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Financial Services Software

Best Financial Services Software : Reviews, Pricing, Comparison & Alternatives

What is Financial Services Software ?

Our SaaS software comparator (Software as a Service) allows you to compare all the Finance – Banking – Insurance Software adapted to the needs of your business .Compare free and paid software: discover user reviews (advantages & disadvantages), screenshots of the interface as well as demonstration videos, compare their functionalities as well as the prices of these software for companies and professionals.


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9.8/10

Online Check Writer

Online Check Writer is a Financial Services Software. Price : $20 (free trial available). Review Online Check Writer : Overview & Pricing
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$19.00
Online Check Writer Review
Online Check Writer is a great financial services SaaS software to trust for your company or business.
Ease of use
9.80
Functionnality
9.00
Integrations
9.00
Customer support
9.10
Value for money
9.10
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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Sage Production Comptable Expert is an Accounting Practice Software. Review Sage Production Comptable Expert : Overview & Pricing
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Sage Production Comptable Expert Review
Sage Production Comptable Expert is a relatively popular accounting practice SaaS software to explore for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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6/10

IPaidThat Expert-Comptable

IPaidThat Expert-Comptable is an Accounting Practice Software. Price : $20. Review IPaidThat Expert-Comptable : Overview & Pricing
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$20.00
IPaidThat Expert-Comptable Review
IPaidThat Expert-Comptable is a relatively popular accounting practice SaaS software to explore for your company or business.
Ease of use
6.00
Functionnality
6.00
Integrations
6.00
Customer support
6.00
Value for money
6.00
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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9.4/10

Receipt Bank

Receipt Bank is an Accounting Practice Software. Price : $25 (free trial available). Review Receipt Bank : Overview & Pricing
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$25.00
Receipt Bank Review
Receipt Bank is an excellent accounting practice SaaS software to recommend for your company or business.
Ease of use
9.40
Functionnality
9.40
Integrations
9.40
Customer support
9.40
Value for money
9.40
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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9.2/10

Emma

Emma is an Email Personalization Software. Price : $89 (free trial available). Review Emma : Overview & Pricing
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$89.00
Emma Review
Emma is an excellent email personalization SaaS software to know for your company or business.
Ease of use
9.20
Functionnality
9.20
Integrations
9.20
Customer support
9.20
Value for money
9.20
PROS:
  • Quickly grow an extensive mailing list
CONS:
  • Custom integrations can come at a price
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9.2/10

Employee Navigator

Employee Navigator is a Financial Services Software. Price : $4450. Review Employee Navigator : Overview & Pricing
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$4,450.00
Employee Navigator Review
Employee Navigator is an excellent financial services SaaS software to know for your company or business.
Ease of use
9.20
Functionnality
8.60
Integrations
9.00
Customer support
9.00
Value for money
9.00
PROS:
  • Manage HR tasks online with employee onboarding, PTO tracking, and asset tracking technology.
CONS:
  • Custom integrations can come at a price
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9.2/10

canopy

canopy is a Financial Services Software. Price : $24 (free trial available). Review canopy : Overview & Pricing
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$24.00
canopy Review
canopy is an excellent financial services SaaS software to recommend for your company or business.
Ease of use
9.20
Functionnality
8.20
Integrations
8.00
Customer support
8.00
Value for money
8.00
PROS:
  • Canopy is ideal for midsize accounting firms that need a complete practice management solution to organize their team, workload, and clients from a single platform.
CONS:
  • Custom integrations can come at a price
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9/10

Acorns

Acorns is a Banking Software. Price : $1. Review Acorns : Overview & Pricing
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$1.00
Acorns Review
Acorns is an excellent banking SaaS software to know for your company or business.
Ease of use
9.00
Functionnality
7.80
Integrations
8.40
Customer support
8.40
Value for money
8.40
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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9.8/10

Floify

Floify is a Financial Services Software. Price : $79 (free trial available). Review Floify : Overview & Pricing
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$79.00
Floify Review
Floify is a great financial services SaaS software to know for your company or business.
Ease of use
9.80
Functionnality
9.20
Integrations
9.40
Customer support
9.40
Value for money
9.40
PROS:
  • Integrations with 50+ credit reporting agencies, 5 LOS providers, and 3 electronic signature/disclosure providers
CONS:
  • Custom integrations can come at a price
Top
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9.6/10

PeopleKeep

PeopleKeep is a HR & Employee Management Software. Price : $6. Review PeopleKeep : Overview & Pricing
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$6.00
PeopleKeep Review
PeopleKeep is a great hr & employee management SaaS software to recommend for your company or business.
Ease of use
9.60
Functionnality
9.20
Integrations
9.20
Customer support
9.20
Value for money
9.20
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
Category Leader
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10/10

Savology

Savology is a Financial Services Software. Price : $7 (free trial available). Review Savology : Overview & Pricing
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Savology Review
Savology is a great financial services SaaS software to know for your company or business.
Ease of use
10.00
Functionnality
9.80
Integrations
9.80
Customer support
9.80
Value for money
9.80
PROS:
  • Provide employees with a personal financial plan and report card that provides information and direction for their financial future.
CONS:
  • Custom integrations can come at a price
Popular
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9.6/10

TaxDome

TaxDome is a Financial Services Software. Price : $50 (free trial available). Review TaxDome : Overview & Pricing
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$50.00
TaxDome Review
TaxDome is a great financial services SaaS software to know for your company or business.
Ease of use
9.60
Functionnality
9.20
Integrations
9.20
Customer support
9.20
Value for money
9.20
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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8.8/10

Applied Epic

Applied Epic is an Insurance Software. Review Applied Epic : Overview & Pricing
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Applied Epic Review
Applied Epic is a very popular insurance SaaS software to trust for your company or business.
Ease of use
8.80
Functionnality
8.00
Integrations
7.40
Customer support
7.40
Value for money
7.40
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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8.4/10

EZLynx

EZLynx is an Insurance Software. Price : $0 (free trial available). Review EZLynx : Overview & Pricing
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Free!
EZLynx Review
EZLynx is a very popular insurance SaaS software to trust for your company or business.
Ease of use
8.40
Functionnality
6.60
Integrations
6.20
Customer support
6.20
Value for money
6.20
PROS:
  • EZLynx enables insurance agencies to organize and store policies, quotes, documents, and other customer information in a centralized repository.
CONS:
  • Custom integrations can come at a price
Top
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10/10

Supervizor

Supervizor is a Banking Software. Review Supervizor : Overview & Pricing
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Supervizor Review
Supervizor is a great banking SaaS software to know for your company or business.
Ease of use
10.00
Functionnality
9.80
Integrations
9.80
Customer support
9.80
Value for money
9.80
PROS:
  • Instant implementation with plug & play technology.
CONS:
  • Custom integrations can come at a price
Popular
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10/10

Ledger

Ledger is a Banking Software. Price : $12 (free trial available). Review Ledger : Overview & Pricing
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$12.00
Ledger Review
Ledger is a great banking SaaS software to advise for your company or business.
Ease of use
10.00
Functionnality
9.80
Integrations
9.80
Customer support
9.80
Value for money
9.80
PROS:
  • FREE
CONS:
  • Custom integrations can come at a price
Top
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10/10

Construction Loan Manager

Construction Loan Manager is a Financial Services Software. Review Construction Loan Manager : Overview & Pricing
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Construction Loan Manager Review
Construction Loan Manager is a great financial services SaaS software to trust for your company or business.
Ease of use
10.00
Functionnality
8.20
Integrations
9.40
Customer support
9.40
Value for money
9.40
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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9.4/10

Jenesis Software

Jenesis Software is an Insurance Software. Price : $35. Review Jenesis Software : Overview & Pricing
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$35.00
Jenesis Software Review
Jenesis SaaS software is an excellent insurance SaaS software to trust for your company or business.
Ease of use
9.40
Functionnality
8.80
Integrations
9.00
Customer support
9.00
Value for money
9.00
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
Top
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9.8/10

NowCerts

NowCerts is an Insurance Software. Price : $59 (free trial available). Review NowCerts : Overview & Pricing
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$59.00
NowCerts Review
NowCerts is a great insurance SaaS software to know for your company or business.
Ease of use
9.80
Functionnality
9.20
Integrations
9.60
Customer support
9.60
Value for money
9.60
PROS:
  • NowCerts is a mobile-friendly platform that provides a secure server environment with advanced technologies such as encryption and authentication, as well as a firewall, to prevent unauthorized interference.
CONS:
  • Custom integrations can come at a price
Recommended
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10/10

Insly

Insly is an Insurance Software. Price : $59 (free trial available). Review Insly : Overview & Pricing
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$59.00
Insly Review
Insly is a great insurance SaaS software to trust for your company or business.
Ease of use
10.00
Functionnality
8.80
Integrations
8.80
Customer support
8.80
Value for money
8.80
PROS:
  • With Insly, you'll simplify policy management, never forget to renew a policy, cross-sell and up-sell more, spend less time billing customers and late payments, be more compliant, and never have to worry about losing your data
CONS:
  • Custom integrations can come at a price
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9.4/10

Backbase

Backbase is a Banking Software (free trial available). Review Backbase : Overview & Pricing
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Backbase Review
Backbase is an excellent banking SaaS software to advise for your company or business.
Ease of use
9.40
Functionnality
8.80
Integrations
8.80
Customer support
8.80
Value for money
8.80
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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7.2/10

Cognito

Cognito is a Financial Services Software. Price : $0 (free trial available). Review Cognito : Overview & Pricing
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Cognito Review
Cognito is a well known financial services SaaS software to examine for your company or business.
Ease of use
7.20
Functionnality
7.20
Integrations
7.20
Customer support
7.20
Value for money
7.20
PROS:
  • Smart chatbots for better banking experiences
CONS:
  • Custom integrations can come at a price
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9.4/10

Benefitfocus

Benefitfocus is a Benefits Administration Software. Review Benefitfocus : Overview & Pricing
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Benefitfocus Review
Benefitfocus is an excellent benefits administration SaaS software to know for your company or business.
Ease of use
9.40
Functionnality
9.40
Integrations
9.40
Customer support
9.40
Value for money
9.40
PROS:
  • Disability Insurance Administration
CONS:
  • Not always the cheapest option
Category Leader
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9.6/10

Payhawk

Payhawk is a Banking Software. Price : $50 (free trial available). Review Payhawk : Overview & Pricing
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$50.00
Payhawk Review
Payhawk is a great banking SaaS software to advise for your company or business.
Ease of use
9.60
Functionnality
9.60
Integrations
9.60
Customer support
9.60
Value for money
9.60
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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9.2/10

Indio

Indio is an Insurance Software. Review Indio : Overview & Pricing
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Indio Review
Indio is an excellent insurance SaaS software to trust for your company or business.
Ease of use
9.20
Functionnality
8.40
Integrations
8.40
Customer support
8.40
Value for money
8.40
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
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8.6/10

Agency Matrix

Agency Matrix is an Insurance Software. Price : $69. Review Agency Matrix : Overview & Pricing
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$69.00
Agency Matrix Review
Agency Matrix is a very popular insurance SaaS software to recommend for your company or business.
Ease of use
8.60
Functionnality
6.80
Integrations
7.60
Customer support
7.60
Value for money
7.60
PROS:
  • Benefits of using the Agency Matrix Management System
CONS:
  • Custom integrations can come at a price
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9.2/10

Plate iQ

Plate iQ is a Financial Services Software. Price : $99. Review Plate iQ : Overview & Pricing
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$99.00
Plate iQ Review
Plate iQ is an excellent financial services SaaS software to trust for your company or business.
Ease of use
9.20
Functionnality
7.80
Integrations
8.20
Customer support
8.20
Value for money
8.20
PROS:
  • Pay bills online
CONS:
  • Custom integrations can come at a price
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9.4/10

Chime.me

Chime.me is a Banking Software. Price : $ 316,00. Review Chime.me : Overview & Pricing
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$316.00
Chime.me Review
Chime.me is an excellent banking SaaS software to know for your company or business.
Ease of use
9.40
Functionnality
9.00
Integrations
9.00
Customer support
9.00
Value for money
9.00
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price
Recommended
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9.6/10

U Route

U Route is an Insurance Software. Review U Route : Overview & Pricing
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U Route Review
U Route is a great insurance SaaS software to recommend for your company or business.
Ease of use
9.60
Functionnality
8.60
Integrations
8.60
Customer support
8.60
Value for money
8.60
PROS:
  • With real-time shipment tracking, shippers using uRoute can locate all types of shipments, including TL, IM, and LTL, and get information on arrival times or delays.
CONS:
  • Custom integrations can come at a price
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9.2/10

DealCloud

DealCloud is a Financial Services Software (free trial available). Review DealCloud : Overview & Pricing
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DealCloud Review
DealCloud is an excellent financial services SaaS software to advise for your company or business.
Ease of use
9.20
Functionnality
8.20
Integrations
8.20
Customer support
8.20
Value for money
8.20
PROS:
  • SaaS platform
CONS:
  • Custom integrations can come at a price

Why use Financial Services Software ?

What are the key features and benefits of Financial Services Software ?

Software used by businesses in the Financial Services industry.

Best Financial Services Software: Reviews Pricing Comparison Alternatives

Best Financial Services Software: Reviews Pricing Comparison Alternatives

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