Financial services software categories

Brokerage Trading platforms software

                  A brokerage trading platform is software that can analyze financial market transactions and activities, evaluate the risk associated with trading opportunities ,and ultimately facilitate investors and traders opening , closing and managing market positions

Top 10 Best Trading platforms in India 2021

1) zerodha kite

2) upstox pro

3) Angel speed pro

4)5paisa Trader Terminal

5)Motilal oswal Trader

6)sharekhan Trade Tiger

7)ICICI Direct Trade Racer

8)kotak kEAT pro

9)HDFC securities Blink

10)NSE now

Construction loan management software

        Construction loan management is a cloud based loan servicing solution for construction and renovation companies of all sizes.primary features include pipeline

Style loan management,order management, budget tracking, document tracking accountingmanagement,reporting and interest billing statement.

      It  allows organisations to manage the construction lending process and view and control the loan pipe line.other features include project tracking, risk monitoring ,change order management ,compliance management ,loan notes log, alerts and user based controls.

      construction loan management enables users to administer the pre-closing and post- closing services and loans .other features include builder Acceptance review ,construction underwriting, appraisal management ,project review and progress inception service.

       The solution is available on a per loan pricing option .support is offered via phone email and online case submission.

Core Banking software

      Temenos transact is the most successful and widely used digital core-banking solution in the world. using cloud native and agnostic technology ,Temenos transact provides the most extensive and richest set of banking functionality across retail ,corporate, treasury ,wealth and payments with over 1000 banks and 150 plus countries relying on it to provide market leading and  innovative products and services to their customers.

These are some core-banking software

* Edge verve Finacle

* Oracle FlexcoBe core-banking

* Tata consultancy services (TCS)

* Wipro core banking

* SAP banking and financial services

* Temenos T24 Transact

* NCR corporation digital banking solutions.

Digital banking platforms

   Digital banking is the automation of traditional banking services . Digital banking enables a banks customers to access banking products and services via an electronic/ online platform.

Top 4 Indian banks transforming the digital lending landscape

1)Bank of Baroda

2)ICICI Bank

3)state bank of India

4)Yes bank

Financial Research software

Financial research software is vital for investment sector professionals that need to assess up-to-date financial market information . They  use products in this category to carry out in-depth research and analysis to make informed investment decisions .financial services profession also use financial research software to conduct research to fuel strategic decisions, carry out analysis on potential mergers and acquisitions ,and stay informed on market movements.many financial research platforms are now AI-enabled ,with arguments their ability to conduct  detailed analysis of potential investments to improve decision making.

keybenefits of financial research software

* Up-to-date market information

* Investment analysis

* Historical market data

* Visualization tools

Top financial research softwares

1) Alphasense

2) Hiddenlevers

3)G2storefront

4)pitchBook

5)Ycharts

6)Sentieo

7)Factset Research management

8)Q4Desktop

9) wealthmanagement platform.

Insurance software

    Insurance software offers a plethora of tools to manage your day-to-day options.At the core, it helps brokers, agents, agencies, and carries streamline their options and save time and cost. However it, should  support both client and administrative sides.

These are some best insurance softwares

Bitrix24

Indio

Jenesis software

Nowcerts

Applied Epic

Uzio

Hawksoft cms

Ezlynx

Eclipse

Virtual claims Adjuster

Wrapbook

Anagram

Insly

Next agency

Investment accounting software

       Investment is an asset or item acquired with the the goal of generating income or appreciation.for example, an investor may purchase a monetary asset now with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit.

These are some best Investment accounting software

* Backstop solutions suite

* Altair

* Assetic accounting

* Mprofit for accounting

* AccuTrust gold

* Artiffex

* Axys

* Basispoint

Mobile banking software

        Mobile banking software provides banks a platform on which to provide financial services products to their customers mobile banking solutions act as a mobile extension of band .They often integrate with mobile payments solutions if they do not offer mobile payments functionality within the application.

       Ex:USAA aap is a perfect example of a modern banking application. It has almost every feature users could find useful account management, virtual assistant, integration with apple pay and Google pay are only some of them.

venture capital Management software

        venture capital is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well of investors, investment banks and any other financial institutions.

These are some best venture capital Management software

1)Carta

2)4Degrees

3)Ledgy

4) Equity Effect

5)BalticTechventures

6)efrontsolutionsuite

7)Kushin

8) Relevant equity works

Loan software

     The FinCraft Loan Management Solution comprises of prebuilt activities starting from Loan document execution, Loan Account creation and Loan Disbursement, Funded and Non Funded Limit management, Collateral Management, Repayment Schedule, Collection work flow, Balancing and Overdue, Interest and Charges Application, Account settlement, NPA Management, write off to Rephasement and reschedule activity.

These are some loan software services

* crowdsofts

* The mortgage office

* Autopal software

* The loan office

* Caylx point

* Margill loan manager

Online marketplace platform for consultant

• LocalSolo
• Expert360
• Talmix
• SpareHire
• Flexy
• Mindbench
• Clarit
• Credo.

Investment portfolio management software

            The Best Portfolio Management Software Makes Your Life Easier

• Personal Capital.
• Mint. Investment Portfolio Management Software: Fee or Subscription.
• Quicken Premier 2019.
• Investment Account Manager.
• Master Investor 6.
• Morningstar Portfolio Manager. ...
• SigFig Portfolio Tracker.