Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Pulse by Bench Accounting - See the financial health of your business in real-time.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Wealthbox - Smart CRM for financial advisors
Kuber - Well diversified portfolios of Enterprise Investments Scheme(EIS), SEIS or BPR investments, robust investment governance and consolidated reporting.