Alternatives to Jinnee

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

  • 1
    OmniConnect

    OmniConnect

    Kinective

    Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.
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    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.
  • 3
    riskine

    riskine

    riskine

    Insurance advice, rethought. Riskine develops digital solutions for advising your private and corporate customers on the basis of the latest AI and graph-based technologies. The products are suitable for self-service (portal, website, apps, ...) as well as for personal and remote advice to your customers. We have found that many people have no overview of their risks and financial needs . This makes it very difficult to understand and communicate personal needs for financial products. In addition, the specific added value of a hedging product is often not visible or understandable for customers at the time of the conclusion. The basis for good financial decisions is therefore not given. This not only leads to uncertainty, but also to the fact that some people do not even bother with their own insurance and provision and suppress the topic. Riskine makes the objective risks as well as the subjective wishes and needs of your customers visible and understandable.
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    i2i Logic

    i2i Logic

    i2i Logic

    i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking.
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    Financial Oxygen

    Financial Oxygen

    Financial Oxygen

    State-of-the-art, cloud-based portal that allows a financial institution’s corporate clients to easily and quickly view cash balances across multiple subsidiaries and currencies and then to deploy those balances into a variety of cash-equivalent investments, such as money funds and time deposits. G-CLIP allows clients not only to place their excess cash into permitted investments, but also to understand their risk exposures utilizing an intuitive analytics package. FO2 has designed G-CLIP based on extensive knowledge of client needs, product fundamentals, regulatory requirements and market experience, thus providing key bank clients with improved liquidity and increased transparency in one easy-to-use liquidity portal. FO2’s G-CLIP can be deployed on its own as a turn-key portal or can link to additional FO2 modules that can enhance the client’s experience as well as the financial institution’s capabilities and ROI.
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    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.
  • 7
    Zocks

    Zocks

    Zocks

    Build stronger relationships with your clients by being fully present and engaged in every client interaction. ‍ Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.
    Starting Price: $67 per user per month
  • 8
    CECL FIT
    CECL FIT is designed to help you comply with the new CECL accounting standard. Our web-based solution, CECL FIT, combined with our PCBB Advisors, will guide you through the steps to determine the appropriate methods for your loans and securities groups. CECL FIT, a robust, web-based solution, gives you a customizable executive dashboard to review your portfolio reserve, easily test your assumptions, and see instant results. Institutions with low or no loss history can get started quickly and see which works best for each unique loan or securities segment. Intuitive, executive dashboard to instantly see the impact of adjustments. Forward Look with reasonable and supportable forecasts. Flexible, web-based solution meets your unique needs as you grow Instantly see the impact of adjustments in real-time, on a customizable, executive dashboard. Assess the impact of credit loss for loans, unfunded balances, and HTM securities.
    Starting Price: $5,000 per year
  • 9
    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.
  • 10
    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.
  • 11
    Aerotruth

    Aerotruth

    Aerotruth

    Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. New partner on-boarding and periodic reviews of B2B partnerships involve a significant number of documents to be exchanged for compliance approval. This process should not take months to complete. Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. We help you simplify and expedite the document exchange and approval process which lets you conduct due diligence on new and existing partners faster. Aerotruth is a secure and seamless cloud-based platform that provides an easy and efficient way for institutions to exchange, store and approve documents required to meet regulatory compliance needs in the onboarding and review processes.
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    Toqio

    Toqio

    Toqio

    The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders.
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    Difitek

    Difitek

    Difitek

    Whichever finance service you provide, Difitek is the technology framework for you. Support from KYC and AML, moving funds, recording and reporting positions, to repayments, liquidity functions, and secondary markets. Digital offers a robust API-first platform suited for Fintech applications of any scale. Choose from Turnkey Solutions or the full suite of technical functions you need. Serverless Architecture with Bank Grade Security. You get a modern and bank-grade secure solution that is easy to use and manage, at 1/100th of traditional banking IT costs. We automate and streamline processes, substantially lowering the cost of operations and opening up radically new opportunities to build financial services. Difitek's serverless architecture is the cutting edge adoption of modern cloud computing. The Difitek API layer seamlessly interfaces with the client layer and the third-party API layer with functions being executed asynchronously between them.
  • 14
    OpenFin

    OpenFin

    OpenFin

    The largest global financial institutions use OpenFin’s intelligent workspaces and developer platform to help their teams work smarter, faster, and more effectively. We sweat the details to make sure your employees have smiles on their faces, and that the highest standards in accessibility are met. With more than 60bn app minutes logged, we deliver the dependability you need to sleep well at night. That’s just one of the reasons Wall Street’s leaders count on us. Security isn’t negotiable for our clients — or us. That’s why we built it into our DNA, and integrated it into everything we do. Delight users and accelerate time-to-value with a workspace that does it all. Launch apps, automate tasks, configure complex layouts, search, context share, send and receive notifications and discover new apps.
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    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
  • 16
    Envestnet | Yodlee
    Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We're powering the future of financial apps and services with solutions for wealth managers, banks, merchants, and more. Find out how we can help you grow. Our data aggregation platform enables financial institutions and FinTechs to help consumers achieve better financial outcomes. We adhere to leading industry practices for data security, regulatory compliance, and privacy. View the latest update from Bill Crager on Envestnet's intention to remain committed to action. Browse our library of white papers, on-demand webinars, eBooks, case studies, and more–all packed with product information, actionable advice and invaluable insights.
  • 17
    AlphaStream

    AlphaStream

    AlphaStream

    AlphaStream makes financial markets more effective for your clients and more profitable for you. The AlphaStream experience platform takes all of your disparate financial data sources and brings them together into one unified solution for delivering hyper-personalized financial market data experiences to every single client. Your teams will have groundbreaking access to not just what your clients do, but why they do it. Discover how your teams can improve the client experience for more profit, improve sales targeting and conversions, programmatic digital campaigns, personalize education and much more. The platform is the first data experience platform built specifically to transform all real-time financial market data and deliver a personalized client user experience to the most effective channel. Ingest all of your financial data including, news & social, web, market datasets, alerts and notifications.
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    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.
  • 19
    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.
  • 20
    Rightfoot

    Rightfoot

    Rightfoot

    Rightfoot provides secure connectivity to millions of business and personal accounts, without requiring a log-in. Our proprietary technology eliminates the customer burden of remembering various passwords across their financial footprint. Rightfoot shines a light onto accounts previously opaque, giving you a comprehensive financial picture of your customers. A customer's financial picture can dramatically change since the last refresh of credit bureau data. Rightfoot taps into the source of truth so you can make confident underwriting decisions. Determine creditworthiness with visibility into chargebacks, payment disputes, & more. Unlock seamless product experiences by avoiding industry-standard 40% dropoff. Leverage customer-level financial data to hyper-target your product offerings.
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    Pre-Approval Of One

    Pre-Approval Of One

    Equifax for FinTech

    Pre-Approval of One allows consumers to initiate an application for credit with no impact to their credit score. Lender evaluates applicant’s creditworthiness and offers a commitment to lend, subject only to collateral requirements or conditions. A hard inquiry will be posted if the consumer moves forward with taking the pre-approved offer and meets the conditional credit requirements. Create a single, low-friction experience for credit seekers as well as credit applicants. Help boost take rates by collecting all the information that you need to underwrite the consumer at the time of ingest. Establish consumer expectations and acknowledging they are valued by reducing their time commitment in the application process.
  • 22
    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.
  • 23
    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.
  • 24
    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.
  • 25
    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.
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     myView

    myView

    UniTrust

    UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer. Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored
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    Jocata GRID

    Jocata GRID

    Jocata Financial Advisory & Technology

    At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Our technology platform, Jocata GRID, is a fast, adaptive digital ecosystem that handles millions of transactions per day, delivering solutions that drive business growth, streamline operations, provide risk-adjusted insights, and ensure regulatory compliance. Our configurable workflow engine brings all key operational stakeholders onto one unique virtual platform for efficient management and monitoring of business processes. From pulling in customer-related information from multiple sources like financial institutions, watchlists, statutory authorities, credit bureaus and social networks, to processing and analyzing it using the latest technologies, and finally, presenting it in the most convenient manner.
    Starting Price: $100,000 per feature per year
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    Solid

    Solid

    Solid

    Instantly create bank accounts, offer crypto wallets, send payments, and issue cards to your customers. Solid offers a fully integrated & compliant suite of FinTech services. Integrate in minutes to build never-before-seen experiences. Solid's Banking as a Service (BaaS) enables companies to build and launch deposit products, such as business and consumer checking accounts. It includes the ledger, statements, and everything needed to create delightful banking experiences. Solid's Card Issuance and Management platform is the first of its kind. Issue cards are the modern way, to serve the needs of your customers, with one single API. Credit, debit, and prepaid cards, both in physical and virtual form factor, are all fully managed by Solid. Engage your customers with a light & powerful experience, in your product, with Solid's instant bank /account creation API. Issue branded physical and virtual cards instantly, with the spending controls they need with Solid's /card API.
    Starting Price: Free
  • 29
    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.
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    Redtail CRM

    Redtail CRM

    Redtail Technology

    Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.
    Starting Price: $99 per month
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    ERMES: Easy Reporting Matrix basEd Solution
    The complete application, conceived from the experience of the SEFIN group, for supervisory reports and matrixes for branches of foreign banks in Italy and Financial Intermediaries of the new SINGLE REGISTER. ERMES is the complete application, protocol to PUMA 2 (Unified Corporate Matrices Procedure) to manage in a simple and complete way the periodic reporting obligations to the Bank of Italy. Conceived and developed to meet the specific needs of the Italian branches of foreign banks , of the Financial Intermediaries pursuant to art. 107 and today Financial Intermediaries pursuant to art. 106 (so-called SINGLE REGISTER), ERMES is a reporting, reporting and communication system with the Bank of Italy, which guides the user in all phases thanks to a simple but complete interface. Flexibility and usability. Adaptability and customization of the table structures for each individual user. Uniqueness of the reference documentation for the processing.
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    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.
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    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
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    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
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    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
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    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
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    Intrinio

    Intrinio

    Intrinio

    Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing. Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients. We are experts in XBRL, standardization, licensing, customization, tools, and support.
    Starting Price: $150/month
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    flowpilot

    flowpilot

    flowpilot

    flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.
    Starting Price: $99.00/month
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    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
    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.
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    Sorbet

    Sorbet

    Shift Time

    Improve the financial health of your employees while reducing PTO liabilities and increasing cash flow for your company. Sorbet’s sweet PTO cash-out solution allows employees to cash out the unusable portion of their PTO while reducing the liability for employers. Give your employees instant access to their hard-earned compensation when they need it the most, leaving their monthly salaries untouched. Sorbet doesn’t cost your company a penny! In fact, it actually saves your company money. If your employees don’t cash out, you pay nothing. If your employees cash out, you save money! Track the projected value of your PTO liability over time. Get insights into the financial and overall wellness of your company. Give employees the freedom to choose how they want to spend their PTO. Help your employees achieve better financial wellness. If we can improve morale and enable our employees to pay their bills and live the life they want with very little cost to the company, it’s a win-win.
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    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.
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    Soft Pull Solutions

    Soft Pull Solutions

    Soft Pull Solutions

    Do you need to pull consumer credit reports? You can qualify your customers and pull credit with real-time access to the credit bureaus. This will help save time and money while making better lending decisions. If you work with a business, broker, or lender, and are in need of software to pull credit reports, Soft Pull Solutions offers a full range of verification services to make financing easy, safe, and predictable. Maintain full compliance with hard or soft credit pulls with access to the most reliable and accurate reporting information from the three most trusted credit bureaus. Make dependable financial decisions with integrated APIs, automated income checks, and credit reporting software anywhere, anytime.
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    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.
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    FinStack

    FinStack

    FinStack

    FinStack is a one stop solution for any company to become a fintech powerhouse! Launch products around lending, investments or PPI wallets while partnering with the best Financial Institutes of the country at the click of a few buttons! No engineers needed. With FinStack you can: - Integrate or create any API, data source, custom forms and LMS. - Build borrower facing journeys and workflows for any loan product. - Configuring underwriting policies through a powerful BRE. - Use our powerful Loan Origination System to source loans (Secured or unsecured). FinStack is already used by multiple NBFCs and FinTechs.
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    Clear Street

    Clear Street

    Clear Street

    Old infrastructure makes markets difficult and expensive to access. We started with prime brokerage, an industry that has struggled to see any real innovation in decades. Our tech-first platform has redefined what it means to work with a prime broker - improving access, speed, and service for our clients. We want to continue that change across all capital markets, for every type of investor - institutions, active traders, market-makers, and fintech apps. Our scalable prime brokerage platform provides optimal clearing and custody solutions for market participants, without limitations on firm size, return profile, or strategy. We give you access to clean data so you can make more informed decisions, faster. Our proprietary securities lending and funding platforms have allowed us to build extensive distribution channels to support the liquidity needs of our clients and borrower counterparties.
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    Lentra

    Lentra

    Lentra

    A future where errors and inaccuracies are eliminated using cutting-edge AI, go-to-market is faster and simpler, and customer acquisition is accelerated with tailored lending products and elevated experiences; this future is here, and it’s called Lentra. Lentra is a new-age domain-native platform built from the ground up. It is designed and developed to tick all boxes on the wish list of any financial institution. Ready-to-use with rapid deployment and curated journeys. Microservices architecture with customizable customer journeys. No CapEx with pay-per-user/transaction SaaS model. Always-on, with dedicated data centers. In-built industry-grade secure infrastructure. API-driven for quick 3 rd party integrations. Horizontal scaling to keep pace with growth. From personal loans to credit cards, including giving the ability to transform merchants into cross-sell agents, Lentra has a solution that covers the entire spectrum of a financial institution’s lending needs.
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    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.
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    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.
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    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