Products · category

Top Financial Services Software for Analytics

7 financial services software ranked by rating, review volume and listing quality.

Between them, the 7 financial services software on this page cover risk management (5), performance management (5), customer engagement (5) and compliance management (4). 7 of them have written a profile you can read before you get in touch.

Filter by fitbudget, engagement, size and more

Focus 9
Billing & Invoicing · Fixed Asset Management · Risk Management
Focus 9 is an ERP package in the Focus family, presented for enterprise organisations.
Write a review
Tax Clarity
Risk Management · Performance Management · Customer Engagement
Tax Clarity is retirement tax planning software for financial advisors. It is one of the planning tools from Covisum, a firm created by an advisor for advisors.
Write a review
AML360 Dashboard
Risk Management · Performance Management · Customer Engagement
AML360 Dashboard is a compliance platform that lets a business handle its anti-money laundering and counter-terrorism financing duties in one place.
Write a review
DebtPayPro
Risk Management · Compliance Management · Lead Management
DebtPayPro is a CRM product linked to Set Forth, LLC, which has served consumers leaving debt since 2009.
Write a review
Synario
Risk Management · Branch Optimization · General Ledger
Synario is financial planning software built around the drivers that shape an organisation's results.
Write a review
SaasAnt Transactions Desktop
Billing & Invoicing · Fixed Asset Management · Performance Management
SaasAnt Transactions Desktop is a tool for people who work with QuickBooks Desktop and want to avoid typing transactions in by hand.
Write a review
AdvisorEngine
Performance Management · Customer Engagement · Channel Management
AdvisorEngine is a technology platform for financial advisory firms.
Write a review

For vendors

Want to see your product here?

The order is earned on evidence: client reviews, vetting, awards and the facts a business states on its own website, which we read and date. Nobody can pay to move up. Add reviews or verified facts to your free profile to move up at the next edition; there are two ways to stand out now, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

We check your registration, your website and your clients
Approved listings show the Verified badge here and on their profile
It earns a rank number and counts towards the TrustList Score; renewed yearly

Apply for vetting How vetting works

Sponsor this ranking

Paid · always labelled

A Sponsored card above the ranked list, up to three per ranking
Marked Sponsored, and it never changes the order
Booked by the month; cancel any time

Sponsor this ranking See prices

Same subject

More financial services software rankings

Every other way we rank financial services software, by what they do and where they are.

All 5 rankings

Articles

Related reading

Articles on this subject first, then the newest.

All articles

Denmark

20 Oct 2026 · TrustList Editorial

Plinto raises €2.9m to put AI agents on financial controls

People Ventures and Emblem back the Copenhagen company, whose founders helped build Peakon, sold to Workday for over $700 million; its…

Denmark

8 Oct 2026 · TrustList Editorial

TODAY raises €2.8m seed for AI agents serving financial advisors

The Copenhagen and Berlin start-up, founded in 2024 by two former CLARK, Funding Circle and Billie leaders, says more than 3,500 advisers…

Singapore

8 Oct 2026 · TrustList Editorial

MAS sets AI risk rules for all Singapore financial institutions

The guidelines cover every kind of AI, including models supplied by third parties, and phase in over two years: core duties from October…

Browse

More categories

Jump to another ranked category.

All categories

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.