Financial Services Software

The easiest way for users to connect their bank accounts to an app. Plaid provides developers with the tools they need to create easy and accessible experiences for their users. Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. With just a few lines of code, you can implement Plaid in an afternoon. Our front-end module is easy to drop into whatever you’re building and designed to optimize conversion. Plaid provides technology that enables you to connect your financial accounts to apps and services. That can help you do things like save for retirement, make a budget, and transfer money. You’ve probably already connected an account using Plaid. Over a quarter of people with US bank accounts have, and we’re growing internationally as well.

SnapAP is a cloud-based accounts payable solution that enables organizations to digitize their complete Procure-to-Pay workflow. With SnapAP, users can handle all invoices, whether they are covered by a purchase order or not. SnapAP also serves as a communication platform including buyers, suppliers, AP, finance and payables in the process. The supplier portal embeds vendors in a self-serve accounts receivable management tool, eliminating the need to scan or manually enter invoices. ERP flexible and complete searchability for instant access to suppler information, PO and revisions, approvals, invoices, and payment information. SnapAP provides an enhanced level of control, secure data sharing, and cash flow visibility. Easily accessible with the latest internet browsers, as well as Android and iOS mobile devices.

Redtail Technology is a Sacramento, CA software company that was founded in 2003, and offers a software title called Redtail CRM. Redtail CRM offers training via documentation, live online, webinars, and in person sessions. Redtail CRM offers a free trial. Redtail CRM is financial services software, and includes features such as account alerts, asset management, household tracking, influence tracking, marketing management, relationship tracking, and team assignments. With regards to system requirements, Redtail CRM is available as SaaS software. Costs start at $99.00/month. Redtail CRM includes business hours support, and online support. Some alternative products to Redtail CRM include NexJ CRM, InfoFlo, and SalesPage.

Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. 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. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website.

HostBooks transforms and enriches your accounting experience through its structured and automated cloud-based accounting platform. We help you effectively manage your business finances by combining the usual accounting practices with cutting-edge technology. Be it receivables, payouts, inventories or bank reconciliations, HostBooks cuts down the compliance time, boosts up your productivity, and reduces the operational costs.

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

No Merchant Fee Payment Processing. No Merchant Fees. No Hidden Charges. Stellar Customer Service. No Hidden Fees: The Proof is in the Numbers. At EzPay America, we don't hide fees for any of our merchant services or ACH payments. We know how frustrating it is to get a statement and find higher fees than what was quoted. With EzPay America merchant services, you will always pay zero. It doesn't matter if you process $5,000 per month in cards or $5,000,000 per month. You will never pay merchant fees again. Our cash discount program is available for your business in all US States. Features: No Monthly Fees. You will receive a monthly statement showing your savings compared to what you would have paid with another company, but with EzPay America your savings are assured. No Batch Fees. Why should you be charged for closing out at the end of the business day? Batch out as much as you like. That is just one of the advantages of using EzPay America's payment systems.

HedgeGuard is a fintech that works closely with the buy side community (Hedge Funds,Crypto Funds, Asset Managers, and Family Offices) on helping them achieve optimal portfolio management and operational efficiency. Our product offering includes a cloud-based Portfolio Management System and outsourced Middle Office service. These solutions have been built by ex-buy side professionals who perfectly know the challenges faced by portfolio managers. Hedgeguard's PMS software provides key features such as position keeping, order management, risk management, compliance, and reporting module.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, access to financial professionals through live chat and 1-on-1 calls, financial education resources and tools, and much more.

Generate an UBL XML with PDF conform EU-Guidelines without hassle. Print your document and the electronic invoicing circle is closed. You want a detailed UBL XML with PDF? This is your product! You can convert PDF’s into readable XML to. Making PDF’s readable for any other system is easy!

End-to-end solutions of payment processing, acquiring and white label cards for banks, PSP-s, Fintech-s and online merchants. Robust payment system to accelerate business growth. Processing: Full in-house PCI Level 1 certified processing for VISA, Mastercard schemes Issuers and Acquirers in EUROPE and Asia-Pacific region. Acquiring: Top-edge E-commerce payment gateway solution included in the technical processing service. DECTA Gateway API: https://gate.decta.com/api/ Issuing: Integration for authorization switching is possible both through ISO 8583 based protocol and REST API. For live program management DECTA Issuing API is used: https://dapi.decta.com Switching & Clearing: DECTA uses Active-Active deployment for all critical processing systems, which allow to support up to 99,99.. up-time even including planned downtime's for system upgrades and ICO releases.

We offer a complete CapEx system that cover all aspects of CapEx such as: Budgeting, Forecasting, Approvals, CapEx Requests and Post Investment review which leads to efficiency and getting your time and money back. With CapEx360â„¢ you can allocate and track where your money is going. Not only will the CapEx360â„¢ software customize to your CapEx approval path allowing for multiple workflows, it also allows for budgets to be uploaded or created right in the system. Forecasting and forecasting scenarios can be added and tracked. Even today, Capital Budgeting is still being managed through spreadsheet and emails from different people, departments, locations and sites. This can lead to overspending, project delays and inaccurate foresight.

Merge, analyze, correct. Find out how FOCONIS-ZAK ® could give you more time for the essentials in day-to-day business. In close cooperation with credit institutes, auditing associations, auditors and computer centers, FOCONIS-ZAK is successfully used by hundreds of credit institutes with different orientations. As part of the committed FOCONIS project, suitable analyzes or functions relating to the area of ​​responsibility of a professional internal control system (ICS) in accordance with Section 25a KWG are now included for all specialist areas in banking. FOCONIS has set itself the task of immediately, often proactively, providing customers with functional expansions as soon as new requirements arise. Be it control requirements, documentation obligations, reports, minimization of process risks and analyzes or process support. With increasing control, documentation and reporting requirements, paired with requirements for cost reduction, cost transparency and economic efficiency.

FINMATEX PLATFORM is a cutting edge fintech platform containing an extensive suite of technologies for building and managing sophisticated own-branded mobile banking app. FINMATEX PLATFORM helps not only to significantly save on the mobile banking development. You also receive a tool that will save you on customer service, support, and advertising. The Platform is delivered together with the source code. The Financial Organization can modify it itself or request our team to do it. You can launch mobile banking in 3-5 months! The Platform provides a large set of features available for end-users, including AI-based features. The Platform follows privacy and security standards such as SOC 2. Manage and modify chatbots, products info, ATM and branches map using an administrative web app without any development. FINMATEX PLATFORM meets the most relevant international security and privacy standards.

Reduce costs, improve cash flow, and master budget planning. Better visibility into the financial state of your business starts here: Epicor ERP Financials. With simple licensing and powerful capabilities, Epicor ERP can help you streamline essential financial processes. Create reports that impress, illustrate, and enlighten. Epicor ERP financial reporting options bring clarity to business intelligence, so you can act with confidence. You’re doing business around the globe. We designed Epicor ERP to support you with powerful features like multi-currency, multi-site, and multi-company options all on a cloud platform. Epicor mobile apps integrate with project management, payroll, and general ledger in Epicor ERP so your workforce can enter hours spent and costs incurred when they happen, wherever they are. This is how you cut costs and improve productivity for everyone across your organization.

flowpilot is a software business formed in 2017 in Germany that publishes a software suite called flowpilot. flowpilot includes training via live online, and in person sessions. The flowpilot product is SaaS software. flowpilot offers a free trial. flowpilot includes online, and business hours support. flowpilot is budgeting software, and includes features such as "what if" scenarios, asset planning, balance sheet, cash management, forecasting, general ledger, Multi-Department/Project, Profit/Loss statement, and version control. Product pricing starts at $99.00/month. Alternative competitor software options to flowpilot include AccountsIQ, NetSuite, and DataRails.

Financial services consumers demand speed, transparency and data-driven recommendations. You need the same from your spend management system to protect and differentiate your financial services brand. With Coupa's financial services software, see compliance, risk and sustainability data about suppliers before your financial services company does business. Apply category management rigor to services spend. Discover suppliers in emerging markets with Coupa's financial services procurement software. Enhance your reporting capabilities to show your commitment to a sustainable supply chain. Turn financial services procure-to-pay and sourcing into an organizational advantage. Coupa’s BSM software platform provides powerful capabilities for everyone in your financial services company, power users, and your suppliers to conduct all of their business spend activities in one place. Develop your sustainability story.

Manage financing efficiently with FinCompare. The digital platform for entrepreneurs. FinCompare offers modern financing solutions for medium-sized companies. Time is precious - especially for you as an entrepreneur. We guide you through the financial jungle and find the best financing solutions quickly and independently. So you can concentrate fully on your business. FinCompare is the innovative financing platform for SMEs. With our independent advisory approach and with the help of the latest technology, we offer a convenient central point of contact for all financing questions relating to your company. We take care of your financing so that you can focus on your operational business. You make a free & non-binding inquiry via our online portal. The whole thing only takes 2 minutes. We will provide you with up to 5 tailor-made offers. You choose the best for yourself. You conclude your financing in the shortest possible time. We take care of the rest.

Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto feed.

Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets.

Our solution for telcos and e-money licensed companies to offer payment and financial services to their end-users. MFS platform creates new revenue streams, increases customer loyalty and helps reach the underbanked and unbanked. Designed to serve telcos that need to comply with PSD2 licensing or e-money license holders to provide financial services to their customers. Mobile financial services is a breakthrough technology in the concept of money. By adopting mobile financial services technologies, telco businesses ensure sustainable and consistent user loyalty while delivering services such as direct carrier billing, utility payments, merchant payment capabilities and more. Gain more offline partners as it’s mainly focused on online transactions. Drive financial inclusion for the unbanked and underbanked around the globe.

IDcheck specialises in cloud-based, automated Biometric Identity Screening, Fraud Detection & KYC-AML. Through our proprietary Facial Recognition, Frictionless Liveness and Motion Detection algorithms, we authenticate global identity documents, with advanced AI and OCR. Few professionals possess the skills to detect fake IDs. If a fake ID passes, all standard background screening is performed on the real person instead of the fake, leaving organisations at risk of fraud and AML violations. IDcheck registration and log-in is far more secure than SMS verification. We use Key-Based 2-Factor Authentication, where the "pin" is neither transmitted nor stored. If a device is lost or stolen, the pin would fail after a few incorrect attempts and by using a keypad, even a Key-Logger could not detect the pin. There are multiple industry-specific, automated portals, with strict access management, permissions and internal controls, including sanctions, credit & wealth source checks.

State-of-the-art, cloud-based portal that allows a financial institution’s corporate clients to easily and quickly view cash balances across multiple subsidiaries and currencies and then to deploy those balances into a variety of cash-equivalent investments, such as money funds and time deposits. G-CLIP allows clients not only to place their excess cash into permitted investments, but also to understand their risk exposures utilizing an intuitive analytics package. FO2 has designed G-CLIP based on extensive knowledge of client needs, product fundamentals, regulatory requirements and market experience, thus providing key bank clients with improved liquidity and increased transparency in one easy-to-use liquidity portal. FO2’s G-CLIP can be deployed on its own as a turn-key portal or can link to additional FO2 modules that can enhance the client’s experience as well as the financial institution’s capabilities and ROI.

Founded in 2016, Synertree CMS is a software organization based in Canada that offers a piece of software called Optimizer. Optimizer offers 24/7 live support. Optimizer features training via live online. The Optimizer software suite is SaaS software. Optimizer is financial reporting software, and includes features such as account alerts, asset management, household tracking, influence tracking, lead management, relationship tracking, and team assignments. Software pricing starts at $220.00/month/user. Optimizer offers a free trial. Some competitor software products to Optimizer include PackHedgeâ„¢, zeb.control, and NexJ CRM.