Firm58
Firm58 offers web-based financial management software that helps increase a firm’s revenue and operational efficiency and reduce costs.
20 Alternatives To Firm58
Banno
Digital banking solutions for forward-thinking institutions.
Broadridge Advisor Portal
Achieve more referrals, new clients, and nurture relationships through multi-channel, multi-touch marketing from Broadridge Advisor Solutions, offering the largest selection of financial advisor marketing to deliver your brand to more places for les…
CoBIS Microfinance Software
Banking
Creditsafe
Creditsafe offers solutions for online commercial credit information and reports.
Digital Insight
Digital Insight provides digital banking solutions to mid-market banks and credit unions.
Ensenta
Ensenta provides a full range of financial self-service solutions for banks and credit unions.
Joist
Joist is a mobile application to manage estimates, invoicing and accounting for contractors.
Lending Club
Credit marketplace for peer-to-peer lending
Money Guide Pro
Money Guide Pro is a financial planning software solution.
Personal Capital Financial Software
Financial tools dashboard to monitor your net worth, manage your investment portfolio.
Plaid
Infrastructure that powers financial technology by enabling applications to connect with users’ bank accounts.
Quicken
Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
QuoteMedia
Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
Riskalyze
Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Seeking Alpha
Be the first to know about news and market moving analysis on the stocks you follow.
Simple
Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees…
Verafin
Verafin provides compliance, anti-money laundering, and fraud detection software.
Working Papers
Working Papers is flexible project management software solution.
Workplace
Showcase your work and connect with your colleagues
fi360 Toolkit
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