loans, so this tool answers your questions, offers solutions if you're having trouble paying, and processes your payments.


    The Mortgage Office Loan Servicing is a module that streamlines and automates your current loan servicing tasks allowing you to assign funding sources per loan, track loan charges and advances, process payments, and more.


    Fragmented liquidity and higher volumes of real time market data with increasing variety are making your life more complex. We're here to make it simpler.


    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.


    Omni-Channel Policy, Benefit Plan and Customer Insurance Applications in the Cloud


    Wynsure is a powerful, fully functional, scalable and easily customizable insurance policy administration system.


    Accentures life and annuity software delivers modern solutions that help carriers transform.


    Agency Management Anywhere is an online agency management system that allows you to manage your agency from anywhere in the world in real time.


    CRM made specifically for the Independent Insurance Broker


    Software for accounting, agency billing, premium finance, return premium, commission, account current specialists, and ACORD Forms.


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


    Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.


    Software for insurance agents to launch and manage a quality website.


    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.


    AllClients provides contact management and marketing automation in one, easy-to-use system.


    Web-based claims processing solution that helps with managing revenue cycle and scheduling patient appointments online.


    AnyChart Stock and Financial Charts is a JavaScript based financial charting solution that turns real time data into highly sophisticated charts with interactive capability, bringing visualization of data to the Web to display date and time based information suites for client reporting and performance reporting applications.


    Applied Cloud is cloud systen built specifically for the insurance industry to provide your business the reliability and performance it needs.


    Applied Mobile is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.


    Applied Vision enables agencies to manage complicated business structures with ease for growth and profitability.


    Auto and homeowner insurance quoting software for Alliance system.


    Aspire Agency Management is a revolutionary agency management system brought to you by Impowersoft.


    Web-based Property and Casualty Policy Management System. Insurance Billing, Policy, Claims, Workflow.


    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.


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


    BillingCore streamlines, automates, and speeds all key billing activities, including bill processing, account management, and cash management.


    Billing Decisions is a feature-rich, configurable solution backed by experts in the nuances of insurance billing.


    Bridge Billing automates the premium billing process, reducing administrative costs and errors, improving cash flow and providing enterprise-wide transparency for invoicing, payments and receivables.


    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.


    An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.


    Simplifies management, record keeping and reporting.


    COLT allows you to work with bad loans and helps financial institutions manage and collect charge-offs by automatically tracks unpaid balances and accumulates interest, accomodates new payments terms, generates reports, and more.


    Cirrus delivers configurable, cloud-based rating that's ready to generate quotes on Day 1.


    Medical, dental and vision claims, health benefits administration, and claims adjudication software in one solution.


    Claims Decisions is a complete claims lifecycle administration system for all standard Commercial & Personal Lines, Workers Comp, Specialty and Custom lines of business.


    Improving efficiencies within the healthcare billing process through automation and seamless integration.


    CL Loan™: An end-to-end lending application that enables lenders to manage loans, lines of credit and other financing arrangements under one robust and secure platform. It manages portfolios, drives transaction volume and reduces time to market for new product development.


    CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.


    Commission Tracker was specifically designed for insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers.


    CAPS is a browser-based loan origination solution that provides real-time interfacing to major credit bureaus and allows the decisioning of consumers applicatons.


    CoreCard Payday is a lending management solution that has features to help you manage your business with underwriting, automatic payments, receivables, prortfolio analysis, and manage operational efficiency.


    CreditCore is a highly configurable consumer loan origination solutions allowing banks to achieve a compliant, consistent, and efficient application underwriting process throughout the branch network and online for all its consumer loan requests.


    Credit Track is a web-based loan origination, workflow, approval, monitoring and reporting software that helps you manage your loan portfolio and mitigate commercial lending risks.


    Decision Lender is an internet based SaaS system that automates origination of consumer loans for cars and other purchases like boats and RVs.


    Destiny is a loan management solution that allows you to configure and customize to manage your own lending business.


    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.


    Duck Creek Claims allows you to manage the entire claims lifecycle.


    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.


    Simple yet powerful Electronic Response File Reader that translates Medicare HIPAA 5010 277CA and 999 responses into a readable format.


    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.


    Integrated, flexible software solution for creating claims with intuitive data entry and support for compliance with state mandates.


    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.


    ExtendCredit is a cloud-based financial services platform designed to enable companies, of all sizes, to easily boost sales, enhance loyalty and grow revenue.


    Rating software for property and casualty insurance.


    Ranks F2F Video Financial Services solution provides secured video consultations with your financial advisors / investors/personal bankers / agents. Buying, selling, and investing all face to face with service providers easily.


    FICO Origination Manager brings advanced analytics, application processing and decision flexibility to businesses, so they can make more precise, profitable decisions when starting a new credit relationship.


    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.


    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.


    finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.


    Mortgage Processing Software


    Allows agencies to keep track of their policy renewals and analyze their entire book of business.


    Express is an invoice funding platform for freelancers and savvy business owners, that makes advancing cash on outstanding invoices as easy as connecting to an accounting software and choosing which invoices to fund.


    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.


    Guidewire DataHub creates a detailed transaction repository in which internal and third-party data is subject oriented, conformed, and given common context.


    Financial Guidance Within Reach. HelloWallets web and mobile applications offer personalized guidance to help employees maximize their benefits and take control of their finances.


    HIPAAsuite has products for every HIPAA transaction including CORE Certified solutions.


    Manage everyday claims requirements, including salvage, subrogation and litigation processing, coverage limits editing and more.


    iFoundryTMRating Engine is a modern rating engine that helps with modeling and managing proprietary rate plans and ISO rates.


    Imprezzio is an insurance marketing automation suite that includes lead management, sales management and reporting analysis.


    Agency management with document imaging including ACORD, carrier, commission, claim download, and more.


    Insellerate combines the benefits of customer relationship management, business intelligence, marketing automation, and lead management systems into a single, comprehensive solution that adheres to the compliance requirements of the most regulated businesses.


    Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.


    Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.


    Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.


    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.


    A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.


    iScope is a claim software for public insurance adjusting professionals that delivers loss estimating tools from the public adjusters perspective that includes tools to help the estimating process.


    IVANS Download automates the exchange of critical policy-related information to ensure the most up-to-date information is instantly available at the moment you need it.


    Fully integrated customized claims processing solution for TPAs, self insured, claims administrators.


    Enterprise investment has just grown up


    LaserPro is a consumer lending solution that allows you to process consumer applicaitons from cross-selling to closing, while maintaining loan documentation compliance.


    OpenClose Lending Solution is a web-based mortgage and loan origination software solution that adapts to the changes in market and workflow.


    Life insurance research, comparison and information software.


    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.


    Loandisk is a cloud based lending software that manage all customer loans and repayments.


    Loan Manager is designed to be a functional solution for consumer laon and lending processing that allows you to fulfill your data processing needs.


    LoansPQ is a flexible and scalable consumer loan management solution that satisfies your customers’ loan requests right away while simplifying and streamlining back-end loan processing for your staff.


    Loan Servicing is a loan servicing software platform designed to help manage lending and loan servicing efficiencies with a feature set including loan origination, loan servicing/note servicing and more.


    Loan Origination System is written in a visual pascal programing language with a graphical point and click interface that incorporates SQL client/server database architecture for single and multi-user network applications, and more.


    LOANS! for .Nets loan servicing software offers loan servicing, loan accounting, and investor tracking software for commercial, multi-family, and other complex loans and includes a broad range of sophisticated processing support.


    LoanShark is a mortgage and loan management software solution that allows you to manage, record and document your incoming loan payments.


    LoanStacker is a software application that automatically identifies, names, sorts, and stores loan documents that can function as a stand alone solution or can be integrated with most oan processing systems.


    Majesco Business Analytics provides a solution that helps insurers uncover new opportunities to achieve competitive advantage.


    Majesco Claims handles all types of claims across all lines of P&C insurance, allowing carriers to consolidate their business environment and reduce costs.


    Majesco Enterprise Data Warehouse integrates multiple data sources from internal core systems, including policy, billing, claims and distribution, as well as external data sources, both traditional and emerging, to unlock insights.


    Majesco Policy for Property, Casualty & General Insurance is a comprehensive policy administration system.


    Mambu is a cloud platform designed to let user rapidly build, integrate, launch and service any lending portfolio into any market. SME lenders.


    Competitive analytics tool for auto and home that provides granular data; automatic credit, territory alignment and driver assignment.


    Create and deliver financial plans anytime, anywhere with financial planning tools.


    The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision.


    ARTAdvisor is a tool to provide you with analysis of individual loans or an entire portfolio to determine management actions to maintain performance and profitability.


    A turnkey online client portal for independent insurance agents and brokers to provide for their clients. Engage clients and centralize thousands of resources with an online portal.


    Streamlines claims, policy, reporting and overall business process management needs.


    NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.


    NowCerts offers automated updates of your policy information from carrier databases.


    Component based, fully integrated, insurance processing system.


    OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.


    OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected and unexpected credit loss based on stress and credit value analysis, and credit value adjustments.


    OnlineLoanTracker provides web-based loan tracking and management services allowing you to managed loan servicing costs using online tools, access and update loan data anywhere, and manage paperwork and hassles of reams of documents.


    An innovative suite of open source insurance software that enables brokers and insurers to implement world class solutions.


    Named Best for Options Traders 3 Year's Running by Barrons. The powerful platform for active stock and option traders.


    Internet-based insurance agent administration system for policy underwriting.


    SOLUTION.LENDING is a loan origination system for both direct and indirect lending that includes desicioning, customizable applications, features and third-party integrations, allowing you to deliver automated decisions to applicants.


    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.


    An enterprise platform specifically designed for insurance companies managing discontinued insurance and reinsurance.


    Partner XE by SIS is a feature-rich, cloud-based agency management system that streamlines workflow and increases productivity for independent agents nationwide


    Passport Claims Defense is designed to enable smart and efficient procurement, management, and delivery of legal services for claims organizations to help insurers improve expense and loss ratios.


    Payday loan product management helps you with correct customer information, scheduled date and reminder possibilities.


    PayXLite is designed for remittance companies, especially, Small and Medium Enterprises (SMEs), around the globe. It has been developed keeping in mind the trend of business such as customers having their own agencies/distributions or third party agencies /distributions.


    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.


    Policy Admin is a solid, production proven and robust policy management system.


    PolicyCore is powered by the EIS Platform which comes with a full range of common business services and tools that increase business velocity in every phase of the policy lifecycle.


    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.


    Premium Billing 360 is a highly scalable solution that can be delivered as a service or as an on-premise implementation.


    Financial contracts and insurance company relationships management solution.


    Proloan is a loan managemetn system that comprises client, loan, reporting and bad debt modules as well as value adding functionalities including interfaces to credit information, payment systems, and more.


    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.


    Allows small agencies to instantly create powerful insurance websites with interactive quote building technology.


    Rapport provides a foundation for an asset finance origination solution, delivering automation of your processes and access to key trend data for decision making.


    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.


    Loan Management Software allows you to focus on your business while it provides services for your customers, loans, and transactions, with automated loan processing, managed productivity, centralized data management, and more.


    Record360 offers software for digital condition documentation, asset condition management, and claims management.


    Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.


    Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.


    RELAY is a loan origination system that allows you to manage production and loan quality with workflow, data quality, and compliance.


    Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.


    Origami Risk is an integrative and interactive command center for identifying, reducing and financing risk.


    RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.


    SAIL Indirect is a lending automation platform that allows you to manage the time it takes to review loan applications, request and review credit reports, enter data into core systems, make lending decisions, and respond to dealers and members.


    Insurance agency internal management system and sales tracking.


    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.


    Customer relationship management and accounting contracts system for insurance agents and brokers.


    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.


    Claims processing solution with unlimited system variables that can be programmed to meet your specific needs.


    SimplyInsured is a simple online health insurance for small businesses.


    Comtec's SmartRater is a robust RBMS rating engine and product configurator that is part of Comtec's products portfolio for the insurance market.


    Built to power the fastest growing insurance businesses globally.


    Spark is a cloud-based lending platform that helps small business lenders improve efficiency, generate revenue, and minimize risk.


    A modular browser-based, property and casualty policy administration solution for Policy (quoting, rating, issuance), Billing, Claims and Reinsurance administration.


    The SureClose transaction management system enables all parties in the transaction to add, share and view documents electronically while collaborating through the system for an enhanced transaction experience.


    Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business


    The Loan Office streamlines and automates your current loan servicing tasks, allowing you to handle your loads with modules incluiding tracked loan charges and advances, process payments, schedule loan reminders, and more.


    The Nortridge Loan System makes it simple to originate, service, collect and report on a multitude of loan portfolio types. The system includes, at its core, Origination, Customer Relationship Management (CRM), Servicing and Collections.


    Thomson Reuters is the leading provider of foreign exchange trading, data and analytics platforms for the institutional FX community.


    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.


    TimesManager, is built with you in mind, because they care about recovering your lost revenue.


    Trakker is a loan servicing software solution that has fuctions and features to help you manage your loans, such as managing reports, print couponbooks and reciepts, develop and print custom letters or use pre-designed letters, track insurance, tax due dates , and more.


    TranDotCom LMS is a loan management software for companies offering payday loans, lines of credit, title loans and installments loans.


    Rating engine that offers current rates for insurance companies and processes policy financing.


    UnBrokerage is an online business insurance platform designed to help business owners purchase and manage their business insurance.


    Get to the right people and information instantly. See what's happening across your business — now.


    Unity Loan System is a realtime, internet based system that allows you to manage the productivity of your staff, management reporting, and accuracy in your operaiton.


    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.


    Web based claims management system that handles lines including property, casualty, auto, marine, liability.


    Employee benefit plans are here to stay. Help your customers make them easier to select and afford.


    VPAS Life enables online access to information about your life insurance products.


    Manages provider and client demographics, fee schedules and contracts, credentialing, customer service functions and claims repricing.


    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.


    ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry.


    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.


    Accusystems provides bank document management software and imaging.


    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.


    Act-isure is a medical and protection insurance system supporting products, policy, enrollment & billing, and claims & accounts management.


    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.


    Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. No matter your financial profile or specific investment needs, Addepar fits the goals of your business.


    Online Administration Software, ideal for Insurance Brokers, Agencies or any Insurance Professional.


    An impressive new version for the best cloud-based Agency Management Software. Maximize your agency's potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators


    Modular policy, quoting, billing and claim administration application.


    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


    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.


    AFSVision is a digital information management system designed to offer a fully digital credit process.


    Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards


    Agency Management System software for your insurance agency that works!


    Very easy to implement and learn, this software improves workflow and automates all necessary tasks.


    Affordable web-based insurance agency management system designed for personal and commercial lines of business.


    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.


    Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.


    Agency Master, the Commercial and Specialty Lines Insurance Agency Management System


    Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.


    Agency Pro provides tools to enable users to run a virtually "paperless" insurance agency.


    Internet-based administration solution for the life insurance industry.


    AgentOne is an insurance sales automation solution built on top of Salesforce.com that can run on its own or integrate with call center tools.


    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.


    Comparative rating, underwriting, policy, credit service for auto, home, farm; agent, mutual, carrier.


    ACE is a configurable workflow tool that streamlines the KYC, CDD, EDD and credit investigation process for financial institutions, allowing you to meet regulatory requirements efficiently and cost-effectively.


    Comprehensive benefit management system offers Payers a single Web-based system for administering benefits across all lines of business.


    Automates the underwriting process for life insurance, handles compliance, data-capture, documentation and workflow.


    A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.


    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.


    MFX’s insurance analytics solution is designed to help users gain relevant and powerful insights that can help them make better decisions and restructure their operations and strategies to achieve optimal results across the board.


    Andesa Policy Administration System began as a pioneer in the field of corporate- and bank-owned policy administration.


    aplonCASH is a modern treasury management system, enabling you to simplify and automate your company's transactions & relationship with banks, through a secure web application installed in your environment.


    aplonTRADE is a platform designed to allow the exchange with trade partners of SWIFT MT7xx messages.


    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.


    Applied MobileInsured is the industry first native, branded mobile application built specifically for agencies, so your customers can interact with your business when and how they prefer.


    The Aptitude Allocation Engine (AAE) provides actionable insight by helping enterprise teams to calculate the profitability of individual products, customers, channels and other dimensions.


    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.


    The high performance Aptitude Revenue Recognition Engine is empowering telecoms providers around the world to address the depth of change, risks and costs associated with the IFRS 15 & ASC 606 revenue standard


    Efficiently manage contracts & calculations to ensure royalties, rights, rebates and revenue shares are accounted for accurately


    Processes claims and takes cases through from information capture to invoicing.


    Aquila is part of aquilaheywood, life and pensions administration software solutions.


    The Administrator™ platform is a powerful back-office engine with integrated digital solutions that drives your whole policy administration operation from case management and servicing to product configuration, reporting and member communications.


    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


    Web-enables insurance company's most vital processes, like policy admin, sales and much more.


    An agency management system designed for agencies writing direct bill auto and collecting payments in their office.


    Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.


    ASSET is a leasing and loan portfolio management software solution focused on fuctions that are traditionally classified as back office processes with the ability to manage financial products including leases, daily intrest loans, revolving lines of credit, and more.


    Software to examine loan trends, detect possible fraud attempts, and consistently audit borrower and lender data.


    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.


    ATLOS is a paperless lending solution that allows you to manage loan data and documents while managing cost and risk by storing loan information securely.


    Attune ClaimBook helps hospitals by accelerating overall discharge process of insurance patients, enhances hospital revenue collection by increasing effective bed care days in hospitals for new admissions and preventing revenue leakages.


    Auction Co-Chair ends the complicated process of tracking donors, donations, and guests through spreadsheets.


    The Auction Information Systems PRO 2003 software was designed to help those schools, and organizations which hold auction fund raisers.


    Full cycle audit management that offers comprehensive management of the entire audit process within a completely paperless environment.


    AURA (Automated Underwriting and Risk Analysis) is an e-underwriting platform and rules engine powered by RGA's underwriting and analytics expertise.


    AutoFaith Lending Platform is a management and analysis software that provides a platform to run daily operations and allows your management team to monitor loan portfolios' delinquency preformance, assess business risk, and adjust underwriting guidelines.


    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.


    CloudCredit offers Auto loans that allow car, motorcycle, scooter, tractor, airplane, boat or any other vehicle to be added to the system database.


    Loan Origination is configurable to use point and click entry screens, loan application, automated credit pull, load decisioning, loan disclosures, and loan doc prep.


    Uses data from practice management system, as well as electronic remittance from Medicare to match claims to EOBs.


    AutoPal Software is a web-based loan servicing software system designed with tools to help manage workflow, organize and categorize each loan, and help manage your companies bottom-line.


    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.


    The Axiom Financial Institutions Suite enables financial institutions such as banks, credit unions, farm credit associations, and other non-depository institutions to improve financial processes and build insights for optimal decision making.


    B2B white-label robo advisory is an integrate solution for digital and hybrid business models.


    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


    CloudCredit offers Balance sheet loans designed to make accountacy easier by retaining loans on books instead of selling it to another financial institution or to individual investors at a discount.


    Bank insurance and debt protection products are specialty protection products sold through the unique marketing channels typical of a financial institution or other affinity marketer.


    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.


    A "customer centric" core banking software solution that runs the front, middle and back office of the bank.


    Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.


    The Beyontec Suite is a fully developed, integrated, highly configurable, real-time, multi-line system for the insurance industry.