# Top Free Other Finance Software Check out our list of free Other Finance Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Other Finance Software](https://www.g2.com/categories/other-finance) to ensure you get the right product. ## View Free Other Finance Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **33** Other Finance Products Available View all [Other Finance Software](https://www.g2.com/categories/other-finance) View all [Other Finance Software](https://www.g2.com/categories/other-finance) ### [Capitaliz](https://www.g2.com/products/capitaliz/reviews) [By Capitaliz](https://www.g2.com/sellers/capitaliz) [ (16)4.8 out of 5 ](https://www.g2.com/products/capitaliz/reviews#reviews "Read Capitaliz Reviews") Product Description The number of privately owned businesses and the total value of those business assets is substantial, therefore, any work that can be done to improve the likelihood of those owners being able to adopt **Industries:** Management Consulting · **Market Segment:** 63% Small-Business DO Capitaliz gives more data than the most popular exit planning valuation software which enhances the potential for the business owner. Live updates...[Read review](https://www.g2.com/products/capitaliz/reviews/capitaliz-review-8891844) Year Founded 2020 HQ Location Denver, US Company Website https://www.capitaliz.com Twitter @capitaliz\_com LinkedIn® Page https://www.linkedin.com/company/capitaliz/ ### [AppNomu](https://www.g2.com/products/appnomu-2023-02-14/reviews) [By AppNomu Business Services](https://www.g2.com/sellers/appnomu-business-services-29d11a35-bda2-45b6-833d-5c95ebda20ea) [ (13)4.8 out of 5 ](https://www.g2.com/products/appnomu-2023-02-14/reviews#reviews "Read AppNomu Reviews") Product Description As an industry leader, we take it as our responsibility to help businesses in acquiring their deserved place in the market. AppNomu strongly believes in building something that turns small startups in **Industries:** Computer Software · **Market Segment:** 92% Mid-Market, 54% Small-Business ![Babirye R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Babirye R.") BR The ability to schedule and automate bulk SMS through API from our own application[Read review](https://www.g2.com/products/appnomu-2023-02-14/reviews/appnomu-review-7757331) Year Founded 2021 HQ Location Bugiri Municipality UG Company Website https://www.appnomu.com LinkedIn® Page https://www.linkedin.com/company/our-appnomu/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [Covisum Social Security Timing](https://www.g2.com/products/covisum-social-security-timing/reviews) [By Covisum](https://www.g2.com/sellers/covisum) [ (11)4.5 out of 5 ](https://www.g2.com/products/covisum-social-security-timing/reviews#reviews "Read Covisum Social Security Timing Reviews") Product Description Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate **Industries:** Financial Services · **Market Segment:** 100% Small-Business BW I have used this tool for several years and it has been essential to my planning business. This breaks down the options with Social Security in a...[Read review](https://www.g2.com/products/covisum-social-security-timing/reviews/covisum-social-security-timing-review-4302896) ![Harry K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harry K.") HK It's both flexible and versital. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how...[Read review](https://www.g2.com/products/covisum-social-security-timing/reviews/covisum-social-security-timing-review-4303937) Year Founded 2016 HQ Location Omaha, Nebraska Company Website https://covisum.com/ Twitter @Covisum LinkedIn® Page https://www.linkedin.com/company/12954980/ ### [Tax Clarity](https://www.g2.com/products/tax-clarity/reviews) [By Covisum](https://www.g2.com/sellers/covisum) [ (11)4.6 out of 5 ](https://www.g2.com/products/tax-clarity/reviews#reviews "Read Tax Clarity Reviews") Product Description Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rat **Industries:** Financial Services · **Market Segment:** 100% Small-Business ![Robert T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert T.") RT Easy to input data and very good visual illustrations that clients can understand. I really like the ability to compare scenarios.[Read review](https://www.g2.com/products/tax-clarity/reviews/tax-clarity-review-5349269) WB Tax Clarity helps me present a client's tax circumstance clearly and understandably. It provides them with the information necessary to help them...[Read review](https://www.g2.com/products/tax-clarity/reviews/tax-clarity-review-5374522) Year Founded 2016 HQ Location Omaha, Nebraska Company Website https://covisum.com/ Twitter @Covisum LinkedIn® Page https://www.linkedin.com/company/12954980/ ### [AdvizorPro](https://www.g2.com/products/advizorpro/reviews) [By AdvizorPro](https://www.g2.com/sellers/advizorpro) [ (12)4.8 out of 5 ](https://www.g2.com/products/advizorpro/reviews#reviews "Read AdvizorPro Reviews") Product Description AdvizorPro is an AI-driven intelligence platform that helps asset managers, wealthtech firms, and the broader financial services industry understand and engage the wealth management market. At its co **Industries:** Financial Services · **Market Segment:** 100% Small-Business PS We launched a next generation platform and needed to find our ideal clients across the advisor industry to receive our new messaging and begin our...[Read review](https://www.g2.com/products/advizorpro/reviews/advizorpro-review-11720831) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF The tailored support from the team on staff. I also like that the lists that are pulled have an easy to navigate process. The overall look and feel...[Read review](https://www.g2.com/products/advizorpro/reviews/advizorpro-review-11724637) Year Founded 2018 HQ Location Atlanta, US Company Website https://www.advizorpro.com LinkedIn® Page https://www.linkedin.com/company/advizorpro ### [Pitchwise](https://www.g2.com/products/pitchwise/reviews) [By Bantaba](https://www.g2.com/sellers/bantaba) [ (9)4.7 out of 5 ](https://www.g2.com/products/pitchwise/reviews#reviews "Read Pitchwise Reviews") Product Description Pitchwise is a secure document sharing and virtual data room platform designed for founders, operators, and deal teams who regularly share high-stakes documents externally. Most teams still send cr **Market Segment:** 100% Small-Business ![BenAmin A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BenAmin A.") BA Pitchwise replaces multiple tools I previously used for fundraising. I can host my deck, supporting documents, and investor materials in one Data...[Read review](https://www.g2.com/products/pitchwise/reviews/pitchwise-review-12399008) SA I’ve been using Pitchwise for about 2 year, and it has become an important part of my startup’s fundraising journey. One feature that stood out...[Read review](https://www.g2.com/products/pitchwise/reviews/pitchwise-review-12400148) Year Founded 2021 HQ Location Stockholm , SE Company Website https://www.bantaba.com LinkedIn® Page https://www.linkedin.com/company/bantaba/ ### [Naviplan](https://www.g2.com/products/naviplan/reviews) [By Advicent](https://www.g2.com/sellers/advicent) [ (7)4.0 out of 5 ](https://www.g2.com/products/naviplan/reviews#reviews "Read Naviplan Reviews") Product Description Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 **Industries:** Financial Services · **Market Segment:** 71% Small-Business, 14% Mid-Market ![Joel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel S.") JS It is a very powerful financial planning software tool that provides a lot of great information and reports that can be reviewed and analyzed to...[Read review](https://www.g2.com/products/naviplan/reviews/naviplan-review-4400904) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Simple interface yet a lot of detail you can add-in. You can be very simple with the tool or go super detailed, depending on your client's...[Read review](https://www.g2.com/products/naviplan/reviews/naviplan-review-5206326) Year Founded 1969 HQ Location Milwaukee, US Company Website https://advicentsolutions.com Twitter @NaviPlan LinkedIn® Page https://www.linkedin.com/company/4984449 ### [Syndicately](https://www.g2.com/products/syndicately/reviews) [By Syndicately](https://www.g2.com/sellers/syndicately) [ (4)5.0 out of 5 ](https://www.g2.com/products/syndicately/reviews#reviews "Read Syndicately Reviews") Product Description Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in **Market Segment:** 100% Small-Business ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Used it for an investment process. Was simple, streamlined, and easy to use! [Read review](https://www.g2.com/products/syndicately/reviews/syndicately-review-9477195) ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Syndicately automates the entire SPV investment process in just a few clicks. Once I have my profiles setup, I can always use them on future...[Read review](https://www.g2.com/products/syndicately/reviews/syndicately-review-9499951) Year Founded 2021 HQ Location Fort Smith, US Company Website https://www.syndicately.com Twitter @syndicate\_ly LinkedIn® Page https://www.linkedin.com/company/syndicately/ ### [BlueMatrix](https://www.g2.com/products/bluematrix/reviews) [By BlueMatrix](https://www.g2.com/sellers/bluematrix) [ (3)2.5 out of 5 ](https://www.g2.com/products/bluematrix/reviews#reviews "Read BlueMatrix Reviews") Product Description BlueMatrix is the research infrastructure company. For sell-side firms, BlueMatrix eliminates the patchwork of point tools that slow research teams, create compliance gaps, and make it impossible t **Market Segment:** 67% Small-Business, 33% Enterprise ![Winston K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Winston K.") WK When I got my work done in it and went home... which was usually very late.[Read review](https://www.g2.com/products/bluematrix/reviews/bluematrix-review-13688) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Easy to navigate through the portal to find desired files.[Read review](https://www.g2.com/products/bluematrix/reviews/bluematrix-review-448785) Year Founded 1999 HQ Location New York, US Company Website https://www.bluematrix.com Twitter @BlueMatrixTeam LinkedIn® Page https://www.linkedin.com/company/bluematrix ### [Mortgage Maker](https://www.g2.com/products/mortgage-maker/reviews) [By Mortgage Maker](https://www.g2.com/sellers/mortgage-maker) [ (3)5.0 out of 5 ](https://www.g2.com/products/mortgage-maker/reviews#reviews "Read Mortgage Maker Reviews") Product Description Mortgage Maker is mortgage presentation software designed to help loan officers boost loan fundings. The software enables users to generate custom loan reports featuring live property data and interac **Market Segment:** 100% Small-Business TH It allows a prospective client to see, understand and interract with the numbers that comprise an overall payment. It allows for "on the fly" rate...[Read review](https://www.g2.com/products/mortgage-maker/reviews/mortgage-maker-review-10793843) ![Dino K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dino K.") DK Mortgage Maker lets a loan officer customize what the client sees. In some cases a client doesn't need to see things that don't apply to their...[Read review](https://www.g2.com/products/mortgage-maker/reviews/mortgage-maker-review-10925021) Year Founded 2024 HQ Location Mission Viejo, US Company Website https://mortgagemaker.ai/ LinkedIn® Page https://www.linkedin.com/company/mortgage-maker-ai/ ### [Broadridge Advisor Portal](https://www.g2.com/products/broadridge-advisor-portal/reviews) [By Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions) [ (8)3.9 out of 5 ](https://www.g2.com/products/broadridge-advisor-portal/reviews#reviews "Read Broadridge Advisor Portal Reviews") Product Description Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain m **Industries:** Financial Services · **Market Segment:** 63% Small-Business, 25% Enterprise ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF I like the ease of use Broadridge Advisor Center provides. It is fairly ease to go in and navigate the portal without much need for assistance or...[Read review](https://www.g2.com/products/broadridge-advisor-portal/reviews/broadridge-advisor-portal-review-4445015) ![Kasun U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kasun U.") KU Every customer is looking for a trusted site so it shows previous customer experience and I kile ebook as well.[Read review](https://www.g2.com/products/broadridge-advisor-portal/reviews/broadridge-advisor-portal-review-6744248) HQ Location New York, NY Company Website https://www.broadridge.com/ Twitter @Broadridge LinkedIn® Page https://www.linkedin.com/company/11834/ Ownership NYSE:BR ### [Credit Pulse](https://www.g2.com/products/credit-pulse/reviews) [By Credit Pulse](https://www.g2.com/sellers/credit-pulse) [ (2)4.5 out of 5 ](https://www.g2.com/products/credit-pulse/reviews#reviews "Read Credit Pulse Reviews") Product Description Credit Pulse Assessment and Monitoring helps credit managers and accounts receivable teams reduce bad debt and accelerate customer onboarding. Leveraging a comprehensive data set with over 400 million **Market Segment:** 50% Mid-Market, 50% Small-Business ![Tina D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tina D.") TD Ease of use Customer support Number of features[Read review](https://www.g2.com/products/credit-pulse/reviews/credit-pulse-review-10488144) NS Credit Pulse has been a huge help in our turnaround time on processing credit applications. Previously, manual checks were highly time-consuming....[Read review](https://www.g2.com/products/credit-pulse/reviews/credit-pulse-review-10722796) Year Founded 2024 HQ Location Denver, US Company Website https://www.creditpulse.com/ LinkedIn® Page https://www.linkedin.com/company/creditpulse/ ### [Dakota Marketplace](https://www.g2.com/products/dakota-marketplace/reviews) [By Dakota](https://www.g2.com/sellers/dakota) [ (2)2.0 out of 5 ](https://www.g2.com/products/dakota-marketplace/reviews#reviews "Read Dakota Marketplace Reviews") Product Description Dakota Marketplace is an all-in-one solution that provides investment sales teams with complete and accurate data to help accelerate their fundraising efforts. In fact, it is the database of our very **Market Segment:** 50% Mid-Market, 50% Small-Business ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF conference calls, emails, software was easy to use, good for public plans[Read review](https://www.g2.com/products/dakota-marketplace/reviews/dakota-marketplace-review-7347946) ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") IV Insights and investor documents were ultimately useful once found, but the journey to locate them was unnecessarily complex and time-consuming.[Read review](https://www.g2.com/products/dakota-marketplace/reviews/dakota-marketplace-review-10830094) Year Founded 2006 HQ Location Bryn Mawr, US Company Website https://www.dakota.com/fuse LinkedIn® Page https://www.linkedin.com/company/dakota-about ### [DXcharts](https://www.g2.com/products/dxcharts/reviews) [By Devexperts](https://www.g2.com/sellers/devexperts) [ (2)5.0 out of 5 ](https://www.g2.com/products/dxcharts/reviews#reviews "Read DXcharts Reviews") Product Description DXcharts is a white-label charting library for all financial markets. With 1-day integration, impressive native mobile apps, and an optional data feed, Devexperts has created a charting solution that **Market Segment:** 50% Mid-Market, 50% Small-Business ![Shaye B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shaye B.") SB Devexperts has redefined our trading platform experience with their exceptional design and UX expertise. Their modern, sleek UI has not only...[Read review](https://www.g2.com/products/dxcharts/reviews/dxcharts-review-9969930) PT What they offer is indeed unique, they build a whole app with all the objectives that we put in front of them.[Read review](https://www.g2.com/products/dxcharts/reviews/dxcharts-review-10990488) Year Founded 2002 HQ Location Dublin, County Dublin, Ireland Company Website https://devexperts.com/dxcharts/ Twitter @devexperts LinkedIn® Page https://www.linkedin.com/company/devexperts ### [DANAConnect](https://www.g2.com/products/danaconnect/reviews) [By Venturestars of USA](https://www.g2.com/sellers/venturestars-of-usa) [ (1)4.5 out of 5 ](https://www.g2.com/products/danaconnect/reviews#reviews "Read DANAConnect Reviews") Product Description DANAConnect is the ideal communication automation platform for the financial ecosystem. In addition to smart flows and cutting-edge cross-channel technology, DANAConnect adds features specifically de **Market Segment:** 100% Small-Business ![Daniel A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel A.") DA Easy to use. Lot of data base items allowed Great workflows[Read review](https://www.g2.com/products/danaconnect/reviews/danaconnect-review-633892) Year Founded 2011 HQ Location Munich, DE Company Website https://www.venture-stars.com Twitter @VentureStars LinkedIn® Page https://www.linkedin.com/company/venture-stars/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) - ‹ Prev‹ Prev - 1 - [2](/categories/other-finance-insurance/free?order=g2_score&page=2#product-list) - [3](/categories/other-finance-insurance/free?order=g2_score&page=3#product-list) - [Next ›Next ›](/categories/other-finance-insurance/free?order=g2_score&page=2#product-list)