Financial Services

Software for banks, lenders, investment firms, and other financial institutions across operations and customer-facing systems.

28 Sub Categories

Financial AI Assistants

Zocks

Pulse360

Auquan

Wealthbox CRM

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Practifi

Banking as a Service

Airapi

Square Instant Transfers

Weavr

Finzly

SunTec

Modulr

Brokerage Trading

Kite

Dotbig platform

Atrad

Galileo FX

Adenza

IEX

Construction Loan Management

LoanBase

nCino's Mortgage Suite

The Mortgage Office Loan Servicing

Land Gorilla

Rabbet

Built

Core Banking

Temenos Transact

MX

Pismo

Finacle

Apache Fineract

iCBS

Deal Sourcing

Acquire.com

Grata

Gain.pro

Gain

Sourcescrub

Cyndx

Debt Management

Cascade Debt

Finley

9fin

LeadSquared Lending Cloud

TurnKey Lender

Chaser

Digital Banking

Lumin Digital

Relay

Finacle Online Banking

Alkami

TCS BaNCS™ Digital

Finacle for digital-only banks

Digital Customer Onboarding

OnlineApplication

OnBoard by MVSI

Temenos Infinity

Speedy DD

Dotfile

Signzy

Digital Mortgage Closing

eClosing by Snapdocs

Docusign Rooms for Mortage

Blend Mortgage Suite

Ice Mortgage Technology Platform

DocMagic

nCino's Mortgage Suite

Financial Analytics

Asset-Map

eMoney

TradingView

Amazon Finspace

IntraAlpha

RightCapital

Financial Data APIs

Bloom Credit

Codat

RapidRatings

TrueLayer

RESTful JSON API

Flinks

Financial Predictive Analytics

Equifax Ignite® for Financial Services

NeuroShell Trader

KapitalGPT.ai

Cotality HPI and HPI Forecasts

Orion AI for Stocks & Crypto

OptiHedge

Financial Research

Koyfin

YCharts

Eilla AI

PitchBook

Wokelo AI

Ideagen Audit Analytics

Financial Risk Management

Company Watch

SAS Risk Management

Comply

Smart RIA

Risk & Compliance

Nitrogen

Financial Services CRM

Wealthbox CRM

Backstop Solutions Suite

Redtail Technology

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Merchant Central by NMI

Hubly

Fixed Income Pricing Data

FINCAD

Bloomberg Terminal

FactSet Workstation

FactSet Portfolio Analytics

SOLVE Quotes

Investment Accounting

Altair

MProfit for Accounting

Axys

CAMRA

Total Return

Backstop Solutions Suite

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

Altruist

Orion Advisor Technology

Ziggma

Betterment Advisor Solutions

Stratifi PRISM

Investor Relations

Notified Investor Relations Websites

Vessel

Irwin

Flowlie

Nasdaq IR Insight

Q4 Investor Relations Websites

Loan

CloudBankin

nCino's Mortgage Suite

The Mortgage Office Loan Servicing

LendingPad

Floify

Lendr

M&A

Midaxo

DealRoom

Devensoft

MergerWare

Searcher OS

DeelFlo

Mobile Banking

STARLING

BankingON

BankWorld Mobile

Cash App

Bankingly

NEObank Software

Mortgage Point of Sale (POS)

Shape Mortgage Software

BeSmartee Mortgage POS

Cloudvirga Enterprise POS

LiteSpeed

Touchless Lending®

Loanzify

Other Finance

Capitaliz

AppNomu

Safeguard Capital

Square Banking

AdvizorPro

BBVA Payments API

Robo-Advisory

Bambu

Jemstep

T-Advisor

VestmarkONE

RobotFX Fluid

Scalable

Tax Practice Management

TaxDome

Financial Cents

Truss

Drake Tax

TaxFlow

Holistiplan

Venture Capital Management

VESTBERRY

Roundtable

Affinity

Visible

Aumni

4Degrees

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