Alternatives to Brico
Compare Brico alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Brico in 2026. Compare features, ratings, user reviews, pricing, and more from Brico competitors and alternatives in order to make an informed decision for your business.
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1
Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
2
Alviere Hive
Alviere
Alviere’s embedded finance platform allows any organization to seamlessly integrate financial products and services into their existing offerings, and provide customers and partners with the most comprehensive embedded financial solution on the market. Alviere’s platform offers an extensive range of customizable branded products and services that include FDIC-insured virtual accounts and physical card issuing, payments, digital global money transfers, and crypto/web3 products, all through one API integration. Alviere is a fully licensed and regulated financial institution, and provides comprehensive compliance, risk management, fraud/AML montioring and security to ensure long-term program success.Starting Price: $0 -
3
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.Starting Price: Free -
4
Sila
Sila
Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon. -
5
Agenzee
Agenzee
Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.Starting Price: $20 per month -
6
Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
7
Xpanse Podium
Xpanse
Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays. -
8
Eisen
Eisen
Eisen is the first escheatment automation solution that proactively manages account offboarding by unifying escheatment, disbursement, and outreach into a single platform. It streamlines compliance with state-by-state unclaimed property regulations by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale wind-down disbursements, and managing force-out closures, with comprehensive audit trails and an accuracy guarantee. It connects seamlessly to existing data systems through a growing library of integrations, quantifies risk in real time, and provides proactive customer outreach to prevent accounts from becoming liabilities. By automating every step, from data ingestion and risk assessment to personalized communications and payment execution, Eisen keeps financial institutions ahead of regulatory deadlines, reduces manual effort, and mitigates costly penalties associated with escheatment. -
9
CaseHUB
Quinte Financial Technologies Inc
CaseHUB is an enterprise case management platform from Quinte Financial Technologies designed to help banks, credit unions, CUSOs, and fintech organizations manage high-accountability case workflows in a centralized system. The platform replaces fragmented tools and manual processes by providing policy-controlled workflows, structured documentation, regulatory timelines, and centralized audit trails for financial institutions. CaseHUB enables teams to manage cases with real-time visibility into ownership, SLAs, compliance checkpoints, and operational outcomes while reducing risk and improving accountability. The platform embeds automation orchestration and standardized workflows directly into daily operations to support more efficient case execution and examiner readiness. ServiceDESK, an embedded feature within CaseHUB, enhances workflow automation, operational insight, and user adoption by supporting service and performance management inside the platform.Starting Price: $10000 -
10
MobiFin
MobiFin
MobiFin is a state-of-the-art digital financial platform meticulously designed to empower banks, fintechs, telecoms, credit unions, and digitechs, enabling them to elevate their customers' experiences. -
11
Uptiq
Uptiq
Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement. -
12
TransActioner
TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.Starting Price: $19/month -
13
Aerotruth
Aerotruth
Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. New partner on-boarding and periodic reviews of B2B partnerships involve a significant number of documents to be exchanged for compliance approval. This process should not take months to complete. Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. We help you simplify and expedite the document exchange and approval process which lets you conduct due diligence on new and existing partners faster. Aerotruth is a secure and seamless cloud-based platform that provides an easy and efficient way for institutions to exchange, store and approve documents required to meet regulatory compliance needs in the onboarding and review processes. -
14
AOPAY
AOPAY Technology
AOPAY is a digital banking infrastructure platform that provides financial institutions with integrated payment, banking, and verification solutions through a unified API ecosystem. The platform enables fintech companies, NBFCs, microfinance institutions, cooperative societies, and banks to manage financial operations more efficiently while maintaining regulatory compliance. AOPAY offers modular services such as payment processing, identity verification, lending management, core banking infrastructure, and account management. With real-time settlement capabilities, scalable APIs, and enterprise-grade security, the platform helps organizations modernize financial services, streamline workflows, and deliver secure digital banking experiences. -
15
Finastra
Finastra
Finastra is a global fintech and software provider delivering mission-critical solutions for financial institutions across lending, payments, and banking operations. The platform is designed to help banks, lenders, and financial organizations modernize their infrastructure while maintaining high levels of security and reliability. It offers a comprehensive suite of products, including loan servicing, financial messaging, and core banking systems. Finastra’s solutions are built with open APIs, enabling institutions to quickly adapt to changing market demands and integrate new technologies. The company supports over 7,000 financial institutions worldwide, including many of the world’s top banks. Its tools streamline processes such as loan documentation, payment processing, and customer data management. Finastra emphasizes innovation through digital transformation, helping organizations improve efficiency and customer experience. -
16
Onbo
Onbo
Credit products without a bank sponsor. Offer a compliant credit product in weeks, not months. Bank sponsorships and obtaining state licenses can take years. Onbo’s fully licensed and compliant credit products can be embedded into your comprehensive financial service, allowing you to GTM fast. Bring your own KYC, fraud, and underwriting policies. It's easy to get started and customize them with scale. We help you get started with debt capital of up to $1M at a cost to us. As you scale, we introduce you to our debt capital partners and help you get your first facility. A credit builder feature allows users to build their credit using microloans for everyday purchases. Our personal loans can be modified using 15 different loan parameters and come with our flexible loan management system “LMS.” Lines of credit are revolving and are useful for borrowers to extend spending capacity. -
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FinSILK
SmartInfoLogiks
FinSILK is an AI-integrated digital lending software ecosystem designed to support the end-to-end lending operations of NBFCs, MFIs, and fintech lending institutions. It is built to manage the complete loan lifecycle—from customer onboarding and loan origination to collections, recovery, analytics, compliance, and workforce enablement—within a single, unified platform. Rather than functioning as isolated tools, FinSILK brings multiple operational systems together under a common data and workflow framework to improve visibility, control, and scalability. Overall, FinSILK serves as a comprehensive digital lending ecosystem that combines operational workflows, analytics, AI-enabled automation, and workforce enablement into a single platform. It is built for lending institutions seeking improved efficiency, better visibility, and structured growth while maintaining regulatory and operational control. -
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Financial Oxygen
Financial Oxygen
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. -
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Practo Insura
Practo Insura
Practo Insura is a modular P&C insurance platform that supports the full policy, billing and claims lifecycle for carriers, MGAs and reinsurers. The platform helps teams launch new products faster, modernize legacy processes and maintain state-by-state compliance while reducing manual work and operational friction. Core Features/Modules • Policy administration (full lifecycle from issuance to renewal) • Billing & payments (premium billing, collections – describe as implemented) • Claims management (FNOL to settlement in one system) • Rating engine & quote management • Insured / policyholder portal and consumer POS • Agent portal & quote-to-bind tools • Compliance & filing workflows (state expansion, rate/form governance) • Reporting & operational analyticsStarting Price: $50,000/year -
20
FinStack
FinStack
FinStack is a one stop solution for any company to become a fintech powerhouse! Launch products around lending, investments or PPI wallets while partnering with the best Financial Institutes of the country at the click of a few buttons! No engineers needed. With FinStack you can: - Integrate or create any API, data source, custom forms and LMS. - Build borrower facing journeys and workflows for any loan product. - Configuring underwriting policies through a powerful BRE. - Use our powerful Loan Origination System to source loans (Secured or unsecured). FinStack is already used by multiple NBFCs and FinTechs. -
21
Continuous
Continuous
Built exclusively for banks and credit unions, Continuous’s intelligent automation platform unifies automation, document intelligence, and identity-security across core operations so institutions can scale without bolstering headcount. Serving over 1,600 financial institutions, supporting more than 120 million accounts and $5 trillion in assets, it connects systems, people, and processes to replace error-prone workflows with purpose-built automation that enables faster lending, audit-ready compliance, real-time IT operations, and secure access controls. With more than 300 integrations, it automates lending from intake to funding, streamlines regulatory compliance and identity provisioning, and handles high-volume operations behind the scenes so institutions can focus on serving their communities, not repetitive back-office work. See how Continuous can evolve with your needs, reduce complexity, and power the impact you make every day. -
22
Yodlee
Yodlee
Yodlee is a leading financial data intelligence platform that connects, enriches, and activates data to help financial institutions and innovators deliver smarter, more personalized customer experiences. With over 601 million connected accounts and 19,000+ data sources, Yodlee provides unmatched access and accuracy for digital banking, lending, wealth management, and payments. Its intelligent APIs and analytics tools enable real-time insights that drive customer engagement, growth, and loyalty. Backed by over 25 years of innovation, Yodlee powers some of the world’s top banks, fintechs, and financial platforms. From open finance to account verification and AI-driven insights, the platform transforms raw financial data into actionable intelligence. Simply put, Yodlee empowers organizations to connect data, activate insights, and drive sustainable growth. -
23
MFS Platform
Tmob
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. -
24
myView
UniTrust
UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer. Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored -
25
Sandbox Wealth
Sandbox Wealth
Sandbox Wealth is a unified, enterprise‑grade fiduciary banking platform that centralizes cash management, credit, and analytics for families, business owners, investment advisors, and family offices. It provides custom liquidity rails by integrating complex financial data with banking partners and lenders, offering above‑market interest on cash, streamlined access to credit, and transparency into both liquid and illiquid assets. Users gain robust enterprise‑grade reporting, next‑generation banking insights powered by “Sandbox Navigator” AI, simplified underwriting workflows with a system‑of‑record for lender reporting, and a holistic platform to manage spending, saving, and analytics across personal and business accounts. Future roadmap includes late‑2025 launch of deposits (individual, joint, business checking and savings, multi‑currency global deposits, remote check deposit), virtual and physical cards, and mobile wallet integration. -
26
ANALEC Resonate
ANALEC
ANALEC Resonate is a comprehensive content-authoring, workflow-management, and digital-distribution platform built for investment research and corporate-content teams. It enables analysts to generate formatted reports using customizable Microsoft Word/Excel templates with embedded business logic, collaborate in real time via OneDrive/SharePoint, manage approval workflows and audit trails, automatically embed charts and data from central repositories, apply compliance controls (including disclaimers and black/grey lists), distribute content via branded portals or email with readership tracking and delivery analytics, and protect intellectual property with watermarking, unique links and access rights. The system supports regulatory regimes across jurisdictions (U.S. FINRA, U.K. FCA, EU ESMA), integrates with market-data providers, and includes a built-in repository for financial and non-financial estimates. -
27
Claude for Financial Services
Anthropic
Claude for Financial Services transforms institutional finance by combining advanced AI with deep financial data infrastructure and enterprise‑grade security into a single, unified intelligence layer. The Financial Analysis Solution connects essential data sources, such as S&P Global, Daloopa, and internal systems, in one interface, with every data point linking directly to its original source for instant verification and full transparency. Its privacy‑first design ensures that, by default, your inputs and outputs will not be used to train underlying models, while guided onboarding and MCP‑based connectors streamline deployment across banking, insurance, asset management, and fintech environments. Native workflows and agentic search capabilities enable teams to manage demanding financial workloads at scale, instantly checking information across multiple sources to reduce errors and execute complex analyses in minutes rather than hours. -
28
AccessFintech
AccessFintech
We are a fintech company founded to bring self-service, transparency, risk mutualisation and more efficient supply-chain management to the global financial services industry. ‘AccessFintech’ Synergy DataLake enables optimization of workflow through collaboration, using data and shared technology access. Our network of shared data and self-service solutions extend and enrich data, workflow and technology across the transaction lifecycle for more transparency, faster resolution, fewer fails, and valuable benchmarking insights. Self-service solutions for transaction automation, resolution and decision-making in multi-provider environment. Optimize workflows and workforces by evaluating and managing risk, recommend solutions, share workloads and track actions. Benchmarking insights for improvement and cost optimization. -
29
Toqio
Toqio
The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders. -
30
timveroOS
timveroOS
An end-to-end loan management software for digital lenders with a stunning level of SDK-powered flexibility and robust analytics on top of that. It offers a cutting-edge lending solution for banks that integrates all processes into a single workflow to easily build, limitlessly customize, and continuously scale lending business. Our software for loan management is equipped with an advanced AI-powered analytics framework to enable banks to create better risk models, underwriting strategies, products, and marketing campaigns, in a fast and fully controlled way. The data layer includes 90+ ready-to-use data providers and allows new connections in a matter of minutes. These analytics tools and in-built financial engineering/cashflow engine allow lenders to make 12x faster executive business decisions and increase profits per loan by 13% on an annual basis. Enhance banking efficiency by running profound analytics on top of automated operations.Starting Price: 2500 -
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PactFi
PactFi
PactFi is a fintech platform designed to manage and streamline complex private credit transactions by providing end-to-end operational infrastructure for deal coordination and closing. The platform centralizes workflows, data, and communication across multiple parties involved in a credit transaction, enabling arrangers, investors, legal counsel, borrowers, and administrators to collaborate within a single secure environment. Instead of relying on fragmented systems and heavy email coordination, PactFi organizes the deal process through structured workflows that track every step of the transaction and maintain a consolidated record of activities and documents. It allows users to manage the flow of funds during deal closings, input facility draw amounts, record fees, and automatically generate sources-and-uses summaries that help participants verify the financial structure of the transaction. -
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Propine
Propine
Propine has a suite of institutional grade, blockchain-agnostic solutions that caters to all digital assets including digital securities, cryptocurrencies, stable coins, NFTs and fiat. At the core of the Propine’s solution is Pro-Tect, an integrated digital asset custody platform that provides the highest levels of certified security and compliant solution for safeguarding multiple asset classes. Our state-of-the-art solutions includes Digital Securities: DASH and PropSS and Crypto Management: CryptClear and DeFi-nity. Through our KYC and AML service, we ensure that you can manage and mitigate regulatory and compliance risks while allowing customers to be onboarded safely and efficiently, each time. We are ISO 270001 certified and have a predictive cybersecurity posture with SOC monitoring, HIPS, UEBA, Insider threat systems. In addition, we are equipped with a mature risk management framework and hardened, modular governance with tamper proof, programmable, policy engines. -
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Lendable
Lendable
Technology and financial services for a more inclusive world. Lendable provides capital to emerging and frontier market fintech companies and provides technology, asset management, and advisory services to leading investors. Connecting investors to fintech with technology, capital solutions, and services. Maestro, our proprietary risk tech platform, is a full-service underwriting and risk management suite. Maestro features include core banking APIs, payment gateway integrations, verification technology, a proprietary database of loans for benchmarking, and BI dashboards. We started as a risk technology company, it’s still at the core of everything we do. Open-ended funds, closed-ended funds, local currency channeling, and bonds (coming soon). Fintech, balance sheet debt for an existing business. SPVs for business expansion, local currency advisory. -
34
Kolena
Kolena
Kolena AI is an enterprise automation platform designed for real estate, financial services, and insurance brands. It streamlines workflows by converting complex documents into structured, actionable outputs in minutes. Prebuilt AI agents handle tasks like lease abstractions, investment memos, rent roll spreadsheets, and compliance checklists, reducing manual effort and increasing accuracy. The platform also supports custom agents, allowing businesses to tailor automation to their unique workflows. With precision extraction, compliance validation, and integration into systems like Salesforce, Kolena AI enhances efficiency and consistency. Trusted by leading companies, it helps teams scale smarter by replacing manual reviews and legacy OCR with AI-powered automation. -
35
Method
Method
Embed loan repayment, data, balance transfers and automation - all through a single API. Method allows developers to engage with their users’ debts with our debt-agnostic solution. Lower lending risk and increase revenue by engaging directly with your users' debts. Method connects to all student loan, credit card, auto loan, mortgage, and utility bill merchants out there. Method's APIs don't break and the users never have to re-authenticate. Method handles compliance requirements, identity verification, and bank partnerships so you can focus on building. Initiate payments to any of a user's liabilities. Settlement in as little as a couple of minutes. Instantly retrieve all their liabilities - no credentials required. Method will return real-time data for all liabilities for a user. Attract top talent and retain employees by addressing one of their top concerns: financial wellness.Starting Price: $2,000 per month -
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Soft Pull Solutions
Soft Pull Solutions
Do you need to pull consumer credit reports? You can qualify your customers and pull credit with real-time access to the credit bureaus. This will help save time and money while making better lending decisions. If you work with a business, broker, or lender, and are in need of software to pull credit reports, Soft Pull Solutions offers a full range of verification services to make financing easy, safe, and predictable. Maintain full compliance with hard or soft credit pulls with access to the most reliable and accurate reporting information from the three most trusted credit bureaus. Make dependable financial decisions with integrated APIs, automated income checks, and credit reporting software anywhere, anytime. -
37
Orbit
Orbit
Orbit is an AI-powered financial intelligence software built to transform unstructured and structured financial data into actionable insights with accuracy, transparency, and scalability. It combines an advanced AI Studio with a comprehensive knowledge base of tens of millions of documents covering thousands of companies globally to automate workflows and streamline complex research tasks. It integrates powerful AI models and pre-built analytical tools to enhance competitor intelligence, due diligence, risk and compliance monitoring, earnings analysis, investment research, and ESG evaluation, allowing deep analysis at enterprise scale. Orbit’s modular architecture includes components such as Orbit Insight for decision intelligence, AI-ready knowledge bases for vast financial content, and tools to standardize and process diverse data sources quickly. Users can conduct semantic search and chat, automate data extraction, build custom knowledge bases, and deploy analytical agents.Starting Price: $101.38 per month -
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Epicor Financials
Epicor Software
Epicor Financials gives businesses control and automation over all finance-related activities. Extend your team's capabilities with industry-leading add-on modules that digitize and automate your finance and accounting processes. Simplify reporting and decision making with robust business intelligence and financial planning and analysis tools. Modernize your system while staying current and secure in the cloud. -Drive financial and operational planning across the company -Connect to multiple data sources to reduce silos -Focus on automating workflows to gain efficiencies -Enhance collaboration within Finance and Accounting -Expand your business globallyStarting Price: $13/user monthly (SaaS) -
39
NayaOne
NayaOne
NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. Seamlessly connecting new technologies with existing banking systems often presents significant technical challenges. Adopting new technologies comes with the need to maintain the utmost standards of data security and regulatory compliance. Growing the business in innovative ways is riddled with risks and the majority of the changes require technology from a third party. -
40
Patriot I-9
Patriot Enterprises
Patriot I-9 is secure electronic I-9 software for seamless Form I-9 and E-Verify compliance. It streamlines employee onboarding with a user-friendly interface, automated information collection, and guided steps for Form I-9 completion and E-Verify submissions. Built-in validation checks help create error-free I-9s by flagging potential mistakes in real time, reducing the risk of issues that could lead to fines during an audit. Patriot I-9 integrates with E-Verify to help employers verify employment eligibility, manage submissions, and stay aligned with immigration compliance requirements. Automated reminders help teams avoid missing re-verification or E-Verify deadlines, while secure digital storage keeps I-9 forms, supporting documents, and sensitive employee data organized for compliant access during audits. It helps employers focus on core business while simplifying the complex process of I-9 and E-Verify compliance, reducing manual paperwork, improving accuracy, etc.Starting Price: $1.25 per form per month -
41
AlphaStream
AlphaStream
AlphaStream makes financial markets more effective for your clients and more profitable for you. The AlphaStream experience platform takes all of your disparate financial data sources and brings them together into one unified solution for delivering hyper-personalized financial market data experiences to every single client. Your teams will have groundbreaking access to not just what your clients do, but why they do it. Discover how your teams can improve the client experience for more profit, improve sales targeting and conversions, programmatic digital campaigns, personalize education and much more. The platform is the first data experience platform built specifically to transform all real-time financial market data and deliver a personalized client user experience to the most effective channel. Ingest all of your financial data including, news & social, web, market datasets, alerts and notifications. -
42
Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
43
Big Picture Licensing Software
Big Picture Software
GovTech Cloud Software as a Service, for Local and State government Licensing or Credentialing Boards to manage permits, licensees, discipline, inspections, complaints and investigations, documents, letters, reporting, workflows, and forms related to licensing functions: * Applications * Renewals * Update Info * Complaints * Discipline * Verifications * Payments ERP empowers board staff to search for and manage groups of records and process them. Staff can self-manage workflow tasks, public-facing forms, fields, record layouts, staff permissions, create saved reports, form letters (e.g. mail merge). Integrations with state criminal background checks, national associations, etc. through API's. Licensee Self-Serve dashboard where licensees can see every aspect of their license, update contact info, see when to renew, manage permits, etc. ERP can also be used by small business for a centralized management system to get out of "Excel Hell".Starting Price: $10000.00 -
44
iPlus
ITAfrica
85% of Central bank licensed Investment Management firms in one African country use iPlus. iPlus is an asset management software solution that enables your organization to effectively setup, monitor and manage its investment portfolios. Through its use your organization can maintain money market, equity, property and loans investments. Thus enabling your organization to monitor and produce portfolio valuations at defined intervals. Your clients have access to web portals -
45
UPNavigator
UPCR
UPNavigator is a web-based SaaS application that simplifies every step of unclaimed property compliance by unifying data management, eligibility analysis, due diligence mailing, and state report processing into one intuitive platform. Always updated with the latest state laws and accepted in every U.S. jurisdiction, it automates the submission of NAUPA II–format reports without manual data entry, reducing the risk of significant fines and penalties while ensuring rightful owners can reclaim assets. It delivers real-time reporting and analytics, lets you review state due diligence and escheatment eligibility, create and print internal evaluation reports and owner letters, track due diligence responses, reconcile data for record-keeping, and apply customizable customer filtering and column selection. Proven by thousands of successful state reports, UPNavigator provides a hassle-free, cost-effective compliance solution that keeps operations teams ahead of regulatory deadlines. -
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WNS-Vuram Card Dispute Management System
WNS-Vuram
WNS-Vuram Card Dispute Management System is an end-to-end platform designed to help financial institutions efficiently manage the entire lifecycle of card disputes, from initial intake through resolution and settlement. It centralizes dispute handling into a single system, enabling organizations to process chargebacks, representations, write-offs, and fraud investigations with greater speed and accuracy. It supports multichannel dispute intake, allowing customers to raise disputes via phone, email, chat, or self-service portals, while agents and back-office teams operate within a unified workflow. CDMS incorporates intelligent automation to identify correct dispute reason codes, validate claims, and prioritize cases, reducing manual effort and minimizing errors. It integrates with core banking systems, card networks, and external data sources, providing a 360-degree view of transactions, customer history, and fraud signals to improve decision-making. -
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Quiltt
Quiltt
Quiltt offers turnkey consumer fintech infrastructure so anyone can launch innovative financial experiences. It doesn’t have to be. We’ve threaded together the infrastructure innovators need to quickly launch customer-facing features into their products - account connections, round-ups, bill management, and more - in a fraction of the time, at a fraction of the cost. Quiltt Connect is an embeddable UI module that lets you access a complete, context-rich financial picture of your customers. Built on the Quiltt GraphQL API, Connect comes pre-integrated with Plaid's industry-leading bank data network, and Spade's powerful transaction enrichment service. Connect can be added into your product experience with just a few lines of code, freeing your team to focus on your core innovations. -
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Jocata GRID
Jocata Financial Advisory & Technology
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. Our technology platform, Jocata GRID, is a fast, adaptive digital ecosystem that handles millions of transactions per day, delivering solutions that drive business growth, streamline operations, provide risk-adjusted insights, and ensure regulatory compliance. Our configurable workflow engine brings all key operational stakeholders onto one unique virtual platform for efficient management and monitoring of business processes. From pulling in customer-related information from multiple sources like financial institutions, watchlists, statutory authorities, credit bureaus and social networks, to processing and analyzing it using the latest technologies, and finally, presenting it in the most convenient manner.Starting Price: $100,000 per feature per year -
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Difitek
Difitek
Whichever finance service you provide, Difitek is the technology framework for you. Support from KYC and AML, moving funds, recording and reporting positions, to repayments, liquidity functions, and secondary markets. Digital offers a robust API-first platform suited for Fintech applications of any scale. Choose from Turnkey Solutions or the full suite of technical functions you need. Serverless Architecture with Bank Grade Security. You get a modern and bank-grade secure solution that is easy to use and manage, at 1/100th of traditional banking IT costs. We automate and streamline processes, substantially lowering the cost of operations and opening up radically new opportunities to build financial services. Difitek's serverless architecture is the cutting edge adoption of modern cloud computing. The Difitek API layer seamlessly interfaces with the client layer and the third-party API layer with functions being executed asynchronously between them. -
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Tuo
Tuo
Tuo is a Lending-as-a-Service (LaaS) platform that provides the essential infrastructure, workflows, and integrations needed to launch, manage, and scale digital lending products quickly without building complex backend systems from scratch. It centralizes and automates key lending functions, including underwriting, compliance management, loan servicing, risk modeling, and collections, so financial innovators and non-licensed lenders can focus on customer acquisition and growth rather than operational complexity. It connects with a network of financial institutions and trusted data providers to handle regulatory requirements and support real-time identity verification, credit reporting, and account data aggregation. Tuo’s customizable interface lets lenders tailor underwriting rules, risk profiles, borrower experiences, dashboards, and workflows to match unique business strategies while simplifying borrower interactions on web and mobile.