---
description: Page 8 - Compare the top Financial Services Software & providers for Indian businesses. Filter by price, feature or user rating to make software selection fast and easy.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 8 - Financial Services Software - Compare Prices & Top Sellers - Capterra India
---

Breadcrumb: [Home](/) > [Financial Services Software](https://www.capterra.in/directory/31123/financial-services/software) > [Page 8](https://www.capterra.in/directory/31123/financial-services/software?page=8)

# Financial Services Software

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> Financial Services software is used to manage the day to day operations of banks, credit unions, and other organizations that provide financial services to businesses and the general public.

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## Products

1. [Vumi](https://www.capterra.in/software/1056340/vumi) (0 reviews) — Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting.
2. [Seedbase](https://www.capterra.in/software/1056709/seedbase) (0 reviews) — Seedbase is an integrated platform for banks that empowers your team to prioritize growth by reducing administrative overload.
3. [Banqsoft Digital Banking](https://www.capterra.in/software/1058474/banqsoft-digital-banking) (0 reviews) — Banqsoft's Digital Banking empowers banks for a seamless, efficient, and secure customer experience.
4. [Genesis](https://www.capterra.in/software/1060149/genesis) (0 reviews) — The Genesis Application Development Platform allows businesses to create and deploy applications, manage integrations, and more.
5. [Tiimely](https://www.capterra.in/software/1060937/tiimely) (0 reviews) — Xapii is Tiimely’s lending automation platform that transforms customer data into actionable insights to automate lending decisions
6. [OIXIO Leasing | Loans](https://www.capterra.in/software/1063065/oixio-leasing-loans) (0 reviews) — OIXIO Leasing | Loans is a lease and contract management solution that includes proposal making, contract signing, acquisition \& more.
7. [Solifi Open Finance Platform](https://www.capterra.in/software/1063443/solifi-open-finance-platform) (0 reviews) — A configurable, scalable software platform for working capital, automotive, equipment and wholesale finance.
8. [finova Savings](https://www.capterra.in/software/1063921/finova-savings) (0 reviews) — finova Savings is a digital-first savings solution providing an end-to-end platform for financial institutions.
9. [finova Servicing](https://www.capterra.in/software/1063922/finova-servicing) (0 reviews) — Complete servicing and account management solution for administering a range of savings, mortgage, and equity release products.
10. [Worth](https://www.capterra.in/software/1064326/worth) (0 reviews) — Automate onboarding and underwriting with Worth to streamline processes, increase efficiency, and ensure compliance.
11. [gator](https://www.capterra.in/software/1065605/gator) (0 reviews) — gator is a cloud-based open banking solution that helps financial institutions leverage banking data to gather customer insights.
12. [Decide](https://www.capterra.in/software/1065931/decide) (0 reviews) — Xapii Decide automates your lending affordability assessment so you can improve unit economics, and lower fulfilment costs.
13. [Payflows](https://www.capterra.in/software/1066229/payflows) (0 reviews) — Payflows provides finance teams with real-time, centralized, automated visibility, access \& control over all finance data \& workflows.
14. [Envestnet | Tamarac](https://www.capterra.in/software/1067020/envestnet-tamarac) (0 reviews) — Envestnet | Tamarac is a portfolio management, reporting, trading, CRM, and tools software for registered investment advisors.
15. [Quartr](https://www.capterra.in/software/1068803/Quartr-Pro) (0 reviews) — Transforming the way finance professionals conduct qualitative public market research.
16. [FinX](https://www.capterra.in/software/1069494/FinX) (0 reviews) — FinX is a financial data platform that extracts data from statements and documents and transforms it into actionable insights.
17. [SBS Open Banking](https://www.capterra.in/software/1073316/SBS-Open-Banking) (0 reviews) — SBS Open Banking Platform unburdens FIs from compliance, simplifies integrations, enables Open Finance, and enhances user experiences.
18. [BeeQeeper](https://www.capterra.in/software/1076275/BeeQeeper) (0 reviews) — BeeQeeper simplifies digital banking, AML compliance, and payment operations for financial institutions and crypto asset providers.
19. [etops Wealth Discovery](https://www.capterra.in/software/1077611/etops-Wealth-Discovery) (0 reviews) — etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights.
20. [etops Advisory Hub](https://www.capterra.in/software/1077620/etops-Advisory-Hub) (0 reviews) — etops Advisory Hub enables scalable, compliant wealth advisory with seamless onboarding, multi-custody views, and smart automation.
21. [Finpace](https://www.capterra.in/software/1078016/Finpace) (0 reviews) — Finpace is AI-powered banking software modernizing financial operations and improving customer experiences for institutions.
22. [Sesami](https://www.capterra.in/software/1078202/Sesami) (0 reviews) — Sesami is a cloud-based cash management platform using AI-powered software and devices for financial institutions and retailers.
23. [AgentFlow](https://www.capterra.in/software/1078664/AgentFlow) (0 reviews) — AgentFlow is an agentic AI platform for reliably automating finance and insurance workflows by codifying internal knowledge.
24. [Oracle Corporate Banking Solutions](https://www.capterra.in/software/1023458/oracle-corporate-banking) (0 reviews) — Cloud-based banking platform managing corporate lending, cash management, treasury, trade, and supply chain finance, and more.
25. [Kanbina](https://www.capterra.in/software/1079186/Kanbina) (0 reviews) — Kanbina is finance automation software that streamlines accounting workflows and transactions via intelligent document processing.

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## Related Categories

- [Financial Reporting Software](https://www.capterra.in/directory/30050/financial-reporting/software)
- [Banking Software](https://www.capterra.in/directory/20008/banking-systems/software)
- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)
- [Accounts Payable Software](https://www.capterra.in/directory/30520/accounts-payable/software)
- [Accounts Receivable Software](https://www.capterra.in/directory/30521/accounts-receivable/software)

## Links

- [View on Capterra](https://www.capterra.in/directory/31123/financial-services/software)
- [All Categories](https://www.capterra.in/directory)

-----

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It’s configured for compliance with Australian lending regulations​.\n\nThe platform can be utilised by white-label, SaaS modules & APIs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bcab8521-8c01-4230-a8b6-e6a801b9fb1a.jpeg","url":"https://www.capterra.in/software/1060937/tiimely","@type":"ListItem"},{"name":"OIXIO Leasing | Loans","position":6,"description":"OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed  for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.\nThanks to its flexible architecture, the solution allows to parameterize various financial products and additional services, calculate schedules, and manage the processes of leasing/credit contracts from the proposal to the end of the contract.\nThe solution is based on Microsoft Dynamics365 Business Central and is integrated with the General Ledger, Fixed Assets, Purchasing and Sales modules.\n\nThe solution covers the main LEASING processes:\n - Proposal\n - Contract signing\n - Acquisition and delivery\n - Payment collection and contract control\n - Contract termination\n\nThe solution convers the main CREDIT contract processes:\n - Proposal\n - Contract signing\n - Payment to supplier\n - Payment collection and contract control\n - Contract end management","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5a5e352-716b-4eee-9b10-996baa402548.png","url":"https://www.capterra.in/software/1063065/oixio-leasing-loans","@type":"ListItem"},{"name":"Solifi Open Finance Platform","position":7,"description":"Solifi Open Finance Platform offers unified solutions for working capital, automotive, wholesale, and equipment finance.  Focused on strengthening your market position by bringing together proven solutions into a singular platform, our software is designed to empower your business. \n\nLeading banks, captives, and independent finance organizations use Solifi’s technology to futureproof their operations. You can benefit from a range of products on the platform for originations, portfolio management, lease and loan pricing, asset-based lending, factoring, wholesale finance and vehicle data.\n\nWith Solifi Open Finance Platform, you can: work from anywhere, with assurance that documents and data shared between users are secure; enjoy automated upgrades for access to the newest features and capabilities; enrich your data and improve the capabilities of your software with our trusted integration partners; only ever pay for the features that you use with our trusted SaaS solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d5d9614-00fd-40d2-94ee-f80155afb422.png","url":"https://www.capterra.in/software/1063443/solifi-open-finance-platform","@type":"ListItem"},{"name":"finova Savings","position":8,"description":"finova Savings is a digital-first savings solution providing an end-to-end platform for financial institutions. \n\nThe cloud-based software aims to help institutions unlock efficiency, boost customer loyalty, stay competitive, and future-proof their businesses with features like customer portals, mobile apps, a full teller application, and seamless integration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/636c6db7-08bd-4cbe-913f-83bed3a2426b.jpeg","url":"https://www.capterra.in/software/1063921/finova-savings","@type":"ListItem"},{"name":"finova Servicing","position":9,"description":"finova Servicing provides a complete servicing and account management solution for administering a range of savings, mortgage, and equity release products. The highly configurable platform offers automated workflows for borrowers, omnichannel customer support, and intelligent reporting. finova Servicing covers the entire customer journey with features like migration, customer onboarding, account processing, retention tools, and more. The software can integrate with third-party systems through an open architecture.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f59ed28c-8cb5-41e2-9238-425d4e5591fa.jpeg","url":"https://www.capterra.in/software/1063922/finova-servicing","@type":"ListItem"},{"name":"Worth","position":10,"description":"Worth is a top fintech platform transforming onboarding and underwriting for financial institutions by automating tasks with a database of over 242 million small businesses, streamlining operations and improving customer experience.\n\nWorth's innovative approach eliminates the need for manual forms, replacing them with a digital automation solution. This streamlined process requires only three initial fields to send digital applications, significantly accelerating the onboarding journey. By reducing friction and delays, financial institutions can convert more leads into fully onboarded clients, improving efficiency and customer satisfaction.\n\nWith Worth, financial institutions can compete with fintechs by streamlining onboarding. Automated applications reduce drop-offs, ensuring a smooth customer experience while meeting compliance and security standards. Worth helps financial institutions meet regulatory requirements while delivering a modern, consumer-friendly experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ed817435-e20a-4264-a7df-336c39372050.jpeg","url":"https://www.capterra.in/software/1064326/worth","@type":"ListItem"},{"name":"gator","position":11,"description":"gator is a cloud-based open banking solution that helps financial institutions leverage banking data to gather customer insights. The platform helps users gain customer insights across use cases such as contract detection, accounting, credit risk analysis, healthcare, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/329609a7-dab2-47b7-8a55-7959cbea4ce5.png","url":"https://www.capterra.in/software/1065605/gator","@type":"ListItem"},{"name":"Decide","position":12,"description":"Xapii Decide automates your lending affordability and serviceability assessment. Our easy-to-integrate, flexible solution allows you to convert admin-heavy workflows into simple, efficient processes that scale.\n\nAutomate lending decisioning to simplify assessments, improve unit economics, and lower fulfilment costs.\n\nXapii Decide cohesively evaluates applications according to product, customer, and credit policy rules - all entirely configurable for your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7708c0e1-ba5b-469d-92f2-f36be766636f.jpeg","url":"https://www.capterra.in/software/1065931/decide","@type":"ListItem"},{"name":"Payflows","position":13,"description":"Payflows provides finance teams with real-time, centralized, automated visibility, access & control over all finance data & workflows. \n\nIt combines a suite of modules for Procurement, Payments, Cash management & Cash collection, each excelling in its category. These modules seamlessly integrate to form a comprehensive financial platform, functioning as an ERP overlay.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba304c3a-8103-4d41-bcf3-32b17d07e094.jpeg","url":"https://www.capterra.in/software/1066229/payflows","@type":"ListItem"},{"name":"Envestnet | Tamarac","position":14,"description":"Envestnet | Tamarac is an integrated software platform for registered investment advisors (RIAs) and financial advisors. The platform provides portfolio management, performance reporting, client portal, billing, trading, CRM, data aggregation, reconciliation, and unified managed account solutions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2d86038-e1dd-493e-8faf-f810f85e59d9.jpeg","url":"https://www.capterra.in/software/1067020/envestnet-tamarac","@type":"ListItem"},{"name":"Quartr","position":15,"description":"With a broad customer base spanning hedge funds, equity analysts, portfolio managers, and investor relations departments worldwide, Quartr Pro vastly increases efficiency and productivity for public market research.\n\nThe research platform leverages the power of AI to help you find detailed summaries or specific data points in slide decks, transcripts, or filings within seconds. Also, Quartr Pro functions as a powerful search engine for the public markets, providing full searchability for every keyword mention across company events. This includes earnings calls, capital market days, and investor conferences for over 10,000 public companies worldwide. Finally, the platform offers an unmatched live experience by providing access to live events from public companies globally without the need for manual registrations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc10cacf-b895-4a17-8d06-2306469d0bfb.jpeg","url":"https://www.capterra.in/software/1068803/Quartr-Pro","@type":"ListItem"},{"name":"FinX","position":16,"description":"FinX provides real-time financial intelligence from over 50,000 public and 10,000 private companies. The platform automates extraction from financial statements and documents, delivering 140+ metadata attributes such as financial indicators, earnings reports, and other insights to support market research, competitive benchmarking, and risk analysis, streamlining workflows and reducing manual effort.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0292eaca-2377-402c-ac87-180c51445103.jpeg","url":"https://www.capterra.in/software/1069494/FinX","@type":"ListItem"},{"name":"SBS Open Banking","position":17,"description":"SBS Open Banking Platform ensures compliance while enabling open finance, embedded finance, and platform banking. Our cloud-native, API-driven platform simplifies integrations, enables API monetization, and enhances customer and partner experiences. With no-code/low-code deployment, pre-built connectors, and a secure marketplace, banks can scale faster, reduce costs, and unlock new revenue streams.\n\nAchieve effortless, continuous compliance with evolving regulations like PSD3, while ensuring security and trust. Unlock new revenue streams by monetizing APIs and expanding service offerings with access to premium open finance APIs.Leverage multi-banked data insights to deliver personalized experiences that enhance customer satisfaction and provide a competitive market edge. With low-code/no-code integration, accelerate time to market, improve operational efficiency, and scale seamlessly, while the platform’s secure, future-ready architecture fosters innovation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f761193-4fe3-4854-9acb-761b93e6191b.jpeg","url":"https://www.capterra.in/software/1073316/SBS-Open-Banking","@type":"ListItem"},{"name":"BeeQeeper","position":18,"description":"Beekeeper is banking and payment processing software designed for financial institutions and crypto asset providers. The software aims to simplify digital banking, AML compliance, and payment operations. Features include multi-currency accounts, local and international transfers, crypto exchange and transactions, automated AML checks, dashboard reporting, and API integration. Beekeeper states the software helps banks, fintechs, cryptocurrency exchanges, and financial service providers streamline payments, ensure regulatory compliance, and manage multi-currency operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce699ff6-3de8-419c-b9ab-78143e050675.jpeg","url":"https://www.capterra.in/software/1076275/BeeQeeper","@type":"ListItem"},{"name":"etops Wealth Discovery","position":19,"description":"Your new financial superpower\netops Wealth Discovery helps wealth managers serve high-net-worth clients with tools for portfolio monitoring, analytics, reporting, fee and relationship management. It uniquely supports both liquid and illiquid assets, enabling smarter decisions, better compliance, and greater efficiency. \n\nAnalytics & Monitoring\nMonitor portfolios, families, or mandates with custom views. Access performance, risk, allocation, NAVs and stay aligned with investment rules.\n\nClient Management\nCentralize client data, documents, and communication. Manage KYC, AML, and PEP effortlessly.  \n\nCo-Pilot \nAutomate tasks, surface insights, and improve workflows with the etops Co-Pilot. \n\nDocument Management\nSecurely store, access, and share documents. Improve collaboration, ensure compliance, and save time by eliminating manual handling. \n\nReporting \nCreate multilingual, device-ready reports in any format to boost transparency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6a893985-ffd1-4ce3-ba4a-2f7da08d40ea.png","url":"https://www.capterra.in/software/1077611/etops-Wealth-Discovery","@type":"ListItem"},{"name":"etops Advisory Hub","position":20,"description":"Bespoke Client Solutions \nWith etops Advisory Hub, deliver efficient, personalized wealth management at scale. Accelerate onboarding, enable mass-advisory, and ensure compliance and risk mitigation on a digital-first platform. \n\nExceptional User Experience & Built-In Compliance \nOffer seamless advisory workflows across digital, personal, and hybrid models with built-in compliance. Integrate KYC (advisor-led or video), automated cost and inducement disclosures, and documentation aligned with MiFID II and FinVermV. Engage clients efficiently while meeting all regulatory standards. \n\nOperational Efficiency & Multi-Custody Advisory \nUse API-based custodian interfaces for direct order processing and asset consolidation across banks. Reduce manual work, minimize errors, and access full portfolio data for detailed analysis and holistic advice.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54dfb6c2-285a-401c-9c86-de72ecd1da57.png","url":"https://www.capterra.in/software/1077620/etops-Advisory-Hub","@type":"ListItem"},{"name":"Finpace","position":21,"description":"Finpace is an AI-first banking software platform that helps financial institutions modernize their operations. The system features Halcyon, which connects to data sources through an AI layer for real-time adaptability and functionality enhancements. Finpace offers solutions for retail banking, business banking, loan origination, digital assets, and Islamic finance while maintaining security and compliance standards. The platform integrates industry expertise with AI technology to enhance operational efficiency across financial ecosystems. Finpace serves various financial institutions including banks, credit unions, lenders, wealth managers, and microfinance organizations. The software enables financial institutions to adapt to changing conditions and address business challenges through its technology architecture.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ceb450ac-4707-4375-a95e-ce85be6df478.avif","url":"https://www.capterra.in/software/1078016/Finpace","@type":"ListItem"},{"name":"Sesami","position":22,"description":"Sesami is a cash management software platform that provides integrated solutions for financial institutions and consumer businesses. The platform features AI-enabled enterprise software and intelligent devices designed to optimize cash ecosystems with predictive modeling capabilities. Sesami offers end-to-end visibility across cash management processes while maintaining a device-agnostic approach, allowing for seamless connection with various cash handling equipment. The system provides cloud-based convenience for secure data management and enables open integration across devices, applications, and existing systems. Sesami creates a unified cash management approach that can be tailored to specific operational requirements, connecting all elements of the cash ecosystem for improved efficiency and visibility throughout the entire cash cycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/920d3193-bc78-4505-b8fd-1a509d49b576.jpeg","url":"https://www.capterra.in/software/1078202/Sesami","@type":"ListItem"},{"name":"AgentFlow","position":23,"description":"AgentFlow is an agentic AI platform that automates workflows for finance and insurance companies. The platform includes modular AI agents, such as Document AI, Decision AI, and Report AI, specializing in different stages of regulated workflows: triage, diligence, decisioning, and reporting. \n\nAgentFlow orchestrates multiple AI agents with human supervisors and third-party systems, enabling deep transformation of how work gets done. \n\nThe platform features self-learning capabilities that allow AI agents to improve over time based on subject matter experts' feedback and provides transparency through explainability features that help users understand the reasoning behind AI-driven decisions.\n\nIts main mission is to codify tacit internal knowledge in order to reliably augment high-leverage workflows and preserve the know-how across generations of talent.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/624046d9-2758-433e-b845-0e52195aeb04.jpeg","url":"https://www.capterra.in/software/1078664/AgentFlow","@type":"ListItem"},{"name":"Oracle Corporate Banking Solutions","position":24,"description":"Cloud-based platform that provides unified solutions for corporate banking needs. The system streamlines complex account structures while delivering real-time visibility into cash positions. It enhances the corporate lending lifecycle from origination to credit management and collateral handling. The platform supports multi-entity, multi-currency trade finance operations and offers digitized supply chain finance solutions. Oracle Corporate Banking includes revenue management capabilities with flexible fee structures and automated treasury operations that centralize post-trade activities. The system enables payment processing with improved reconciliation features and comprehensive virtual account management tools. With data-driven insights and integration capabilities, Oracle Corporate Banking helps financial institutions modernize their corporate banking services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dc510111-5d69-42bf-8aec-5e8189198620.jpeg","url":"https://www.capterra.in/software/1023458/oracle-corporate-banking","@type":"ListItem"},{"name":"Kanbina","position":25,"description":"Kanbina is a finance operations automation software that processes financial documents and data using Intelligent Document Processing and Machine Learning technology. The platform streamlines transactional finance workflows including accounts payable, bank reconciliations, cash allocations, accounts receivable, and complex accounting functions. Kanbina processes documents, updates ERP systems, generates transactions, and provides reporting and analytics capabilities. The system includes approval features with notifications, configurable approval fields, multiple approval levels, and tracking functionality. The platform integrates with cloud and on-premise Enterprise Resource Planning systems to transform documents and data into complete financial transactions while maintaining control and compliance throughout finance processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eb0e3e1c-3070-4159-9868-5549d1c91eff.jpeg","url":"https://www.capterra.in/software/1079186/Kanbina","@type":"ListItem"}],"numberOfItems":25}
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