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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.


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


    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.


    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.


    CRM system for Insurance and Financial Services


    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.


    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.


    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.


    Firm58 is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser.


    Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.


    Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.


    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.


    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.


    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.


    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.


    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.


    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.


    Web-based CRM software for tax resolution firms Lead Management.


    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.


    Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.


    1000pip Climber System is a trading algorithm to become a Forex trader.


    4Sight Securities Finance offers a front to back office solution for securities lending and borrowing, repo, swaps and collateral management across the equity and fixed-income markets.


    4XFindMe is a currency exchange software that helps users to follow the market and make money by trading currencies on the computer.


    AbleTrend is a trading strategy software provides specific buy, sell,stop and exit trading signals.


    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


    AdvisorCube is a solution for financial portfolio management for client reporting for wealth management, financial advisors, and private banking.


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


    Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.


    AI Assist is a marketing automation software delivers qualified prospects for who want to purchase.


    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.


    ALT ASM framework is a financial service software that provides robotics and cognitive solutions, systems that employ data mining, pattern recognition, and natural language processing to replicate almost human-like responses.


    AlternativeSoft is a provider in funds selection, portfolio construction, automated customized fund reporting and hedge fund exposures collection. It helps to research and select funds (hedge funds, long-only funds, UCITS, ETFs and private equity).


    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