Best Finance Software - Page 48
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SmartRisk
Covisum
SmartRisk™ Software to help you set proper downside expectations with your clients. Clients are Often Blind to Market Risk SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. SmartRisk Key Features: Portfolio Comparison Alerts, Single Name Concentration, Alerts Accounts, Household Views of Accounts, Marketing Materials, Marketing Materials. Download a field-tested client-facing presentation, brochure, and direct mailer example. Access to Support, Access to Expert Support. Unlimited free access to our live expert support team who can help you with software or subject matter questions. Deep Integration with other Covisum Software. Seamlessly move from one Covisum tool to another in our new advisor portal.Starting Price: $49.99 per user, per month -
2
Social Security Timing
Covisum
Social Security Timing® Software to help you optimize your clients’ Social Security claiming strategy and increase their retirement value. Streamline the Complexities of Social Security. With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. Social Security Timing Key. Features. What’s at Stake Feature. This feature makes the difference between a good decision and a better decision obvious. Clients can clearly see the amount of Social Security you can help them access. Break-even Chart. See which strategy produces the best result overall life expectancy combinations. Common Alternatives. Automatically create the four most common alternatives for married couples.Starting Price: $49.99 per user per month -
3
Daymi
Daymi
Daymi is designed to manage recurring processes and tasks. Plan, execute, and follow-up your processes, all on the same platform. Schedule your tasks and process any way you like, ranging from daily, all the way up to annual tasks. Full support for business days and holidays. Add work descriptions to the actual tasks, making it accessible for your whole team and promotes knowledge transfer, and increases onboarding. Add notifications for your most critical tasks, in-app, e-mail, or even text messages. Every action and changed is logged so you can Strivr for sign-offs and then quickly create reports for internal analysis or send them to your auditors.Starting Price: $100 per user per month -
4
ti3.co
Captira Analytical
ti3.co is a digital debt collection platform designed to help debtors and creditors find mutually beneficial solutions for overdue payments. It uses mobile communication tools like SMS and email to connect debtors and creditors directly, facilitating settlement offers, payment plans, and instant discounts. The platform automates follow-ups and payment reminders, reducing manual collection efforts and improving cash flow for businesses. Debtors can create custom payment plans, and payments go directly from debtor to creditor with no middlemen involved. ti3.co integrates with accounting tools like QuickBooks and supports major payment gateways such as Stripe and PayPal. It serves small businesses to large enterprises aiming to streamline internal collections and resolve outstanding accounts efficiently.Starting Price: $49 per month -
5
Hubco Nidhi Software
Hubco Technologies
Simple & Affordable Pricing. Add unlimited members with automatic share allotment. All nidhi compliances can made from software itself. Automatic return preparation and data reconciliation. Features: All Nidhi forms. Interest rates, Interest calculators available. Day to day Working needs. Opening of deposits/loans. Creating members. Editing etc., Automatic deposit/loan forms, Bank statement/passbook creation. Complete Deposits module. Auto Interest rates and calculators, Auto TDS deduction from client, Online saving forms, FD, RD, Internet banking facility, Auto Employee Module, No manual/paper work, Salary and incentive calculation, Auto Nidhi Compliance Module, Auto NDH 3 preparation. Auto due date reminder system, Notification for any Nidhi non compliance, Mobile application and best reporting, Complete Loan module, Internet banking and auto loan calculator, Loan forms, procedure and everything. Complete Deposits module. Auto Interest rates and calculators.Starting Price: $300 per year -
6
MoneyWorks
Cognito Software
MoneyWorks® by Cognito Software has the simplicity and features you want, and the power and flexibility you need. You'll get big business capabilities at a small business price. Over 40,000 companies worldwide enjoy the best of both worlds: fast, user-friendly interface combined with the power and flexibility that is normally the reserve of big corporations. All at a price that's easy on the bottom line. If you find your current software too limiting or frustrating, you’ll love MoneyWorks’ powerful features. Better still, it's cost effective and easier to adopt than you may think. Our customers constantly tell us that MoneyWorks came out on top when evaluating their options. Find out how our customers have made the move away from compromise to a better accounting experience. MoneyWorks has flexible and powerful importing capabilities that allow you to import data easily, whether from a text file or just copy and pasting a block from a spreadsheet.Starting Price: $249 per user -
7
iExempt
iExempt
iExempt, Electronic Resale Certificate Forms With Real-Time State Verification. Save 90% Of Your Time Dealing With Tax Exempt Buyers. iExempt verifies your buyers tax-exempt valid with their State tax authority! Our cloud-based electronic guided resale certificate forms ensure your buyers cannot make a mistake submitting their documentation! Our software notifies you upon upcoming resale certificate expiration dates! Sets up in minutes & is compatible with all invoicing software. Our Electronic Resale Certificates Virtually Eliminates Human Error & Fraud. iExempt Is The Only Service Of Its Kind To Ensure Compliance With State Tax-Exemption Laws. Features: Foolproof Submissions. Our system validates your states resale certificate form in real-time eliminating errors that could prove costly in an audit. Try a Demonstration. Real-Time Verifications. Real-time state verification eliminates fraud and is crucial to passing a state tax audit.Starting Price: $29.95 per month -
8
NameScan
MemberCheck
Complete Pay-As-You-Go risk management solutions for organisations worldwide NameScan help organisations, comply with AML/CTF and Sanctions regulations, and reduce their reputational risk, by providing KYC and KYB screening solutions. NameScan is an integrated all-in-one platform, offering Anti Money Laundering and Counter Terrorism Financing solutions. Helping streamline your AML compliance with NameScan's specialised PEP/Sanction and Adverse Media screening solutions. NameScan can help you comply with AML/CTF regulations by screening against our comprehensive global sanctions data which is delivered and monitored in real time. Coverage includes every major global watchlist such as UN, EU, DFAT, and OFAC, and more.Starting Price: $0.51 per scan -
9
Quartzy
Quartzy
Lab management made easy. Streamline communication, consolidate ordering, and track inventory. The unique challenge of operating a lab Quartzy is the world’s leading lab productivity platform for R&D organizations. We help you manage the unique workflow of a laboratory - request, order, inventory and optimize your resources so that your next experiment isn't delayed. Beyond an intuitive and easy-to-deploy cloud native software solution, Quartzy is a fully-integrated lab product distributor, providing scientists and lab managers the ability to order more than 10 million products (including consumables, reagents, chemicals, office supplies and more) from more than 1,800 leading brands. Simplifying your ordering workflow is as easy as 1-2-3. Lab members working at the bench can browse from our catalog of 10 million life science products or create custom requests for their lab manager in as little as two clicks. Manage incoming supply requests for approval or immediate purchase.Starting Price: $159 / month -
10
BillingPlatform
BillingPlatform
BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through operational agility along with a frictionless customer experience. Our industry-leading, cloud-based platform is leveraged by global enterprises to optimize the customer journey from idea to revenue. With global customers across multiple industries, including software, finance, media, transportation and communications, BillingPlatform processes billions of transactions and dollars every year, enabling enterprises to grow revenue, reduce costs and improve the customer experience. -
11
Haslle
Haslle
Haslle, Spending Management Solution for Smart Teams. Haslle helps you manage company budgets, purchases and subscriptions using smart payment cards collaboratively with your team. Get a Virtual Bank Account for Spending. Approve Budgets, Purchases, Invoices and Subscriptions. Issue virtual and physical cards and control purchase process. Collect Data, Receipts and Invoices. Boost Analytics and Decision Making. Integration with your Accounting and ERP. Approvals on the go. Easily approve company budgets, purchases, payments, invoices and subscriptions, using data at the touch of your fingertips. Empower Your Teams while staying in control. Have your teams make better decisions and improve what you purchase over time. Choose vendors and aggregate invoices to get better discounts between departments. Smart Company Cards that track Expenses make chasing receipts a thing of the past.Starting Price: $200 per user, per month -
12
UniBit
UniBit
UniBit is your single source for all financial information. By leveraging our technologies in NLP, ML, and cloud computing, we deliver the most advanced and comprehensive market data to you faster, easier and more accessible than ever. UniBit designs and deploys unique data feeds for your team to make better decisions. Explore our market search engine that indexes all important market insights for you. We customize market insights exclusive to each client. UniBit Terminal helps you manage your data assets like no other system. No need for coding and technical expertise, you can design and deploy your own information streams in just a few clicks. From identifying market opportunities to mitigating risk, UniBit helps you build an analytics project in days that used to take weeks. Build your own data feed and customize your API. Integrate it with any application with ease. Take ownership of your data assets. Instantly download them with a click of a button.Starting Price: $199 per user per month -
13
Gravitee.io
Gravitee.io
Gravitee.io is the easiest to use, most performant and cost-effective Open Source API Platform that helps your organization to secure, publish and analyze your APIs. Use the power of Gravitee.io to manage identities with our OAuth2, OpenID Connect (OIDC) and Financial-grade API (FAPI) certified server. Gravitee.io APIM is a flexible, lightweight and blazing-fast open source API Management solution that helps your organization control finely who, when and how users access your APIs. With strong governance features such as API review and API quality and our market leading API designer, Gravitee.io enables you to design, manage, deploy and monitor your APIs in a secure and governed way. A branded Gravitee.io portal enables your API consumers to fully engage with your business - delivering high quality engagement for your business in the digital age.Starting Price: $2500 per month -
14
Quoroom
Quoroom
Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.Starting Price: £9 per month -
15
Checkout X
Checkout X
Checkout X is a robust e-commerce checkout solution that helps online stores drive revenue growth by eliminating friction and giving online shoppers the confidence and security they want to complete orders fast to give shoppers a frictionless checkout experience and merchants - a value-oriented product that takes care of their revenue. Checkout X multiplies your profits by introducing a better-converting, mobile-ready checkout process, seamless payments, post-purchase upsells, and much more. With Checkout X your shoppers can complete a purchase within 25 seconds where the industry average is 66 seconds. 3 out of 4 retailers start making more sales automagically, just by leveraging the power post-purchase upsells. Unlock the full capabilities of your payment service provider, tailor-made integrations for each one, multiple payment options, tracking info and more. Checkout X works with all your essential services for conversion tracking, order fulfillment, cart recovery, etc.Starting Price: €39 per month -
16
Kubera
Kubera
The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.Starting Price: $12 per month -
17
TransNational Payments
TransNational Payments
TransNational Payments is an industry leader in payment technology solutions, serving businesses nationwide. Our payment processing services allow merchants and businesses to accept in-store payments, online payments and mobile payments. Some of our merchant services include: credit card processing, mobile payments, payment gateway, gift card and loyalty programs, POS solutions and Full Service Payroll. Our payment processing comes with transparent pricing and highly rated customer service. TransNational Payments operates on the concept of full disclosure and provides simple and stress-free payment solutions to help businesses succeed. We educate and service our clients in the highest certified manner by offering 24/7 assistance with each unique business need and consistently exceeding their expectations. We invite businesses to improve their profitability by taking advantage of our competitive rates on secure credit card processing, innovative mobile payments, and cutting-edge POS.Starting Price: $30 per month -
18
Promomash
Promomash
Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.Starting Price: $349 per month -
19
Bookkeeper360
Bookkeeper360
Accounting, technology and advisory solutions tailored just for you. Eliminate the headaches and cash surprises caused by having messy books and inaccurate financials. We will provide you with accurate and timely financial insights on your business. You didn’t start your business to run an accounting department. Our team of CPAs, advisors, and technology experts have all the tools to help you succeed. Our 100% US-based team utilizes technology to manage your accounting with a personalized touch. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.Starting Price: $19 per month -
20
Accesstype
Quintype
Robust content monetization platform. Still chasing the pennies-per-click model? Generate predictable reader revenue with Accesstype - An intelligent subscription management platform to tap into the hidden strength of subscriptions. Monetize with pay-per-article, category based subscription plans , recurring donations and more. Metered access ensures your content entices new subscribers. Easy to setup access levels right from the editor on Bold CMS makes it easy to configure metered access to your readers. View, filter and export your subscriber information, debug transactions with attempt logs and more. Integrates quickly with your existing tech stack with REST APIs. Accesstype can integrate with most popular CMS systems in the market today and comes with a transparent fee starting at $99. Integrate with your own technology stack to for seamless authentication. Pay a transparent flat fee based on volume, not percentages on every subscription.Starting Price: $99 -
21
Xsolla
Xsolla
Xsolla is the video game ecommerce platform powered by Transaction Engine and Business Engine to help developers and publishers market, sell, connect and optimize their games globally. Serving only the video game industry, the Xsolla Transaction Engine and Business Engine work seamlessly together to solve the complexities of distribution, marketing and monetization so developers, publishers and platform partners can increase their audience, sales and revenue. Market, sell, connect, and optimize your game with one platform, powered by Xsolla Transaction Engine and Business Engine. Accessible solutions that combine our products, industry connections, and expertise to meet your company’s specific needs. Great games can emerge anywhere. We at Xsolla are here to ensure the best ideas get made, get seen, and get played. So we've built a suite of products that remove the barriers between creators and the support they need. -
22
Cenario
Cenario
Cenario helps startup founders and business owners with managing cashflow and finances with ease through machine learning. Analyze, simulate and plan scenarios with real-time data to help you grow your business. We're a passionate team of experienced entrepreneurs & creators building a product to help businesses know their numbers, make better decisions and go on to succeed. When it comes to building product, our absolute core focus is on delivering an amazing customer experience. We're proud as a team with our ability to build out features and product capabilities users love. Focus on making better data-informed decisions for growth. We make your next eCommerce decision simple by finding patterns in your numbers to financially story tell tomorrow. In seconds you can connect every marketing and outreach data point available to you. Focus on what matters most and with everything meshed into a single data source.Starting Price: $29 per month -
23
Augmentt
Augmentt
Managing your customers’ SaaS ecosystem will save them money and give you greater visibility and control. Stop the guesswork, and start putting SaaS usage data to work for you! Easily track usage of unauthorized SaaS applications in order to enforce SaaS security policies. Quickly automate your SaaS provisioning, de-provisioning and approval processes. Complete SaaS usage reporting across the entire organization. Compare SaaS usage to licensing in order to identify areas of savings. Augmentt helps you understand SaaS usage, optimize spend, enforce security policies and improve productivity. Discover the full SaaS Applications mix used in your client’s environment to help them mitigate risk, improve productivity, and reduce spend. Quickly track users, usage and spend associated with all of your SaaS subscriptions. Take the guess work out of subscription management and start saving money today!Starting Price: $4 per user per month -
24
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
25
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
26
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
27
PactCentral
PactCentral
A dependable virtual data room platform that users trust to securely store and exchange confidential documents for broad enterprise data sharing environments such as M&A, IPO's, Fund Raising, Bankruptcy, Board Matters, Audits, Reporting and more. Improve your productivity on the get-go in minutes with PactCentral's intuitive user experience and affordable pricing. A cloud platform to digitally store and share confidential data with external parties globally. The virtual data room replaces traditional rooms to physically meet in buildings and share stacks of paper-based documents which can be time consuming and mundane to track. Virtual Data Rooms to improve your productivity on the get-go in minutes with PactCentral's intuitive user experience. Manage multiple projects under one platform. One click project and user controls. No plugins or downloads required, access files through browser.Starting Price: $59 per month -
28
Memberstack
Memberstack
Beautiful user logins & payments for any website. You control where your website & content lives. 1. Install a JavaScript code snippet to your website. 2. Set membership plans, pricing and permissions for your website. 3. Manage members through a simple dashboard. Say goodbye to authentication and payment problems — gate website pages and content to create web applications. Start accepting payments quickly with our one-click Stripe integration. 100% free, unlimited trial — upgrade only when you're ready to launch. No credit card required. You also get access to Stripe taxes, Free-trials, the Stripe billing portal, and tons of other Stripe features. Offer payment methods that are in demand and relevant to your business model. Reach more customers globally, increase conversions, reduce fraud, and optimize your transaction costs.Starting Price: $25 per month -
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Supscrib
Supscrib
Build engaging newsletter and promotional messages without the limitation of traditional email marketing. Emails are bad from an experience standpoint. Supscrib is expending this medium by offering a platform with the functionalities of a modern webpage. Be the best at what you do, building great content. Stop bothering about privacy and legal risk of owning and managing users data. A modern webpage also mean modern analytics. We are dedicated to bringing you more information about how your content is consumed. The Premium publisher listing give you access to a larger audience of people that can be exposed to your brand. Managing a large database of users and sending emails to them can quickly become expensive. With Supscrib you send only one message even if you have 20,000 subscribers. With Supscrib you no longer own any data, your subscribers are now in control over their subscriptions.Starting Price: $2.5 per month -
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Altruist
Altruist
Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.Starting Price: $1 per month
