Best Other Finance & Insurance Software

Products Buyer's Guide
9.6
Covisum Social Security Timing
★★★★★

Covisum Social Security Timing

Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

Covisum Social Security Timing - Nate L.

Ease of use
8.7
Support
0.0
Ease of Setup
0.0

Languages supported: English

9.8
Square Deposits
★★★★★

Square Deposits

Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

Obsessed with square - Ashley P.

Ease of use
10.0
Support
9.2
Ease of Setup
9.3
8.2
Firm58
★★★★★

Firm58

Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

It presents the best experience with great organizational performances - Daniel D.

Ease of use
7.1
Support
8.2
Ease of Setup
8.7

Languages supported: English

8.6
fi360 Toolkit
★★★★★

fi360 Toolkit

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.

Very helpful tool for portfolio research. - User in Financial Services

Ease of use
8.1
Support
8.7
Ease of Setup
7.8
9.6
Square Capital
★★★★★

Square Capital

For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it's payments or funding, Square is your trusted financial partner at every step.

A very good solution to finance projects ! - RГ©mi C.

Ease of use
Support
Ease of Setup
9.6
Tax Clarity
★★★★★

Tax Clarity

Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

Huge fan of Tax Clarity - Adam S.

Ease of use
9.7
Support
9.5
Ease of Setup
9.7

Languages supported: English

7.0
Logix Financial Planning
★★★★★

Logix Financial Planning

Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

I have used Finance Logix for a number of years - User in Financial Services

Ease of use
6.3
Support
7.2
Ease of Setup
6.5
8.2
Broadridge Advisor Portal
★★★★★

Broadridge Advisor Portal

Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

Great Content, Not the Most Appealing Layout - Michael L.

Ease of use
Support
Ease of Setup
9.8
MicroAcquire
★★★★★

MicroAcquire

MicroAcquire helps startups find buyers. Simple as that. We'll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

Sold my paid private community! - Yaroslaw B.

Ease of use
9.4
Support
9.8
Ease of Setup
9.4

Languages supported: English

9.0
Naviplan
★★★★★

Naviplan

Financial planning application

Decent Financial Planning Software - Joel S.

Ease of use
Support
Ease of Setup

Languages supported: English, French

8.6
Datastream
★★★★★

Datastream

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.

Accurate - Consultant in Banking

Ease of use
Support
Ease of Setup
7.0
Equifax BusinessConnect
★★★★★

Equifax BusinessConnect

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.

Great for technical assistance for small businesses - LaTisha H.

Ease of use
Support
Ease of Setup
7.0
Clari5 EFM
★★★★★

Clari5 EFM

Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

Effective transaction monitoring solution - Administrator in Banking

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

6.0
LowerMyBills
★★★★★

LowerMyBills

LowerMyBills.com is a consumer finance corporate website that connects prospective mortgage borrowers to lenders.

Excellent source for not overpaying for insurance for home and car! - Juan P.

Ease of use
Support
Ease of Setup

Languages supported: English

5.6
Numbrs
★★★★★

Numbrs

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

Well built although not particularly inspiring PFM app - Simon F.

Ease of use
Support
Ease of Setup
7.8
Joist
★★★★★

Joist

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

7 Year All Star - Fan of the Joist Application and Community. Love the App! - Brian C.

Ease of use
8.9
Support
10.0
Ease of Setup
0.0
7.0
Accounting CS
★★★★★

Accounting CS

Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

Accounting CS Platform. - Henry K.

Ease of use
6.3
Support
7.1
Ease of Setup
0.0
9.0
RetireUp
★★★★★

RetireUp

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

Great tool for retirement planning. - User in Financial Services

Ease of use
Support
Ease of Setup
9.0
Fentury
★★★★★

Fentury

FENTURY white label banking revolutionizes the way customers see digital banking, personalizing their experience and offering a 360-degree view of their financial life.

With Fentury My Finance Gets Managed Online - Rosy S.

Ease of use
Support
Ease of Setup
8.6
EZ-Audit
★★★★★

EZ-Audit

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.

A great product made for auditing - User in Financial Services

Ease of use
Support
Ease of Setup
8.6
eVestment
★★★★★

eVestment

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.

Best in the industry - User in Financial Services

Ease of use
Support
Ease of Setup
7.6
CircleUp
★★★★★

CircleUp

CircleUp is an online marketplace that links accredited investors with consumer product and retail companies.

CircleUp review - Nikki S.

Ease of use
Support
Ease of Setup
7.6
Prisma Campaigns
★★★★★

Prisma Campaigns

Prisma Campaigns is a smart omnichannel marketing orchestrator designed for Financial Institutions.

Prisma for Advertisers - User in Marketing and Advertising

Ease of use
Support
Ease of Setup
7.0
Epicor for Financial Services
★★★★★

Epicor for Financial Services

Epicor for Financial Services is the only solution to offer enterprise functionality at a midmarket total cost of ownership (TCO) combining a rich user experience with absolute flexibility and intense performance.

Epicor is epic! - User in Automotive

Ease of use
Support
Ease of Setup
4.6
BlueMatrix
★★★★★

BlueMatrix

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

Frequent user at multiple firms: Positive experience - User in Financial Services

Ease of use
Support
Ease of Setup
8.2
MoneyGuidePro
★★★★★

MoneyGuidePro

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.

Powerful tool for financial analysis - Joel S.

Ease of use
8.2
Support
8.0
Ease of Setup
8.0
8.0
HomeBudget
★★★★★

HomeBudget

HomeBudget is an expense tracker designed to help you budget, track and possiblycontrol your monthly expenses at home. HomeBudget provides an integrated set offeatures to help you manage your expenses and cash flow.

Budget - Margaret J.

Ease of use
8.4
Support
7.6
Ease of Setup
8.2
B2B Software Guide