MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Cloudia Assistant and how does it work?
Adaptive CRM, Cloudia Assistant is a fully featured Insurance Software designed to serve SMEs, Agencies. This online system offers Commission, Contact, Document, Policy, and Quote management in one place.
SW Score Breakdown
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Unipesa and how does it work?
"Unipesa is a pan-African fintech infrastructure provider offering white-label, full-stack financial services platforms for fintechs, PSPs, banks and enterprise businesses. Based in the UAE with regional operations across Africa, the company delivers modular solutions for payments, wallets, POS networks, lending, and agent banking. Key Capabilities & Features Unified payment gateway: supports mobile money, bank transfers, cards, and wallets across 20+ African markets. White-label wallet platform: multi-currency accounts, global remittances, virtual & physical cards. POSAgent network infrastructure includes the deployment of devices and applications for cash-in/cash-out transactions, QR payments, and agent management. Lending platform: end-to-end SME/retail lending flows, risk scoring, servicing automation. Compliance & security: PCI DSS certification, ISO 27001-style controls, and built-in fraud detection. Revenue-share model and fast go-live: minimal tech overhead, quick time-to-market for partners. "
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Riskcovry and how does it work?
InsurTech solution to enable complete insurance lifecycle to your customers seamlessly and holistically. APIs to seamlessly enable insurance without disruption of front-end user experience across assisted, bundled and DIY channels. Data reconciliation across your CRM, core banking, accounting, etc. systems.
SW Score Breakdown
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Salesforce Financial Services Cloud and how does it work?
Salesforce Financial Services Cloud CRM is powerful asset management software. Get rich client profiles, help regulatory compliance, and reveal opportunities.
SW Score Breakdown
Salesforce Financial Services Cloud Pricing
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is SmartOffice and how does it work?
Ebix CRM - Our best CRM software, agency management and financial advisory solutions deliver proven enterprise-wide results for our trusted global partners.
SW Score Breakdown
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Striga and how does it work?
Striga (formerly Lastbit) provides financial services infrastructure for companies in the crypto, banking & issuing space. Traditionally the cost & time associated with launching a FinTech solution whether it is a neo-bank, a business banking product or a platform has been absurdly high and complex. This is compounded 10x if are a company that has an element of crypto in business.
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Dealcloud and how does it work?
Dealcloud sets the standard for data-powered financial and professional services platforms. This high-performance platform delivers vertical-specific solutions to meet the evolving needs of dealmakers and principal investing professionals. Its exceptional flexibility, scalability, and customizability make it unique in its field. Organizations such as private equity, growth equity, venture capital, real estate, credit investors, highly acquisitive private and public companies, investment banks; and legal, accounting, consulting and M&A advisory firms can trust Dealcloud to help them execute deals at the highest levels. Its data architecture enables users to process large volumes of information quickly – allowing them to be one step ahead when presenting deals to prospective stakeholders. With extreme security baked into every moment of use and advanced analytics that capture every aspect of the transaction; Dealcloud is unrivaled in helping firms generate better insights from formal diligence documents or build out comprehensive deal models from market multiples. Its cutting-edge technology ensures that all personnel involved in a deal can work collaboratively in a secure space — keeping everyone up to date on the progress of a deal throughout its duration. Put simply: Dealcloud provides all the tools you need for your financial modeling – without sacrificing speed or accuracy. Put your trust in our reliable solutions today!
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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is BrokerIQ and how does it work?
Hold the reins of your business, without compromise. BrokerIQ is built with finance at its core. No more workarounds, everything you need is in one place. The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetise. Keep track of leads, and easily onboard clients.Thorough client overview allows for actionable communication.
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What is IRIS CRM and how does it work?
IRIS CRM software is an manage pipeline sales and customer support for business. The software offers tools to track sales related activities like new accounts, notes added, emails sent, and more. Collaborate with your team to create professional proposals in minutes. It integrates with Zapier, ZipRecruiter, and more. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software.
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What is Invoicity and how does it work?
Invoicity turns any smartphone into a pocket-size finance desk. A guided three-step flow lets non-accountants build professional invoices or estimates, add taxes or discounts, and send them straight to the client. Every document carries a native Stripe Connect button, so customers can pay by card, Apple Pay or Google Pay the moment they open the invoice; payment status then syncs automatically and overdue reminders fire until cash arrives. Unlike heavy accounting suites, Invoicity focuses on the moment that matters—getting paid—while still offering the essentials power users need: • unlimited business profiles under one login (great for side gigs) • reusable item & client libraries with CSV import • multi-currency support Start free; upgrade only when volume grows. By removing bookkeeping friction, Invoicity cuts admin time, accelerates cash flow and helps small businesses look as polished as the big guys—all from a phone.
Read more77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Junxure and how does it work?
Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business. Features deep integrations with custodians and major portfolio management, reporting, and back-office solutions.
SW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Kronos Finance and how does it work?
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
SW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Lending CRM and how does it work?
Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. View and export high-quality reports.
SW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is AdvisorEngine and how does it work?
AdvisorEngine offers one integrated platform built on Robo Advisor technology.
SW Score Breakdown
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is ROI 360 by TALONOID and how does it work?
ROI 360 revolutionizes business processes with over 50 integrated applications, accessible with a single click. Built for ease of use, ROI 360 offers specialized tools tailored to unique business needs, streamlining tasks and enhancing productivity. Professionals can effortlessly build, launch, and manage custom microsites for targeted marketing campaigns directly from the platform. With ROI 360's advanced CRM, customer relationships are enriched through comprehensive insights and centralized data. The automated sales funnel maximizes conversions, while personalized communication strategies boost engagement. Marketing automation and sales optimization features accelerate sales cycles and enhance efficiency. The platform’s user-friendly dashboards provide instant access to critical data and metrics, empowering informed decision-making. ROI 360 breaks language barriers with support for 90 languages, ensuring global accessibility. ROI 360’s cost-effective structure, significantly lower than traditional enterprise solutions, combined with the ability to consolidate multi-company management and customized user interfaces, makes it the ultimate solution for enhancing operational efficiency.
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is DigitalCRM.com and how does it work?
DigitalCRM.com software is a platform used to automate workflow process. The software offers tools to manage sales funnel, lead status on a interactive graphical dashboard. Manage status of lead from various sources like Website, Forms to categories them as per lead status. Generate reports to measure the sales and marketing activities.
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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Flashchange and how does it work?
FlashChange is a digital financial platform for crypto and gift-card exchange, cross-border payments, currency conversion, and everyday bill payments. We help individuals, crypto traders, freelancers, and businesses make fast and convenient transactions across borders. Our mission is to design and deliver modern financial technologies that anticipate real-world needs, powered by speed, transparency, and innovation.
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What is ChargeOn and how does it work?
ChargeOn is a 100% Salesforce payment processing and orchestration platform built by Cyntexa. Available on the AppExchange, it works entirely inside your Salesforce environment, so your business can collect, automate, and manage payments without switching to an external tool or losing data between systems. Whether you're running recurring subscriptions, collecting one-time payments, managing overdue accounts, or sending payment links to customers, ChargeOn handles it all. It connects with 20+ payment gateways, supports multiple payment types and billing models, and keeps every transaction, refund, and record cleanly inside Salesforce. For any business that processes payments through Salesforce and wants full control and visibility, ChargeOn is built exactly for that.
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