Alternatives to Intellex

Compare Intellex alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Intellex in 2024. Compare features, ratings, user reviews, pricing, and more from Intellex competitors and alternatives in order to make an informed decision for your business.

  • 1
    Predict360

    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.
    Partner badge
    Compare vs. Intellex View Software
    Visit Website
  • 2
    NorthOne

    NorthOne

    NorthOne

    Business banking made for America. Business builders asked for better banking. So we built NorthOne. Open an account in minutes. Building your business, creating jobs and serving your community is what you do. It’s hard work. NorthOne makes the hardest parts of running your business easy. Focus on the road ahead, we’ve got your back. NorthOne is proudly built for small businesses, startups and freelancers across America. Make payments easily, keep tabs on your money and put your finances on autopilot through smart integrations with the tools you’re already using. NorthOne was built to make managing money easy so you can focus on running your business. No more branches. No more lines. No more paperwork. Get complete access to your NorthOne Account from your phone or computer, wherever your business takes you. Create Envelopes for taxes, payroll, rent, and anything else automatically.
    Starting Price: $10 per month
  • 3
    WebVision

    WebVision

    Imagineer Technology Group

    WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
  • 4
    Integral

    Integral

    Integral

    As the leading currency technology partner, we are trusted by the world’s most influential organizations, that’s why it’s in our name. We are trusted by more than 200 of the world’s most innovative and influential organizations. Our subscription-based SaaS platform and transactional network are integral to their infrastructure, whether it’s payments, pricing, trading, or managing risk. Our configurable cloud-based SaaS technology ensures the most reliable trading technology on the market, with scalability to match your ambitions. Our end-to-end workflow is designed to support liquidity aggregation, risk management, and other vital FX functions at a fixed subscription cost. We support banks, brokers, cross-border payment companies, and their clients, delivering internal and external currency services and trading solutions. Access the growing cryptocurrency market with the same institutional quality trading experience and reliability.
  • 5
    The Bancorp

    The Bancorp

    The Bancorp

    Bancorp has been providing nonbank companies with the people, processes and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. The Bancorp is the essential partner to help you build, maintain and grow your business. The Bancorp does more than just enable our clients’ payments innovation. We create lasting partnerships with a future-focused approach to technology and services. As a result, we don’t “settle” for solutions that are possible today. Instead, we look to evolving technologies to create more advanced, scalable and nimble services. Today and every day, we work to continuously transform the payments landscape. The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.
  • 6
    Kinetic Financial Management
    Reduce costs, improve cash flow, and master budget planning. Better visibility into the financial state of your business starts here: Kinetic Financial Management (formerly Epicor ERP Financials). With simple licensing and powerful capabilities, Kinetic Financial Management can help you streamline essential financial processes. Create reports that impress, illustrate, and enlighten. EKinetic Financial Management financial reporting options bring clarity to business intelligence, so you can act with confidence. You’re doing business around the globe. We designed Kinetic Financial Management to support you with powerful features like multi-currency, multi-site, and multi-company options all on a cloud platform. Epicor mobile apps integrate with project management, payroll, and general ledger so your workforce can enter hours spent and costs incurred when they happen, wherever they are. This is how you cut costs and improve productivity for everyone across your organization.
  • 7
    Bud

    Bud

    Bud

    Maximize engagement and empower consumers with actionable insights, targeted messaging and personalized product offers for improved conversion. Our GenAI-powered customer data platform allows anyone in your organization to perform advanced data analytics for marketing, segmentation and customer base monitoring. AI-powered transactional data insights to provide the true picture of applicants’ financial position for credit assessments and lending lifecycle management solutions. We’ve processed more than 50 billion transactions and our AI core keeps learning. Our market-leading categorization is extremely hard to beat. Our first connection success rate of 98.2% and 99.99% up-time SLA guarantees a reliable experience for your customers so you can focus on growth.
  • 8
    E6 TRITIUM

    E6 TRITIUM

    Episode Six

    From top 50 global banks to fintechs, E6 gives you the infrastructure to quickly deliver industry-leading payments solutions and the flexibility to adapt in real-time. No matter the changing trends, you’ll be in the lead with our payment technology. Stop letting decades-old technology hold back 21st-century opportunity. TRITIUM, E6's powerful payments platform, offers a solution flexible enough to redefine paytech, and secure and reliable enough to make your CIO smile. Whether you’re looking to modernize your payment technology stack, grow your business, or jump ahead of the competition, TRITIUM is the only choice. You didn’t get here by chance, tell us what you want to do. From launching new, innovative products to powering BaaS, TRITIUM offers a single, flexible payment platform that can power almost any payments use case. Our modern payment platform and technology will simplify your paytech stack and help you lower costs.
  • 9
    TAINA

    TAINA

    TAINA Technology

    Delivering the highest return on investment and fastest and easiest deployment, our industry leading platform is revolutionizing the way businesses perform their tax operations and manage their FATCA and CRS compliance. Looking for a scalable and reliable tax compliance solution that meets your needs now and into the future, that can easily be integrated into your current systems and processes? See how our fully automated FATCA and CRS platform is providing value to businesses of all sizes. Demonstrate compliance whilst reducing your costs and risk with a scalable, fully automated online customer portal and tax operations validation portal that can be easily integrated into your current systems. Grow your user base and deliver a superior investor experience whilst reducing your costs and risk with our online customer and investor portal’s fully automated customer onboarding process.
  • 10
    timveroOS

    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.
  • 11
    Options

    Options

    Options Technology

    Options are on a mission to transform financial sector technology. We aren’t market participants ourselves, but the No. 1 provider of IT infrastructure to global Capital Markets firms, supporting their operations and ecosystems. We’re proud to provide high-performance managed trading infrastructure and cloud-enabled managed services to over 550 firms globally, providing an agile, scalable platform in an Investment Bank grade Cybersecurity wrapper. Our clients include leading global investment banks, hedge funds, funds of funds, proprietary trading firms, brokers, dealers, private equity houses and exchanges. These clients are supported daily, across over 20 countries, in a true 24×7 ‘follow the sun’ model; we have someone on hand to assist at any hour of the day. With offices in 8 key cities; New York, Toronto, Chicago, London, Belfast, Hong Kong, Singapore and Auckland, we are well placed to service our customers both onsite and remotely.
  • 12
    Ormsby Street

    Ormsby Street

    Ormsby Street

    With CreditHQ we provide financial insights to ensure your business is trading with the best customers & suppliers and most importantly we help you get paid on time! Know which company's financials are heading in the wrong direction, find out when someone starts paying all their suppliers late, and spot the trends ahead of time so that you can take the action needed to protect your business. CreditFocus has been providing credit scores and financial data since 2008 to UK small businesses who are keen to understand the risks associated with trading with other businesses. Tools for managing the debt collection process supplement the data, including the ability to send solicitors letters requesting prompt payment. Surviving in business is hard, and in some industries, it’s much harder to survive than in others. You can use this calculator to assess the chances of survival for businesses in different industries, so you know what you’re up against.
  • 13
    Equifax Ignite for Financial Services
    Equifax Ignite is a unified environment that combines the best of data and analytics with decisioning execution, providing: - Rapid access to unique, differentiated data for more predictive insights - Advanced attribute and modeling tools for automated deployment - Automated feedback to evaluate and optimize results - Flexible, modular applications that support your existing technology platforms Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups. Explore many of our powerful data assets by using industry standard tools such as Python® and BigQuery. Then leverage even more automation power with Attribute Engine and Advanced Model Engine from Equifax.
  • 14
    Satago

    Satago

    Satago

    Satago is forward-thinking cash management software for businesses and their accountants. Risk insights and credit control makes getting paid on time easy and helps you avoid bad debt, while flexible finance gives you access to cash when you need it. Satago connects with 300+ accounting software packages and integrates with all the major email providers, offering an all-in-one cash management solution which complements and enhances your accounts package. Empower your business decisions with real-time credit insight into new and existing customers. Get notified when your customers’ risk level changes and protect your business from bad debt. The Satago team is always on hand to help, whether you’re a business owner looking to save time, or an accountant who wants to offer a wider range of services to clients. Get in touch today. Satago is perfect for remote working. Our cloud-based software allows you to manage your finances wherever you choose.
    Starting Price: £10/month
  • 15
    CrediLinq.Ai

    CrediLinq.Ai

    CrediLinq.Ai

    Credit analysis and data science are where we excel. From an online application to a finalized credit approval or one-click checkout in seconds, we've established the future of credit assessment through integrated alternative data points. Scale your sales growth without risk by offering your clients one-click B2B PayLater payment options. They can borrow money to purchase more supplies & inventory, and you still get paid upfront. Leverage your recurring revenue to access non-dilutive capital to accelerate your growth capacity. Offer your merchants up to 80% of their gross merchandise value (GMV) upfront to keep growing their business. Merchants get one click at checkout, advancing their receivables we wait for buyers and platforms to pay us. Our high-performance technology combines AI and data analytics for a seamless embedded lending solution with no additional income documents or paperwork. Together with you, we're accelerating the growth of the digital economy.
  • 16
    Weavr

    Weavr

    Weavr.io

    Unlock business growth without worrying about complex regulations, shouldering the compliance burden or managing data security as we handle that for you. Safely handle supplier payments or build a benefits programme your employees will love. Delight customers with digital gifting and make crypto PoS enablement safe and streamlined. Enabling everything from salary advances to compensation payments, built into your business. Supercharging B2B marketplaces and crowdfunding capabilities, all ready to plug-and-play. Up until now, adding financial services exactly where and when your customers need them has been tricky. Not anymore. Our ready-made, plug-and-play financial services offer unlimited use-cases with unrivalled simplicity meaning you can select the services you need and start adding value to your customers almost instantly.
    Starting Price: $1,268.47 per month
  • 17
    DLS Financials

    DLS Financials

    The Computer Department Inc

    Low-cost bank account management software for non-profit organizations. DLS Financials menu follows the flow of the workload for working with savings and loan accounts. In the configuration settings, you have the ability to create your own custom drop lists to complete fields with just a click of a button. There are features to prevent parishes from getting overextended with debt. Add documents, spreadsheets, emails, images, and PDFs into the data and link them to location, accounts, or transactions for easy viewing. Create automatic transactions for repeated events. Global functions allow for massive work to be done with the simple click of a button. DLS Financials has the unique ability to be molded to fit almost every possible user need. With multiple configurations and default options as well as the ability to request additional management reports, functions & features, which makes possible to claim that it will do what you need it to do.
    Starting Price: $2,500 for 4 years
  • 18
    Natech

    Natech

    Natech Banking Solutions

    Natech Banking Solutions democratizes access to banking technology, prioritizing outstanding service and customer fulfillment. Our comprehensive product suite, encompassing everything from a core banking system to digital engagement channels, enables banks to craft and deliver personalized financial products. Our platform offers seamless onboarding and unparalleled accessibility, ensuring swift time-to-market with plug-and-play, end-to-end solutions built on modern cloud-native modular technology. The ecosystem and API integration strategy are tailored to enhance functionality, delivering precisely what is needed with cutting-edge features, thereby ensuring operational costs remain lean throughout the entire lifecycle. Moreover, Natech's collaboration on the launch of a digital-only bank, Snappi, represents a leap forward in banking technology, combining industry expertise with modern innovation.
  • 19
    FintechOS

    FintechOS

    FintechOS

    We’re turning the financial technology landscape into one that feels like home. No more painful rip-and-replace ‘digital transformation journeys’. Just a low-code, plug and play approach that lets our products work for you - out of the box. We empower banks and insurers to put their customers first with unique solutions and products. Customers expect seamless experiences, frictionless interfaces and intuitive data flows - while retaining the ‘human touch’. Banking, financial services and insurance companies are learning that they need to understand their customers as people first, clients second. No easy feat - but with FintechOS’ evolutive data core and ability to conceive and integrate a multitude of data points from your own systems and third parties, you’ll stay ahead of the pack when it comes to data enriched decision making, personalized customer journeys and tailored offerings.
  • 20
    Genesis Global

    Genesis Global

    Genesis Global Technology

    Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions.
  • 21
    Kovair Test Management

    Kovair Test Management

    Kovair Software

    Kovair integrated test management solution helps to accelerate software testing. The growing variety of applications available in the market—such as hybrid applications, cloud computing, mobile platforms, and DevOps—has made testing increasingly challenging today. Organizations need comprehensive test management tools along with support for continuous testing that will help to deliver quality within a short span of time. Kovair Test Management offers the following salient features that make it a comprehensive solution, capable of adapting to the needs of an organization. Single Web Interface: that integrates Test Management with other lifecycle phases to ensure better Quality. End-to-End Traceability: between multiple tool data for better release predictability. Continuous Testing: through integration with different CI/CD tools.
  • 22
    paysley

    paysley

    paysley

    Paysley allows you to send secure payment requests to your customers using text messaging, picture messaging, and email. Your customers can also access any custom payment page on their mobile devices by scanning a unique QR code that you can display anywhere. Your customers do not need to download an app or register to make a payment. Paysley offers the most straightforward and convenient way to make payments. No card readers or special devices required. Cardholders make payments from their own mobile devices. No customer app download, no account registration, and no password, or login. No redirect to a service provider website. Paysley is a direct, tokenized payment option. You never have to ask for a customer’s card information again. Paysley is secure and your business is automatically PCI compliant. Upload and manage your customer information directly on your Paysley Portal. Your customer database isn’t limited to just contact information.
    Starting Price: $15 per month
  • 23
    Aidentified

    Aidentified

    Aidentified

    It’s time to transform your prospecting strategy with the power of AI. Thousands of financial services pros use Aidentified to find, qualify, and close more leads. Stop the cold call spray-and-pray, and start monetizing the network you never knew you had. Aidentified lets you build lists in minutes using over 200 attributes. Now you know exactly who you want to connect with, so let’s get you connected. Aidentified shows you your warmest relationship path to each of your ideal prospects. You’ll see who in your network can introduce you to your prospect, as well as how they know each other. First, search for one of your best clients on the platform to see all of their AI-mapped connections. Narrow that list down to just the people who line up with your ideal prospect profile. Then ask your client if they mind if you drop their name when you reach out. Aidentified gives you all the contact info you need.
    Starting Price: $449.99 per month
  • 24
    SMS-Magic

    SMS-Magic

    Screen-Magic Mobile Media Inc

    Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.
    Starting Price: $50 per month
  • 25
    SnapAP

    SnapAP

    Snap Accounts Payable Corporation

    SnapAP is a cloud-based accounts payable solution that enables organizations to digitize their complete Procure-to-Pay workflow. With SnapAP, users can handle all invoices, whether they are covered by a purchase order or not. SnapAP also serves as a communication platform including buyers, suppliers, AP, finance and payables in the process. The supplier portal embeds vendors in a self-serve accounts receivable management tool, eliminating the need to scan or manually enter invoices. ERP flexible and complete searchability for instant access to suppler information, PO and revisions, approvals, invoices, and payment information. SnapAP provides an enhanced level of control, secure data sharing, and cash flow visibility. Easily accessible with the latest internet browsers, as well as Android and iOS mobile devices.
    Starting Price: $500/month subscription
  • 26
    eBSEG Digital Trading Solution
    eBSEG Digital Trading Solution is an OmniChannel brokerage system with Real-time Market Services, Market Interests, Market Overviews, online integration, Currencies News, and various indices at your fingertip. eBSEG Trading Solution will enable you to create a portfolio and track important stocks, watch real-time changes, and status to manage your accounts, invest directly, find advice & more. We provide a comprehensive web and or mobile ecosystem that offers every tool your customers will need to make trades, review their positions, communicate with professionals, and monitor markets, all in real-time, from ANYWHERE, ANYtime.
  • 27
    audius:Finance
    audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.
  • 28
    iPlus

    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
  • 29
    Fiserv

    Fiserv

    Fiserv

    Consumers and businesses are redefining how they want to interact with their financial institutions and the types of services they want to access – making an institution's geographic footprint less important and its ability to connect with consumers and businesses on their own terms mission critical. Fiserv helps businesses find innovative solutions that manage costs, protect and grow revenue, and mitigate risks associated with the payment process – while attracting and growing their customer relationships. Today’s environment has forced financial institutions to reevaluate how digital channels and real-time payments can be used to deliver the experiences consumers expect. Whether your customers are paying people or businesses, in person, online or by mobile, Fiserv solutions allow you to maximize the potential of electronic payment processing.
  • 30
    Onbo

    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.
  • 31
    Capitolis

    Capitolis

    Capitolis

    Our SaaS products and solutions allow financial institutions to seamlessly identify optimization opportunities and execute in collaboration with other market participants. Using advanced workflow technology and proprietary algorithms to analyze and execute portfolio optimization with counterparties, we enable firms to: By identifying offsetting trades to eliminate positions you can free-up capital without affecting risk, by moving positions to institutions that may be better placed to hold them, you can open up your credit lines, by creating positions that are more capital efficient, you can access capital from the broadest sources available. Our SaaS products and solutions change everything. Empower everyone. Reimagine how the capital markets operate.
  • 32
    HostBooks

    HostBooks

    HostBooks, Inc.

    HostBooks transforms and enriches your accounting experience through its structured and automated cloud-based accounting platform. We help you effectively manage your business finances by combining the usual accounting practices with cutting-edge technology. Be it receivables, payouts, inventories or bank reconciliations, HostBooks cuts down the compliance time, boosts up your productivity, and reduces the operational costs.
    Starting Price: $9.99.00/month
  • 33
    Sequence
    Sequence is a ledger-as-a-service that enables organizations to securely track and transfer balances in a token format. Using Sequence organizations can securely manage their financial assets in a token format on private ledgers and, soon, seamlessly transfer them across public networks. Sequence is used by companies building the future of finance and commerce in a wide range of applications. Store & transact user balances. Securely custody customer funds. Issue, service, and sell loans. Manage consumer & driver balances. Focus on shipping and scaling your product instead of building and maintaining ledger infrastructure. Easily add new accounts, asset types, and even products, with no need to re-code your ledger. Architected for the enterprise, Sequence scales as your business does. Share portions of your ledger with partners, reducing complexity and opening up new business possibilities. Immutable, append-only cryptographic data model prevents tampering and corruption.
  • 34
    NexJ CRM

    NexJ CRM

    NexJ Systems Inc.

    Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
  • 35
    Optimizer

    Optimizer

    Synertree CMS

    Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.
    Starting Price: $220 per month
  • 36
    Centime

    Centime

    Centime

    Cash is the lifeblood of your business - and amid uncertain economic conditions, you need to optimize working capital more than ever before. Centime takes cash management to the next level. The only all-in-one platform for AR, AP, cash flow, credit and banking solutions, and more, Centime empowers you to take control of your cash position and make better decisions about what collections to prioritize, what bills to pay, and how to maximize every dollar. With Centime, you can: - Get paid faster with automated Accounts Receivable. - Take the pain out of payables with automated Accounts Payable. - Strategically plan and manage inflows and outflows with Cash Flow Forecasting. - Secure working capital lines of credit with CentimeCredit. - Protect your cash, prevent fraud, improve yield, and diversify deposits with CentimeSecure. - Get actionable insights to help you optimize working capital with advanced monitoring and KPI reporting.
    Starting Price: $149/month
  • 37
    GoldenBasis

    GoldenBasis

    GoldenBasis

    Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.
  • 38
    CapEx360

    CapEx360

    Caprivi Solutions

    We offer a complete CapEx system that cover all aspects of CapEx such as: Budgeting, Forecasting, Approvals, CapEx Requests and Post Investment review which leads to efficiency and getting your time and money back. With CapEx360™ you can allocate and track where your money is going. Not only will the CapEx360™ software customize to your CapEx approval path allowing for multiple workflows, it also allows for budgets to be uploaded or created right in the system. Forecasting and forecasting scenarios can be added and tracked. Even today, Capital Budgeting is still being managed through spreadsheet and emails from different people, departments, locations and sites. This can lead to overspending, project delays and inaccurate foresight. A Capital Expenditure software that was able to handle a large volume of CapEx requests. A system that is both flexible and easy to use with a robust approval process.
  • 39
    Quiltt

    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.
  • 40
    Banyan

    Banyan

    Banyan

    Banks, fintechs, hotels and merchants are striving to win the minds and hearts of their customers by creating valuable experiences for them. Collaborations between merchants and banks will deliver the richer, seamless and relevant commerce and banking experiences consumers expect today. The ability to deliver offers to cardholders at the item and category level instead of just the merchant level — providing powerful discounts that drive everyday spend and big ticket purchase. Improved experiences for business spenders — the ability to automatically and seamlessly have their spend at hotels, restaurants, and other merchants synced directly with their banking app and expense management platform. A way to reduce time and money spent dealing with fraud claims, transaction disputes, and chargebacks — increasing operational efficiency throughout your organization.
  • 41
    FinCompare

    FinCompare

    FinCompare

    Manage financing efficiently with FinCompare. The digital platform for entrepreneurs. FinCompare offers modern financing solutions for medium-sized companies. Time is precious - especially for you as an entrepreneur. We guide you through the financial jungle and find the best financing solutions quickly and independently. So you can concentrate fully on your business. FinCompare is the innovative financing platform for SMEs. With our independent advisory approach and with the help of the latest technology, we offer a convenient central point of contact for all financing questions relating to your company. We take care of your financing so that you can focus on your operational business. You make a free & non-binding inquiry via our online portal. The whole thing only takes 2 minutes. We will provide you with up to 5 tailor-made offers. You choose the best for yourself. You conclude your financing in the shortest possible time. We take care of the rest.
  • 42
    theb2bbank

    theb2bbank

    Payfree Financial Services

    Payfree Financial is a well-experienced organization in making B2B Multi Recharge software, Website Designing, Money Transfer Software, E-Commerce Shopping Portal and Mobile Recharge Apps Development. You can recharge Mobile, DTH, Data-Card, Post-Paid, Electricity, Gas, Insurance, Money Transfer Service and Pan Card. whatever you wish just by one-clicking buttons.
  • 43
    MFS Platform
    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.
  • 44
    TradeAnywhere

    TradeAnywhere

    Dion Global Solutions

    With the rapidly changing technology landscape, retail and institutional brokers, modern traders and investors expect trading platforms to offer superior trading experience across multiple devices (web, mobile, tablets), seamless connectivity to multiple stock exchanges/markets, with enhanced customization capabilities and low turn around & implementation time. Dion’s TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions in India for stock brokers and retail investors. The system can be accessed through a web-based platform or a mobile application, ensuring users can easily and securely trade in equities, derivatives and commodities through an intuitive interface. With trading capabilities and market information for all of the major Indian stock exchanges and segments (NSE, BSE, FONSE, CDNSE, NCDEX, MCX, MCXSX, IPO, MF, NCD, GOI, FD, Non-Life Insurance) the system supports trading of CFDs (Contracts for Difference) and users can monitor market data.
  • 45
    Wallie e-Wallet

    Wallie e-Wallet

    ULIS Technology

    Wallie e-Wallet is a complete platform that allows MNOs, MVNOs, banks and financial institutions to launch a digital wallet tightly linked to their core systems. This mobile money solution can be rolled out via agent/CSR led model or online/API registration. User registration and KYC processes required to activate the wallet system are extremely easy. Once registered, users can easily send and receive money from the mobile wallet without using any bank services. Add money into the wallet. Add the multi-account with different currencies. Transfer money to wallet, account in one click. View all the transactions and also raise the ticket if the transaction is not completed. Provide all payment services through one device, whether looking to pay your bills, top-up, transfer or more. Monitoring expenses, identifying the favorite area on spending and instantly reaching the campaigns in the area of interest where the offers and promotions are viewed.
  • 46
    Omnia

    Omnia

    Fisa Group

    Omnia is a Modular platform that enables the Digital Transformation of your business. It facilitates innovation, boosts your income generation, rationalizes costs, and creates a modern multichannel and omnichannel experience for your clients. All of this with high-security levels. Integrate all of your legacy systems, products, external services, and institutions, all in one place. offer a unique and homogeneous experience to your internal and external clients. Rapidly implement pre-designed business applications that can be easily customized to your present Business requirements. Omnia offers applications with rapid deployment that can speed up your business growth. Preserver the best of your IT Investment with a platform that can adapt to any Legacy system in the market. Reduction of costs and risk of your digital Transformation Process, by enabling continuous innovation of your products and services with scalable capacity over time.
  • 47
    Adaptive Bank in a Box (BiaB)
    The Adaptive Bank in a Box (BiaB) is a powerful graph-based application which can be hosted on the cloud which enables financial services organizations to leverage financial industry content best practices. This includes data and models that connect the dots between industry content and the organizations data to ensure proper assessments and processes are in place including mandates for AML and data privacy. Adaptive Business Function Model (ABFM) for Universal Banks, which will describe at the right level of granularity all of the key front, middle and back office business activities across Retail, Commercial and Investment Banking. Adaptive Business Information Model (ABIM) for Universal Banks, which will describe the key information and data-related business concepts and their logical attributes across all functions. The ABIM will be a de facto out of the box data glossary or dictionary which banks can then customize and adapt to their own environment.
  • 48
    MobiFin Elite
    MobiFin Elite is one-of-a-kind digital financial platform that helps banks and financial firms to create solutions suitable for the constantly innovating financial marketplace. Security, scalability and omni-channel capability form the focus of this platform. Deployable on-premises, on cloud or in hybrid fashion, MobiFin Elite lets you be free of any infrastructural expenditure because we care for you so you can care for your customers. Experience the magic of a sophisticated platform with Kafka-based messaging bus architecture Leverage the power of most-secured digital financial platform ever as we ensure near-zero frauds in financial transactions. Futuristic platform with all interactions using APIs making it easy to integrate with new digital solutions and third-party services. Your customers can enjoy seamless experience across all digital channels giving them ease of use and convenience.
  • 49
    Magic Software

    Magic Software

    Magic Software

    Magic Software has invested in leadership that has vast industry experience in growing and operating ventures within the technology sector and leveraging global talent pools. Magic Software leadership team has built reusable frameworks and technology IP that focuses on delivering digital solutions. Magic has specifically build expertise in building digital solutions that leverage content digitization and unstructured/alternative data. The digital solutions will leverage digitization, and automation frameworks and tools with the idea of improving the outcomes (i.e. learning outcomes or operational efficiencies) in a specific function.
  • 50
    NayaOne

    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.