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The Best Banking Software

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Infor SunSystems Screenshot

Infor SunSystems

★★★★★
★★★★★
(1)
Your traditional financial management system (FMS) locks you in to rules, structures, and business models that can’t evolve to meet your changing needs. But you need to redefine your systems on the fly, and respond to changing requirements anytime and anywhere. While you may be able to keep up with change, your traditional FMS can’t. It’s time you got a modern financial solution that is powerful enough to meet your needs today, but innovative and flexible enough to adapt as your business evolves
Price Range
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Client OS
Windows, Web
Deployment
Cloud or On-Premises
Express Connect Screenshot

Express Connect

Express Connect is a bank-neutral, remote deposit capture technology that integrates with major accounting products by Sage Software, Microsoft, and Intuit. With Express Connect, you can deposit checks to your bank account through a check scanner, all from the comfort of your back-office. As long as checks are scanned to the bank before 6:30PM CST, you will receive next day availability of funds, regardless of which bank you bank with. In addition to this, Express Connect will automatically
Client OS
Windows
eInvestmentAssets Screenshot

eInvestmentAssets

Investment asset accounting for Microsoft Business Solutions - Great Plains. Organizations holding investment assets which fluctuate in value over time realize how much effort it is to manually record buys/sells, manually look up the values of those investments, and manually calculate general ledger adjustments in order to comply with generally accepted accounting principles (GAAP). Now those manual processes can be automated with eInvestmentAssets for Microsoft Business Solutions!
Client OS
Windows
PULSE Lockbox Screenshot

PULSE Lockbox

Imports bank lockbox files; Eliminates tedious keying of cash receipts; Automatic match to unpaid customer invoices; Detects partial & duplicate payments; Increased accuracy; Works with both Progression & ES; and Also reads Excel and webbased EDI payment files. New PULSE LOCKBOX imports your bank’s lockbox file and matches to unpaid customer invoices. Detects partial or duplicate payments as well as incorrect invoice numbers. If no match is made, convenient drop-down menus allow you to select
Multiview Screenshot

Multiview

★★★★★
★★★★★
(3)
Multiview is an ERP software designed to enhance financial operations. Its key features include advanced financial consolidation, customizable reporting, and integrated budgeting and forecasting. Multiview offers customizable dashboards, data export to Excel, and advanced drill-down capabilities to enhance audit efficiency and data transparency.
Price Range
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Client OS
Windows
Deployment
Cloud or On-Premises
CyberGrants Screenshot

CyberGrants

Our Competitive Grants Management system is our flagship product which nearly every type of foundation, giving program or contributions department can use. This system offers complete grants management capabilities in a highly configurable and easy-to-use Internet (browser-based) interface. The Competitive Grants Management Module offers everything from online grant applications (integrated with your existing website) to intelligent application routing and review processes to sophisticated
Client OS
Web
Deployment
Cloud Hosted
DefaultTrackPoint Screenshot

DefaultTrackPoint

DefaultTrackPoint streamlines the entire default management process through a centralized workflow engine, based on a 50-state regulatory knowledge base that provides detailed tracking, electronic calendaring with alerts, and digital document processing. It is the only solution that ensures nationwide compliance to foreclosure guidelines and is the only system that provides state-by-state exception handling, such as debt dispute management, forbearance, reinstatement and bankruptcy. Reduces
Client OS
Web
Deployment
Cloud Hosted
RAMCAP Screenshot

RAMCAP

Easy-to-use multi-Asset/multi-security asset allocation and optimization. Create user-defined security databases and portfolios; specify individual security characteristics; optimize portfolio mixes; compare portfolios side-by-side; review detailed time-weighted cash flows. Investment Policy Statement, graphics, tables and reports are FINRA Reviewed. RAMCAP Walkthrough AdvisoryWorld’s RAMCAP financial software includes asset allocation, portfolio optimization, Investment Policy Statement and
Client OS
Windows
Treasury & Liquidity Screenshot

Treasury & Liquidity

The treasury function has evolved over time with increasingly diverse responsibilities. However, providing liquidity and funding for the enterprise remains the primary challenge. The 2008 financial crisis pushed treasurers to prove to themselves and regulators that they have enough liquidity to survive significant market dislocations. Maintaining a minimum Basel III required liquidity buffer is the new reality for banks. Treasuries are challenged by fragmented and disconnected systems today.
Client OS
Windows
OdysseySuite Screenshot

OdysseySuite

OdysseySuite is an integrated application for the management, accounting and administration needs of: Private banks; Offshore banks; Trusts; Corporations; and Funds. OdysseySuite provides General Ledger support for an unlimited number of currencies. Currencies interact through currency position accounts. Consolidated and in-currency financial statements are available for Internal, Public and Jurisdiction reporting, and Group consolidations. Currency and interest rates can be automatically
Client OS
Windows
SarbOxPro Screenshot

SarbOxPro

SarbOxPro is the most comprehensive tool available for small to mid-sized (public) companies who are required to comply with Section 404 of Sarbanes-Oxley. The software is free; however, a maintenance plan is available for $995 a year. The plan includes two hours of telephone consultation, technical support, software upgrades, access to a user forum, and additional Excel reports not available with the free trial. In addition, fee based consulting services are available for companies to ensure
Client OS
Windows
StockTrack Screenshot

StockTrack

The ultimate software for issuing and tracking stockholders shares and certificates. Used by banks, Stock Transfer agents and corporations acting as their own transfer agent. Issuance and Registration of Stock Certificates; Dividends and Splits; Dividend Reinvestment Module; Proxy Voting; Statements and Confirmations; Extensive ‘As of’ Date Reporting; Maintains shareholder and certificate information; Executes transfers; Handles retiring and voiding certificates; Prints certificates; Print Cash
Client OS
Windows
AvantGard Treasury Screenshot

AvantGard Treasury

AvantGard treasury, risk and cash management solutions can help you meet these challenges by delivering enabling technology to help drive integration, automation, visibility and collaboration while also offering modeling and analysis tools to help manage debt, protect investments and drive growth AvantGard offers treasury, risk and cash management solutions for corporations, financialinstitutions and the public sector. Our solutions are designed to help empower treasurers,allowing you to gain
Client OS
Windows
SCHEDULE D 4 DONE Screenshot

SCHEDULE D 4 DONE

SCHEDULE D 4 DONE calculates long term or short-term capital gains and losses, wash sales and cost basis changes from the sale of mutual funds options and stocks during the tax year. Calculates wash sales; Calculates gains; Form generator; 247 support; Import brokers & files; Match trades; Export capable; Turbo tax & tax cut; Calculates options; and Save time and more.
Penny Screenshot

Penny

A comprehensive back-office solution for investment advisors. This easy-to-use system integrates partnership and corporate accounting for funds. It also includes a general ledger, allocation system, and accounts payable for management companies. Specifically designed for investment management companies, Penny integrates a complete general ledger package, an accounts payable package (including built-in check generation), and reports for both the company and individual levels. Whether it’s paying
VBA Screenshot

VBA

A flexible, cost effective solution for all aspects of claims processing and benefit management. Our software is designed in a way to provide the end user with as much flexibility as possible. On our end, the open architecture of VBA allows our developers to create modifications and enhancements you might desire to specifically fit your organization much more quickly and cost-effectively. Customer Service Notes /Call Tracking;; and Call Center;. ; Eligibility, Online Enrollment, Online Reports;
Bank Companion Screenshot

Bank Companion

“Banking Anytime! Anywhere! Be wireless always” Bank Companion is an award winning mobile banking software provider. Our mobile offering includes Mobile Banking Solutions, Mobile Marketing Dashboards and Mobile Payments. Our banking software solutions have been implemented in 75+ banks all over the world. Bank Companion offers multi-channel delivery including Mobile Apps, Browser Based and SMS options which offer 100% customer coverage. Mobile Banking Services offered to both banks and credit
Client OS
Web
Deployment
Cloud Hosted
Navigator Enterprise Screenshot

Navigator Enterprise

★★★★★
★★★★★
(2)
Navigator Enterprise is a powerful cash management, portfolio tracking, data communication and reporting software system. Navigator is the only software that measures all components of net worth, both liquid and illiquid securities and assets. To do this Navigator tracks investment and non-investment assets, such as real estate, private equity, and venture capital investments, as components of net worth. All information within Navigator is able to be viewed off site through an internet
Client OS
Windows
ProSource Screenshot

ProSource

Imagine one financial source packed with the power to put you in control of your customers’ investment activities, giving you time to build stronger, more profitable customer relationships. ProSource is a complete resource for financial professionals that helps you: Access fundamental data on mutual funds and variable annuities,; Download financial data from multiple sources to update client accounts,; Generate professional-looking reports,; Access vital financial news,; Communicate with
FMA Advisor Screenshot

FMA Advisor

FMA Advisor is a web-based application that guides financial advisors to easily and consistently deliver high-quality advice during every client contact. FMA Advisor offers a powerful client interaction and presentation solution built on a wealth of knowledge across the spectrum of personal financial planning domains. Instant access to legal-approved, regulatory-compliant information including: Personal Finance; Business Owner; Education Planning; Estate Planning; Government Benefits; Investment
Client OS
Web
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free the best banking software recommendations that meet your exact requirements.

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Lexi Wood
Last updated on October 5th, 2020
LinkedIn
Buyer’s Guide

Banking is one of the most tightly regulated industries in the world. Investors, stakeholders, and clients need to be assured they can trust the company overseeing their money. It is critical for financial institutions to utilize a back end system to properly manage the operational aspects as well.

What is Banking Software?

Banking software is a back end system designed to help financial institutions manage their core bank functions like analysis, reporting, sales, trading, and loans management. Designed for banks and credit unions, this software allows for the automation of banking services.

This software serves the two main categories of banking: Commercial or retail banking:

  • Consumer or personal financial services intended for the general public
  • Investment banking: trading: Corporate finance services on behalf of individuals or companies

Credit unions and banks alike can provide a better customer experience by using banking software to streamline operations. In particular, cloud-based banking platforms improve services by offering real-time access to financial services.

Infor SunSystems
Review accounts with Infor SunSystems.

Features of Core Banking Software

  • Online banking: Access financial services and records from anywhere in the world
  • Financial accounting: Analyse and report on all financial transactions performed by your institution
  • Security, fraud, and risk management: Cloud-based banking platforms need extra security measures to remain safe
  • Transaction tracking: Keep records of transactions and prepare statements for possible audits
  • Payment transfers: Accurately move money between different accounts
  • Compliance tracking: Ensure your financial institution remains compliant with all state, federal, and international financial regulations
  • Multi-currency transactions: Handle financial transactions which involve multiple types of currency
  • Customer portal: Allow customers to access their basic banking information and select services online
Multiview Software
Multiview lets you view multiple reports.

Banking Software by Industry

Two of the most highly regulated industries are finance and insurance. As such, their banking software needs to be incredibly secure and reliable. New restrictions are continually being placed on financial institutions to ensure proper management. With the right banking software, your business can properly manage the finances for each legal entity or branch office while creating budget plans and forecasting revenues. Banking software tools provide an auditable solution to help you properly track all finances with audit trails showing transactions, reversing transactions, and user actions.

BankPoint Platform
BankPoint lets you review loan, deposits, and more.

Banking Software for Financial Institutions

Back office solutions for financial institutions can be broken into two main segments: deposit software and loan management software. Banks rely on deposits to make loans. They use interest income from the loans to operate and expand, so having these two systems closely intertwined is very important.

Banking software with accounting tools is designed to track customer deposit accounts (checking, savings, bank IRA’s, etc.), as well as monitor transactional data and interest awarded to the customer. This forms the “Core Banking” system as it is the core to the operations of the institution.

Loan management modules are designed to track loans from application to lien release. Create an application, underwrite the loan, mark for approval, collect signatures and finally fund the loan. The software will then help manage additional transactions related to servicing. For those institutions keeping servicing, the loan management software will send invoices, track payments, manage spread of payments (principal, interest, escrow, fees, etc) until it is paid in full and process a lien release.

Banking Software for Broker and Dealers

Broker-dealers need to maintain two sets of books: a general ledger and securities records, which makes it all that more important that a strong financial system is in place. The right software will allow brokers and dealers within the organization to:

  • Underwrite or participate in the underwriting of publicly offered securities.
  • Assist in the private placement of securities
  • Provide investment research and advice
  • Provide loans and financing, including equity and mortgage loans
  • Provide the means for companies to hedge foreign currency, interested rate and other risks
  • Act as a depository for securities owned by customers, disbursing dividends and interest received
  • Inform customers about calls, tenders, and other reorganization activities pertaining to their securities

Finally, baking software helps to track broker commissions, licenses, and performance. Companies can review and monitor their brokers and dealers on a regular basis to remain compliant and avoid mistakes.

Insurance Companies, Agents, and Broker

As with financial institutions, the insurance industry is ever changing with more regulations increasing the importance of proper financial management. Management of multiple entities, management of policies (including collection of premiums and payment on claims), prospecting new clients and offering more and better products to existing clients, are all important aspects of an industry specific solution.

Insurance agents and brokers are often the face of insurance companies and, while they do not actually manage the policies from an operational standpoint, they help create the policies to track commissions in addition to management of their own firm’s finances. Insurance brokers also need strong customer management tools to track current and prospective contact information, to reach out to customers with specific needs and perform general follow up. The best banking solutions will have accounting functionality that interfaces with CRM to manage all aspects of the business.

How is Banking Software Different from Personal Finance Applications?

Core banking software differs from personal financing software which allows individuals to control their personal bank accounts. A personal finance application allows the consumer to control some of their own banking services, such as transferring funds between a personal checking and savings account.

Banking software is meant for the financial institution itself, so brokers, dealers, and tellers can provide more advanced services. There are more thorough security checks to prevent fraud, along with remaining compliant with tightening industry regulations.

Software Integration Options

Unsurprisingly, different financial institutions have different software needs. The difficult part is finding the right solution to meet your specific needs which is compatible with your other software products, like:

In such a highly regulated industry, you want to make sure you are properly tracking your finances. Whether you are looking for a complete ERP system or specific functionality to augment existing software, through a brief phone call, our software specialists will look to better understand your business and software needs to help you locate the most relevant solutions for your requirements. Get started today by requesting banking software recommendations from Software Connect!