G2 Crowd gives a real-time look at how dreamforce sponsors and exhibitioners stack up.

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
    Results: 1155

    Filters

    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.


    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.


    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.


    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.


    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.


    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.


    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.


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


    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.


    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.


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


    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.


    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.


    CRM system for Insurance and Financial Services


    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.


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


    Vertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable. Insurance is all about relationships, and we believe technology should make those relationships even stronger. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology.


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


    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.


    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.


    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.


    Applied Rater is an insurance quoting solution for independent agencies.


    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.


    Indio Technologies provides property and casualty insurance agencies the tools for operationalizing inefficiencies and delivering a top-rate client experience. The white-labeled platform comes armed with 2,000+ digitally enhanced "smart"​ insurance applications, an auto-generated proposals tool, full e-signature solution, and secure document sharing.


    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.


    Plaid is a platform with a suite of products that enables developers to build financial applications which can interact with bank accounts, execute payments, and manage risk. It allows a user to easily authenticate and link their bank account to any application and utilize bank-like functionality out of that app. With Plaid, you will be able to develop applications that sync with users’ bank accounts to track and manage their budgets, and transfer funds. Essentially, it serves as the link between banks and financial technologies. Several noted brands like Gusto, Venmo, TransferWise, Charity Water, Robinhood, and Level Money currently use Plaid’s products and solutions. In the case of popular integrated online HR service Gusto, it uses Plaid’s automated clearing house (ACH) functionality to power its payroll direct deposit service. Other fintechs such as budgeting app Level Money utilize the platform to consolidate and clean data from user’s various bank accounts to help them manage and budget their money. In a broad sense, Plaid spans critical segments of financial services including setting up payments and validating financial data. It can help you arrange and execute ACH payments, collect transaction data, validate user’s identity, examine employment and income data, assess the riskiness of users, and embed bank integrations directly inside borrower flows. Developing your own application has never been made easier – with just a few lines of code, you can fit Plaid into whatever you’re building. Overview of the Plaid benefits: Better ACH authentication Authenticating accounts for bank-to-bank payments is made simpler, faster, and more user-friendly. You’ll be able to instantly authenticate transfers without waiting for micro-deposits as well as reduce failed transactions by authenticating and steering users toward ACH. This results in a seamless user experience since you can set up users based on information they already know, effectively eliminating checkbook hunting. It likewise boosts conversions by letting you deploy a mobile-optimized flow that converts much better. Check balances in real-time Working with financial data is simplified with Plaid. In just a few steps you can pull historical data and real-time balance, and get current and available balance info and details about account status and type. You can check in an instant your users’ balances whenever you need to make a transfer. It helps prevent overdrafts and enables pre-funding of transactions with insight into balances. Furthermore, by gaining visibility into available funds before you transfer, you prevent non-sufficient fund (NSF) fees, thereby, reducing if not outright eliminating fraud cost. Curtail bank fraud Plaid enables you to use bank data to verify identities and reduce bank fraud. You can substantiate user identities such as name, phone number, address, and email, and check the information against what’s on file at the bank. You’ll be able to know your users through simple identity check which is further facilitated by auto-fill forms based on account holder info on file with the bank. Clean & categorized transactions Money management is streamlined when you get clean, categorized transaction data that goes back as far as 24 months. You’ll have better details about transactions when placed in context with geolocation, merchant, and category information. With reliable, real-time data that stretches as far back as possible, you gain valuable insights to serve your customers better and reduce cost with low-latency connections that don’t require additional technical resources. Verify borrower assets straight from the source Borrowers can link their bank accounts in seconds to maximize conversions. You get fast processing speeds with a integrated technology that seamlessly connects Plaid into your own experience to reduce friction for borrower. Also expediting connections is the commitment to security such as the use of enterprise-grade 256-bit AES encryption that comes with regular network penetration tests and security reviews.


    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.


    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.


    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.


    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.


    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.


    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.


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


    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.


    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.


    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.


    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.


    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.


    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.


    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.


    The Episys Credit Card module provides host access to account balance information and transaction detail.


    Commission management software for the insurance industry.


    Agency management system designed for independent insurance agencies and brokers.


    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.


    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.


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


    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.


    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.


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


    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.


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


    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.


    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.



    Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.


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


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


    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.


    LoanCenter enables institutions to streamline the loan application process, automate decisioning, increase productivity, and greatly enhance loan tracking and reporting capabilities.


    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.


    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.


    QQWebRater, our comparative auto rater, is a 100% web-based rater that requires no installation and is available anywhere you have an internet connection. QQWebRater, available in Florida and Texas, seamlessly integrates with our management systems, pulls MVRs, binds policies and bridges to carriers.


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


    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.


    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.


    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.


    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.


    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.


    Beacon Orbit-Financial Inclusion Business Correspondent Solution (Beacon Orbit-FIBC) is a first-of-its-kind solution custom-built for Co-operative Banks and uniquely conceptualized to act as bridge between the banking service and the common man at their place of work, fields and doorsteps.


    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.


    Medical claims forms scanning solution that provides data recognizing, validating and formatting.


    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.


    On-demand working capital for growing businesses. FundThrough offers businesses instant access to funds from unpaid invoices on an easy-to-use, online funding platform. Funding facility ranges from $500 to over $2 million, depending on the strength of the business' sales. Wherever a business is in its growth cycle, FundThrough can help bridge critical cash flow gaps.


    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.


    They provide their customers with a broad spectrum of solutions that encompasses everything from core processing to data management and analysis. Integrated components that can be delivered individually, or as a suite.


    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 Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity.


    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 solutions from LexisNexis can help you make insightful decisions throughout the policy lifecycle.


    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.


    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.


    The Nexsure Agency Management Platform delivers innovation and competitive advantage. It accelerates growth, drives productivity, improves customer retention, and elevates customer service.


    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.


    Commercial insurance management system designed for Canadian Insurance Brokers only.


    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® (Software Application for Integrated Lending) enables customers to streamline the loan application process, increase productivity, and greatly enhance loan tracking and reporting capabilities. Regardless of whether SAIL is used for direct or indirect lending, it provides industry-trusted automobile valuations through connectivity with National Automobile Dealers Association (NADA) and Kelley Blue Book. Fraud detection through your core system is also seamless with SAIL. Financial institutions are able to import security settings with minimal effort.


    Insurance agency internal management system and sales tracking.