Alternatives to riskine
Compare riskine alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to riskine in 2026. Compare features, ratings, user reviews, pricing, and more from riskine competitors and alternatives in order to make an informed decision for your business.
-
1
Alviere Hive
Alviere
Alviere’s embedded finance platform allows any organization to seamlessly integrate financial products and services into their existing offerings, and provide customers and partners with the most comprehensive embedded financial solution on the market. Alviere’s platform offers an extensive range of customizable branded products and services that include FDIC-insured virtual accounts and physical card issuing, payments, digital global money transfers, and crypto/web3 products, all through one API integration. Alviere is a fully licensed and regulated financial institution, and provides comprehensive compliance, risk management, fraud/AML montioring and security to ensure long-term program success.Starting Price: $0 -
2
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. -
3
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 -
4
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
5
DebtKit
Zeavo
Designed to ensure compliance to the most exacting standards of the Financial Conduct Authority Regime for Consumer Credit; DebtKit provides your company with total end-to-end debt management, IVA, and insolvency software solution. Join a growing list of DM companies switching to DebtKit and see for yourself how it gives you the freedom to run a profitable, competitive debt management business. The Financial Conduct Authority places huge, additional compliance and reporting requirements onto all DM companies. WebKit was designed with compliance at its very core making it effortless for your company to comply from advisory to aftersales. WebKit has control at its very heart, from overall system security to ensuring all your advisors follow an impartial and compliant advisory to the tracking of all interactions with introducers, creditors, and customers, we have everything covered.Starting Price: $450.00/month -
6
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. -
7
Adaptive Bank in a Box (BiaB)
Adaptive
The Adaptive Bank in a Box (BiaB) is a powerful graph-based application which can be hosted on the cloud which enables financial services organizations to leverage financial industry content best practices. This includes data and models that connect the dots between industry content and the organizations data to ensure proper assessments and processes are in place including mandates for AML and data privacy. Adaptive Business Function Model (ABFM) for Universal Banks, which will describe at the right level of granularity all of the key front, middle and back office business activities across Retail, Commercial and Investment Banking. Adaptive Business Information Model (ABIM) for Universal Banks, which will describe the key information and data-related business concepts and their logical attributes across all functions. The ABIM will be a de facto out of the box data glossary or dictionary which banks can then customize and adapt to their own environment. -
8
Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
9
audius:Finance
audius
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
Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
11
Xumane
Xumane
Xumane is an AI-powered ESOP and cap table management platform designed to help companies manage equity from inception to IPO. The platform provides end-to-end solutions including equity plan design, cap table management, ESOP advisory, financing, and liquidation support. Its intuitive dashboard delivers real-time insights while automating workflows for seamless equity administration. Xumane assists businesses with valuation modeling, regulatory compliance, and tax advisory to ensure legal alignment and financial efficiency. Employees gain transparent access to their stock options and equity information through the platform. Trusted by over 200 companies, Xumane manages millions of stock options and large ESOP pools globally. By combining technology with expert advisory services, Xumane simplifies equity management and wealth creation for organizations and stakeholders.Starting Price: $8.41 per month -
12
OpenSolution
Openfinance
OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions. -
13
Xpaid
Xpaid
Xpaid is an EU-based financial consulting firm specializing in capital structuring, banking compliance, and cross-border financial strategies. We guide businesses, individuals, and investors through complex international transfers, asset legalization, and banking compliance requirements across Europe. Our core services include Proof of Funds preparation, AML/KYC analysis, capital structuring for real estate and business investments, and strategic advisory for cross-border operations within the EU. Xpaid acts as a trusted partner, ensuring full regulatory alignment and seamless interaction with European financial and banking institutions. -
14
Corlytics
Corlytics
Corlytics is a global leader in regulatory risk intelligence, helping financial institutions, regulators, and advisors manage compliance through data-driven insights. Headquartered in Dublin, Ireland, with offices in London, New York City, Boston, and Sydney, the company provides regulatory monitoring, taxonomy mapping, and advisory services to streamline compliance processes. By combining legal and regulatory expertise with advanced data analytics, Corlytics delivers actionable intelligence that enables organizations to navigate complex regulatory landscapes efficiently. With a strong focus on innovation, Corlytics continues to develop cutting-edge solutions that support financial firms in mitigating risk and ensuring regulatory compliance. -
15
MedInformatix
MedInformatix
The MedInformatix Radiology Information System, Electronic Health Records, and Enterprise Practice Management solutions are Physician, Patient, and Practice centric and designed for use across the continuum of today’s healthcare. central and Customer Advisory Boards provide ongoing forms for customers to engage with each other and our development team. Sales, Implementation, and Support Teams that understand that no two practices are alike. Award-winning solutions tailored to meet the unique specifications of individual customers. Routine evaluations to ensure the solution continues to meet our customer’s evolving needs. Continual product enhancements and system upgrades. Powerful functionality that increases patient visits, streamlines accounts receivable, improves revenue cycle management, and positively impacts the bottom line. -
16
Spotlight Reporting
Spotlight Reporting
Spotlight Reporting is an all-in-one platform for financial reporting, forecasting, and KPI tracking. Perfect for presenting to the business, the bank, or the board. Spotlight Dashboard delivers a high-level overview of your financial position in one insightful page. Focus on the metrics that matter to you. Whether you're new to advisory or an advisory veteran, we have the insights you need to take your services to the next level. From Enterprise firms to Not-for-Profits, our customers use our reporting and forecasting tools to create better business outcomes. Upload data from your preferred bookkeeping software and create your first report in just a few clicks. Spotlight Reporting offers reliable and flexible reporting and forecasting options, backed by a responsive Customer Success team. See for yourself with a free 28-day trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.Starting Price: $24.99 per month -
17
La Meer GRACE
La Meer
Work from Home (WFH) has become the new reality with the COVID Pandemic. Ability for staff to work from where ever they are, has become critical for organizations to continue operations, service clients and monitor risks. GRACE is here to help. La Meer’s cloud web based GRACE (governance, risk and compliance for the enterprise) platform comprises of industry specific solutions built by financial market experts for financial market regulations in banks, broker-dealers, wealth advisory, alternate investments and asset management firms. The comprehensive cloud based GRACE suite helps organizations and staff to offer seamless client service with comprehensive oversight, compliance, risk management and assurance for clients from where ever they are. The modular nature of the GRACE platform allows our clients to implement (and pay for) only the modules or functionality they need. -
18
MoneyWare
Miles Software (EbixCash)
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
19
Plausity
Plausity
Plausity is an AI-native due diligence platform for M&A, private equity, corporate development and advisory teams. It ingests virtual data rooms and analyzes documents, spreadsheets, contracts, financial models and presentations using specialist AI agents. Plausity supports commercial, financial, legal, tax, technology, cybersecurity, ESG, organisation and compliance due diligence. It automatically identifies risks and red flags, scores materiality, connects findings across workstreams and generates investor-ready reports. Every finding is traceable to its original document, page or source, helping deal teams conduct deeper analysis while reducing manual review and reporting work. -
20
Parafin
Parafin
Parafin supplies the crucial connective fabric that makes financial services robust and enduring. We take on sourcing, underwriting, origination, servicing, compliance and risk, and more. It starts with our superior underwriting. Our sophisticated machine learning models uses data from millions of businesses across all industries and verticals to determine offer eligibility and terms and optimize merchant experience. We created a sleek, white-labeled UI that embeds seamlessly into your existing platform experience. We take on risk and ensure that our products are compliant with various government regulations. We navigate the complexity of capital markets on your behalf. By partnering with best-in-class financial institutions, like Jefferies and Silicon Valley Bank, we always have a reliable flow of funds to support your merchants. We supply more than a framework. Our out-of-the-box solution provides an end-to-end financial services program. -
21
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. -
22
Weavr AI
Weavr AI
Get matched with world-class operating leaders. Request 1-on-1 advisory or join interactive peer learning groups. Powered by human intelligence, assisted by AI. Discuss in 1-on-1 advisory or in interactive group sessions with mentors & practitioners from leading companies. Get advice on product-led growth, community building, developer relations and customer success. Elevate your skills with learning groups. Active learning with supportive peers, experts, and mentors. Road-mapping, positioning, launching and creating value for customers. Build GTM strategies to acquire, activate, and retain customers. Nurture mutually beneficial relationships between organizations and developers. Build a cohesive engineering team based on trust, remote or hybrid. Weavr AI, the knowledge graph-driven intelligence, provides personalized recommendations for mentors and content based on interests. -
23
SOLIAM
VERMEG
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance. -
24
Tax Maverick
Tax Maverick
Tax Maverick is an AI-powered tax planning and advisory platform designed for accountants, tax professionals, and firms that want to go beyond tax compliance and into high-value advisory services. It combines AI analysis, structured workflows, proposal generation, client management tools, and reporting — all centered on maximizing clients’ tax savings and supporting scalable advisory work.Starting Price: $297 -
25
Verdikt
Verdikt
Verdikt is an AI-powered advisory board for small business owners. Instead of getting one generic AI response, Verdikt assembles 8 specialized AI advisors who debate your business decisions from different perspectives — finance, operations, marketing, legal, HR, strategy, customer experience, and industry expertise. Get a structured debate, a final verdict, actionable next steps, and ready-to-use documents like proposals, SOPs, and financial analyses.Starting Price: $29/month -
26
Experian Partner Solutions
Experian
Experian Partner Solutions empowers businesses to enhance customer engagement and drive growth through comprehensive financial wellness and identity protection offerings. Their suite includes credit monitoring, financial management tools, identity theft protection, and data breach resolution services, all designed to build trust and deepen customer relationships. With flexible deployment options—such as APIs, white-label solutions, and co-branded platforms—Experian ensures seamless integration into partners' existing systems. Leveraging Experian's extensive data resources and expertise, partners can deliver personalized experiences that foster customer loyalty and satisfaction. Additionally, Experian offers employee benefit solutions that promote financial well-being and security in the workplace. By collaborating with Experian, businesses can position themselves as trusted advisors, offering value-added services that meet the evolving needs of their customers. -
27
HikeVault
Hikemind Solutions Pvft Ltd.
HikeVault is an AI-powered finance agent that takes the complexity and error-risk out of tax compliance and mortgage advisory. By combining structured financial data with conversational AI, it delivers fast, accurate guidance on tax obligations, return filing, mortgage eligibility, and financial risk — reducing reliance on manual processes and minimising human error. From SMEs managing quarterly compliance to mortgage brokers handling client applications, HikeVault accelerates workflows while maintaining the accuracy and audit-readiness your business depends on. With real-time regulatory updates, your business stays compliant without the last-minute scramble.Starting Price: $99 -
28
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
29
SalesHero.io
Raijin.ai
SalesHero.io is a LinkedIn lead generation copilot that helps sales teams automate prospecting, personalize outreach, and consistently book qualified meetings. We work with SMEs and scale-ups to streamline LinkedIn outbound by removing repetitive tasks and applying proven outreach strategies, without requiring additional SDR hires. With SalesHero, sales teams automate manual tasks such as prospect research, connection requests, follow-ups, and meeting reminders. Our AI sales agent helps teams deliver hyper-personalized messages based on each prospect's profile and your internal context, while also helping sales reps continuously improve through AI-generated insights. SalesHero is trusted by companies across industries like HR tech, fintech, financial advisory, and hospitality.Starting Price: $40/month -
30
Mogoplus
Mogoplus
Instant and Responsible Decisioning with Structured Data. Enabling fully informed financial and advisory decisions through secure access and analysis of complex data sets. What is MOGOPLUS? MOGOPLUS provides Data, Analytics and Research solutions to enable organizations to make more informed decisions in real time. Tightening Regulation, Accelerating Technology and changing Customer Expectations are driving major changes across many industries globally. The accurate use of customer data to speed credit decisions, assess risks effectively and provide new customer experiences is now a key competitive differentiator in today’s data driven economy. MOGOPLUS captures unstructured customer data, instantly analyses it and structures it into the language of any decisioning system, rules engine or credit policy. All MOGOPLUS solutions are available via a simple API or no-integration, web based dashboard which can be easily integrated into any 3rd party platform. Our patented technology -
31
Axxiome Digital
Axxiome
Axxiome is a global solutions provider for the financial services industry focusing on advisory in banking and insurance complexity reduction and analytics. Axxiome helps financial institutions reach clarity from a business, technology, integration, and portfolio perspective, using proprietary methods, products and expertise. Axiome is committed to supporting the achievement of tangible business outcomes including a new business operating models, regulatory agility, increased efficiency, the transformation of customer channels, and reducing the total cost of ownership for its clients. Axxiome helps turn strategy into reality, by bringing the best integration and implementation experience and fusing it with lessons learned through years of strategic business consulting and accumulation of industry knowledge. The result is a solid comprehensive perspective and value for our clients. -
32
Rollfi
Rollfi
Rollfi is an embedded payroll and benefits platform that enables businesses to effortlessly expand their services and revenue streams by integrating comprehensive payroll solutions. With Rollfi, companies can unlock revenue through payroll and benefits, offering a plug-and-play platform that streamlines financial operations. Key features of Rollfi include handling W2 and 1099 payroll across all 50 states, managing federal, state, and local tax payments and filings, and offering in-house benefits advisory services. These services encompass health, vision, dental, and life insurance plans through Rollfi's brokerage network. Rollfi's robust API provides industry-leading tools for a first-class developer experience, enabling rapid development, testing, and deployment with white-glove support when needed. Rollfi serves a diverse range of customers, including vertical SaaS companies, fintech firms, banks, accounting firms, large employers, staffing companies, etc. -
33
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. -
34
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. -
35
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. -
36
Samaya
Samaya
Samaya is building the first human-AI knowledge network. The future of knowledge work is here, humans and AIs collaborating closely on consuming information, creating insights, and revolutionizing decisions. Designed for leading financial institutions, Samaya enables collaboration with a personalized team of AI agents on the Samaya Knowledge Network. Customize agents for any workflow leveraging your internal data. Powered by proprietary AI models developed for financial experts, Samaya offers enterprise-grade security and 100x speed and coverage on investment research. Synthesize trends from market-wide AI analysis for alpha generation. Extract financials and identify comparables for deal due diligence. Access sector-wide reports and company deep dives for idea generation. Receive real-time insights for financial advisory. Testimonials from top financial institutions highlight Samaya's immediate usefulness, accuracy, and quality. -
37
Key
Key
Key helps communities unlock their potential, it offers a unique approach to creating meaningful professional connections and fostering career development, financial wellbeing, and work-life balance. Find people who will root for you to win, learn, network, join events, and get intros in a purpose-driven group. Find and hire highly vetted and qualified people from within networks with community-based recruiting & advisory services. All communities get access to apply for credit from cloud providers, banking, SaaS tools, lifestyle brands, & more. -
38
NexusMax
NexusMax
NexusMax is a web-based Online Membership Management Software that makes life easy running an association, club or any other non-profit and at an affordable price. NexusMax Software 365 Limited was registered as a software and advisory services firm to render premium services to Clients in Financial Services, Public Sector, Telecommunications, Oil and Gas and the Service Industries. Our team is made up of tested professionals with several years of experience with the Systems Integration Group of the top five consulting firms in the world. It is designed to manage the Insurance of the risk assets of an organization. The web-based application adds a whole new element to Insurance operations management. NexusMax® is a web-based Online Membership Management Software that makes life easy running an association, club or any other non-profit and at an affordable price. -
39
Genesis Global
Genesis Global Technology
Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions. -
40
The combination of increased competition for students, changing student needs, and an unpredictable regulatory environment makes financial aid and delivering exceptional, and affordable, services to students challenging. Oracle Student Financial Planning is a game-changing financial aid solution that manages each student’s financial plan individually and provides real-time visibility into a student’s entire programs, supporting better informed financial decisions and optimized outcomes. Streamline the financial aid process while improving the experience and outcome for students. Reduce processing costs and speed up workflows for more timely, accurate student aid with more advisory capability. Enable regulatory compliance via expert system-rule automation. Promote responsible borrowing for higher graduation rates. Produce system-generated corrective suggestions and proactive interventions for improved outcomes. Turn financial aid into a strategic capability.
-
41
Bantotal Banking System
Bantotal
Every customer-centric Financial Institution requires a customer-centric banking platform. This does not mean that technology goes first. Focusing on the customer means setting their expectations as the starting point and then identifying the necessary elements to satisfy them in a cost-effective way. Bantotal is one of the most internationally recognized core banking systems which has been implemented in the main financial institutions in Latin America. This experience has allowed Bantotal Core to incorporate the best banking practices and processes. Bantotal is the benchmark in technological solutions for Microfinance, which has been implemented in the leading microfinance institutions in Latin America. This has allowed the best sector processes and practices to be incorporated into Bantotal, Microfinance. Bantotal Comex allows the financial institution to develop the business of Letters of Credit, Guarantees, Collections, Giros and International Cheques. -
42
Nuara Fixed Asset Management
Nuara Group
Nuara Group is a Software Development and ICT Strategic Advisory & Consultancy firm with over 20 years of experience. We have offices in Brunei and Singapore and partner companies in Germany, United Kingdom and Slovakia. With more than 20 years of programming experience specializing in the development of customized software solutions for enterprise resource planning and banking & finance applications, we have become an expert in our field! We provide innovative, reliable and fully customizable solutions that help our client automate and optimize processes, streamline business operations, create efficiencies and ultimately raise profitability. Nuara Group Specializes in the provision of IT Services, Custom Software Development of Enterprise Resource Planning (ERP) tools as well as Strategic ICT Advisory & Consulting Services. Streamline your business operations by using our custom-developed software solutions built to your specific needs. -
43
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
44
Google Cloud Cybershield
Google
The Google Cybersecurity Action Team (GCAT) is a premier security advisory team with the singular mission of supporting the security and digital transformation of governments, critical infrastructure, enterprises, and small businesses. GCAT offers strategic advisory services, providing guidance on security strategies and digital security transformation programs, including program management and professional services support. Their trust and compliance services map global compliance certifications to industry control frameworks, simplifying the compliance journey for organizations. The team delivers proven blueprints and architectures for deploying Google Cloud products securely, in line with regulatory requirements, and offers comprehensive solutions for autonomic security operations and cyber resilience. Additionally, GCAT provides threat intelligence and incident response services, including threat briefings, threat horizons intelligence reports, preparedness drills, etc. -
45
BitAML
BitAML
BitAML is an advisory firm that offers AML compliance services specifically to cryptocurrency financial institutions facing these challenges. We are comprised of experienced and capable AML compliance experts with a thorough understanding of regulatory nuance at every level of government. While there are many firms in the financial compliance space, BitAML is unique in that it specializes in developing holistic, customized AML compliance regimes specifically for cryptocurrency concerns. We are thorough and leave no regulatory stone unturned. We offer a suite of products and services designed to make it easier for business owners to implement and update AML compliance policies, procedures, and protocols efficiently and accurately as they grow. We serve businesses including bitcoin ATM/kiosk operators, crypto exchanges, individual traders, trading platforms, hedge funds, crypto-cannabis, and others. -
46
CCH Axcess Beneficial Ownership
Wolters Kluwer
Save time on BOI compliance with an online filing and information management solution that guides you step-by-step through the filing process. CCH Axcess Beneficial Ownership is an online filing and information management solution that automates the beneficial ownership information (BOI) filing process to FinCEN, for accounting firms that need to file large volumes of reports. By offering BOI compliance as part of a business advisory relationship, firms can enhance their role as trusted advisors. CCH Axcess Beneficial Ownership guides users step-by-step through a transparent process designed to: Save up to 3 hours per report Reduce risk and minimize disruption Build advisory services and grow revenue -
47
HighPeak
HighPeak
HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems. -
48
Orbit
Orbit
Orbit is an AI-powered financial intelligence software built to transform unstructured and structured financial data into actionable insights with accuracy, transparency, and scalability. It combines an advanced AI Studio with a comprehensive knowledge base of tens of millions of documents covering thousands of companies globally to automate workflows and streamline complex research tasks. It integrates powerful AI models and pre-built analytical tools to enhance competitor intelligence, due diligence, risk and compliance monitoring, earnings analysis, investment research, and ESG evaluation, allowing deep analysis at enterprise scale. Orbit’s modular architecture includes components such as Orbit Insight for decision intelligence, AI-ready knowledge bases for vast financial content, and tools to standardize and process diverse data sources quickly. Users can conduct semantic search and chat, automate data extraction, build custom knowledge bases, and deploy analytical agents.Starting Price: $101.38 per month -
49
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
50
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.
