Top Smartr365 Alternatives, Competitors & Similar Software

Financial Services Software

In a customer-centric world, payments don’t belong in the back office—they belong in your CRM. FinDock brings payments into Salesforce, transforming payments into a seamless, strategic interaction that enhances both customer satisfaction and operational efficiency. By putting payments at the heart of Salesforce’s Customer 360, we empower organizations to deliver personalized, frictionless payment experiences that match the unique preferences of their customers. With FinDock, you can offer every payment method your customers need, while centralizing all processes—both online and traditional—within a single, streamlined architecture. Ready to unlock the full potential of Salesforce? Discover how FinDock can transform your payment processes and elevate your entire organization to a whole new level. Start making informed, data-driven decisions that drive revenue growth and reduce costs.

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

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

A bank account that integrates LatAm SMEs' finances and operations.

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

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

Data and analytics platform company serving vendors, advisors and financial institutions of the U.S. banking sector to optimize revenue generation

Financial Services Software

Diversified credit infrastructure powering payments across Africa.

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

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.

Financial Services Software

Apiax is a technology company that builds the compliance infrastructure for the digital world. Businesses of every size—from FinTechs to globally operating banks —use our product to bring compliance into their applications and operational processes. Apiax 'Embedded Compliance' solution replaces manual compliance processes with instant, accurate and actionable answers to business units’ most pressing regulatory questions right when and where they need them. It can be seamlessly integrated into CRM systems, trading tools, wealth management platforms and many other systems used in the financial industry. This enables business leaders to make critical decisions faster, delivering real-time answers to the financial industry's most pressing regulatory issues. Backed by regulatory knowledge from the world’s top legal experts, allows for Apiax’s products to be up-to-date, ensuring reliability on verified compliance knowledge.

Financial Services Software

Provider of white-label crowdfunding platforms designed to market financial services and products online. The company's platforms offer a customized tool that includes application programming interface (API) banking, API insurance, asset management platform and other products and services, enabling financial service agents to build and manage their own program for donations, loans and equity fund campaigns.

Financial Services Software

Developer of a payments technology created to pass speed and efficiencies on to all market participants. The company's technology offers a shared, permissioned ledger that serves as a real-time clearing and settlement gateway, allowing instant reconciliation down to the sub-account level, enabling financial institutions to meet today's demands for cost savings, regulatory requirements and capital management.

Financial Services Software

Developer of a wealth management platform designed to support both captive and independent advisor networks.. The company's platform is designed to consolidate client investment, life insurance and banking data into a single cloud-based platform where data is accessed through a sophisticated data access model and available to users through configurable web portals, enabling financial advisors, investment firms, insurance companies, banks and credit unions to maximize the revenue potential of their client relationships.

Financial Services Software

Zebec is a payments protocol on Solana that enables real-time payroll, seamless crypto payments, and multi-chain debit cards, empowering web3 finance for businesses and individuals.