Best Other Finance & Insurance Software

Products Buyer's Guide
8.8
Simple
★★★★★

Simple

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.

Simple means Simple - User in Legal Services

Ease of use
9.1
Support
8.7
Ease of Setup
8.3
6.4
LendingClub
★★★★★

LendingClub

Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

There is better options - User in Financial Services

Ease of use
8.8
Support
10.0
Ease of Setup
7.9
9.0
MoneyBook
★★★★★

MoneyBook

It may look simplistic, but MoneyBook is a powerful personal finance app that offers unique features in an amazing, easy to use interface.

Money Book - Michael R.

Ease of use
Support
Ease of Setup
9.0
ActiveDisclosure
★★★★★

ActiveDisclosure

Get the collaboration platform you need to produce compliant filings and maintain total confidence. Access a vast infrastructure of SEC expertise whenever you need it.

Great for corporate documents - User in Pharmaceuticals

Ease of use
Support
Ease of Setup
8.0
irsLogics
★★★★★

irsLogics

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

Logics- IRS - Administrator in Financial Services

Ease of use
Support
Ease of Setup
8.0
Audit Applications
★★★★★

Audit Applications

Audit Applications is an online audit confirmation system that automates audit confirmation process, emails are sent out automatically and client responses are registered in intuitive reporting tools and a reminder emails are automatically sent to insure the most streamlined audit confirmation process possible.

Perfect time and money savings - Luis P.

Ease of use
Support
Ease of Setup
8.0
PowerOn
★★★★★

PowerOn

Institutions can, for example, design and create data screens, create user-defined inquiries for data mining, automate tasks, develop interfaces with other systems, and integrate data from multiple sources.

PowerOn has been great to use. Learn something new just about everyday. - Administrator in Financial Services

Ease of use
Support
Ease of Setup
8.0
Groupit
★★★★★

Groupit

Groupit is a fully tailorable Reconciliation and Data-Matching software that efficiently automates complex of business processes.

User friendly software - User in Financial Services

Ease of use
Support
Ease of Setup

Languages supported: English

8.0
UnBrokerage
★★★★★

UnBrokerage

UnBrokerage is an online business insurance platform designed to help business owners purchase and manage their business insurance.

UnBrokerage- positive experience - User in Financial Services

Ease of use
Support
Ease of Setup
7.0
AnyStock – data visualization solution for financial data
★★★★★

AnyStock – data visualization solution for financial data

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.

AnyStock Positive Review - User in Financial Services

Ease of use
Support
Ease of Setup
7.0
BankTrade
★★★★★

BankTrade

BankTrade is a browser based solution for trade finance, letters of credit and international banking.

Improved banking - Raymond C.

Ease of use
Support
Ease of Setup
7.0
OptionsHouse
★★★★★

OptionsHouse

Named Best for Options Traders 3 Year's Running by Barrons. The powerful platform for active stock and option traders.

I used this when I first began trading. It's an easy to understand trading app. - Luke B.

Ease of use
Support
Ease of Setup
6.0
finPOWER Connect
★★★★★

finPOWER Connect

finPOWER Connect is a finance software system designed for the lending and finance industry that includes modules and add-ons to provide a configurable system.

Financial Accounting Simplified - Vusi N.

Ease of use
Support
Ease of Setup
6.0
Charge-Off Loan Tracker
★★★★★

Charge-Off Loan Tracker

COLT allows you to work with bad loans and helps financial institutions manage and collect charge-offs by automatically tracks unpaid balances and accumulates interest, accomodates new payments terms, generates reports, and more.

A loan tracker with all the features - User in Financial Services

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

5.0
Republic
★★★★★

Republic

Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs curated by our team

Republic is a little more dynamic than most crowdfunding platforms - Henry E.

Ease of use
Support
Ease of Setup
5.0
dCRM
★★★★★

dCRM

Digiterre only employ the best technology people who are innovative in delivering the best technology fast and efficiently.

Manage leads with DCRM - User in Marketing and Advertising

Ease of use
Support
Ease of Setup
4.0
Unison
★★★★★

Unison

Get to the right people and information instantly. See what's happening across your business — now.

good product for first time buyer - Administrator in Financial Services

Ease of use
Support
Ease of Setup
3.0
SAS Model Implementation Platform
★★★★★

SAS Model Implementation Platform

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.

Worked great for us. - Juan Maria R.

Ease of use
Support
Ease of Setup
10.0
PayXLite
★★★★★

PayXLite

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.

Xlite review - jenny h.

Ease of use
Support
Ease of Setup
10.0
AbleTrend
★★★★★

AbleTrend

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

Be your own forex master - John G.

Ease of use
Support
Ease of Setup
10.0
BarraOne
★★★★★

BarraOne

Enables investment organizations to measure risks consistently across portfolios and product lines.

- carl s.

Ease of use
Support
Ease of Setup
10.0
NovoDoba
★★★★★

NovoDoba

NovoDoba is a series of integrated, functional Services/Modules that enables financial institutions to place their customers at the center of their business strategy.

The most cost-effective core banking software solution. - Mwangi S.

Ease of use
Support
Ease of Setup
10.0
VectorVest
★★★★★

VectorVest

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

Best Stock Graph program! - User in Research

Ease of use
Support
Ease of Setup
10.0
F2F Video Financial Services
★★★★★

F2F Video Financial Services

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.

a video you must see - jatone S.

Ease of use
Support
Ease of Setup
10.0
Protege
★★★★★

Protege

Issuing and tracking collection letters are integral parts of many banking operations. With 3Core Software's collection letter software solution, Protege, your team can fully automate and revolutionize the way you process draft collections.

An easy way to create ontology - Muhammad Azmi U.

Ease of use
Support
Ease of Setup
10.0
TLM Platform
★★★★★

TLM Platform

TLM Platform is a multi-product, enterprise-wide solution that forms the hub of Transaction Lifecycle Management.

Best for reconciliation - Maninder S.

Ease of use
Support
Ease of Setup
B2B Software Guide