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Founded 2016
Find 20 competitors in the Financial Services Software. Compare other SaaS such as FundPanel, House of Insurtech and Accend. These Adviser CRM competitors have raised $919.4K and together serve more than - customers and employ over 69 team members.
Financial Services Software
FundPanel handles the details of your capital calls, investor relations, and back-office ops so you don't have to. Providing tools to dozens of the largest funds in the US and around the world.
Financial Services Software
The House of Insurtech is a specialist insurance technology and data firm based in the City of London. We specialise in insurance platform, rating technology and data enrichment solutions that 'make insurance easier' for your customers. We service InsurTechs, insurers, MGAs and brokers and our people are insurance experts who understand the needs and goals of insurance businesses across digital, pricing & underwriting, and analytical disciplines. Our Insurforce platform is built to give your customers the best insurance experience possible. We deliver digital quote and buy, policy administration, claims and renewal pricing functions across the entire insurance lifecycle. QUBAPI is our state of the art rules based expert underwriting and pricing engine that delivers insurance quotes based on data about a risk. The engine sits in the cloud and is triggered by an API call. Our next gen microservice architecture, delivered via APIs and rapid delivery processes gives a competitive edge in speed to market, superior customer experience and unrivalled flexibility.
Financial Services Software
Accend accelerates onboarding and KYC reviews for fintechs and banks
Financial Services Software
Cloud9Trader is a web-based framework for developing algorithmic trading scripts, enabling you to turn your trading strategies into effective and profitable algorithms and trade them live with your broker. You develop trading algorithms directly in the browser with the help of our simple, effective JavaScript API. You then backtest on our powerful cloud servers against every tick of actual historical price data so you can be completely confident in your algorithm’s performance before trading live. Also incorporated is an optimization framework for determining an algorithm's most profitable parameter set for any given market conditions and a rich interface for monitoring performance in live trading, complete with full logging, analytics and beautiful charting. We have a range of built in technical indicators that you can use in your algorithms or plot onto charts to aid in analyzing the market. If you have specific requirements, Cloud9Trader also includes a full suite to write and test your own indicators. You can either connect the platform live to your broker for streaming prices and trade execution, or practice with a demo account where you can trade like-for-like against foreign exchange pairs, stock indices, metals and commodities. If algorithmic trading isn't for you, additionally included is a clean, intuitive, low latency HTML5 platform for discretionary trading where you can stream live price updates, browse live updating price charts and track all of your positions. Trading foreign exchange and/or contracts for differences on margin carries a high level of risk, and may not be suitable for all investors. The possibility exists that you could sustain a loss in excess of your deposited funds and therefore, you should not speculate with capital that you cannot afford to lose.
Financial Services Software
HealthView Services (HVS) is one of the only firms in the country that builds solutions for both the healthcare and financial services industries to address out-of-pocket health care costs that individuals will face during retirement. HVS was founded in 2008 by a team of experienced executives who identified a serious deficiency in financial planning in relation to retirement planning. In order to fill this void, HVS founders employed a group of expert physicians, experienced actuaries, and healthcare industry programmers to develop the HVS RetireMark Planning System. At its core, RetireMark is a combination of financial planning and health-risk assessment tools that provide financial institutions, independent advisors, and healthcare related firms with web-based reports. These customized reports project personalized out-of-pocket healthcare costs, life expectancy, and the Income Floor—a sophisticated and revolutionary approach to income distribution for retirement protection. HVS’s product offerings can be customized to meet each institution`s exclusive needs and be seamlessly integrated into existing marketing and branding platforms. In addition to the software, HVS provides clients with training programs, seminars, and customized presentations in order to expand sales and grow revenues.
Financial Services Software
Strative is building the essential AI platform for regulated enterprises, starting with insurance. Our flagship product, DocuSense AI, is an Agentic AI solution that automates complex document workflows—reading, extracting, validating, and acting on unstructured data with 99%+ accuracy. We help MGAs and Speciality insurers process more applications, faster, and with lower operational costs—without sacrificing compliance or control. Unlike generic AI tools, Strative is purpose-built for industries that can’t afford errors. Our platform combines multi-agent AI architecture with proprietary industry datasets, and no-code configuration to deliver enterprise-grade accuracy, scalability, and trust. Backed by strong early tractions and partnerships with $1B+ insurers, we’re on a mission to transform how regulated organizations leverage AI—safely, efficiently, and at scale.
Financial Services Software
Switch provides the technical infrastructure for transaction orchestration across the entire payments value chain. We believe in the power of networks as a way to unlock additional value, so we’re committed to support projects that require interaction between multiple participants. We’ve been working with some of the largest online businesses in the World to help them scale their payment operations, by connecting with relevant financial institutions across multiple geographies, rolling out innovative products and developing enterprise-level financial applications.
Financial Services Software
Driveway is a robust, smartphone-deployed, cloud-based technology that provides auto insurers with comprehensive insured driving data for better pricing intelligence – maximizing the opportunity for lower loss ratios and higher profits. On July 22, 2021, it was announced that Driveway Software Corporation’s assets were acquired by Earnix, Inc., a global provider of advanced rating, pricing, and product personalization solutions for insurers and banks.
Financial Services Software
Check-it is an online reconciliation tool for accountants and financial managers based on an account aggregator. It automatically downloads banking information, reconciles bank statements and exports the data to any ERP. Check-it is an online tool for business and accountancy firms that allows to automate the process of bank reconciliation and export the data to the accounting software: - It is based on an account aggregator that compile information from different accounts into a single platform - It connects with the client's ERP to get company’s chart of accounts. - It reconciles automatically, matching bank statements and accounts. - And it exports the data to the ERP It is an easy, fast and reliable way to do the bank reconciliation
Financial Services Software
Checkflo, a division of Payflo Inc, is a cloud-based platform and fulfillment center that offers on-demand check and document printing and disbursement services to businesses of all sizes in the United States and Canada. With our easy-to-use platform, businesses can send standard or custom check payments from multiple bank accounts without the need to pre-fund their account or transfer money prior to check fulfillment. At Checkflo, we understand that handling paper check processing can be a daunting task. That's why we've modernized checks and automated the printing and delivery process, allowing businesses to easily and securely send out their payments on time, every time. We take security seriously at Checkflo. Our platform is SOC 2 and HIPAA compliant, ensuring that your data and payments are secure. We partner with industry leaders like QuickBooks, XERO, and more for seamless payment processing. With Checkflo, businesses can: 1- Save time and money with our on-demand check printing and disbursement services. 2- Easily send standard or custom check payments from multiple bank accounts without pre-funding. 3- Enjoy a hassle-free payment process with our intuitive and user-friendly platform. 4- Access detailed reports and tracking to gain valuable insights into their payment processes. In short, Checkflo is the ideal solution for businesses looking to simplify their payment processing. Our platform is designed to ensure timely and accurate payments for businesses and accounting firms across the United States and Canada. Whether you're a small business or a large corporation, Checkflo is here to help you streamline your payment processing and improve your cash flow.
Financial Services Software
We believe that the best long-term outcomes come from an accurate understanding of reality. This principle is at the core of everything we do. Hence, our solutions enable you to skillfully navigate investment markets by accurately simulating and analyzing their many complex nuances. Fortitudo Technologies offers novel investment software as well as quantitative and digitalization consultancy to the investment management industry. We develop environmentally friendly solutions in close collaboration with institutional investors and run our code on some of the world’s cleanest cloud servers. The Investment Simulation module enables you to generate accurate simulations of investment markets including their many nuances related to skewed, fat-tailed distributions and nonlinear, nonmonotonic dependencies. The Investment Analysis module contains all the technologies that you need to make sense of complex market simulations, discretionary views, stress-tests, advanced portfolio constraints, derivative instruments and transaction costs. You can get an introduction to some of our methods by exploring our open-source Python package: https://github.com/fortitudo-tech/fortitudo.tech
Financial Services Software
Somos una Fintech con sedes en Medellín, Colombia y California, Estados Unidos ¿Qué hacemos? Contamos con un software de enrolamiento digital de clientes, core de administración de crédito y cobranza. Lo alquilamos. Para cerrar el ciclo de vida de un crédito, digitalizamos y automatizamos la cobranza para que sea un proceso eficiente y económico, que permita viabilizar procesos jurídicos masivos para montos de crédito bajos. Cobramos digitalmente.
Financial Services Software
Developer of a tax and accounting platform for cryptocurrency traders, miners and investors. The company offers provides a SaaS platform that serves both individuals, corporate entities, investors and their financial advisors can rely on auditable and defensible records backed accuracy guarantee. It also checks taxes on every transaction calculated accurately, protect the margins on investments and pay IRS fines and interest.
Financial Services Software
Provider of a cloud-based client on-boarding service for practices ranging from bookkeepers, accountants, tax agents and financial advisers. The company's software provides effortless onboarding and AML customer due diligence, enabling clients to get processing done in lesser time.
Financial Services Software
Lecto provides Saas solutions to eliminate the tedious practices behind financial services
