Top Denefits Alternatives, Competitors & Similar Software

Financial Services Software

Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing. Give money meaning with Lumiant and help your clients live their best life.

Financial Services Software

We help our client in the transformation or in advancement in digital banking. Banks can focus on much profitable products and services with the engagement between bank staff and customers and route the ordinary banking services to our self-service kiosks, tablets and digital screens.

Financial Services Software

Founded in 2001, BondWave® is a financial technology firm specializing in fixed income solutions. We serve a wide range of users including traders, compliance professionals, and RIAs from the smallest to the largest firms in the industry who use our tools to provide a superior fixed income experience to their clients while supporting critical regulatory mandates. Effi®, our Engine for Fixed Income, is the single platform through which we deliver all our solutions providing intuitive dashboards and insights into every fixed income position and transaction. Capabilities include portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. BondWave leverages advanced technologies and data science to develop proprietary data sets that fuel our innovative solutions.

Financial Services Software

Finfra is an infrastructure provider that enables non-financial platforms to seamlessly integrate lending capabilities, unlocking new revenue streams with ease. It provides the necessary tools for online businesses to offer embedded finance products directly to their customers.

Financial Services Software

Act One Ventures is a community focused, early stage venture capital firm leading pre-seed and seed rounds in compliance, vertical SaaS, service-as-software among others, primarily investing in business services, financial services, technology, healthcare, energy, retail and leisure related sectors.

Financial Services Software

FUNDINGO is a loan management solution, created by industry experts and designed specifically for Alternative Lending companies. It streamlines the entire process of originating, underwriting, and servicing Alternative Loans and Merchant Cash Advances.

Financial Services Software

Automating workflows for insurance, real estate, and finance.

Financial Services Software

Finfra is an infrastructure provider that enables non-financial platforms to seamlessly integrate lending capabilities, unlocking new revenue streams with ease. It provides the necessary tools for online businesses to offer embedded finance products directly to their customers.

Financial Services Software

FUNDINGO is a loan management solution, created by industry experts and designed specifically for Alternative Lending companies. It streamlines the entire process of originating, underwriting, and servicing Alternative Loans and Merchant Cash Advances.

Financial Services Software

Flowpay uses predictive AI models to assess risk more precisely and to truly understand the potential of SMEs. We act as a Direct Lender to SMEs, provide an Embedded Finance Infrastructure for SME Platforms & Risk as a Service (RaaS) to Lending Institutions. Direct Lending Helping SMEs grow by providing quick & online financing. Embedded Finance White Label Solution integrated within POS, E-commerce, etc. Platforms. Helping increasing customer retention and creating new streams of income for said platforms. Risk as a Service (RaaS) Providing Lenders with predictive AI models based on alternative Data & PSD2 Segmentation to better understand & underwrite SMEs.

Financial Services Software

StockRepublic is a B2B fintech company that helps banks activate, engage, and grow their users. With our products (available via white label and API), bank and brokerage clients can keep a competitive edge by offering an interactive, educational investing experience so that average investors can beat the market. Trusted by Commerzbank, comdirect, Avanza, Placera, Interactive Investor, and many others.

Financial Services Software

Accelerate and deepen your commercial loan portfolio analysis, stress testing, reporting, and risk management. Dynamic dashboards provide a customized view of commercial loan portfolio concentrations, as well as aggregated asset values. Filter and drill in on data in real time with user friendly dashboards; analyze individual loans and evaluate scenarios. Proactively identify and manage risk. After running a real estate fund of his own and then serving as CEO of services company with over 300 banks as customers, Qualtik CEO Mark Prior saw many versions of complex spreadsheets that community banks use to analyze, report on, and manage their commercial loan portfolios. Qualtik aims to change the way community banks manage their portfolios, using technology to speed up the process, to add flexibility and reliability.

Financial Services Software

Fyorin is a unified financial operations and treasury platform. With one onboarding and commercial process we help businesses increase efficiency, reduce cost and scale without borders by: - Automating payables, receivables & expense management - Unifying treasury with ability to diversify your liquidity - Streamlining global payments: 100+ currencies, 200 countries, 92 licences - Enabling multi-banking from one platform Unify, automate, diversify. Grow without borders.

Financial Services Software

Accelerate and deepen your commercial loan portfolio analysis, stress testing, reporting, and risk management. Dynamic dashboards provide a customized view of commercial loan portfolio concentrations, as well as aggregated asset values. Filter and drill in on data in real time with user friendly dashboards; analyze individual loans and evaluate scenarios. Proactively identify and manage risk. After running a real estate fund of his own and then serving as CEO of services company with over 300 banks as customers, Qualtik CEO Mark Prior saw many versions of complex spreadsheets that community banks use to analyze, report on, and manage their commercial loan portfolios. Qualtik aims to change the way community banks manage their portfolios, using technology to speed up the process, to add flexibility and reliability.

Financial Services Software

End-to-end supply chain services platform for commodity trade. CTRM, Finance and Services for agricultural commodities.

Financial Services Software

Aventus is committed to empowering middle-market enterprises with the transformative benefits of blockchain technology. By offering a reliable and scalable blockchain-as-a-service (BaaS) platform, the company drives innovation and streamlines operations. Aventu unlocks new opportunities for growth for commercial and consumer companies. Founded in 2020, Aventus has partnered with some of the largest brands across sectors, including supply chain and logistics, energy, telecom, gaming and sports, to deliver asset-tokenization solutions for engaging and creating new ways to build and engage communities. With a focus on decentralized technology, security and scalability, we empower our clients to adopt and implement a comprehensive, robust BaaS solution to stay ahead in today's rapidly evolving digital landscape.

Financial Services Software

Flowpay uses predictive AI models to assess risk more precisely and to truly understand the potential of SMEs. We act as a Direct Lender to SMEs, provide an Embedded Finance Infrastructure for SME Platforms & Risk as a Service (RaaS) to Lending Institutions. Direct Lending Helping SMEs grow by providing quick & online financing. Embedded Finance White Label Solution integrated within POS, E-commerce, etc. Platforms. Helping increasing customer retention and creating new streams of income for said platforms. Risk as a Service (RaaS) Providing Lenders with predictive AI models based on alternative Data & PSD2 Segmentation to better understand & underwrite SMEs.

Financial Services Software

BrokerEngine is mortgage broker software created by a top-producing mortgage broker, for mortgage brokers who want to write more business in less time and with less stress. After working in the industry for over 10 years and interviewing hundreds of brokers, we discovered that most brokers describe legacy software packages in one of 3 ways: 1. A clunky aggregator platform you’re forced to use, in spite of frustrating functionality gaps 2. A generic software package that has been “shoe-horned” into the mortgage broking industry 3. A third-party solution that solves only part of the puzzle, but leaves you with giant holes to fill BrokerEngine has been designed to work in harmony with existing mortgage aggregator software packages, augmenting their functionality with advanced automation and collaboration tools. Brokers who use BrokerEngine can typically reduce their total time spend per loan from approximately 14 hours, to 4 hours. Loan processors who use BrokerEngine typically experience an increase in productivity of at least 25%, with improved accuracy and less stress. Mortgage brokers and loan processors are invited to take a demo of the software at: https://www.brokerengine.com.au/demo/

Financial Services Software

Stable Auto provides software that EV charging companies use to place and price their EV charging infrastructure for improved ROI. Built on more than four years of utilization data from tens of thousands chargers that has underpinned over $5 billion in investment, Stable’s software helps charging networks, infrastructure developers, and financial institutions make profitable deployment and pricing decisions. With Stable, every company can have access to the data needed to place and price EV charging stations for optimal ROI, which is critical for the success of the EV charging industry.

Financial Services Software

Doc2Doc Lending is a lending platform providing personal loans for doctors, physicians, and dentists. It offers financial products designed to meet the unique needs of healthcare professionals.