Best Software for Financial Services (2026)

It has data models for households, accounts, loans and policies, plus KYC and lending and insurance workflows.

It is built for investors and bankers, with FactSet, Capital IQ and PitchBook data and customers such as Morgan Stanley.

It is built for private capital and investment banks, with PitchBook, Preqin and FactSet feeds.

It has data models for households, accounts, loans and policies, plus KYC and lending and insurance workflows.

Built for financial advisors and RIAs with custodial integrations like Schwab, Fidelity and Orion plus SOC 2 Type II.

It is built for private capital and investment banks, with PitchBook, Preqin and FactSet feeds.

Sources describe regulated industries as the usual reason teams choose OpenShift, and Dedicated lists PCI DSS and SOC 2.

It holds PCI DSS and several ISO certifications, offers sovereign cloud and data residency in 25 countries, and sells compliance-as-a-service.

It explicitly supports DORA and is suited to firms under BaFin oversight.

It is built for mortgage lenders, banks, credit unions and insurers, with Encompass and Optimal Blue integrations.

Lenders and insurers are named targets, and the Sales plans list ISO 27001 and SOC 2 Type 2.

Offers ready-made banking and insurance processes, with customers such as PostFinance, HUK-Coburg and ERGO.

The vendor names lending and claims workflows, with audit logs and SOC 2.

Banks are named users and it offers chargebacks and audit trails.

Banks use it for governance, risk and compliance tracking.