Discover
Discover Financial Software — In the Context of Real Decisions
1180 vendors across 5 sectors — curated and categorized to support how leaders actually evaluate and select solutions.
All Vendors
1180 vendors
Featured
Copper CRM
CRM solution designed to integrate seamlessly with Google Workspace for managing client relationships.
Advent Geneva
A fund accounting solution for investment management firms.
AvidXchange AP Automation
Automates accounts payable processes for enterprise organizations.
CCC Intelligent Solutions
Cloud-based platform integrating data and AI to streamline auto insurance claims and repair workflows.
Wealthbox CRM
A CRM workspace designed for financial advisors to manage clients, automate tasks, and drive growth.
Popular
Sanction Scanner
AML screening, transaction monitoring, KYC/KYB onboarding, and adverse media scanning in one platform.
Pega CRM for Financial Services
Low-code financial services software designed to simplify complex banking processes.
Alloy
End-to-end identity and fraud prevention platform for financial institutions and fintechs.
Backbase Onboarding
Automated, omnichannel onboarding journeys with AI-driven flows for faster, personalized customer acquisition.
Jumio
AI-powered identity verification and continuous identity intelligence for fraud prevention and compliance.
Jumio Digital Onboarding
Digital onboarding solution for fast, secure customer identity verification and AML/KYC compliance.
Recent
Temenos Trust
Comprehensive trust accounting software for wealth and private banking institutions.
Sungard Wealth Management
Comprehensive trust accounting solutions for wealth and private banking institutions.
Sievert Larsen Trust Accounting
Comprehensive trust accounting software tailored for private banking and wealth management.
Sievert Larsen Trust
Comprehensive trust accounting solutions for private banking and wealth management.
Sievert Larsen & Associates
Specialized consulting and software solutions for trust accounting and estate administration.
SEI Trust 3000
Enterprise platform solutions and outsourced operations for trust accounting and administration.
All Vendors (A-Z)
4sight Financial Software
Provider of services and solutions for Manhattan Active® platform in supply chain and post-trade settlement.
Abrigo
AI-powered risk management, compliance, and lending solutions for financial institutions.
Acadiasoft
Collateral management and risk mitigation solutions for financial institutions.
Acadiasoft AcadiaPlus
Automated trade confirmation and post-trade processing solution for capital markets.
Acadiasoft Collateral
Comprehensive collateral management solutions for capital markets firms.
Accenture CCR Analytics
Analytics solutions for managing counterparty credit risk in capital markets.
Accuity (LexisNexis)
Sanctions screening and financial crime compliance solutions for global enterprises.
Accuity Firco Sanctions
Sanctions screening solution for compliance with regulatory requirements.
Accutech Systems
Provides fiduciary accounting and trust management software solutions for wealth management firms.
ACI Worldwide
Transformative payments software enabling flexible, intelligent, and scalable payment experiences.
ACI Worldwide Real-time Payments
Enterprise fraud management solution designed for real-time payments in banking and processing environments.
Acorns
Automated investing and financial management platform for everyday and retirement accounts.
Acorns Robo-Advisor
Automated investing and financial management platform that helps users save and invest spare change.
Actimize (NICE Systems)
Enterprise financial crime, risk, and compliance solutions for AML, fraud, and trading surveillance.
Actimize AML NICE
AML solutions for detecting and preventing financial crime and fraud.
ActiveCampaign
Customer experience automation platform combining email marketing, automation, sales CRM, and messaging.
Acuant (HID Global)
Identity verification and digital onboarding solutions for banking and lending sectors.
Acumatica Cloud ERP
An intuitive cloud ERP solution designed to power business management across industries.
Acumatica General Ledger
Flexible and scalable general ledger solution integrated within Acumatica ERP.
Acuris Risk Intelligence
Provides AML and KYC data and tools for risk management and compliance professionals.
Adaptive Insights (Workday)
Cloud-based financial planning and consolidation software for multi-entity organizations.
Addepar
Wealth management platform integrating portfolio data and AI to support investment decisions.
Addepar Client Reporting
Comprehensive client reporting platform for wealth management firms.
Addepar Reporting
Client reporting solution for portfolio and wealth management in private banking.
Addepar Wealth Platform
A wealth management platform providing portfolio data aggregation, analytics, and AI-driven insights.
Additiv Robo-Advisor
Digital wealth management solution providing automated financial planning and investment advice.
Adenza AxiomSL Regulatory
A comprehensive platform for regulatory reporting and risk management across financial institutions.
Aderant Fiduciary Accounting
Comprehensive fiduciary accounting and trust management software solutions.
Adhesion Tax-Loss Harvesting
Automated tax-loss harvesting solution integrated with wealth management platforms.
Adhesion Wealth
A managed account platform offering customizable portfolio construction and outsourced overlay management for advisors.