Financial Services Software

Windward Studios is a global leader in document generation software for the Financial Services industry. This low-code solution provides skilled users with the power to streamline tedious forms, statements, and reports with custom, professional-looking templates in Microsoft Office that connect directly to the data for a fast, error-free output. Learn more about Windward Core

Solidgate is a payment processing platform that enables frictionless monetization of online businesses worldwide. Solidgate helps you enter new markets time- and cost-efficiently with an ecosystem of fintech products: from card acquiring and APMs to anti-fraud and chargeback management solutions. Our products ensure your customers get a seamless purchasing experience, and your business gets paid online smoothly and swiftly while meeting the highest security, stability, and compliance standards. Learn more about Solidgate

Corpay Payment Solution is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Corpay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments. Learn more about Corpay

PTO cash out solution that helps employees unlock the value of their Unusable Paid Time Off (PTO) and turn it into cash to spend anytime, anywhere, while simultaneously reducing the employer's financial liabilities. Learn more about Sorbet

DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts. Learn more about DLS Financials

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people and employers. We help businesses become life-changing employers by helping employees solve the root causes of financial stress. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co. Learn more about Questis

All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks. Learn more about AdvisorEngine

Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free Equipment and 24/7 customer support. So, stop paying to get paid and contact EzPay America today. EzPay POS allows you to process all card types and you also have extended services such as inventory, recurring billing, electronic invoicing and more. Learn more about EzPay America

Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid