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 scale (based on market share, vendor size, and social impact) and placed into four categories on the Grid®:
G2 Crowd Grid® for Financial Services
Leaders
High Performers
Contenders
Niche
Vertafore agency platform
Guidewire insurancesuite
Qqcatalyst
Calyx point
Ellie mae encompass
Homebudget
Simple
Applied tam
Oracle insurance policy administration for life and annuity
Applied epic
Ezlynx agency management
Ams360
Smartoffice
Redtail crm
Salesforce financial services cloud
Market Presence
Satisfaction
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