Best Web-Based Financial Services Software of 2024

Empowering eCommerce sellers through frictionless cash flow and working capital solutions. Payability is the most popular funding platform for eCommerce businesses. It provides much-needed growth capital to thousands upon thousands of seller-entrepreneurs, based on their market sales. 5 Strands Affordable Testing signed-up for Instant Access to receive daily payments for Amazon sales and reinvest their profits in real time. 5 Strands was able to scale up their business without the need for outside investors and debt-free using Instant Access. They have doubled their office space and increased sales by a lot. In addition, Payability has provided quality, affordable health insurance for their entire team.

Modern traders and investors expect trading platforms that offer superior trading experience across multiple devices (web and mobile), seamless connectivity to multiple stock markets/exchanges, and enhanced customization capabilities with a low turn-around & quick implementation time to keep up with the rapidly changing technology landscape. TradeAnywhere and Dion offer end-to-end, flexible and integrated trading solutions in India to stock brokers and retail investors. Access to the system is possible via a web-based platform, or a mobile app. This allows users to trade in equities and derivatives with ease and security through an intuitive interface. The system offers trading capabilities and market information for all major Indian stock exchanges and segments (NSE and BSE, FONSE and CDNSE), NCDEX and MCX, MCXS, IPO and MF, NCD), and allows users to monitor market data and trade CFDs (Contracts For Difference).

FinCompare makes it easy to manage financing. The digital platform for entrepreneurs. FinCompare provides modern financing solutions to medium-sized businesses. Entrepreneurs, time is precious. We help you navigate the financial maze and find the best financing options quickly and independently. So you can focus on your business. FinCompare is a unique financing platform for SMEs. We offer a convenient point of contact for all questions regarding financing. We handle your financing so you can concentrate on your business operations. Our online portal allows you to make a non-binding inquiry. It takes only 2 minutes to complete the entire process. We will send you up to five tailor-made offers. You decide which one is best for you. Your financing is completed in the shortest time possible. We handle the rest.

Our solution allows telcos and other e-money-licensed companies to offer financial services and payment to their end-users. MFS platform creates new revenue streams and increases customer loyalty. It also helps reach the underbanked or unbanked. This platform is designed to be used by telcos that must comply with PSD2 licensing. Mobile financial services are a revolutionary technology in the concept money. Mobile financial services technology allows telcos to ensure a consistent and sustainable user base while offering services such as direct carrier billing and utility payments, merchant payment capabilities, and many more. It's primarily focused on online transactions, so it can attract more offline partners. Financial inclusion is a key goal of the Global Bank for the Unbanked and Underbanked.

Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

A cloud-based portal allows corporate clients of financial institutions to view their cash balances across multiple currencies and subsidiaries. They can then use those balances to fund a variety cash-equivalent investments such as money funds or time deposits. G-CLIP allows clients to not only place excess cash into approved investments but also to understand their risk exposures using an intuitive analytics package. FO2 developed G-CLIP using extensive market knowledge, client needs, regulatory requirements, and market experience. This allows key bank clients to have better liquidity and greater transparency through one simple-to-use liquidity portal. G-CLIP by FO2 can be used as a standalone portal or linked to other FO2 modules that will enhance the client's experience and increase the financial institution's capabilities.

Businesses and consumers are changing the way they interact with their financial institutions. They also want to be able to access the services they need. This makes it less important for an institution to have a physical presence and more crucial that it can connect with consumers and businesses on their terms. Fiserv assists businesses to find innovative solutions to manage costs, grow revenue, mitigate risk, and reduce risks associated with the payment process while also attracting and growing customers. Financial institutions have to reconsider how digital channels and real time payments can be used to provide the services consumers expect. Fiserv solutions can help you maximize the potential of electronic payments processing, regardless of whether your customers pay people or businesses in person or online.

The smartest fintech platform to help you develop your best ideas. We have the platform for your idea. Our white label digital finance SaaS allows you to quickly launch and monetize innovative solutions for your customers. You can choose from Bank accounts and cards, as well as Financing and Financing products. You can choose from pre-integrated financial service and fintech partners or connect your solutions to the Toqio Platform. You can bring your brand to life using our white label SaaS platform. Toqio hosts and manages applications, while clients can take advantage of our innovative product pipeline. Your new financial application can be built quickly, easily, and cost-effectively. Innovating is easy with our ready-to-go Fintech SaaS platform. Access the complete suite of products you need in order to compete with the top fintech market players.

We are making the financial technology landscape feel like home. No more painful rip-and-replace 'digital transformation journeys'. Our products are easy to use, plug and play. We empower banks and insurance companies to put their customers first by providing unique solutions and products. Customers expect seamless experiences, intuitive data flows, and frictionless interfaces - all while maintaining the 'human touch. Banks, financial services, and insurance companies are realizing that they must understand their clients first and foremost. It's not an easy task, but FintechOS' evolutive core and ability to integrate a variety of data points from third parties and your own systems will help you stay ahead of the curve when it comes data enriched decision-making, personalized customer journeys, and tailored offerings.

Airwallex is a business account that is designed for global businesses. Your account includes multi-currency features, such as multi-currency business accounts. This allows you to collect and hold money in more than 11 currencies, while avoiding double conversions. Virtual debit cards can be issued quickly for you and your colleagues. Transfer money internationally in up 23 currencies without fees or waiting times. Integrate our API to enhance your platform product offerings and scale your business. International customers can invoice and accept payments in their preferred currency. You can easily connect your business accounts to popular platforms such as Amazon, eBay and Shopify. Pay out in the same currency or convert to USD and withdraw USD using current FX rates. In seconds, you can issue new virtual payment cards. All from our online platform, you can modify spend limits or revoke access.

Our industry-leading platform delivers the highest return on investment, and is the fastest and easiest to deploy. It revolutionizes the way businesses do their tax operations and manage FATCA and CRS compliance. Are you looking for a reliable and scalable tax compliance solution that can be easily integrated into your existing systems and processes? Discover how our fully automated FATCA/CRS platform is delivering value to businesses of all sizes. You can easily integrate our fully automated, scalable online customer portal and tax operations validation portal into your existing systems to demonstrate compliance and reduce your risk. Our fully automated online customer and investor portal allows you to grow your user base, provide a superior investor experience, and reduce your risk.

MobiFin Elite, a unique digital financial platform, helps financial institutions and banks to develop solutions that are suitable for the ever-changing financial market. This platform is focused on security, scalability, and omnichannel capability. MobiFin Elite is available on-premises, in the cloud, or hybrid. We care about you so that you can care for customers. Enjoy the magic of a sophisticated platform built on Kafka-based messaging buses architecture. We ensure that there are no frauds in financial transactions and we make it easy to leverage the power of the most secure digital financial platform. Futuristic platform that allows for all interactions to be done using APIs. This makes it easy to integrate with third-party services and new digital solutions. Your customers will have seamless access to all digital channels, allowing them convenience and ease of use.

Bancorp has been providing nonbank businesses with the people, processes, and banking technology they need to meet their specific needs. We have grown to be a leading provider of technology-forward solutions that help our partners' businesses move into the future. The Bancorp is your partner in helping you grow, maintain, and expand your business. The Bancorp is more than a payment innovation platform for our clients. We build lasting partnerships by focusing on the future with technology and services. We don't settle for the best solutions today. Instead, we look for new technologies to create more efficient, scalable, and agile services. We strive to transform the payments landscape every day. Bancorp Institutional Banking provides innovative lending and deposit solutions to financial professionals that seamlessly integrate with wealth management strategies.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

Sequence is a ledger as-a-service that allows organizations to securely track and transfer their balances in token format. Sequence allows organizations to securely manage their financial assets on private ledgers. They can also transfer them seamlessly across public networks. Companies using Sequence are creating the future of finance, commerce and other applications. Store and transact user balances. Securely store customer funds. You can issue, service, or sell loans. Manage driver and consumer balances. Instead of worrying about building and maintaining a ledger infrastructure, focus on shipping and scaling your product. You can easily add new accounts, asset types, or products without having to re-code the ledger. Sequence is designed for enterprise use. It scales with your business. You can share a portion of your ledger with other partners, which reduces complexity and opens up new business opportunities. The immutable, append only cryptographic data model prevents corruption and tampering.

Flexible and configurable implementation options are available for bespoke, private cloud, or on-premise deployments, customizable functionality, white-labeling, and the ability to adapt workflows in real-time to external data. Our workflow platform Aurora automates the entire capital market process, including bond issuance and post-trade data administration. Aurora can be configured to create a workflow for any participant in the primary market value chain. This can be used either internally within an organization or externally to interact with stakeholders to build seamless user journeys. The platform allows for both structured and unstructured data sources to work with. These can then be converted into standard formats to facilitate seamless data management between teams using external and internal services. A template library of legally compliant, machine-readable documents that has been prepared by top capital markets law firms is available.

Technology and financial services to create a more inclusive world Lendable provides capital for emerging and frontier market fintech businesses and offers technology, asset management, advisory services, and advice to leading investors. Connecting investors with fintech through technology, capital solutions, as well as services. Maestro, our proprietary risk technology platform, provides full-service underwriting, risk management, and reporting. Maestro features include core banking APIs and payment gateway integrations. Verification technology is also available. A proprietary database of loans for benchmarking and BI dashboards are some other Maestro features. It was our first venture as a risk management company. Closed-ended funds, open-ended funds and local currency channeling are all possible. Bonds (coming soon) Fintech, balance sheet debt to an existing business. SPVs for business growth, local currency advisory.

Credit products without a bank sponsor You can offer a compliant credit product within weeks, not months. Bank sponsorships and obtaining state licensures can take many years. Onbo's compliant and licensed credit products can be integrated into your financial service, allowing for rapid GTM. Bring your own KYC, fraud and underwriting policies. It's easy and quick to get started. You can also customize them with scale. We help you get started with debt capital up to $1M. As you grow, we help you connect with our debt capital partners and help get your first facility. Credit builder allows users to build credit by using microloans for everyday purchases. Personal loans can be modified with 15 loan parameters. They also come with our flexible loan management software "LMS". Lines of credit are revolving loans that allow borrowers to increase their spending capacity.

Propine offers a range of blockchain-agnostic solutions for institutional grade and institutional use that can be used to manage all digital assets, including digital securities, cryptocurrencies as well as stable coins, NFTs, fiat, and fiat. Propine's core solution is Pro-Tect. This integrated digital asset custody platform provides the highest levels in certified security and compliance for safeguarding multiple asset types. Our state-of the-art solutions include Digital Securities: DASH, PropSS, and Crypto Management: CryptClear & DeFi-nity. Our KYC and AML services allow you to manage regulatory and compliance risks and allow customers to be onboarded safely, efficiently, and every time. We are ISO 270001 certified. We have a predictive cybersecurity posture that includes SOC monitoring, HIPS and UEBA. We also have a robust risk management framework and hardened modular governance with programmable policy engines that are tamper-proof.

Quiltt provides a complete consumer fintech infrastructure that allows anyone to create innovative financial experiences. It doesn't have be complicated. We have the infrastructure to help customers quickly launch customer-facing features in their products - account connection, round-ups and bill management - in a fraction the time and at a fraction the cost. Quiltt Connect is an embedded UI module that allows you to access a complete and context-rich financial picture for your customers. Connect is built on the Quiltt graphQL API and comes pre-integrated to Plaid's industry-leading bank database network and Spade's powerful transaction enrichment services. Connect can be integrated into your product experience in just a few lines, allowing your team to concentrate on your core innovations.

We excel in data science and credit analysis. We have the ability to provide credit assessment services online, including an online application and a finalized credit approval. You can even checkout in seconds. You can scale your sales without taking on any risk by offering clients one-click B2B PaymentLater payment options. You get paid upfront, but they can borrow money to buy more supplies and inventory. To accelerate your growth, leverage your recurring revenue to gain non-dilutive capital. To grow their business, offer your merchants upto 80% of their gross merchandise values (GMV) upfront. Merchants can pay in one click. We wait for buyers to pay us. Our high-performance technology integrates AI and data analytics to provide seamless embedded lending solutions with no additional income documents. We are accelerating the growth and development of the digital economy together with you.

Portabl is changing the definition of what it means for financial service providers to share trust information with millions of people who rely on them. 6 out of 10 customers abandon online registration. We made it as simple as signing in to make the process of signing up easy. You can create 2-touch financial access for any user anywhere on the Web2 or Web3 and protect your users' privacy while you do it. You can easily sign up users in just 2 steps and 15 seconds by using the configurations that best suit your business. Our SDKs for mobile and web allow you to get up and running in minutes. Use zero-knowledge proofs to validate and verify information. Globally-recognized standards (OIDC SiOP) allow your users to log in with their verified identity via encrypted channels, eliminating the password risk. A tamper-resistant audit leadger allows you to see any changes in customer data.

Merchants, banks, fintechs, and hotels are all striving to win customers' hearts and minds by creating memorable experiences. Merchants and banks can collaborate to deliver the richer, more seamless and relevant banking and commerce experiences that consumers demand today. Cardholders will be able to receive offers at the item or category level, rather than just at the merchant level. This allows for powerful discounts that can drive daily spend and large-ticket purchases. Business spenders will enjoy better experiences thanks to the ability to seamlessly and automatically have their spend at restaurants, hotels, and other merchants synchronized with their bank app and expense management system. This allows you to save time and money dealing with fraud claims, transaction disputes and chargebacks, increasing operational efficiency within your company.

Global B2B payment solutions that are fast and easy for sellers, freelancers, SMB/SMEs and enterprise-level business owners. Metaprise allows you to pay and get paid quickly in multiple ways around the globe, all from one platform.

The future where errors and inaccuracies can be eliminated using cutting-edge artificial intelligence, go-to market is faster and easier, customer acquisition is faster with tailored lending products, elevated experiences, and this is called Lentra. Lentra, a brand-new domain-native platform, was built from the ground up. It was designed and developed to meet all the needs of any financial institution. Ready-to-use, with quick deployment and curated journeys. Microservices architecture that allows for custom customer journeys. No CapEx with pay-per-user/transaction SaaS model. With dedicated data centers, it is always-on. In-built industry-grade secure infrastructure. API-driven for rapid 3rd party integrations. Horizontal scaling allows for growth. Lentra offers a range of solutions that cover all aspects of a financial institution's lending needs, including personal loans and credit cards.