Best Web-Based Financial Services Software of 2024

Our platform allows you to integrate financial products into your business. Banking Offer FDIC insured banking services to customers with a single seamless integration With ACH transactions, credit card processing and easy deployment, it's easy to move money. Branded Cards You can quickly create customized or white-label cards to promote your brand. Global money transfer Send and receive money across borders in any currency. One embed offer FDIC-insured virtual accounts that customers can use to manage their funds, earn interest and pay bills, send money and receive it all from one place. Alviere's banking technology allows you to easily embed FBO accounts (For-Benefit of) into your platform, so you can offer customized financial services for your clients and employees. FBO accounts allow you to track your finances and use in real-time, which allows you to choose the right services.

CECL FIT helps you comply with the CECL accounting standard. Our web-based CECL FIT solution, in conjunction with our PCBB Advisors will help you determine the best methods to use for your securities groups and loans. CECL FIT is a web-based solution that allows you to easily review your portfolio reserve and test your assumptions. You can also see instant results with CECL FIT. Institutions with a low loss history or none can quickly get started and find the best solution for each loan or securities segment. Executive dashboard that allows you to instantly see the effects of adjustments. Forward Look with realistic and supported forecasts

We handle all the compliance and regulatory issues so you can focus on business growth. You can securely handle supplier payments and create a benefits program that your employees will love. Customers will love digital gifting. This makes crypto PoS easy and secure. Your business can now enable everything, from compensation payments to salary advances. All the necessary tools are available to plug-and play, including crowdfunding and B2B marketplaces. Adding financial services to your customers exactly when they need them was difficult up until now. This is no longer the case. You can choose the services you need, and then add value to your customers with our ready-made, plug and play financial services.

Payfree Financial is an experienced organization that specializes in B2B Multi Recharge software, Website Design, Money Transfer Software and E-Commerce Shopping Portal. Recharge Mobile, DTH, Data Card, Post-Paid, Gas, Insurance, Money Transfer Service, and Pan Card. All you need is a few clicks away.

Instantly open bank accounts, issue cards, send payments, or offer crypto wallets. Solid offers a complete, compliant suite FinTech services. In minutes, you can integrate to create new experiences. Solid's Banking as a Service allows companies to launch deposit products such as business and consumer checking account. It includes the ledger, statements, as well as everything you need to create delightful banking experiences. Solid's Card Issuance and Management platform was the first of its type. Issue cards are the modern way to meet the needs of your customers with one API. Solid fully manages credit, debit, prepaid cards in both physical and virtual form factors. Solid's API for creating accounts and opening banks instantly allows you to engage your customers in a light and powerful way. Solid's API allows you to instantly issue branded physical and virtual cards. You can also give them the spending control they need.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

End-to-end solutions for payment processing, acquiring and white label cards, including white label cards, for banks, PSP-s and Fintech-s as well as online merchants. A robust payment system that accelerates business growth. Processing, certified in-house PCI Level 1 processing for VISA, Mastercard scheme Issuers and Acquirers throughout EUROPE and the Asia-Pacific region. The technical processing service includes a top-of-the-line E-commerce payment gateway solution. DECTA Gateway API. Integration for authorization switching can be done via REST API or ISO 8583-based protocol. DECTA Issuing is used for live program management. Clearing and switching. DECTA uses ActiveActive deployment for all critical processing system, which allows for up to 99.99% uptime, even with planned downtimes for system upgrades or ICO releases.

We offer a complete CapEx solution that covers all aspects of CapEx, including: Budgeting and Forecasting, Approvals and CapEx Requests. This will help you to be more efficient and get your money back. CapEx360™, you can track and allocate your money. CapEx360™, which can be customized to your CapEx approval process, allows for multiple workflows and allows budgets to upload or create right within the software. Forecasting and forecasting scenarios are possible to be added and tracked. Capital Budgeting is still managed using spreadsheets and emails from different departments, locations, and sites. This can lead to project delays, overspending, and inaccurate foresight.

Difitek can help you with any type of finance service. Difitek supports everything from KYC and AML to moving funds, recording and reporting position, repayments, liquidity functions and secondary markets. Digital is a robust API-first platform that can be used for Fintech applications of any size. You can choose from Turnkey Solutions, or the complete suite of technical functions that you require. Serverless Architecture with Bank Grade Security. A modern, bank-grade secure solution is available at 1/100th the cost of traditional banking IT. We automate and streamline processes, significantly lowering costs and opening up new opportunities for financial services. Difitek's serverless architecture represents the cutting-edge adoption of cloud computing. The Difitek API layer interfaces seamlessly with both the client layer as well as the third-party API layers, with functions being executed asynchronously.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Wallie e-Wallet allows banks, MNOs, MVNOs and financial institutions to create a digital wallet that is tightly connected to their core systems. This mobile money solution is available via an agent/CSR-led model or online/API registration. It is very easy to register users and complete KYC procedures to activate the wallet system. Users can send and receive money directly from their mobile wallets without having to use any bank services once they have registered. You can add money to the wallet. Add multi-accounts with different currencies. In one click, transfer money to your wallet or account. You can view all transactions and raise a ticket if the transaction is not complete. All payment services can be done through one device. Monitor expenses, identify the most popular areas for spending and reach the campaigns in the interest area where promotions and offers are displayed.

AlphaStream makes financial markets more efficient for your clients and more profitable to you. AlphaStream brings together all your financial data sources into one platform that delivers hyper-personalized financial market experiences to each client. Your teams will have unprecedented access to not only what your clients do but also why. Find out how your teams can improve client experience to increase profit, sales targeting and conversions and programmatic digital campaigns. Personalize education and more. The platform is the first to integrate all real-time financial market data into a single platform that delivers a personalized client experience through the most efficient channel. All financial data, including news and social, market datasets, alerts, and notifications, can be ingested.

Software for managing bank accounts that is affordable for non-profits. DLS Financials menu follows the flow for managing savings and loans accounts. You can create your own drop lists to complete fields in the configuration settings. There are also features that can prevent parishes becoming too debt-laden. You can add documents, spreadsheets and emails to the data. For easy viewing, you can link them with accounts or locations. For repeated events, create automatic transactions. Global functions make it easy to do large amounts of work with a click of a button. DLS Financials can be customized to meet almost any user's needs. You can request additional management reports, functions and features as well as multiple configurations.

Digital workflows can streamline client interactions. Manage client interactions in a streamlined way. Client interactions that are stuck in silos and require significant manual intervention can be brought back to order. Moxo is a client hub that allows you to manage client interactions using modern digital experiences. It creates repeatable, sequenceable steps using pre-defined client actions and internal user actions. Moxo offers integrated document collaboration, video conference, digital signature, messaging and more. To ensure that participants only take the actions they are supposed to, you can designate and manage permissions. You can manage continuity with progress tracking, audit trails and virtual data rooms. Real-time insights allow you to track performance. All interactions can be tracked with a searchable paper trail. Moxo is designed with the highest level of security and compliance, including SOC III and GDPR.

All you need for brokerage requirements in one solution. It is a Secure, efficient omnichannel Digital Trading Solution. Execute all trading operations via one single integrated omnichannel innovative trading solution. The customers can: - Get real-time stock prices and news. - Buy, Sell real-time orders of all types. - Real-time charts. - Get Notifications on price changes, order executions, etc. - Manage accounts, find advice and invest directly. - Track the important stocks, transfer funds between brokerage accounts.

All of this is possible with a single API. Developers can engage with users' debts using our debt-agnostic solution. Engaging directly with your users' creditors will lower lending risk and increase revenue. Method connects to all credit card, student loan, auto loan, mortgage, utility bill merchants. Method APIs are stable and users don't have to re-authenticate. Method handles compliance requirements, identity verification and bank partnerships, so you can concentrate on building. You can initiate payments to any user's liabilities. Settlement can be initiated in a matter of minutes. All their liabilities instantly retrieved - no credentials required Method will instantly return all liabilities to the user. Method helps you attract top talent and keep employees happy by addressing their top concern: financial wellness.

Understanding your client is the key to unlocking the code to customer satisfaction. Jinnee analyzes all inquiries and provides you with valuable insights into your clients' needs and wants. Jinnee is constantly learning and improving as it continues to work for your company. You can see what Jinnee learned over time and adjust its behavior. It may even come up a new solution. Jinnee is a virtual advisor for your company. Jinnee will help your clients with all their needs. Now, they can ask questions and get answers in seconds. Jinnee will allow you to quickly check your restaurant spending for the past month without having to wait online. Jinnee offers expert advice and financial products to help you with your saving plan, deposit options, budgeting and more.

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. 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.

Correct, merge, analyze, and analyse. FOCONIS-ZAK®, could help you make more time for the important things in your day-to-day business. FOCONIS-ZAK has been successfully used by hundreds credit institutions with different orientations in close collaboration with auditing associations, auditors, auditors, and computer centers. All areas of banking are covered by the FOCONIS project. This includes the appropriate analyses or functions relating the the area of responsibility for a professional internal control system. FOCONIS has taken on the responsibility of providing customers with functional extensions as soon as they become necessary. Control requirements, documentation obligations, reports and analysis, as well as process support, are all possible. With increased control, documentation, and reporting requirements, coupled with requirements for cost reduction and transparency, economic efficiency, and cost effectiveness.

CreditHQ provides financial insight to help ensure your business trades with the best suppliers and customers, and we also help you get paid on-time! Find out which company's financials are in trouble, identify when they start paying their suppliers late, and take action to protect your business. CreditFocus provides financial data and credit scores to small businesses in the UK. The data can also be used to send letters to solicitors requesting prompt payment. It's hard to survive in business. In some industries it's even harder. This calculator can be used to estimate the likelihood of survival for different industries so you are aware of what you're facing.

The simple-to-use compliance management platform. Moving to a digital solution will automate manual tasks, controls, and processes. One platform, one process, a single overview. A business risk assessment can be completed in 60 minutes. A comprehensive report, heat maps, and program tips for controlling policy risks are available. Work with staff to ensure that updates are immediately available to all employees in all jurisdictions. We offer a low-cost, easy-to-integrate client screening and verification solution into onboarding processes. It is fast, efficient, and time-saving. You cannot predict unusual or expected account activity if you don't know the ML/FT risk of your client. Align policy requirements with business practice. We use 40+ best practices. Effective monitoring. Ensure that priority tasks are assigned to the responsible person and that adequate AMLCO oversight is in place.

Finsemble allows software engineers to create smart desktop apps that allow apps of any type to sync, link and share information. Our product provides a framework that you can use immediately to build on. It also includes out-of-the-box integrations that will allow your team to work with Angular, React, and other frameworks they love. Our software development kit makes it easy to deliver a smart desktop faster than any other. We solved complex problems in development so that applications can share information immediately and custom workspaces can be created quickly. Finsemble allows you to experience a new way of working in a unified desktop environment. Any type of application, modern or legacy, in-house or a third party, can communicate across multiple windows and monitors. Connected apps can solve many business problems. How can we help you create a new way of working?

This complete application was developed from the experience of SEFIN group for supervisory reports, matrixes, and financial intermediaries for the new SINGLE REGISTER. ERMES, the complete application protocol to PUMA 2, (Unified Corporate Matrices Protocol), is designed to help you manage your periodic reporting obligations to Bank of Italy. Conceived and designed to meet the needs of the Italian branches foreign banks, of the Financial Intermediaries pursuant the art. 107, and today Financial Intermediaries pursuant the art. 106 (so called SINGLE REGISTER), ERMES, a reporting, communication and reporting system with the Bank of Italy, guides the user through all phases of the process thanks to a simple, but comprehensive interface. Flexibility and usability. Each individual user can adapt and customize the table structure. Uniqueness of the reference documentation.

Lower costs, increase cash flow, and master budgeting. Kinetic Financial Management (formerly Epicor ERP Financials) gives you better visibility into your company's financial status. Kinetic Financial Management is easy to license and has powerful capabilities that can streamline your financial processes. Make reports that inspire, illustrate, and enlighten. Kinetic Financial Management financial reporting options provide clarity to your business intelligence so that you can make informed decisions and act with confidence. Global business is possible. Kinetic Financial Management is a cloud-based platform that supports powerful features such as multi-currency, multisite, and multi-company. Epicor mobile apps can be integrated with Kinetic Financial Management's payroll, project management, and general ledger. This allows your workforce to enter hours worked and costs incurred wherever they are. This is how you can reduce costs and increase productivity across your company.