Banking Software

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

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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…
Price Range
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Client OS
Web, Windows
Deployment
Cloud or On-Premises
Express Connect Screenshot
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…
Client OS
Windows
Deployment
Cloud or On-Premises
eInvestmentAssets Screenshot
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…
Client OS
Windows
Deployment
Cloud or On-Premises
PULSE Lockbox Screenshot
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…
Client OS
Deployment
Cloud or On-Premises
Multiview Screenshot
Multiview
★★★★★
★★★★★
(2)
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 data, creating a more…
Price Range
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Client OS
Windows
Deployment
Cloud or On-Premises
CyberGrants Screenshot
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…
Client OS
Web
Deployment
Cloud Hosted
DefaultTrackPoint Screenshot
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…
Client OS
Web
Deployment
Cloud Hosted
RAMCAP Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
Treasury & Liquidity Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
OdysseySuite Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
Megasys Finance 3.0 Screenshot
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 Credit; Thrift & Investor…
Client OS
Windows, Web
Deployment
Cloud Hosted
Openlink Agtech Screenshot
Openlink Agtech (formerly GrainSMART and dbcSMARTsoft that includes FlourSMART and HedgeSMART) is a complete trading, risk management, merchandising and accounting solution for any company buying, selling, warehousing, merchandising or transforming…
Client OS
Deployment
Cloud Hosted
SarbOxPro Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
StockTrack Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
AvantGard Treasury Screenshot
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…
Client OS
Windows
Deployment
Cloud Hosted
SCHEDULE D 4 DONE Screenshot
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…
Client OS
Deployment
Cloud Hosted
Penny Screenshot
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…
Client OS
Deployment
Cloud Hosted
VBA Screenshot
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…
Client OS
Deployment
Cloud Hosted
Bank Companion Screenshot
“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…
Client OS
Web
Deployment
Cloud Hosted
Navigator Enterprise Screenshot
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…
Client OS
Windows
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 banking software recommendations that meet your exact requirements.

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Banking Software 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!

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