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Founded 2012
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Vector ML Analytics, Huicaishui and FinFolio. These Kooltra competitors have raised $12M and together serve more than - customers and employ over 271 team members.
Financial Services Software
Vector ML Analytics is a web-based treasury and credit risk management platform built for banks and lending institutions
Financial Services Software
Provider of intelligent enterprise finance and taxation management system. The company's main products include electronic documentation management, intelligent auditing and taxation management, helping small and medium-sized enterprise to save labor and time costs.
Financial Services Software
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Financial Services Software
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Financial Services Software
Gain deeper, richer insights into the Fixed Income market with Propellant Digital. Leveraging the most extensive transparency dataset in Fixed Income, our analytics technology brings clarity and insight to transparency and trading data, delivered on a single platform. Contact us to explore how Propellant drives performance and efficiency in trading, sales, research, risk management, market intelligence and compliance.
Financial Services Software
Chimoney is at the forefront of the global payouts revolution. Born from real-life challenges, we have designed a comprehensive suite that simplifies the complexities of global payments. Our mission? Unlock economic potential by connecting payment networks worldwide, breaking barriers, and enabling businesses to distribute funds seamlessly. As we redefine the standards for global payments, we invite you to explore endless possibilities with us. Dive into the future of fintech and book a demo today.
Financial Services Software
We transform how lenders, brokers, and financial institutions manage their CRM & LOS with streamlined, digital loan origination, underwriting, and servicing processes. With over a decade of experience building and scaling SaaS platforms, we deliver solutions that drive operational efficiency, compliance, and profitability for our clients. What We Offer: Turnkey, yet VERY customizable CRM & LOS: Our platform is an all-in-one system that caters to a wide range of loan products, including bridge, fix & flip, construction, Rental/DSCR, SBA, MCA, and more. Customization & Flexibility: Dynamically control the form fields, workflows steps, required docs & loan guidelines based on loan programs/types, back end investors, property type, entity type, credit profile, & more. Workflow Automation: We streamline the entire lending process with custom workflows, automated tasks, and document automation with e-signature capabilities, reducing manual effort and error. White- Labeled Robust User Architecture: Whether you're a broker shop with referral partners or a lender with a large broker or correspondent/ISO partner base, our multi-tenant platform is highly customizable to fit your unique business model & user architecture. Who We Help: Brokers, Lenders, and Banks looking to streamline loan origination, management, and closing processes. Companies that offer private lending, CRE lending, and other non-traditional loan products. Lenders who want to increase efficiency and speed through advanced automation and integration capabilities. Why Work with Us: Proven Track Record: Over 300+ customers nationwide like CV3, Cross River Bank, Housemax FinTech Innovator: Mission focused on offering quick to deploy & easy to configure platforms with built-in integrations. Our mission is to help lenders grow faster and manage their operations more efficiently by leveraging cutting-edge technology and innovative lending solutions. Book demo: https://www.lendingwise.com/demo
Financial Services Software
We are a Financial Technology (Fintech) company offering an account to businesses in Africa. Companies use Xente to simplify payments & automate finance operations. Get an account with corporate Visa cards, mobile money, bank transfers, expense management, credit, and more - all in one Our products make African businesses efficient and empower them to grow.
Financial Services Software
The future of lending belongs to nonbanks. Speed ahead with Hypercore's end-to-end cloud infrastructure that wraps around the way you work. Hypercore is the single-core engine built for any lender. From streamlining processes to automating compliance and tapping into easier portfolio management, the software is customized for each lender to take product creation, delivery, and management to the highest standard of efficiency.
Financial Services Software
Unlock efficiency with Firm360—your all-in-one accounting solution. Streamline project management, client interactions, and billing with our comprehensive platform. Save time and enhance productivity! Designed by accountants for accountants, Firm360 not only enhances your operational efficiency but also supports your growth with tailored training and unmatched customer support. Join over 2,000 accountants who have transformed their practices with Firm360. Track Record: Banks, Gray & Crumpler - 25% productivity increase, reduced income tax return delivery process by ~100 clicks, 50% average outstanding accounts receivable balance Peerless CFO Services - moved project tracking from spreadsheets so they could grow their team Holloway Milikan CPAs & Advisors - was able to grow their team 50% after implementing our processes Mark Ashman CPA - "Our processes are smoother and there’s less confusion. We’re saving time all over the place." More case studies here: https://www.myfirm360.com/case-studies
Financial Services Software
Intellibonds is an AI-driven platform tailored for banks and institutional fixed income investors seeking to enhance investment operations and alpha generation. Our platform offers two core products, Credit Assist and Portfolio Assist, complemented by a suite of predictive data solutions. Credit Assist primarily centers on credit risk predictions and the augmentation of credit analyst workflows through advanced AI integration. On the other hand, Portfolio Assist empowers portfolio managers with bespoke trade ideas, facilitates portfolio construction and rebalancing, and employs algorithmic monitoring for individual holdings. Additionally, our supplementary predictive data products feature a spectrum of multi-algorithmic models designed to expedite and refine investment decision-making. Leveraging a diverse range of data sources, including company fundamentals, bond pricing, market news, market-implied ratings, and CDS levels, among others, our platform excels at signal detection at both issuer and security levels. Key Benefits of Intellibonds: Superior Investment Returns: Our proprietary bond scoring engine identifies bonds poised for superior or inferior performance in the near term, empowering you to optimize portfolio returns while mitigating potential losses. Loss Mitigation: Through our sophisticated credit risk prediction engine, Intellibonds provides early warnings concerning potential credit deteriorations within your holdings. This proactive approach helps mitigate losses and averts reactive forced selling scenarios. Cost Optimization: By consolidating multiple datasets and automating repetitive tasks, our platform streamlines fixed income investment decisions. This optimization leads to significant cost savings of 20-30% across data, system, and labour expenses, enhancing overall operational efficiency.
Financial Services Software
Neosurance is a global insurtech scale-up and an EU licensed insurance broker providing • Insurance companies with a omnichannel distribution platform using AI and APIs (the Neosurance's proprietary "Open Insurance Platform-As-A-Service"), to enable the sale of relevant (pay-per-use, subscription-based or instant) protection and assistance policies to retailers’ clients, both directly and through other intermediaries; • Brands (banks, utilities, telcos, retailers, etc) and digital communities with the ability to embed innovative and relevant insurance services at the point of sale and at the point of need, by offering an integrated and engaging user experience, and by maximizing the propensity to buy of their clients.
Financial Services Software
Developer of a financial technology designed to bring personalized life-planning to everyone. The company's life-planning SaaS platform uses advanced statistical models and AI to help clients discover their product-needs that support their dreams, enable people to make optimum decisions when financing their dreams.
Financial Services Software
Developer of a financial record integration software designed for financial and insurance institutions. The company's software captures, receives and analyze automatically many documents sent by a particular customer that requests a loan, service or files an insurance claim and manages the complex communications interaction with the customer during the life-cycle involved in validating each particular document, enabling clients to optimize its financial processes and enhance productivity.
Financial Services Software
OMI was Founded in 1999 as one of the first Software as a Service (SaaS) providers in the Customer Communications Management space. Since then, they have become a trusted source for innovative, cloud-based customer-facing platforms that improve brand loyalty and engagement across a number of industries including: Financial Services, Healthcare, Insurance, Manufacturing, Utilities and Consumer Product and Goods.
Financial Services Software
FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans.
Financial Services Software
Owner and operator of a financial software company intended to design and develop a core-banking and micro-finance system. The company's system can be implemented on-premise or on a cloud-based server for low-budget clients, comes with fully integrated and automated accounting, and supports multi-branch and multi-currency, enabling their clients to reduce the use of tradition spreadsheets and paperforms.
Financial Services Software
Provider of digital process automation and data integration solutions intended for Alternative Investment Managers. The company's solutions manages workflows, exchanges, and analyzes information in one central application in order to streamline and control data and processes previously executed through time-consuming manual efforts, enabling Investment Managers to solve operational challenges while reducing expense and risk.
Financial Services Software
DigitalChameleon is an AI-driven digital engagement platform for banks and financial institutions.
Financial Services Software
Automate your crypto month-end close. Smooth crypto accounting. Execute Cost Basis, WAC calculations, and generate financial reports from 130+ blockchain networks, 730 DeFi Protocols and +1000 integrations. Cryptoworth tracks value appreciation and depreciation automatically of assets by calculating the fair market values using the timestamps of on-chain and fiat transactions from our state-of-the-art data lake. Cryptoworth's comprehensive data sync, insightful reporting, and effortless management make it an essential tool for CFOs, web3 accountants and blockchain finance teams to navigate the complexities of the digital asset financial landscape.
