Alternatives to Finosoft
Compare Finosoft alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Finosoft in 2026. Compare features, ratings, user reviews, pricing, and more from Finosoft competitors and alternatives in order to make an informed decision for your business.
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1
Centrex Software
Centrex Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. -
2
InfoFlo
InfoFlo Solutions Inc
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. -
3
Tai TMS
Tai Software
Tai Software is a fully integrated Transportation Management System (TMS) built to meet the real needs of freight brokers. It efficiently manages Full Truckload (FTL), Less Than Truckload (LTL), and more, helping optimize operations, enhance carrier selection, win more business, and improve profitability. Tai connects with leading LTL carriers, load boards, tracking tools, and other platforms to centralize workflows and eliminate inefficiencies. Brokers and 3PLs rely on Tai to quote smarter, book faster, automate repetitive tasks, and gain real-time visibility into every shipment. All from one single screen. By embedding AI and machine learning into daily operations, Tai TMS helps teams focus on strategic growth, improve service, and adapt quickly in a shifting market. Empowering brokerages to do more with less, Tai turns complexity into clarity, so brokers can scale efficiently without sacrificing control.Starting Price: $995 per month -
4
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
5
Proftit CRM
Proftit
Proftit is a leading provider of innovative solutions for Forex and CFD brokers, prop trading firms, and multi-asset trading businesses. Designed with brokers in mind, Proftit’s SPOT-on CRM (Single Point of Truth) streamlines operations, consolidates client interactions, and enhances scalability. Offering seamless integration with leading trading platforms and payment systems, Proftit delivers turnkey solutions, including high-performance CRM, trading platforms, and prop trading technology to over 300 organizations worldwide. Built on cutting-edge infrastructure with top-tier security, Proftit ensures reliability, compliance, and growth for businesses of all sizes. With Proftit, brokers can launch, manage, and scale their operations effortlessly while focusing on driving success and profitability. -
6
BrokerIQ
TradeCore
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones. -
7
LXCRM
Leverate
An effective CRM is the lifeblood of any retail brokerage. LXCRM was crafted to make staying in touch with your Forex traders easy. Every feature of our CRM system is specifically designed for the needs of Forex brokers. Use LXCRM to increase your performance with Integrated marketing & automation tools. Multiple dashboards with full customization allow you to get all the info you need in one page. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Track your sales and success teams’ performances collectively and individually. Assign specific permissions for different staff members for maximum data protection. A personal success manager will help you build the most fitting package for your needs. Our technical team will install and integrate all of your brokerage components. A training professional will guide your team through all your systems, and you are good to go!. -
8
Techysquad
Techysquad
Techysquad is a fintech and technology solutions company specializing in Forex CRM, Prop Trading CRM, brokerage technology, web development, SEO, and AI visibility solutions. Our core CRM platform helps forex brokers and prop firms manage the complete client lifecycle, including lead management, trader onboarding, KYC verification, MT4/MT5/cTrader/TradeLocker/Ark Trader integration, IB/affiliate management, reporting, and client retention. We also provide Prop Trading CRM solutions for managing funded trader programs, challenge tracking, payouts, and trader performance. Additional services include PAMM and trade copier solutions. Techysquad offers custom web development, automation tools, API integrations, and digital growth services such as SEO, AEO, GEO, and backlink strategies to improve online visibility across search engines and AI platforms. Our key advantages include 24/7 support, fast setup, scalable infrastructure, and flexible customization without extra charges. -
9
BrightOffice Broker CRM
BrightOffice Cloud CRM
Whether you are a new or established broker or lending business BrightOffice can support you with different versions of our software. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing, all within your own dedicated Broker-Lender Cloud CRM. Here at BrightOffice we know that your cash flow is at the centre of your business, which is why our software helps tracks all money in and out of individual lending cases. All of your data is securely hosted and backed up on our UK servers. -
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FinBursa 360
FinBursa Technologies Ltd
FinBursa is an AI-native operating platform for professional participants in private markets — helping small and mid-market firms run relationships, deals, and fundraising in one place, replacing CRMs, spreadsheets, shared drives, and ad-hoc data rooms. CRM – A connected view of investors, issuers, companies, and funds. Deal Management – AI-assisted workflows, collaboration rooms, data rooms, and due-diligence tracking. Fundraising – LP portal, collaboration rooms, and automated reporting. Every workflow combines AI assistance, secure multi-party collaboration, and institutional-grade document infrastructure. FinBursa is for institutional, qualified, and professional investors only. It does not act as a broker or advisor and provides no investment recommendations. Subscription-based; no success or transaction fees.Starting Price: $100/month -
11
PowerBroker
McLeod
The PowerBroker system begins with a strong core of functionality that every brokerage company needs, with the ability to add additional functional modules and over 40 mature and fully tested integration products for brokerage industry solutions. Some features that PowerBroker provides are brokerage order planning, carrier dispatch, carrier manager board, carrier check call automation, expanded offer/order capabilities, access to market and lane rate information, data import and conversion, permissions management, system health check, field marshall custom fields, SQL performance monitor, and recurring voucher processing. -
12
B2Core
B2Broker
A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place. -
13
EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
14
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
15
Forex CRM
DivulgeTech
DivulgeTech Forex CRM is a CRM platform for forex brokerages, developed by a team with 18+ years of industry experience and based in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform that integrates natively with MetaTrader 4 and MetaTrader 5. The platform covers the full operational lifecycle: client onboarding with KYC/AML verification, IB and affiliate management with multi-tier commission tracking, deposits and withdrawals, role-based access control, and two-factor authentication. Payment gateway integration supports multiple funding methods, and a modular API architecture allows extensions including PAMM, social trading, and copy trading. Client and partner portals give end users self-service account management and referral tracking. Administrators manage all operations through a centralised dashboard.Starting Price: $1500 / Month -
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Vi-Pro Broker MIS
Virtuoso IT Solutions
Our Vi-Pro Broker MIS broker management software system is developed for sales and marketing support to track customers for the purchasing process of property for their development site. Broker management software system is also helpful for users in relevant alerts. Broker MIS software would be designed to understand most of the facets involved in the purchase process, availability of property information, commission, etc. SMS & email shoot through the system for payment reminder notices with interest alerts to the customer. Broker MIS is the real estate industry's rapidly growing brokerage management system chosen by more brokerages to optimize their real estate business as well. With more than 14 + years of experience, we provide brokerage management solutions. Our brokerage management software allows real estate business to address their goals as follows. Broker MIS software gives your business the freedom to go further. -
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Ark Trader
Ark Trader
Ark Trader is a next-generation online trading platform and complete brokerage solution designed for financial and brokerage firms that want one platform instead of several third-party systems. It gives brokers a full solution in one place, with ultra-low-latency quotes, fast execution, and the ability to trade stocks, indices, forex, commodities, bullion, and other instruments through a single platform. Ark Trader supports desktop, web, iOS, and Android trading terminals, along with branded mobile trader apps that can carry the broker’s own company name and logo. It includes a Dealer Mothership for administration, with advanced client and IB multi-level management, built-in margin call screens, dealer API access, ready reports, account copier tools, agent commission and affiliate rebate setup, robo dealer automation, auto money settlement, live transactions, live users, script management, permissions, and settlement controls.Starting Price: $250 per month -
18
Engaged CRM
Engaged
The Integration to Mortgage Source allows a seamless transfer of the data captured on your bespoke fact find into 27Tecs APIs. Once combined with all the pre existing filters 27Tec offer through their own standalone service you can benefit from the lenders, packagers, clubs and products you would expect, combined with detailed product criteria and intelligent research logic that 27Tec provides within your own CRM. Once you have your returned results you have the option to utilise 27Tecs provided documentation options, combining fact find data and that of your chosen plans in 1 click you can download Evidence of research (EOR) documents as well as a European Standardised Information Sheet (ESIS) which can be altered with your own custom fees and broker information. These documents will be stored within the CRM for access throughout the application process. -
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Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
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Bricknode Broker
Bricknode
Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.Starting Price: $165 per month -
21
Panda Trading Systems
Panda Trading Systems
Panda Trading Systems (PandaTS) is a leading fintech solutions provider specializing in innovative technology for regulated forex and CFD brokers. Since its establishment in 2006, the company has been delivering advanced, end-to-end brokerage technology including white-label trading platforms, a robust CRM system, data feed solutions, and a suiteof trading and operational tools tailored to brokerage needs. With offices in Israel and Cyprus, PandaTS serves a global client base, helping brokers launch, scale, and optimize operations through modular, enterprise-grade infrastructure. Known for its reliability, flexibility, and industry-focused approach, PandaTS supports brokers across key functions—from client onboarding and compliance automation to risk management, partner tracking, and real-time reporting. -
22
SegFlexNet
Autorun Informática
The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results. The growth of your brokerage starts now. Accessibility - With the cloud server, the broker can access his broker’s information from anywhere, he can take “his office” to his home, his client, holidays, fairs, trips, etc. Agility - Your broker’s information will always be at your fingertips, any time of the day or night, you will always have immediate information to provide to your clients Economy - It will not be necessary to invest in infrastructure to use the software. We will always be with our server updated and making periodic upgrades to it to ensure maximum performance. -
23
Apexum
Apexum
Apexum is a technology provider that builds, installs, maintains and supports any individual seeking a brokerage or partnership, Apexum strives to augment any existing or new business. Furthermore, Apexum aims to elevate any client with the relevant technology demands. Apexum offers a state-of-the-art solutions for start-up and enterprise brokers with advanced products and services designed to make your brokerage elevate by giving your business a trajectory of growth and becoming more cost-effective. Every essence needed to establish and elevate a broker with powerful competence. A new value chain embedded through advanced technology, premium support and comprehensive innovation. No matter the size of your business establishing a strong brokerage is an integral part in Apexum. Full capability and innovation placed in one marketing network. Have the power to elevate your business with a simple yet brilliant affiliate or IB network. -
24
Policyflow
Policyflow
Policyflow is a modern business system for UK insurance brokers and intermediaries. It connects client, contact, risk, policy, document and finance workflows across the brokerage lifecycle, from first contact through quote, bind, mid-term adjustments, servicing, renewals and reporting. Teams capture information once and reuse it across the record, reducing duplicate entry, spreadsheet work and avoidable admin. Visible status, clear ownership, role-based permissions and complete audit trails support day-to-day governance and FCA requirements. Built-in CRM, document management, reporting and exports keep operational data together, while APIs and integrations support future growth. Policyflow is designed for smaller, agile broker businesses that want to get live quickly with Essentials, with Pro available for deeper configuration and specialist workflows. Cloud-based and in production since 2015.Starting Price: $70 per user per month -
25
CoolLife.io
Cool Life
Cool Life is an all-in-one business management platform that combines CRM, project management, marketing automation, and secure document storage. It provides a unified interface for managing customer relationships, tracking interactions, and guiding contacts through business workflows. The platform includes project management tools that allow teams to oversee tasks, milestones, communications, and documents in real time. Sales and marketing features help businesses create and automate campaigns while staying connected with prospects and customers. Cool Life also offers customizable data dashboards and reporting tools to provide instant insights into business performance. Its secure storage system includes virtual data room (VDR) capabilities with advanced security, encryption, and document tracking. By integrating multiple business functions into one platform, Cool Life helps organizations improve efficiency, scalability, and operational control.Starting Price: $195.00/month -
26
BeneLink
Servarus Systems
Servarus Systems provides several benefits administration services coupled with our Benelink Connect platform. Integrated administrative services allow Human Resource experts to better focus on their “Human Capital” and spend less time on administrative tasks. Communications, Enrollment and in-service through our call center, premium Billing and bill collection, COBRA administration data and information carrier EDI interface setup, management and validation and Dependent verification plan inquiry and issue resolution are all part of the services we offer. For the Broker our benefits administration services and Benelink Connect platform provide an idea competitive advantage solution. We partner with brokers to help them grow their business and retain their clients. Web based electronic enrollment and eligibility management system. -
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Apex 72
Apex 72
Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere. -
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Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
31
Salentica
SS&C Salentica
Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available. Salentica helps improve activations, create better campaigns, and optimize outreach. Through more focused targeting, better segmentation, discovering personalized content opportunities, and holistic customer views. It isn’t always easy to know if you are saying the right things to the right client. But now, it’s possible to answer their questions with more validity and in a more informed way. Our workflow automation allows your CRM to do the work for you. Expedite menial tasks to reduce error and free up your employees' time to focus on work only humans can handle. -
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Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
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Broker Brain
Broker Brain
Broker Brain is a user-friendly, intuitive, and powerful web-based property asset management system and REO software created with real estate brokers in mind. Broker Brain provides instant access to all property-related information on the market for real estate brokers. Works great for REO, short sale, traditional, property management, and much more. Broker Brain was designed and developed by the industry's top brokers who understand what it takes to run a successful brokerage house. All traffic to and from our servers is always encrypted so you can know that your sensitive information is always safe with us. Broker Brain also uses multiple servers to host its data. Your information is regularly backed up in multiple locations removing the risk of data loss. Broker Brain will provide you the tools to work smarter and more efficiently saving you time and money. Access all of your information securely from anywhere.Starting Price: $49 per month -
34
B2Broker Crypto Broker Turnkey
B2Broker
An all-in-one package of services and software solutions that helps entrepreneurs launch their new Crypto Broker with minimal effort, reduced time and lower costs. A Crypto Broker is a new business model that combines the best practices from both worlds: an innovative cryptocurrency trading exchange and a classic brokerage. Beyond providing access to financial markets to its clients, a Crypto Broker provides more unique opportunities that would not be possible as a classic broker or crypto exchange alone. The solution is based on cutting-edge technology and a thorough analysis of market needs. It is now acknowledged as the industry's leading trader's room software. Everything you need falls under one roof with B2Core, including many integrations: payment services, platforms, support systems, KYC providers and marketing tools. -
35
Skale CRM
Skale
Measure & Track your sales and business to speed into growth. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Automate client interactions to lower acquisition costs. Keep your clients' information safe so you can sleep at night. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Track compliance and regulatory needs to stay stable. Instead of spending 1-2 days every month, spend less than half an hour each week with Skale Customer Revenue Management Platform internal audits. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, sales & retention, fully transparent MT4 integration, PSPs and many other start of the art FinTech tools. The Skale CRM is highly customizable ready in hours instead of days, maximizing profits, minimizing risk.Starting Price: $39 per user -
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UpTrader
UpTrader
If you are starting a forex brokerage firm and looking for a reliable forex solutions provider, just leave a request and we gather the best offer for you. If you are an owner of a brokerage company or going to start one, you will probably need Best Forex CRM Solutions. We supply brokers with all core Forex Solutions, which helps brokerages start or improve their business. This part of Forex CRM was created to easily configure all aspects of CRM operation. There are settings for all components of your business. Marketing, sales, payment system integrations, access rules for company's departments, trading platforms, analytics, email communications, KYC, conditions for Introducing Brokers, and so on. View the full history of deposits and withdrawals on one page. Receive promotional messages, as well as personal special offers directly in the client interface. -
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InfoReach TMS
InfoReach
The InfoReach Trade Management System (TMS) is an independent, broker-neutral, multi-asset trading platform that ties together all the tools, technologies, global market connectivity and execution capabilities that traders need in a single system. It consolidates pre/at/post trade analysis, pre-built and broker-provided algorithms, real-time, interactive charts and position monitoring, multi-asset and portfolio trading capabilities, order management and FIX connectivity in a multi-broker buy-side order and execution management system. The InfoReach TMS offers high-performance, low-latency access to more than 140 brokers, ECNs, MTFs, exchanges, ATSs, dark pools and other major sources of global liquidity for electronic and automated trading of equities, options, futures forex and fixed income. While InfoReach TMS offers an unprecedented level of functionality and power to trading desks, it also can be configured to deliver just a subset of required features. -
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B2BX
B2BX
B2BX - is a multifunctional system, which is an aggregator of cryptocurrency liquidity for marginal trading and liquidity distributor for brokerage companies. We planning to make the first institutional cryptocurrency exchange or marketplace in which we are going to connect not less than 5% of overall Forex and Stock Brokers. For now, market focuses on retail, but B2Broker will focus exclusively on institutional clients: exchanges, brokers, clearing houses etc. Fully regulated and safe trading platform. Simple access to institutional grade liquidity. You can sit back and relax, it's totally reliable. All fiat funds are placed in a regulated bank, 98% of crypto assets are placed in cold storage. Rest assured funds are safely stored in a regulated or offline environment. Dynamic layout allows to organize multiple workspaces & widgets without limitations Unique and innovative feature among hundreds of cryptocurrency exchanges. -
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ARK TMS
ARK TMS
ARK TMS is a cloud-based transportation management system designed specifically for freight brokers to manage loads, carriers, billing, and operational workflows from a single platform. It allows brokerages to automate many of the repetitive tasks involved in freight operations, including load tracking, document generation, carrier onboarding, invoicing, and accounting synchronization. It provides a modern interface that allows brokers to manage loads, communicate with carriers, and handle documentation simultaneously through a split-screen workflow, reducing the need to switch between multiple tools or tabs. ARK TMS also integrates with industry tools such as tracking platforms and accounting software, enabling automatic synchronization of invoices and financial records so teams avoid duplicate data entry and manual reconciliation.Starting Price: $199 per month -
40
LiveFile360
enSynergy Professional Services
LiveFile360 is our enterprise document management system which is fully integrated with the enVisual CRM360 module. Files are linked to enVisual entities (individuals/companies/trusts etc.) along with other metadata to make your search simple and fast. Compliance related files stored in LiveFile are easily surfaced in enVisual for a truly integrated compliance experience. LiveFile360 is safe and secure with rapid search functions - even across a global cloud network. Never before has it been so simple to access your client files and documents from anywhere.Starting Price: £40/month/user -
41
CRBMS
Titanium Systems
Car Rental Broker Management System (CRBMS) is a robust web-based vehicle reservation system created by Titanium Systems. User-friendly and easy-to-use, this powerful car rental broker management solution is individually configurable in accordance with business requirements and meets the specifications ofOpenTravel Alliance (OTA ) and the Association of Car Rental Industry Systems Standards (ACRISS). Some enterprise-grade features of CRBMS include fleet and fines management, billing and invoicing, reservations management, vehicle tracking, quotes/estimates, and more. CRBMS is suitable for car rental brokerage business of any size. Titanium Systems has proven records of accomplishment of different installations. We have wide experience of working with brokers starting from thousands to hundreds of thousands reservations per year, from one or two operators to large call centers. -
42
FxCore CRM
FxCore CRM
FxCore CRM is a purpose-built forex CRM designed specifically for forex brokers, CFD brokers, prop trading firms, and financial service providers. It streamlines the entire client lifecycle — from seamless onboarding and KYC/AML verification to IB and affiliate management, deposits and withdrawals, and end-to-end compliance workflows. With native MT4/MT5 integration, teams gain real-time visibility into trading accounts, balances, and client activity — all in one centralized platform. Role-based access controls ensure the right people see the right data, while customizable reporting and revenue tracking dashboards give management full insight into partner performance, IB commissions, and business growth. Built to reduce operational overhead and manual work, FxCore CRM helps brokerages stay compliant, scale their partner and affiliate networks, and deliver a smoother experience for both clients and internal teams.Starting Price: 999 -
43
Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
44
CSC Matter Management
Corporation Service Company
CSC Matter Management is the complete solution for your matter management needs. Mitigate risk and reduce costs with our single, integrated platform, whether your focus is on contracts, litigation, garnishments, intellectual property, claims, or real estate. You won’t have to consider seat license fees, and you’ll be able to custom-tailor our solution to use for secure collaboration between in-house staff, outside counsel, internal business users, and other third parties—with no added costs. Share information, store documents, and assign tasks within a secure, real-time electronic work environment. Access rights are permission-based, so people can access the data and documents they need—but not information that isn’t relevant to their role. Our solution requires no expensive software installations, updates, or IT involvement. It supports an unlimited number of approved users through role-based permissions. -
45
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. -
46
UltraShip
UltraShip
UltraShip is an all-in-one transportation management system (TMS) built specifically for non-asset freight brokerages and 3PLs. It replaces disconnected brokerage software with one connected platform that manages the complete freight workflow, from shipper prospecting and CRM to quoting, carrier sourcing, compliance, FTL and LTL load management, real-time tracking, accounting, reporting, and AI. Purpose-built for brokers rather than adapted from carrier or shipper systems, UltraShip helps teams reduce manual work, improve visibility, and manage operations from first customer contact to final payment. Built-in capabilities include Broker CRM, Inbox Intellect™, CarrierQ™, UltraCampaign™ bulk email marketing, UltraConnect™ communication, UltraAsk™ AI, digital carrier and shipper onboarding, compliance monitoring, live performance reporting, and integrations with DAT, Truckstop, Highway, MyCarrierPackets, RMIS, Trucker Tools, 123Loadboard, FMCSA, and QuickBooks.Starting Price: $55/user/month -
47
FYNXT
FYNXT
Founded in 2015, FYNXT is an innovative fintech solution company that provides a low-code and modular platform for multi-asset brokers, as well as integrated services for banks, brokers, and fintech companies. Headquartered in Singapore, FYNXT is also an ISO 27001:2013 | ISMS-certified organization registered as an accredited FINTECH with the Monetary Authority of Singapore. FYNXT's low-code platform provides multi-asset brokers with a purpose-built digital front office, featuring simple drag-and-drop options for adding or removing modules and configurations based on business and regulatory requirements. The platform supports true multi-assets (FX-CFD's, crypto's, F&O, equities, mutual funds, etc.) and a wide range of regulatory requirements, and distinguishes itself with its laser focus on user experience. It offers tools to help manage clients, partners, and internal operations, sales, and marketing optimally. -
48
newtrul
newtrul
Booking transactional loads is an expensive and overly complicated process that relies on too many calls, emails, and website visits. newtrul provides customers with a first-generation metasearch engine and portal to easily search, find, and book loads. We do the heavy lifting, so you can focus on growing your business. newtrul integrates with a shipper or broker's current technology. Carriers log into newtrul and search for the perfect match. Carriers find & instantly book shipments in newtrul. Booking data is pushed to the shipper or broker's technology. newtrul technology is easy to use and will seamlessly integrate into your current systems. newtrul allows you to connect with what matters about your business. newtrul lets you take back wasted time. so you can focus on what matters. We do not have a dog in the fight, we only want to enable those who do. See the load details in a user-friendly format and view the loads that match your criteria with ease. -
49
Protrader
Protrader
Multi-asset, Multi-market & Forex/CFD brokers. Electronic trading services, brokerage divisions, dealing and proprietary trading. Suitable for various asset classes and markets. The solution combines Forex, equities, futures, bonds, options, CFDs and spread betting in DMA model. The current version of Protrader is the third build which is a result of many years and various financial technology projects accomplished by PFSOFT. Protrader consists of modules that allows us to build solutions tailored for different market participants such as retail brokers, prime brokers, exchanges, funds and proprietary trading firms. Protrader provides its end users with desktop, web and native mobile trading terminals with wide array of tools for variety of instrument types and trading styles. The platform's functionality contains also MAM, fund management and Algostudio. Protrader broker is able to use any market data vendor, liquidity provider or exchange connection to facilitate trading. -
50
Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms.
