Top WealthKernel 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

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

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

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

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

Investment Due Diligence Software

Financial Services Software

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

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

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

Software for banks to open bank accounts

Financial Services Software

Diversified credit infrastructure powering payments across Africa.

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

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

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.