Financial software includes financial analysis, strategic planning, budgeting, forecasting and more.
Free Webinar | Request More Info | Our Solutions | Guided Tour
www.PROPHIX.com
Offers a range of financial software for amortization, business valuation, financial statement analysis, accounting policies/procedures and treasury.
Finance Software | ValuationSoftware | Sarbanes-Oxley | CPA Software
www.mbaware.com
Compare accounting software using Capterra's free, comprehensive directory.
Capterra.com
ERP Software Comparison Online Demos, Pricing and Services
www.softwareshootouts.com
More Than Just Low Trading Fees. Trading Tools, Seminars & Support.
www.schwab.com/at
TValue 5 is the industry standard in loan amortization software. The top 100 accounting firms and over 500,000 financial professional use TValue.
All Products | About Us
www.timevalue.com
Blue Link provides low cost SQL-based distribution/accounting software with invoicing, purchasing, inventory management, landed cost and accounting.
www.bluelink.ca
Consulting and Software Solutions for Insurance and Financial Service Organizations.
www.towersperrin.com/
Learn about the Next Generation Desktop for Wealth Mgmt. companies.
www.salesforce.com/finance
Make Smarter, Faster Decisions with NetSuite Financial Software.
www.NetSuite.com
Compare accounting software using Capterra's free, comprehensive directory.
Capterra.com (Paid)
Developer of financial accounting and business management software solutions that can be delivered via the Internet.
www.accpaconline.com
Developer of business, economic and financial applications software. The software is used by governments, corporations, financial institutions, universities and research institutions. The analytic software is used to build business, economic a...
www.alphametrics.org
Provider of custom applications software programming and consulting services. The company specializes in database and financial software for IBM PC-compatible and Macintosh systems. Services are provided to multiple industries. This company w...
www.appunltd.com
Developer of loan processing software. Software runs on PCs and LAN environments. Products are sold to financial service companies.
www.approsystems.com
Aquin is the Market Leader in Investment Compliance Software with MIG21.
www.aquin.com(Paid)
Developer of Atis 2000(tm), a back office processing system. Software runs on Windows. Provider of computerization and integration services. Products and services are sold to the finance industry. This company was capitalized by venture capi...
www.atisinc.com
Aurigen Inc. provides computer programming and consulting services for all types of businesses, with extensive experience in financial, investment and brokerage applications. We have delivered reliable programs for accounting and risk analysis a...
www.aurigen.com
Developer of financial software which has modules for property and asset management, general ledger, accounts receivable, accounts payable, loans and interest, tax reporting, investment analysis and computer modeling. The software runs on MS-DO...
www.avmtech.com
Reseller of computer hardware and software. The company also provides custom applications software programming services specializing in financial applications. Services are provided to multiple industries.
www.bcssys.com
Developer of stock market analysis and securities software. The software interfaces with real-time information fed from the stock and commodities markets. The company also manufactures character generators. The software runs on IBM PC and com...
www.bmiquotes.com
Developer of financial software and provider of related consulting services for the investment management industry. Products include Compliance Master(tm), a compliance system for money managers and The Charles River Trading System(tm), a full ...
www.crd.com
Research firm providing investment banks, asset managers and corporations with in-depth transaction information and analysis on the equity and fixed income capital markets, credit markets and the mergers and acquisitions market.
www.commscan.com
Developer and distributor of financial, accounting, human resources and distribution software. Software runs on multiple platforms. Products are sold to a wire array of industries including telecommunications, utility, insurance companies and ...
www.consist.com
Producers of the Eventus software for financial research, education and consulting.
www.eventstudy.com
Developer of fund accounting software. Provider of financial systems integration services. Products and services are provided predominantly to local governments, public utilities and public housing authorities. The software runs on UNIX and W...
www.ccsworld.com
Blue Link provides low cost SQL-based distribution/accounting software with invoicing, purchasing, inventory management, landed cost and accounting.
www.bluelink.ca (Paid)
Provider of consulting and custom programming services specializing in portfolio management, 401K processing, mutual funds, securities and trusts for IBM mainframe and DEC VAX systems. The company also provides temporary placement services. Se...
www.eastmark-consulting.com
Developer of ENCORE!Plus(tm) financial analysis and EIS Tool Kit(tm) business information software. The financial analysis software includes analysis and planning, loans and interest, templates and models and tax planning. The business informa...
www.ferox.com
Provider of custom applications software programming and software consulting services for accounting, manufacturing, wholesale distribution and banking/mortgage software. Software includes invoicing/billing, fixed asset management, general ledg...
www.figtree.com
Developer of software including Financial Navigator 6.5(tm), Check Form Navigator 3.0(tm) and Navigator Data Bridge(tm). Financial Navigator(tm) includes fixed-asset management, general ledger and planning software and is used by advisors and p...
www.finnav.com
Offers a range of financial software for amortization, business valuation, financial statement analysis, accounting policies/procedures and treasury.
Finance Software | ValuationSoftware | Sarbanes-Oxley | CPA Software
www.mbaware.com (Paid)
Financial software includes financial analysis, strategic planning, budgeting, forecasting and more.
Free Webinar | Request More Info | Our Solutions | Guided Tour
www.PROPHIX.com (Paid)
Developer of advanced e-banking solutions for the financial industry.
www.fincentric.com
Developer and distributor of FinerEdge schedule amortization calculator software used for loan amortization tables, bonds, insurance and mortgage amortization schedules.
Top 10 List | Unique Features | You Need XML | Product Info
www.fineredge.com(Paid)
Provider of custom computer, software and Internet consulting services, as well as web site development and document conversion services. Developer of Web Word Wizard(tm), a word processing tool for the web. Products and services are provided ...
www.hotpaper.com
TValue 5 is the industry standard in loan amortization software. The top 100 accounting firms and over 500,000 financial professional use TValue.
All Products | About Us
www.timevalue.com (Paid)
Developer of Riskmaps(tm), Heatmaps(tm), Neo Farm(tm) and Hot Spots(tm), which are real-time financial analysis and management software as well as financial modelling software. The software is compatible with Windows 95 and NT and also UNIX. P...
www.neovision.com
Proivder of an end-to-end web solution for optimizing the information flow between a venture capital fund and its employees, prospects, portfolio companies and ivestors.
www.netagevc.com
Provider and developer of Sharebuilder(tm) Internet long-term investment services. The company allows users to dollar cost average the top 2000 market capitalization stocks and indicies, with low transaction fees and no minimums. The company o...
www.netstock.com
Application service provider for the financial services industry offering secure web-based and wireless solutions for securities brokerage, insurance and banking businesses.
www.nubase.com
Provides E-commerce and open systems payment solutions on UNIX and Windows NT platforms.
www.oasis-technology.com
Georgia-based provider of solutions and services to the financial services industry worldwide.
www.opussoft.com
Your industry leading software vendor providing solutions for governance, risk and compliance (GRC), including financial controls and risk management.
www.paisley.com(Paid)
Developer of security/auditing software. Software runs on UNIX and Windows NT. Products and services are sold to the finance, manufacturing, retail and high-tech industries and to the government. This company was capitalized by private invest...
www.pentasafe.com
Software for portfolio risk analysis using monte carlo simulation for systematic traders using Tradestation. Generate probability curves for risk and return.
MCS Features | What is MCS | Why get MCS | Using MCS
www.portfolioriskanalysis.com(Paid)
Developer of investment manager software for institution investors. Software runs on Windows. Products are sold to insurance, investment, pension and mutual fund companies, along with banks. This company was capitalized by private investment.
www.pfs.com
Assist financial institutions with asset/liability management needs. Specialize in modeling software.
www.profitstar.com
Developer of expert system software for use in financial forecasting and time series analysis. The software runs on a variety of platforms including IBM PC-compatible, OS/2, Sun, HP9000 and DEC systems. Products are sold to multiple industries...
www.scausa.com
Designer and developer of software products for securities businesses in the emerging and mature markets.
www.sectech.com
Producer of software that allows executives to perform in-depth financial analysis, produce comprehensive financial plans and manage financial performance more effectively.
sdc-usa.com
Products include a complete Windows-based solution for streamlining the corporate treasury operation with modules that will manage your cash forecasting, investments, debt, foreign exchange, derivatives, and bank administration.
www.selkirkfinancial.com
Developer of financial analysis and planning software and client management software. The financial planning software is used to help a financial planner to automatically create individual financial plans. The system incorporates investment tr...
www.sterwent.com
Software solutions house focused on providing enabling technology for the eFinance sector. Services enable banks and other financial institutions to deploy banking and share trading applications across multiple delivery channels.
www.stormland.com
Developer of financial modeling and simulation software. Products include Trade Research and Execution Environment (TREE) which is used as an artificial intelligence software to make predictions and stock trading decisions. Software runs on UN...
www.strsoft.com
Developer of business and individual credit and underwriting information retrieval software packages. Provider of custom applications software development services. The software accesses and manages the data, scores risk and provides results o...
www.scsiweb.com
Enables banks and other financial institutions to automate their banking activities such as wholesale, retail, treasury, private banking, and bank office functions.
www.temenos.ch
Consulting and Software Solutions for Insurance and Financial Service Organizations.
www.towersperrin.com/ (Paid)
Provider of real-time investment analysis software for the Microsoft Windows and a provider of direct-access order-routing services. Its the parent company of two operating subsidiaries: TradeStation Securities (f/k/a OnlineTrading.com) and Trad...
www.tradestation.com
An international software corporation specializing in developing applications for financial markets. Also has several Finance KIT product lines aimed at different target groups, including banks, corporations, and institutional investors.
www.trema.com
This company is the parent of a high-tech unit involved in financial software.
www.phoenixhecht.com
Developer of financial planning and analysis software called Methuselah(R). Software runs on Windows. Products are sold to insurance companies, CPAs and stock brokers. This company was capitalized by private investment.
www.methuselah.com
Client/server underwriting and loan origination tracking software.
www.unifi.fiserv.com
Developer of client/server financial software, called Fund SQL(tm) and CFO SQL(tm). The software runs on Microsoft and Sybase servers. Products are sold to the finance, healthcare and manufacturing industries, as well as to the government, non...
www.uslfinancials.com
Online magazine providing insights into financial service uses of Microsoft Windows.
www.windowsfs.com
Developer of integrated asset/information management software; and provider of related custom applications software programming and software consulting services. Software runs on various systems including UNIX, DOS and Windows systems. Product...
www.workplacesystems.com
Provider of web-based applications for the banking and financial services industries.
www.xpede.com
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ERP Software Comparison Online Demos, Pricing and Services
www.softwareshootouts.com
More Than Just Low Trading Fees. Trading Tools, Seminars & Support.
www.schwab.com/at
Guide to Managing Your Business Finances Online
Put your accounting on the WebBefore deciding to manage your business finances online, ask the following questions:
- Does the provider offer a full array of financial management services or just a few?
- Will my data be backed up regularly?
- How secure is the platform?
- Does support come with the service or is it extra?
- Can I get my data back if I stop using the service?
Action Steps
The best contacts and resources to help you get it done
Investigate Web-based accounting systems
Online accounting platforms can handle key accounting tasks through 'dashboards' that keep all your company's information right at your fingertips and can be accessed anytime and from any Internet connection.
I recommend:
NetSuite offers a subscription-based small business product that, for a monthly fee of $99 for each user, allows companies to manage their accounting system, including sales orders, accounts payable, accounts receivable, payroll, time, billing and other functions by simply using a browser.
Upgrading from software to online management shouldn't be difficult
If you manage your business finances via software, check to see whether the provider has an online edition — and whether you can transfer your information to the online edition without too much fuss. Also check to see whether the online edition has all the features offered via software.
I recommend:
QuickBooks Online edition allows users to transfer information from PC-based QuickBooks to the online edition, but doesn't have as many features.
Find an offering that is tailored to your needs
Some online products are for small businesses, others for larger organizations, and some primarily for consumers, although they have business components.
I recommend:
Jaya123 is designed for small to mid-sized businesses.
Some financial management products can be accessed by cell phone or PDA
For true portability, consider products that work on your Personal Digital Assistant (PDA) or cell phone.
I recommend:
BudgetTracker is a financial budget tracking site that allows users to access data from a cell phone with an Internet connection.
Banks of all sizes offer online financial management tools for business
Software companies aren't the only purveyors of online financial management tools. Many banks, large and small, now offer products.
I recommend:
Online financial management for business is offered from large banks such as Wells Fargo and Bank of America to small banks such as Community Resource Bank and Rockport National in Minnesota.
Some banks offer online business services teamed with an online software program
In a bid to grow their online banking business, some banks offer a program that interfaces with an online business software program, such as QuickBooks.
I recommend:
Compass Bank, with locations in six western and southern states, offers customers the ability to take control of their business banking online with QuickBooks and Compass PC for Business Banking.
Consider an online bank for business banking
If you're managing your business finances online, why not go all the way and use an online bank for your business banking? Online banks have no physical branches or ATMs, but often offer compelling fee structures.
I recommend:
Giant Bank is an online bank that offers business banking and financial services.
Tips & Tactics
Helpful advice for making the most of this Guide- Advantages of online financial management for businesses: You don't have to buy servers or new computers to use it…You don't have to download software…You don't have to spend time configuring it…You don't have to build a dedicated IT network to service it








