Best Other Finance & Insurance Software
Best Other Finance & Insurance Software At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Eltropy is a SaaS platform designed toimprove share of wallet, client acquisition and productivity of client-facing teams in banks, financial services and insurance firms.
- Financial Services
- Information Technology and Services
- 46% Mid-Market
- 40% Small-Business
1,149 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Manage reporting and mitigate risk with tax.com™ unclaimed property cloud-based solutions. Stay up to date with NAUPA III, changing state regulations, reporting requirements, and deadlines with our ma
- 67% Enterprise
- 20% Mid-Market
- Overview
- User Satisfaction
- Seller Details
For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.
- 90% Small-Business
- 10% Mid-Market
306,731 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers.
- Accounting
- 73% Small-Business
- 18% Mid-Market
2,364,944 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
- Construction
- 83% Small-Business
- 10% Mid-Market
- Overview
- User Satisfaction
- Seller Details
- 57% Small-Business
- 21% Mid-Market
1,389 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.
- Accounting
- 66% Small-Business
- 24% Mid-Market
2,364,944 Twitter followers
- Overview
- User Satisfaction
- Seller Details
As an industry leader, we take it as our responsibility to help businesses in acquiring their deserved place in the market. AppNomu strongly believes in building something that turns small startups in
- Computer Software
- 86% Mid-Market
- 50% Small-Business
- Overview
- User Satisfaction
- Seller Details
Swaap is a next-generation market-making protocol offering services to large liquidity providers, aggregators, and other partners.
- 100% Small-Business
17,080 Twitter followers
- Overview
- User Satisfaction
- Seller Details
With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
- 67% Small-Business
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
The number of privately owned businesses and the total value of those business assets is substantial, therefore, any work that can be done to improve the likelihood of those owners being able to adopt
- Management Consulting
- 63% Small-Business
23 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate
- Financial Services
- 100% Small-Business
191 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rat
- Financial Services
- 100% Small-Business
191 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Unblu helps financial organizations to connect with customers in a compliant, authentic, and meaningful way. The product portfolio offers a mix of advanced AI capabilities, collaborative digital tools
- 56% Enterprise
- 28% Small-Business
528 Twitter followers
- Overview
- User Satisfaction
- Seller Details
MANAGE BILLING, PAYMENTS, COMPENSATION, POSITIONS, AND CLIENT COMMISSION AGREEMENTS ACROSS ASSET CLASSES, INCLUDING EQUITIES, OPTIONS FOREIGN EXCHANGE, AND FIXED INCOME. Ignite's Firm58 solution is a
- Financial Services
- 50% Small-Business
- 38% Mid-Market
397 Twitter followers
