Banking Software

Get the best banking software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

Popular Products

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…
Price Range
$ $ $ $ ·
Platforms
Web, Windows
Deployment
Hosted or Local
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…
Platforms
Windows
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…
Platforms
Windows
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…
For organizations seeking a solution that easily conforms to their existing operations, Multiview offers a flexible, integrated suite of financial solutions. With Multiview , companies gain superior visibility over corporate…
Price Range
$ $ $ $ ·
Starting Price
$999/month/user
Platforms
Windows
Deployment
Hosted or Local
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…
Platforms
Web
Deployment
Hosted (cloud-based)
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…
Platforms
Web
Deployment
Hosted (cloud-based)
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…
Platforms
Windows
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…
Platforms
Windows
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…
Platforms
Windows
Multiple Location, Branch & Company Capability; Built-in User Security & audit trails; and User Definable Menus. Indirect Sales Finance Contracts; Direct Consumer Loans; Pre-Compute & Simple Interest Calculations; Revolving…
Platforms
Web, Windows
Deployment
Hosted (cloud-based)
dbcSMARTsoft is a complete trading, risk management, merchandising and accounting solution for companies who buy, sell, warehouse, merchandise or transform commodities especially to manage exposure to commodity prices and…
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…
Platforms
Windows
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…
Platforms
Windows
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…
Platforms
Windows
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…
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…
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…
“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…
Platforms
Web
Deployment
Hosted (cloud-based)
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…
Platforms
Windows
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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 banking software recommendations that meet your exact requirements.

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Banking Software Buyer’s Guide

Two of the most highly regulated industries are finance and insurance. Not only are companies in these industries audited by state and federal agencies, these industries are also under pressure to maintain very high standards when it comes to accounting and financial reporting. Investors, stakeholders, and clients need to be assured they can trust the company that is overseeing their money. It is not only important to have a quality general ledger system, it is also critical that you have a back end system to properly manage the operational aspects as well. Read on to find out about accounting software and ERP solutions designed with the finance and insurance business in mind.

Software for Financial Institutions

Over the past decade, a lot has changed in the financial industry. Restrictions have been placed on financial institutions and many have folded due to improper financial management. With the right financial software, your institution can properly manage the finances for each legal entity, each branch office, create the budget plans and forecast your revenues. An auditable solution will help you properly track all finances with audit trails showing transactions, reversing transactions, and user actions.

A close second to the accounting software for financial institutions is the back office software which can be broken into two main segments: deposit software and loan management. Banks rely on deposits to make loans. They rely on interest income from the loans to operate and expand, so having these two systems closely related is very important.

Deposit software is designed to track customer deposit accounts (checking, savings, bank IRA’s, etc.), as well as tracking of transactional data and interest awarded to the customer. This system is also known as a “Core Banking” system as it is the core to the operations of the institution.

Loan management is designed to track loans from application to lien release. Create an application, underwrite the loan, approve, collect signatures and fund the loan. Institutions may choose to sell the loan and the servicing of the loan, sell the loan and keep the servicing or keep the loan on their own books and keep the servicing. Whichever way is chosen, the software will help manage the transactions. For those institutions keeping servicing, the loan management software will send invoices, track payments, manage spread of payments (principal, interest, escrow, fees, etc). Manage the loan until it is paid in full and process a lien release.

There are few core banking systems available in the market, however, there are dozens of accounting solutions that are used in many different financial institutions. The difficult part is finding the right solution to meet your specific needs which is where we can help.

Software for Broker/dealers

In addition to the added scrutiny placed on the financial institutions, a larger microscope has been placed on “Wall Street” or those firms that manage investments for others.

The right software will not only help manage the finances for the organization but will also have the operational functionality allowing 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
  • Acting as a depository for securities owned by customers, disbursing dividends and interested received, and information customers about calls, tenders, and other reorganization activities pertaining to their securities.

In addition to keeping up the finances for the organization, broker dealer software helps to track broker commissions, licenses, and performance.

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.

Insurance Companies

As with financial institutions, the insurance industry is ever changing with more regulations increasing the importance on 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

Insurance agents and brokers are often the face insurance companies and while they do not actually manage the policies from an operational standpoint, agents do create the policies and need to track commissions in addition to management of their own firms 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 solutions will have the accounting functionality that interfaces with CRM allowing the firm to manage all aspects of the business.

Taking the Next Steps

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!