Best Other Finance & Insurance Software

Other Finance & Insurance Software Grid® Overview

The best Other Finance & Insurance 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®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Simple, Redtail CRM, and Salesforce Financial Services Cloud
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders.
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution. Contenders include: SmartOffice
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: HomeBudget
G2 Crowd Grid® for Other Finance & Insurance
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    Other Finance & Insurance reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    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.


    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.


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


    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.


    CRM system for Insurance and Financial Services


    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.


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


    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.


    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.


    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.


    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.


    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.


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


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


    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.


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


    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.


    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.


    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.


    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.


    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.


    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.


    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.


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


    Enterprise investment has just grown up


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


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


    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.


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


    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.


    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.


    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


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


    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.


    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


    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.


    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


    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


    eRisk has been designed from the ground up specifically tailored for the banking and other financial institutions. This platform leverages existing risk management activities by integrating them into a formalized, flexible ERM process.


    BrokerIQ is a CRM solution built for leading financial service providers and brokerages. It's unique features enable you to streamline your front office, middle office, and back office operations. Designed and built by industry experts, BrokerIQ continuously evolves to meet the needs of those operating in capital markets.


    Business Bill Pay equips business customers with the powerful functionality required in a competitive marketplace. Its enhanced features allow businesses to manage invoices more efficiently and more rapidly than other solutions.


    Protects you from certain losses arising from loan manufacturing defects, underwriting errors, misrepresentations, and borrower, seller and employee fraud.


    Docutech’s flagship solution ConformX was specifically developed to deliver the lending industry’s first truly dynamic document generation engine, providing the perfect balance of productivity and compliance.


    DataCloak provides you an effective way of transforming data so it is usable for testing, development, and with third parties, so you can minimize the risk of exposing any private information.


    Daticks is a tool that provides portfolio and scenario analysis for traders to improve trading performance and minimize drawdowns and traders compete in monthly live trading contests where the winners are determined on risk adjusted returns and win cash prizes.


    DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.


    Bankinfras e4641Plus is an automation solution for asset verification requests by the Social Security Administration that many banks still fulfill manually. e4641 Plus responds to the requests sent by the Social Security Administrations server with accurate data from the database. It analyzes the data for any discrepancies and is a fully secured solution.


    eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management


    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.


    F2F Video Insurance is totally disruptive solution leveraging Mobility, Internet & Video Conferencing technologies to provide a solution platform where customers around the globe can appear F2F with Insurance company personnel to discuss about insurance claim / renewal/buying policies, etc.


    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.


    FINEOS Absence sets a new standard for the administration of leaves of absence. The solution assists carriers with the challenges they face today and enables them to focus on providing innovative services and processes to their clients while growing their business.


    FinTP is a complete open source application that processes financial messages, automates flows and offers operational risk containment and compliance to regulatory and industry standards.


    FOBISS CM real-time Intelligent Business Operations (IBO) system for cash cost optimization provides a platform for all currency supply chain stakeholders, including process owners, Treasury, CIT, cashiers and tellers, to collaborate right from process designing to execution, monitoring and continuous improvement.


    Foleo is an intelligent deal distribution platform built for investment agents.


    Impact Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs.


    Impact Lender is completely web based and is also an easy to use, advanced lender platform, which can be used off the shelf or tailored to meet your individual needs.


    INETCO Analytics is a vertical-specific analytics application that provides both early warning of performance issues or anomalous activity, and identification of opportunities to further improve customer experience.


    InvestWell builds the most powerful and reliable tools for Financial Advisors. Whether you are a Registered Investment Advisor or Independent Financial Advisor, InvestWell can help you scale your Business to new heights. It is used by 1000+ Financial Advisors all over India to deliver superior Customer service to their Investors. Create highly customizable reports for Investors and send them from the comfort of your Office. Track Brokerage commissions and Reconcile against those given to you by various AMC. Adaptable to any asset class (Mutual Funds, Equity Shares, Listed Bonds, Other Assets, Life Insurance and General Insurance). Ensure SIPs are running always on time with SIP Mining. Built in MF Performance Tally, Fact Sheets, Financial Calculators, Goal Planner and more.


    Levenger solves the problems associated with levy management and handles every aspect of the levy process from the tracking and printing of response letters to the generation of Official Checks and GL entries. Whether your team is centralized or diverse, Levenger is your enterprise solution.


    Microfinance software helping manage all of your client data including loans, grants, investors, donors, and much more.


    Powerful, flexible software for Wealth Managers


    It may look simplistic, but MoneyBook is a powerful personal finance app that offers unique features in an amazing, easy to use interface.


    A global money transfer software brand with clear consumer value proposition


    PackHedge is an application for investment data management, research and analysis, asset allocation modeling, portfolio management and report publishing.


    PayX is a world's most comprehensive multi-agent, multi-channel, multi-currency and multi-lingual transactions processing software to meet the growing demands of the financial sector including banks, money transfer operators (MTOs), Small and Medium Enterprises (SMEs) and other remittance companies.


    PayX Enterprise or PayXEnt is designed for Money Transfer Operators or large Enterprises having several agents worldwide. Our solution has been crafted carefully keeping all the possibilities in the application between multiple countries that supports multiple agents processing money transfer transactions in multiple currencies across the world.


    PayXFx is designed for Currency Exchange and Trading Management. It allows the users to set multiple exchange rates for multiple currencies and manage


    PayXTT is a specialised product for banks involved in cross border or internal (direct/indirect) remittances. It processes Real Time Gross Settlement (RTGS), Inter Bank Funds Transfer (IBFT), House transactions and home remittances in an efficient way.


    PhiFIX by Sensiple is a world-class FIX Products for Buy-Side, Sell-Side and Venues of Capital Markets domain. PhiFIX Products are designed to support FIX Gateway, Client and Server Verification, Certification, Monitoring and Simulations for entire Capital Markets Eco System. PhiFIX Products are designed to support cross-platform and runs on Windows and Linux Operating Systems. Detailed User Manuals for each PhiFIX Product will help system admins to configure and perform respective FIX activities.


    Issuing and tracking collection letters are integral parts of many banking operations. With 3Core Software's collection letter software solution, Protege, your team can fully automate and revolutionize the way you process draft collections.


    Qaravan helps you shift your focus away from data management and toward the analysis and decisions that will shape your bottom line.


    Insider Trading Management System (ITMS) helps organizations easily capture details about “Insiders” and their relatives as per their policy definition. A workflow enabled pre-dealing approval as well as post trade update mechanism brings efficiency to request handling.


    Measure exposure and risk across all risk types and books of business with a high-quality, integrated risk data infrastructure. Business units can calculate risk measures independently and separately, as well as firmwide, using models and correlated aggregation techniques. Integrated applications for asset and liability management, credit risk, market risk and firmwide risk can be used together, individually or in any combination.


    Blend actuarial and financial techniques to accurately value P&C insurance liabilities on both an accident- and underwriting-year basis. Only SAS delivers a single, flexible high-performance analytics environment for performing loss estimation, reserving and risk management analysis.


    Sentifi is a crowd-intelligence company giving access to what the participants in the global financial market communicate on issues driving the market and on what they think on different assets.


    Altisource offers a transparent and efficient short sale solution that can help reduce risk of fraud, increase sales proceeds and shorten your marketing and approval timelines through amplified marketing and streamlined processes


    siena eTrader is a powerful, browser-based, single-dealer platform that is capable of seamlessly integrating into your architecture to provide you and your customers with an unparalleled user experience.


    Signa is a comprehensive Intranet based print-on-demand check printing software for the entire enterprise.


    SmartAnalysis is the most powerful bank statement analysis tool on the market. As a purpose-built solution, it is not merely one module of a larger tool but rather a robust, standalone account analysis application that will help you quickly uncover discrepancies and ultimately reduce your organization's bank costs.


    All of the G15 investment banks and some of the world’s largest energy and commodity companies trust SmartDX to help them simplify trade and relationship documentation for all market participants, across all asset classes and product types. SmartDX accelerates all documentation processing for both the sell- and buy-side.


    Solink is a cloud-based loss prevention solution for multi-site businesses.


    SQN Banking Systems fraud detection software products are a critical step towards overcoming the growing problem of fraud across the various payment channels. Our fraud detection solutions can detect check fraud, credit card fraud, debit card fraud, ATM fraud, ACH fraud, wire fraud and mobile fraud.


    A real data hub. Tricast Base gives access to a lot of functions to update your data.


    Tricast Claims includes two segmentation techniques which provide very useful analyses : Classification and Regression Trees (CART) for finding the profiles having a specific type of claim and Multiple Correspondence Analyses.


    Tricast Create a Rating includes four models. But what they have in common is that they are built with an intuitive interface allowing a fast learning. Training new statistician or actuarial staff is a matter of days.


    To improve customers' fidelity, to increase cross-selling and, at the same time, to get from the portfolio the list of policies more likely to buy an additional contract or an extended coverage and to assist sales persons offering the customer at the front office the most appropriate product.


    Find over and underpriced profiles using multidimensional analysis techniques. Simulate the impact of pricing changes.


    Make insurance calculations. Tricast allows you to use your company's transactional data to make insurance calculations, such as the exposure (calculated by Tricast prorating in days).


    To see past trends and discover where the company is going. To understand what are the key drivers, comply with new standards and simulate management actions.


    Automate the full lifecycle of your accounts payable workflow and help improve collections with a cloud-based e-invoicing and payment system.


    VendorlyTM is a platform that is designed to help streamline due diligence, maintain documents and monitor vendors. You can help enhance your protection and increase operational productivity by utilizing our managed services.


    Vendorly™ Transact is a user-friendly software-as-a-service solution that can automate your ordering lifecycle to improve operational efficiencies and help reduce risks, all from a cloud-based environment.


    Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.


    Go mobile and create a digital client experience that propels your firm to the forefront of online interaction. Wealth Access solutions for advisors helps you tell your clients a complete wealth story with 100% transparency


    XAP is a platform that scales out stateful applications in high-performance low-latency environments. It is designed to support eXtreme transactional applications such as OMS (Order Management Systems), pre-paid systems, trading, and market data; and real-time analytics applications such as profit-and-loss analysis, reconciliation, and Value at Risk.


    global banks have leveraged Xelerate to drive customer experience and thus increase the life time value of the customers. You can create innovative and personalized offerings in real-time, backed by intelligent insights from customer data. Pre-empting and managing risks will also lead to improved profitability.


    Xemplar Fleet is a mobile-based risk management solution purpose-built for Commercial Auto Carriers. At the core of this solution is a powerful Telematics engine that delivers actionable insights using real-time driving data.


    Kate from G2 Crowd

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