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Best Financial Risk Management Software

Products Buyer's Guide
9.6
Smart RIA
★★★★★

Smart RIA

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.

Essential software for small RIAs - Vern Bell - I.

Ease of use
8.3
Support
0.0
Ease of Setup
0.0
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8.4
Riskalyze
★★★★★

Riskalyze

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.

Best Tool for Advisors - Sean V.

Ease of use
8.2
Support
8.3
Ease of Setup
0.0
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9.6
SmartRisk
★★★★★

SmartRisk

Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients

Valuable Tool... - Wendell B.

Ease of use
Support
Ease of Setup

Languages supported: English

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7.6
Financial Risk Management
★★★★★

Financial Risk Management

Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk.

Not Very Intuitive but All encompassing Banking Software - Natalija S.

Ease of use
Support
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9.0
HiddenLevers
★★★★★

HiddenLevers

Explain Risk. Engage Clients.From Hello-to-Close.

I like the idea behind the software and the implementation is very good. - Daniel C.

Ease of use
8.2
Support
9.1
Ease of Setup
8.3

Languages supported: English

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6.0
LoanHD
★★★★★

LoanHD

LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

LoanLogics Review - User in Higher Education

Ease of use
Support
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10.0
MX.3
★★★★★

MX.3

Capital markets platform that integrates treasury, risk management, investment management, and collateral management solutions.

User experience can be improved - User in Financial Services

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.0
Compuscan Decision Analytics
★★★★★

Compuscan Decision Analytics

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.

Quick and easy way to hedge your construction loan - User in Financial Services

Ease of use
Support
Ease of Setup
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9.0
At-Bay
★★★★★

At-Bay

At-Bay provides cyber insurance for the digital age with insurance products & services that empower companies to embrace technology fearlessly.

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Ease of use
Support
Ease of Setup
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8.0
FARIN Foresight
★★★★★

FARIN Foresight

Farin Foresight is a robust and flexible solution specifically designed to fit your institution's particular needs. The model is designed for institutions that aspire to use their ALM solution for strategic planning and decision making in addition to reporting, budgeting and maintaining basic regulatory compliance.

Good program - User in Banking

Ease of use
Support
Ease of Setup

Languages supported: English

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7.0
Sageworks ALLL
★★★★★

Sageworks ALLL

Target C-level executives & benchmark Institutions in the bank & credit union market.

Great CRM for Banking - User in Retail

Ease of use
Support
Ease of Setup

Languages supported: English

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7.0
Prologue Financials
★★★★★

Prologue Financials

Prologue Financials is a integrated accounting solution, features enhanced, built-in automation and controls and a newly designed user interface, enabling users to increase the efficiency of financial accounting processes.

Works well with a few minor issues - Administrator in Banking

Ease of use
Support
Ease of Setup
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6.0
ComplySci
★★★★★

ComplySci

ComplySci provides strategic governance, risk and compliance (GRC) solutions to the financial services and professional services community.

Pretty Interface but Sadly No Support - Erin B.

Ease of use
Support
Ease of Setup
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6.0
OneSumX Credit Risk
★★★★★

OneSumX Credit Risk

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.

OneSumX Credit Risk - User in Computer Software

Ease of use
Support
Ease of Setup
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10.0
FINFOX Pro
★★★★★

FINFOX Pro

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

Most efficient software for client management and compliance reporting. - samuel e.

Ease of use
Support
Ease of Setup
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0.0
GiniMachine AI Decision-Making Software
★★★★★

GiniMachine AI Decision-Making Software

GiniMachine is an AI-based decision-making platform that utilizes advanced machine learning algorithms and the company's historical data to build high-performing scoring models. It can be used for application scoring, credit scoring, collection scoring, marketing purposes (churn prediction to create personalized offers), and sales activities (cross-selling and upselling opportunities). GiniMachine adds value to banking, finance, telecom, and ...

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Ease of use
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