127 results
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Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & customized booking confirmations, deliver text reminders, let them reschedule based on your availability, and process payments. With Acuity, your day-to-day runs more smoothly! Customize individual calendars for your staff and locations, and set up appointment types that keep clients coming back. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A dedicated financial services software to streamline lending operations. Launch in 90+ days. Fully-configurable functionality. Learn more about HES Lending Platform
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business view. The solution is easy to integrate with payment gateways, CRM, marketing tools. Powered with automation, the system can deliver and update reports, analytics, and statistics instantly eliminating manual errors. The HES solution can reduce cost and the time per loan application and many more. Learn more about HES Lending Platform
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Electronic banking and payments software platform built for financial institutions focused on foreign exchange and global payments. Learn more about Datasoft FxOffice
Datasoft FxOffice runs Financial Institutions and MSBs that specialize in deliverable foreign exchange and global payments. The platform unifies the entire functionality of cross-border payments, forex dealing, web client portal, risk management, AML compliance, treasury and financial accounting in a single technology platform geared for scalability and control. Learn more about Datasoft FxOffice
Datasoft FxOffice runs Financial Institutions and MSBs that specialize in deliverable foreign exchange and global payments. The platform unifies the entire functionality of cross-border payments,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Innovative technology for end-to-end digital transformation of your financial services Learn more about Jocata GRID
At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Learn more about Jocata GRID
At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments 24/7 Fraud Protection - Easy Integration - Global Expertise
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments can be made through the app and in-person via a QR code. Retailers can create a business profile to simplify checkout and appear in the Venmo's customer feeds. Customer loyalty is enhanced by the possibility of implementing targeted rewards and cash back experiences.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance.
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Spendesk is the all-in-one spend management solution that delivers more control, visibility, and automation to today's finance teams.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data about company spend, payments, transactions, and purchase orders. Create instant reports and get a complete spend overview any time you need - without waiting for credit card receipts and expense claims. Trusted by over 2,500 companies, Spendesk helps businesses everywhere spend smarter.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Enjoy superior data processing with Focus 9's pronghorn server
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management.
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A SaaS payroll and leave app for Malaysian businesses.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
We're reimagining financial systems so every growing company can realize their full potential.
To realize your company's full potential, you need to seize opportunities the second they appear. Traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes for a cash management account and corporate cards with no personal guaranteed all in one intuitive account. Focus less on busywork and more on the big picture with built-in tools and integrations to track your spend, earning points on every card purchase, with live support in seconds.
To realize your company's full potential, you need to seize opportunities the second they appear. Traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ECM solution that combines integrated document management, business process management and records management.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Nvoicepay's payment solution enables AP teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow.
Nvoicepay is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Nvoicepay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments.
Nvoicepay is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate.
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today!
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients'...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Coconut Software is a customer engagement platform that provides increased workforce efficiency and growth from every interaction.
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America.
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years!
Unlike most of the other products listed in this category, this software is not a core accounting system but is an ADD-ON to any of these systems to manage savings, loan, and pooled investment sub-accounts for your branch locations. Manage their accounts by entering transaction, printing statements, invoices, and providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these main accounting system GL and AP accounts.
Unlike most of the other products listed in this category, this software is not a core accounting system but is an ADD-ON to any of these systems to manage savings, loan, and pooled investment...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business.
Procurement and Supply Chain Management in Financial Services In the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management obligations and new data privacy laws. Abiding by this broad regulation corpus is not an option anymore, failing to do so jeopardizes the core business.
Procurement and Supply Chain Management in Financial Services In the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips.
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The smartest, most cost-effective financial data aggregation & verification solution.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. IBV has access to over 8,800 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders and mortgage and loan providers.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Automates transactional datasets, converting financial data into an easy to understand, accessible, and reconcilable format.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry. BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and reconciliation work in under 30 seconds. Our SaaS platform makes complex payments data simple, so our clients can focus on building an amazing FinTech business - from automated reconciliation and streamlined compliance, to report building.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry. BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Ideal for multi-entity and fast-growing companies. Generate, package and distribute accurate, formatted financial reports in seconds.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily accommodates GL-related changes resulting from organic growth or M&A activity. Quick to implement and user friendly. One-click distribution of large volumes of accurate reports in seconds. Cut close cycle by 50% or more. NOTE: does not work with QuickBooks.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creates a shared value system that empowers entrepreneurs and ensures greater efficiency, productivity, and competitiveness With the software it is possible to automate all the processes of a company and have several tools to contribute to the management of the business.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Absolutely ZERO FEE Payment Processing Point Of Sale included. Includes recurring billing, invoicing, inventory, and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free Equipment and 24/7 customer support. So, stop paying to get paid and contact EzPay America today. EzPay POS allows you to process all card types and you also have extended services such as inventory, recurring billing, electronic invoicing and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing |...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous basis. SRA Watchtower provides Executives and Board Members with real-time access to company-wide risk performance data, integrated in a way so as to strategically optimize risk strategy to the bottom line.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
We are driving a paradigm shift in how banks, financial services, and insurance companies engage with their customers.
FintechOS is driving a paradigm shift in the way financial products and services are created by making banks and insurers truly customer-centric. We consolidate critical data from multiple sources like existing databases and ecosystem APIs and these rich data insights are automatically plugged into every step of the customer journey to create truly personalized offerings.
FintechOS is driving a paradigm shift in the way financial products and services are created by making banks and insurers truly customer-centric. We consolidate critical data from multiple sources...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
With FAD you can remotely contract or sign any document with full legal validity.
With FAD you can remotely contract or sign any document with full legal validity. We are the only platform capable of guaranteeing that the signatories are who they claim to be, through elements such as a video of the person signing, trace memory, video of verbal acceptance of the agreement, constancy of conservation and much more. FAD allows you to sign documents from anywhere in the world, safely and instantly, creating a series of evidences 100% attributable in court.
With FAD you can remotely contract or sign any document with full legal validity. We are the only platform capable of guaranteeing that the signatories are who they claim to be, through elements such...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface,...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Turnkey financial services distribution solution.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your money is going.
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer...

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics