5 Financial Software Companies Savvy Investors
In this tech-savvy world, every investor is in a rush for better ways to manage their finances. But, more so, they aim to make the most out of their money. That’s where financial software companies come in handy.
These companies make portfolio management and performance tracking of your investments over a specific time a breeze. In this article, we’ll discuss some excellent financial software programs that’ll help you manage your assets better!
After careful research, we identified some of the best financial software development companies out there. These are:
TatvaSoft Financials
TatvaSoft Financials is a cloud-based accounting software company designed for small to large businesses. The software provides extensive financial reports, access to historical data, and helps in budgeting and forecasting.
It has pretty cool features like real-time customer relationship management (CRM), multi-currency support, and inventory management.
This software helps small businesses and startups to manage their finances better. That’s by providing quality, timely, and affordable software solutions.
The services offered include:
• Customer software development
• Website design and development
• Ecommerce
• UI/UX design
• Product development
• Mobile apps development
Selleo
Selleo is another excellent software company for business-to-business startups. It helps investors manage their sales, R&D, customer support, warehouse, and inventories.
It features accounting software that caters to the needs of small and medium-sized enterprises (SMEs). Besides, its cloud-based accounting software helps you:
• Consolidate your financial records
• Improve forecasting
• Manage customer relations
In short, Selleo is a perfect fit for small businesses that want to stay on top of their finances at all times with ease.
Services offered by Selleo include:
• Consultation
• DevOps and cloud consulting
• UI/UX design
• GraphQL APIs development
• Custom software development
Open Balance
Open Balance is a cloud-based financial software that helps SMEs to run their operations smoothly. It offers features like accounting, invoicing, and POS that help small businesses generate more revenue.
It’s a comprehensive service that allows you to monitor your investments on the go with its mobile app. Besides, it assists in budget monitoring and forecasting. This is by providing real-time results from anywhere at any time!
Open Balance has an excellent client retention rate. This is because it prides itself in providing high-quality software development services and customer satisfaction.
Services include:
• Cloud hosting
• Marketing automation
• Custom mobile app development
• Tracking logistics activities on mobile devices
Altvia
Altvia is a private equity software company for SMBs. The company began its operations in 2006 and is the leading provider for CRM and investor & deal management systems specifically built for Private Capital Market firms.
Altvia’s mission is to provide a central spot where you can monitor your investments and the financial well-being of your clients at all times. That’s possible through their platform which features 3 layers.
1. Data Management & Automation (CRM)
2. Intelligence (Analytics)
3. Secure Engagement (LP Portal/Data Room)
This helps Altvia’s clients
– fundraise by targeting key clients and acquiring new ones
– deploy capital with superior deal flow management
– monitor portfolios by streamlining portfolio company reporting and the data collection process
– ensure LP Loyalty by providing the high touch investor experience that LPs demand, while streamlining reporting and communication processes
5. Cogneuro
Cogneuro is a financial software development company that helps SMEs automate their business operations with cloud-based accounting, billing, inventory management & POS solutions.
Their software covers all the aspects of running a business, such as inventory management, financial reporting, and budgeting.
It also has a beautiful inbuilt analytics feature that helps businesses to understand their business processes better.
Besides, it comes with modules like project accounting and payroll management for large companies. They have over 200+ clients worldwide supporting them from across the globe.
Services offered by Cogneuro include:
• Website design and development
• eCommerce website development online store solution
• Mobile App Development
• E-commerce software development
Choosing the Best Financial Software Company
With thousands of different companies in this field, finding the best financial software company can be quite a difficult hassle. So, we understand if you have no idea where to begin.
When choosing a financial software company, it is vital to consider these factors: What is their specialty? Get that right! Does the company provide a free consultation session?
They should give you the proper guidance in choosing from hundreds of financial software solutions. Also, they must explain everything clearly without making you feel like an idiot.
You will probably need business support for your chosen software. Therefore, ensure that the company has a good service record for after-sales support.
The best way to find out if they provide adequate services is by asking their past clients whether or not they are happy with the post-sales service from the company.
Finally, consider how well-suited their software is for your specific needs. Make sure that they can cover all the aspects of running your business.
Conclusion
An investment in the modern technology-based world is nothing without having an apt tech solution. Therefore, it is critical to find the best financial software company rightfully fit for the job at hand. You can start with any of the above companies for better portfolio management and performance tracking.
