Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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Find 20 competitors in the Financial Services Software. Compare other SaaS such as WealthKernel, Smartr365 and WealthKernel. These FinDock competitors have raised $12.5M and together serve more than - customers and employ over 764 team members.
Financial Services Software
We provide the essential building blocks to power any digital wealth offering from client onboarding to portfolio management and custody, all over API. Service your customers flexibly, easily, and with scalability.
Financial Services Software
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7. The platform's Experian / HomeTrack / Digidentity / E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature with Mailchimp. Plus streamlined Lender integrations with some of the biggest banks, including Barclays, Halifax, Leeds, TSB, Accord, and Aldermore. Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint. If clients or advisers want to proceed with new financial products / offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions. Smartr365 is the technology behind Capricorn Financial Consultancy, one of the largest brokers in the UK. It has been instrumental in propelling the consultancy as one of the industry’s major players, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages / networks in the UK. We’re here to make mortgages simple.
Financial Services Software
We provide the essential building blocks to power any digital wealth offering from client onboarding to portfolio management and custody, all over API. Service your customers flexibly, easily, and with scalability.
Financial Services Software
FMSI provides easy-to-use, yet sophisticated, software-as-a-service solutions, under the FMSI OneCX platform. FMSI OneCX consists of four key products; FMSI Appointments, FMSI Lobby, FMSI Analytics, and FMSI Staff Scheduler. FMSI’s tools help financial institutions improve team collaboration, enhance productivity, and deliver better visitor experiences – powered by data-driven decisions and real-time feedback. Visit FMSI's website at https://www.fmsi.com to schedule a complimentary demo of the FMSI OneCX platform.
Financial Services Software
Semeris is a developer of legal document management software designed to help financial services companies review, analyze, and summarize legal documentation. It focuses on tools that utilize natural language processing, artificial intelligence, and human curation for capital markets.
Financial Services Software
Developer of legal system platform designed to provide permission ledgers and smart contracts. The company's platform develops a block-chain based smart contracts development application which makes it easy to install and run block-chain applications, enabling customers from the finance, insurance and construction sectors to get their legal process efficiency services done.
Financial Services Software
Provider of a cloud based financial platform. The company provides a cloud-based financial platform that automates the way individuals, groups, and businesses manage their money.
Financial Services Software
Provider of a cloud based financial platform. The company provides a cloud-based financial platform that automates the way individuals, groups, and businesses manage their money.
Financial Services Software
Era is a financial management platform driven by AI that makes asset management more accessible. The platform specializes in offering financial services related to taxes, spending, saving, and investments paired with market analysis and insights.
Financial Services Software
Provider of registration, member management, and financial services. The company provides online registration, member management and financial services, serving industry leading SaaS providers in the sports, education and other recreational market segments.
Financial Services Software
Wallet Factory makes reliable fintech solutions based on the WaaS (Wallet-as-a-Service) model that empower valuable business for its clients worldwide. The company offers a wide range of software development services—from white-label eWallets, cards and mobile payment services to neobanking and loyalty management. While improving financial inclusion, Wallet Factory helps clients create and integrate digital financial ecosystems across the globe.
Financial Services Software
Wallet Factory makes reliable fintech solutions based on the WaaS (Wallet-as-a-Service) model that empower valuable business for its clients worldwide. The company offers a wide range of software development services—from white-label eWallets, cards and mobile payment services to neobanking and loyalty management. While improving financial inclusion, Wallet Factory helps clients create and integrate digital financial ecosystems across the globe.
Financial Services Software
Ordway is a high-growth SaaS company based in Washington DC. We offer a suite of financial software applications that provide subscription billing, accounts receivable, revenue recognition and business KPI reporting. Ordway works with many of the world's most innovative companies to help them implement innovative pricing strategies and contract structures.
Financial Services Software
Data and analytics platform company serving vendors, advisors and financial institutions of the U.S. banking sector to optimize revenue generation
Financial Services Software
Provider of online money management software designed to help people make better spending decisions. The company's online money management software is flexible and easy to use, offers powerful analytics and deep insights into money habits, delivers real-time, actionable advise for changing user behavior, enabling users to encourage proactive planning and goal-setting for the future.
Financial Services Software
Finmatics software supports companies and tax firms in experiencing the future in accounting today. Our digital assistants combine smart software that learns with comprehensive know-how that grows with you. This means our customers benefit from intelligent automation of their accounting processes - fast, easy and audit-proof.
