Financial Services Software

1

Plaid

Designed for seamless financial transactions, this platform simplifies account funding, loan repayments, and more. With access to 99.9% of U.S....

By: Plaid, Inc. From United States
2

Indio Technologies

Indio Technologies transforms the insurance application and renewal process by digitizing forms and streamlining data collection. Its “smart” forms automatically...

By: Indio Technologies From United States
3

IVANS Markets

IVANS Markets offers a cutting-edge solution for managing commercial lines appetite and eligibility information. By streamlining real-time updates, it enhances...

By: IVANS Insurance From United States
4

AMS360

AMS360® empowers insurance agencies to enhance their operations through streamlined workflows and integrated solutions. By facilitating real-time access to crucial...

By: Vertafore From United States
5

Applied TAM

Registration for Applied Net 2025 is now open, allowing attendees to secure the best pricing until June 20. The platform...

By: Applied Systems From United States
6

Eikon

Eikon will be phased out by LSEG on June 30, 2025, transitioning users to the advanced LSEG Workspace. This innovative...

By: Refinitiv
7

Accounting CS

Designed for professional accountants, Accounting CS streamlines daily operations by integrating write-up, trial balance, payroll, and financial statement analysis. Its...

By: Thomson Reuters From United States
8

QQCatalyst

QQCatalyst is an innovative agency management system designed to streamline operations, marketing, and sales for insurance agencies. It automates client...

By: Vertafore From United States
9

Intralinks Virtual Data Room

Intralinks Virtual Data Room (VDR) offers a secure and efficient platform for M&A, capital raising, and investor reporting. With AI-enhanced...

By: Intralinks From United States
10

Jenesis

Designed for independent insurance agents, the Jenesis Agency Management System streamlines daily operations with its hosted version. Agencies benefit from...

By: Jenesis From United States
11

PL Rating

PL Rating™ empowers insurance agencies by automating policy management, streamlining operations, and enhancing customer engagement. With 24/7 access to insurance...

By: Vertafore From United States
12

Agency Matrix

Enhancing the quoting process, Agency Matrix utilizes carrier-direct data through the Group Benefits API to streamline and optimize workflows. With...

By: Agency Matrix From United States
13

ClaimCenter

ClaimCenter stands out as a premier claims management solution, empowering P&C insurance organizations to streamline the claims lifecycle. With features...

By: Guidewire From United States
14

EZLynx Agency Management

EZLynx Agency Management is an all-in-one financial services software designed to streamline agency operations. It enables efficient policy management, automated...

By: EZLynx From United States
15

BriteCore

BriteCore revolutionizes P&C insurance operations with its scalable, cloud-based platform. This innovative solution integrates essential core functions, streamlining processes from...

By: BriteCore From United States
16

TLDCRM

Total Lead Domination offers a powerful financial services software designed specifically for the health insurance industry. By streamlining client management,...

By: Esotech Inc. From United States
17

PolicyCenter

PolicyCenter serves as a robust insurance policy administration system, enabling P&C insurers to swiftly launch innovative products and adapt to...

By: Guidewire From United States
18

Simple

Simple is a budget and expense tracker application with banking features built into the application interface. It serves as a...

By: Simple Finance From United States
19

Snapsheet

Snapsheet offers an innovative cloud-based claims processing platform designed to enhance the efficiency of insurance operations. With features like virtual...

By: Snapsheet
20

Guidewire InsuranceSuite

Guidewire InsuranceSuite offers a robust collection of core applications for policy administration, billing, and claims management, tailored to meet the...

By: Guidewire From United States
21

Tableau Insurance Analytics

Tableau Insurance Analytics empowers insurance companies to harness the potential of data through AI-driven insights and visual analytics. By integrating...

By: Tableau Software From United States
22

Seeking Alpha

An industry-leading financial research platform, Seeking Alpha connects a vast community of investors to vital market insights. With thousands of...

By: Seeking Alpha From United States
23

Wealthbox CRM

Designed for modern financial advisors, this CRM features an intuitive layout that enhances productivity. Users can easily track communications, manage...

By: Wealthbox From United States
24

CreditCore

Designed for modern lenders, this platform enhances compliance and streamlines the loan process. Users can manage consumer, small business, and...

By: 3530 Technologies From United States
25

Student Loan Servicing System

The Student Loan Servicing System efficiently manages federal loan accounts starting with the letter E and commercial loans beginning with...

By: Nelnet From United States
26

BrokerageBuilder

BrokerageBuilder streamlines the insurance quoting process by integrating carrier-direct data through the Group Benefits API. This innovative tool simplifies quoting...

By: Zywave From United States
27

Sagitta

Designed for large agencies, Sagitta empowers rapid growth through acquisitions and tailored management solutions. It addresses unique challenges in complex...

By: Vertafore From United States
28

Sircon

Designed for professionals in the insurance industry, this credentialing solution streamlines license management across all 50 states. Users benefit from...

By: Vertafore From United States
29

N26 Bank Account

The N26 Bank Account offers users instant savings features, allowing effortless accumulation of funds. With intelligent savings automation, it simplifies...

By: N26 From Germany
30

E*Trade Web Platform

The E*TRADE Web Platform offers a robust financial services experience, allowing users to buy, sell, research, and track market trends...

By: eTrade
31

FactSet Portfolio & Risk Analytics

FactSet Portfolio & Risk Analytics elevates portfolio management by offering advanced tools for performance measurement, attribution, and risk assessment across...

By: FactSet From United States
32

FactSet Research Management

Designed for financial professionals, FactSet Research Management empowers users to refine investment research and strategies. By leveraging a vast array...

By: FactSet From United States
33

Codat API

The Codat API empowers small and medium-sized businesses by facilitating seamless data sharing and AI-driven insights. Designed for client-facing professionals...

By: Codat From United Kingdom
34

AgencyBloc

AgencyBloc offers an innovative Plus Suite tailored for insurance professionals, featuring AMS+ for streamlined sales and compliance, Commissions+ to simplify...

By: AgencyBloc, Inc. From United States
35

IVANS Download

Ivans Download streamlines the exchange of policy information between insurers and agency partners, automating individual requests through a unified application....

By: IVANS Insurance From United States