Alternatives to PactFi
Compare PactFi alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PactFi in 2026. Compare features, ratings, user reviews, pricing, and more from PactFi competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc -
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Instant Bank Verification
MicroBilt
Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website. -
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ImPACT Applications
ImPACT Applications
Need help assessing and managing concussions? ImPACT Applications, Inc. is the maker of ImPACT, ImPACT Pediatric, and ImPACT Quick Test, all FDA cleared medical devices that assist in the assessment and management of concussion. See our milestones here and access our press releases here. ImPACT Applications’ concussion care tools are affordably priced to accommodate different types of organizations. Use ImPACT baseline testing to document the healthy brain function of your patients. If they suffer a head injury, use ImPACT post-injury testing to help you make concussion treatment decisions. If your school or sports team requires you to take a baseline test, get it done in 20 minutes, online, in the comfort of your home. -
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PreIPO
PreIPO
PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. -
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ChainPact
ChainPact
A decentralized peer to peer work contract or payroll decentralized application. There are currently two kinds of pacts that can be made using ChainPact - Gig pact and Proposal Pact. Gig Pact enables anyone to create a freelancing agreement or employment contract on the blockchain. This is a time based contract, where the employer pays the agreed upon payment at agreed upon intervals. The contract acts as an escrow smart contract for the payment. Further, a fundraiser or a kickstarter type campaign on blockchain can be created using the Proposal pact smart contract. It allows the creator to specify a certain voting start time and duration. So contributors can vote at a later date whether to disburse the collected funds to the creator's chosen account or somewhere else (like refunded back to the contributors)Starting Price: $0 -
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RedlineDCS
RedlineDCS
RedlineDCS is a web-based software product designed to facilitate collaboration among deal teams on transaction legal agreements. It offers secure deal rooms where dealmakers, advisors, and counsel can mark up, comment on, and share drafts of transaction agreement documents. Additionally, the product provides e-signature options and a secure repository for executed legal agreements RedlineDCS is for organizations in need of an efficient, secure, and reliable document collaboration solution for managing their data, communication, and workflow processes for transactions. Our platform meets the needs of customers involved in active M&A campaigns, securing financing, commercial real estate transactions, and other activities that require drafting and executing legally binding agreements. Our customers are dealmakers—professionals responsible for managing the deal process, from start to close. -
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FundFormer
FundFormer
FundFormer helps alternative asset managers and investors process their fund documents faster. Our investor onboarding portal is designed specifically for investors in private equity, venture capital and hedge funds. Convert subscription documents into webforms integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms with conditional logic. FundFormer can coordinate with all deal parties throughout the fundraising process, including investors' financial advisors, legal counsel and investor relations teams. Create data exports for post-closing analysis or fund administration investor onboarding. A FundFormer professional is available to assist at every step of the way for the whole lifecycle of your fund, from fund launch to investor closing to post-closing secondary transactions. -
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SurePact
SurePact
SurePact is software that helps organizations know every significant detail about their projects and grants as they’re executed. With guided workflows, real-time reporting and a unique risk management framework, SurePact gives you complete confidence in your ability to deliver. Get instant oversight of projects and grants at a glance with data-rich dashboards, real-time records and comprehensive, standardized reports. SurePact provides full project management and grant management oversight and serves as the single source of truth, so you can do away with confusing spreadsheets and lengthy email chains and put all your stakeholders on the same page. Ensure every dollar your organization receives goes exactly where it should and show funding bodies how you make every dollar count with reporting at a moment’s notice.Starting Price: $40,000 per year -
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ePACT Network
ePACT Network
ePACT provides recreation organizations with an easy-to-use system to collect and manage critical participant information, minimize risk and liability with HIPAA compliance, and control authorized user access. Families use their Private Personal Emergency Record™ to securely store data online and share this with their connected organizations, saving time over paper forms and ensuring medical and emergency information is always up-to-date. ePACT has the same standards as online banks, using the highest level of encryption to protect family data, while also providing staff with a secure Mobile App to access records on the go, even without an internet connection.Starting Price: $3.00/year/user -
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OurPact
OurPact
OurPact is the most comprehensive parental control app & family locator and is perfect for families of any size. The OurPact cross-platform app not only puts you in control of how much time your kids can spend online but just as importantly, what type of content and apps they can utilize. From text messages and app blocking to website filtering and locator abilities, you now have a wide range of online management supervisory tools to keep your children safe from intrusive and harmful content. OurPact gives parents the ability to block apps, including social media and games. Utilize the ability to block the internet and apps, by scheduling screen time throughout the day. Automated periodic, on-demand, or gallery views of your children's online activity. Locate family members or devices, set geofences and receive instant alerts. OurPact gives parents the ability to block distracting apps and games while leaving educational apps for learning.Starting Price: $6.99 per month -
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PACT ERP
PACT
Flexibility is at the core of all PACT’s ERP solutions. Regardless of the size or nature of your business, we deliver solutions that completely fulfill your requirement. PACT enjoys a 95% customer retention rate because we stay with our clients giving them continuous local support. Automate your business processes with our secure, easy-to-use, customizable, scalable, and modular ERPs. Own an ERP completely customized to meet your specific business requirements. Gain the flexibility to do your business from absolutely anywhere in the world, anytime! Unify data across different systems with successful third-party application integrations. -
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P2PB2B
P2PB2B
P2PB2B cryptocurrency exchange platform offers for the Community its own PACT native token. PACT is designed to make users' experience more convenient and profitable. It allows to get increased profit, save funds on comissions and get exclusive airdrops for Community members only. P2PB2B is the best crypto exchange to newbies and professionals in crypto. We offer competitive cryptocurrency exchange rates and discounts on trading fee for PACT holders. We store 96% of all coins in cold wallets. All your funds are safe, under your own control. Lowest fees in the market, PACT community token. Join us and start exploring the world of cryptocurrencies. P2PB2B is an advanced cryptocurrency exchange that works for the benefit of its users. In order to make your trading even more convenient and safe, the platform has all the necessary features and tools. You may submit a ticket, send an email or communicate in a live chat. -
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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. -
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iSoftpull
iSoftpull
Focus on prospects with the credit condition to close, and less time on prospects that have no chance. By spending time on deals that have the credit condition to qualify, our customers find that they increase sales and revenue. iSoftpull takes the guesswork out of knowing if a prospective client has the credit condition to qualify for financing. Sign up for a free demo account to see the software in action. iSoftpull enables businesses to optimize their sales and marketing efforts by giving them on-demand access to TransUnion and Equifax credit reports. By knowing your customer's credit score right out of the gate, you can send marketing material relevant to them. No more wasting ad spend and other marketing costs on leads that have no chance in qualifying. -
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FairPact AI
FairPact AI
FairPact AI is a contract analysis platform that helps users identify hidden risks and costly clauses before signing agreements. It scans contracts to reveal potential problem areas and generates tailored questions, empowering users to negotiate better terms. The platform supports various contract types, including employment, NDAs, rental leases, and service agreements. FairPact AI combines advanced large language models with proprietary algorithms to deliver accurate, personalized insights and prevent AI hallucinations. By catching costly “gotchas” early, it saves users money on legal fees and future disputes. This tool gives users peace of mind by simplifying complex legal language into clear, actionable advice.Starting Price: $29.99 for full report -
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AccessFintech
AccessFintech
We are a fintech company founded to bring self-service, transparency, risk mutualisation and more efficient supply-chain management to the global financial services industry. ‘AccessFintech’ Synergy DataLake enables optimization of workflow through collaboration, using data and shared technology access. Our network of shared data and self-service solutions extend and enrich data, workflow and technology across the transaction lifecycle for more transparency, faster resolution, fewer fails, and valuable benchmarking insights. Self-service solutions for transaction automation, resolution and decision-making in multi-provider environment. Optimize workflows and workforces by evaluating and managing risk, recommend solutions, share workloads and track actions. Benchmarking insights for improvement and cost optimization. -
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CaseHUB
Quinte Financial Technologies Inc
CaseHUB is an enterprise case management platform from Quinte Financial Technologies designed to help banks, credit unions, CUSOs, and fintech organizations manage high-accountability case workflows in a centralized system. The platform replaces fragmented tools and manual processes by providing policy-controlled workflows, structured documentation, regulatory timelines, and centralized audit trails for financial institutions. CaseHUB enables teams to manage cases with real-time visibility into ownership, SLAs, compliance checkpoints, and operational outcomes while reducing risk and improving accountability. The platform embeds automation orchestration and standardized workflows directly into daily operations to support more efficient case execution and examiner readiness. ServiceDESK, an embedded feature within CaseHUB, enhances workflow automation, operational insight, and user adoption by supporting service and performance management inside the platform.Starting Price: $10000 -
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Clozze
Clozze
Clozze is an AI powered real estate transaction management and CRM platform built for agents, brokers, and transaction coordinators managing deals from contract to close. Clozze centralizes transaction workflows, task management, communication, documents, and deadlines into one shared workspace to reduce manual coordination and improve visibility across active deals. The platform includes a Communication Hub that brings email and text messaging into one place, helping users track conversations tied to buyers and listings. AI Assist identifies messages that require action and helps draft responses based on the user’s communication style. Clozze also supports transaction level task tracking, calendar syncing, team collaboration, and document review. Integrations with Dotloop, Follow Up Boss, Gmail, Google Calendar, and Apple Calendar allow users to import transaction data, reduce duplicate entry, and keep systems connected.Starting Price: $10 a month -
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Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
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Lendable
Lendable
Technology and financial services for a more inclusive world. Lendable provides capital to emerging and frontier market fintech companies and provides technology, asset management, and advisory services to leading investors. Connecting investors to fintech with technology, capital solutions, and services. Maestro, our proprietary risk tech platform, is a full-service underwriting and risk management suite. Maestro features include core banking APIs, payment gateway integrations, verification technology, a proprietary database of loans for benchmarking, and BI dashboards. We started as a risk technology company, it’s still at the core of everything we do. Open-ended funds, closed-ended funds, local currency channeling, and bonds (coming soon). Fintech, balance sheet debt for an existing business. SPVs for business expansion, local currency advisory. -
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PactAlert
RubiDev OÜ
PactAlert is an AI contract-obligation tracker for contract-heavy services firms: agencies, consultancies, and studios juggling many client agreements. Upload a contract or import it from DocuSign or Google Drive, and its AI extracts every obligation in seconds: notice periods, renewals, deliverables, review dates, SLAs, and payment terms. Each is shown with the source clause and an AI confidence score, then tracked with reminders ahead of the deadline. For contracts already mid-term, it auto-detects elapsed renewal cycles and projects the current notice deadline. The key difference is timing: PactAlert alerts you during the notice window, while you can still renegotiate, cancel, or act, not on the renewal date when it is already too late. Obligations push as tasks into Jira, Trello, and Notion, so deadlines land where the team works. A free plan covers 3 contracts, no card; paid plans scale by contract volume. Contracts are encrypted and never used to train AI.Starting Price: $29/month -
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Simgenics 3D PACT
Hexagon PPM
Take advantage of 3D simulated training based on 3D models or laser scans. Simgenics 3D PACT provides a uniquely engaging, interactive training experience that has been proven to offer better knowledge retention than traditional classroom training approaches. Real-world scenarios enable trainees to step through operating and commissioning procedures, maintenance tasks, inspections and isolations. Trainees can respond to simulated emergencies as if they were actually on the facility floor. Simgenics 3D PACT is a 3D-based training simulation solution that provides a uniquely engaging, interactive training experience that has been proven to offer better knowledge retention than traditional classroom training approaches. Real-world scenarios enable trainees to step through operating and commissioning procedures, maintenance tasks, inspections, and isolations. Simgenics is the respected leader in providing engineering and training simulators to the process and power industries. -
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Centari
Centari
Centari’s deal intelligence platform is an AI-driven system designed for attorneys and financial professionals managing complex transactions across M&A, investment management, and finance. At its core is the proprietary Deal Reasoning Engine, which transforms unstructured deal data into structured insights, enabling faster negotiation, better knowledge capture, and stronger decision-making throughout the deal lifecycle. By surfacing institutional knowledge at scale, Centari helps teams turn lengthy, fragmented negotiations into streamlined, informed discussions, increasing speed, accuracy, and value delivery for clients. Recognized among top legal AI vendors and backed by recent funding, the platform focuses on empowering deal teams to originate, negotiate, and close more effectively while maximizing client outcomes and competitive advantage. -
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Xpanse Podium
Xpanse
Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays. -
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Closing Folders
Closing Folders
Closing Folders removes the messy, repetitive tasks from legal transaction management so you can focus on delivering more value to clients. Through intelligent automation and collaboration tools, Closing Folders helps you run deals with unparalleled efficiency, accuracy, and control. Proprietary machine-learning technology automates repetitive tasks like creating signing packages and closing books so you can focus energy elsewhere. All stakeholders have a single source of truth for a deal. You can easily respond to client queries and track deal progress to ensure nothing falls through the cracks. By reducing time spent performing low-value activities when running deals, you'll have more time for delivering high impact legal advice to clients. Closing Folders is designed to harmonize with the way you run deals today. Our software conforms to your workflow, not the other way around. Closing Folders is a pioneer in legal transaction management software. -
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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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Onbo
Onbo
Credit products without a bank sponsor. Offer a compliant credit product in weeks, not months. Bank sponsorships and obtaining state licenses can take years. Onbo’s fully licensed and compliant credit products can be embedded into your comprehensive financial service, allowing you to GTM fast. Bring your own KYC, fraud, and underwriting policies. It's easy to get started and customize them with scale. We help you get started with debt capital of up to $1M at a cost to us. As you scale, we introduce you to our debt capital partners and help you get your first facility. A credit builder feature allows users to build their credit using microloans for everyday purchases. Our personal loans can be modified using 15 different loan parameters and come with our flexible loan management system “LMS.” Lines of credit are revolving and are useful for borrowers to extend spending capacity. -
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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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Termgrid
Termgrid
Termgrid is an end-to-end debt financing and portfolio management tool built specifically for private capital markets that helps sponsors, lenders, borrowers, advisors, and law firms streamline and simplify complex debt workflows by digitizing term sheets and deal grids, centralizing transaction data, and accelerating execution with real-time collaboration and automated processes. It offers a unified deal dashboard to track transaction progress, secure data room capabilities to share files and monitor lender activity, and a terms database that automatically records key commercial terms, with redline and heatmap functionality for efficient comparisons. Termgrid also provides portfolio management tools to monitor covenants, capital structures, amortization and financials with drill-down insights, automated routine reporting, and real-time, data-driven decision support across all deals. -
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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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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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PactCentral
PactCentral
A dependable virtual data room platform that users trust to securely store and exchange confidential documents for broad enterprise data sharing environments such as M&A, IPO's, Fund Raising, Bankruptcy, Board Matters, Audits, Reporting and more. Improve your productivity on the get-go in minutes with PactCentral's intuitive user experience and affordable pricing. A cloud platform to digitally store and share confidential data with external parties globally. The virtual data room replaces traditional rooms to physically meet in buildings and share stacks of paper-based documents which can be time consuming and mundane to track. Virtual Data Rooms to improve your productivity on the get-go in minutes with PactCentral's intuitive user experience. Manage multiple projects under one platform. One click project and user controls. No plugins or downloads required, access files through browser.Starting Price: $59 per month -
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SimuPACT
SimGenics
SimuPACT is an advanced simulation platform that enables rapid development of high-fidelity, full-scope power and process plant simulators with modern, intuitive graphical tools and a powerful integrated architecture that supports engineering analysis, operator training, and control system checkout on the same platform without extra cost. It embraces the latest software technologies and engineering strategies to deliver higher accuracy and faster simulator creation, with configurable modelling tools, solvers, and extensive libraries for electrical networks, multi-phase flows, logic and control networks, sensors, actuators, mechanical systems, and materials handling, and it integrates seamlessly with distributed control system (DCS) emulation and third-party systems using standard protocols. SimuPACT also includes a flexible instructor station that lets users configure simulations, initiate malfunctions, manage scenarios, and review trainee performance. -
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Dealcloser
Dealcloser
We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!Starting Price: $149 per month -
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MobiFin
MobiFin
MobiFin is a state-of-the-art digital financial platform meticulously designed to empower banks, fintechs, telecoms, credit unions, and digitechs, enabling them to elevate their customers' experiences. -
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Kato
Kato
Kato is a comprehensive prop-tech platform designed to digitize and streamline commercial real-estate workflows across the entire lifecycle of a transaction. It centralizes functionalities such as marketing, lead and listing management, matchmaking between landlords/owners and tenants, deal negotiation, tracking, e-signing, and lease completion, all in one unified workspace. With Kato, agencies and landlords can automate inbound enquiries, manage CRM data, handle client reporting, and coordinate everything from initial interest to deal closing, eliminating the need for spreadsheets or multiple disconnected systems. It also offers powerful marketing tools, automated matching of requirements to available properties, actionable insights, and dashboards showing agency performance and deal progress, and branded client exports and reports. It brings marketing, matching, tracking, negotiation, document signing, and closing into a single, collaborative, and digital environment. -
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Alkymi
Alkymi
Alkymi is an AI-powered data automation platform designed to unlock and manage investment and private markets data by turning unstructured documents into standardized, interactive datasets that connect directly to a firm’s systems and workflows. It provides an end-to-end solution for retrieving, ingesting, transforming, validating, and delivering real-time structured portfolio information from complex documents such as capital calls, quarterly reports, financial statements, subscription and offering memorandums, loan agent notices, and more, all within a single platform. Using advanced AI, machine learning, and large language models, Alkymi automates multiple investment document workflows in one place so teams can capture more data faster, improve operational efficiency, accelerate deal review, and respond quickly to market changes with richer data available in real time. -
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Jocata GRID
Jocata Financial Advisory & Technology
At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Our technology platform, Jocata GRID, is a fast, adaptive digital ecosystem that handles millions of transactions per day, delivering solutions that drive business growth, streamline operations, provide risk-adjusted insights, and ensure regulatory compliance. Our configurable workflow engine brings all key operational stakeholders onto one unique virtual platform for efficient management and monitoring of business processes. From pulling in customer-related information from multiple sources like financial institutions, watchlists, statutory authorities, credit bureaus and social networks, to processing and analyzing it using the latest technologies, and finally, presenting it in the most convenient manner.Starting Price: $100,000 per feature per year -
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EZ Coordinator
BrokerStore
Track buyer and seller leads in the CRM. Track property showings and offers in a fast and simple way. Run email marketing campaigns and keep prospects engaged. Access your transactions, documents and tasks 24/7. Track your tasks and important due dates. Get performance and sales reports and review documents for compliance. Put the power to organize leads, documents, signatures and task management at your fingertips. EZ Coordinator is the premier real estate transaction management tool used by brokers, agents, and transaction coordinators to manage their real estate transactions and improve efficiencies leading to more closed deals. Manage your buyer and seller leads, track the property types of interest, as well as other important data that will convert leads into CLIENTS! For brokers, this tool will help you attract the best agents in the business by offering them our CRM tool. For agents, no more multiple programs to track leads and transactions.Starting Price: $15 per month -
41
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. -
42
VACEI
VACEI
A modern accounting, audit and corporate services firm. VACEI is a professional accounting, audit and corporate services firm built around a structured digital platform. We deliver accounting, compliance, corporate and audit services end to end by combining experienced professionals with disciplined workflows and purpose-built technology. VACEI's mission is to deliver accounting, audit and corporate services in a way that is structured, transparent and accountable. We remove fragmentation, uncertainty and inefficiency from professional service delivery by combining experienced teams with clear workflows and purpose-built systems. Our focus is on delivering work properly, on time and in line with professional and regulatory standards, while giving clients full visibility without operational burden. VACEI is not a software product and not a marketplace. We are a firm that does the work for you, supported by a secure and structured client portal.Starting Price: 100 euros -
43
Uptiq
Uptiq
Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement. -
44
Paydro
Paydro
Offer different rates, set sales periods or combine tickets into group offers. Collect additional information about your participants, such as dietary requirements or workshop choices. As a Sales Agent, easily create custom deals and sponsorship offers. The order keeps track of who closed the deal. You arrange the event, we arrange the payments. We automatically send payment reminders for overdue invoices. When an order is cancelled, a credit invoice will be sent immediately. A clear dashboard with turnover, targets and registrations helps you make the right choices for the event. -
45
ProDeal
ProDeal
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe. -
46
Sydecar
Sydecar
Sydecar is a deal-execution platform purpose-built for venture investors that automates the entire back-office lifecycle of private investments, from vehicle formation to closing, compliance, banking, and administration. It allows venture-fund and syndicate managers to create special-purpose vehicles or funds in hours instead of days, handling tasks such as entity formation (including Delaware-domiciled SPVs), obtaining EINs, standardized legal agreement generation, investor onboarding and closing, banking integration, KYC/AML compliance, fund-accounting, tax documentation (K-1s), regulatory filings, investor distributions, and ongoing reporting. Sydecar supports not only single-round SPVs but also layered structures, secondary SPVs, fund vehicles, and co-investments, giving flexibility to sophisticated deal structures. It delivers a product-first, standardized workflow, replacing manual spreadsheets, custom legal processes, and piecemeal administration.Starting Price: $4,500 one-time payment -
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DeelFlo
DeelFlo
Dealmaking toolkit for anyone involved with small to medium-sized business acquisitions. It gives you the tools to analyse, value, structure, and confidently close a deal that works. 🔹 AI Analysis With DeelFlo, all you need to get started is a set of financial statements. Upload them, and within 60 seconds, DeelFlo delivers a detailed AI-driven analysis of the target company — highlighting key risks, opportunities, and deal considerations. 🔹 Business Valuations Instant valuations powered by real-world data. DeelFlo uses a database of valuation multiples drawn from actual SME transactions across multiple sectors and business sizes, and a scoring model that analyses the business in detail to generate a bespoke valuation multiple from the ground up — ideal for smaller businesses. 🔹 Deal Structuring Model and compare different deal types — whether it’s a leveraged buyout, deferred consideration, or a hybrid structure — and see how each impacts cash flow, debt servicing, etc.Starting Price: $64 per month -
48
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. -
49
Nivaura
Nivaura
Fully flexible and configurable implementation options include; bespoke, private cloud or on-premise deployment, customizable functionality and white-labeling and the ability for workflows to adapt in real-time in response to data from external sources. Our workflow platform Aurora digitizes and automates end-to-end capital market processes such as bond issuance and post-trade data management. Aurora can be configured to set up a workflow for any participant within the primary markets value chain, either as an internal tool within an organization or to interact with external stakeholders to build seamless user journeys. The platform enables structured or unstructured data sources to be utilized, these can be easily converted to standard formats for seamless end-to-end data management across teams using internal and external services. Access a template library of machine-readable, legally compliant documents all prepared by prominent capital markets law firms. -
50
FinSILK
SmartInfoLogiks
FinSILK is an AI-integrated digital lending software ecosystem designed to support the end-to-end lending operations of NBFCs, MFIs, and fintech lending institutions. It is built to manage the complete loan lifecycle—from customer onboarding and loan origination to collections, recovery, analytics, compliance, and workforce enablement—within a single, unified platform. Rather than functioning as isolated tools, FinSILK brings multiple operational systems together under a common data and workflow framework to improve visibility, control, and scalability. Overall, FinSILK serves as a comprehensive digital lending ecosystem that combines operational workflows, analytics, AI-enabled automation, and workforce enablement into a single platform. It is built for lending institutions seeking improved efficiency, better visibility, and structured growth while maintaining regulatory and operational control.