---
description: Page 2 - Compare the best Financial Services Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
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title: Page 2 - Financial Services Software - Prices & Reviews - Capterra New Zealand 2026
---

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# Financial Services Software

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> Financial Services software is used to manage the day to day operations of banks, credit unions, and other organizations that provide financial services to businesses and the general public.

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## Products

1. [Fluent](https://www.capterra.co.nz/software/82535/fluent) — 4.8/5 (41 reviews) — Fluent is a powerful document automation platform that revolutionizes how enterprises generate data-driven templates.
2. [Vymo](https://www.capterra.co.nz/software/149715/vymo) — 4.7/5 (41 reviews) — Sales Acceleration Platform for the world's largest Financial Services Institutions.
3. [Serrala Suite](https://www.capterra.co.nz/software/177698/serrala-suite) — 4.2/5 (38 reviews) — Serrala enables the digital ‘Office of the CFO’ by integrating finance and treasury into one central ecosystem for corporate payments.
4. [Corpay](https://www.capterra.co.nz/software/152950/nvoicepay) — 4.6/5 (37 reviews) — Corpay provides seamless spend management, from procurement to payment, in one integrated platform.
5. [AdvisorEngine](https://www.capterra.co.nz/software/175684/advisorengine) — 4.4/5 (24 reviews) — A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
6. [PitchBook](https://www.capterra.co.nz/software/202323/pitchbook) — 4.3/5 (24 reviews) — PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.
7. [Company Watch](https://www.capterra.co.nz/software/1059554/company-watch) — 4.8/5 (24 reviews) — Company Watch streamlines financial risk management through real-time risk insights, predictions, and powerful financial scoring.
8. [Accountfy](https://www.capterra.co.nz/software/192417/accountfy) — 4.8/5 (21 reviews) — Custom-layout financial statements for consistent Governance with Closign \& Consolidation.
9. [Caxton](https://www.capterra.co.nz/software/1052561/caxton) — 4.6/5 (21 reviews) — An API that lets users accept payments, access invoices, manage analytics, view transaction reports, and more from a unified platform.
10. [Probe42](https://www.capterra.co.nz/software/1018847/probe42) — 4.7/5 (19 reviews) — Probe42 is the largest platform providing in-depth information on all private companies in India curated from 746 data sources.
11. [Coconut Software](https://www.capterra.co.nz/software/140810/coconut-calendar) — 4.6/5 (18 reviews) — Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze.
12. [Najar](https://www.capterra.co.nz/software/1067692/Welii) — 4.8/5 (18 reviews) — SaaS procurement platform designed to help businesses of all sizes monitor contracts, generate reports, visualize data and more.
13. [eMoney Advisor](https://www.capterra.co.nz/software/119135/emx) — 4.2/5 (16 reviews) — See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
14. [Inven](https://www.capterra.co.nz/software/1044584/inven) — 4.6/5 (16 reviews) — AI-powered data platform that helps M\&A professionals find acquisition targets, add-ons, or competitors with a single search.
15. [Infor SunSystems](https://www.capterra.co.nz/software/166160/infor-sunsystems) — 4.3/5 (15 reviews) — Infor SunSystems helps CFOs make sense of financial data from all their organization to make decisions based on their real-time reality
16. [Airwallex](https://www.capterra.co.nz/software/218771/airwallex) — 3.9/5 (15 reviews) — Airwallex's platform is built for growing businesses that want to streamline their global payments and financial operations.
17. [DLS Financials](https://www.capterra.co.nz/software/1014021/dls-financials) — 4.8/5 (15 reviews) — The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years\!
18. [BankOne](https://www.capterra.co.nz/software/1018485/bankone) — 4.1/5 (15 reviews) — Banking solution that enables incumbent and challenger financial to build innovative and scalable products.
19. [ONESOURCE Indirect Tax](https://www.capterra.co.nz/software/161100/onesource-indirect-tax) — 4.0/5 (14 reviews) — GST, VAT, Sales and use tax system product suite that offers indirect tax policy configuration, calculation, remittance, and filing.
20. [Surfly](https://www.capterra.co.nz/software/159520/surfly) — 4.7/5 (13 reviews) — Innovative and compliant digital interaction technology for financial institutions to humanize remote customer interactions
21. [PayNet Banking Platform](https://www.capterra.co.nz/software/163173/paynet-cloud) — 4.5/5 (13 reviews) — PayNet provides White-labeled Neo Banking and Payment software solutions.
22. [Kani](https://www.capterra.co.nz/software/206034/kani) — 4.5/5 (13 reviews) — Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format.
23. [Equifax Ignite for Financial Services](https://www.capterra.co.nz/software/1056967/equifax-ignite) — 4.9/5 (13 reviews) — Equifax Ignite® for Financial Services offers fast access to differentiated data for exploration, analytics and modeling
24. [TOGGLE](https://www.capterra.co.nz/software/200059/toggle) — 4.5/5 (12 reviews) — TOGGLE AI alerts you to what might affect your portfolio holdings.
25. [B4B Payments](https://www.capterra.co.nz/software/201627/b4b-payments) — 4.8/5 (12 reviews) — B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify

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## Related Categories

- [Financial Reporting Software](https://www.capterra.co.nz/directory/30050/financial-reporting/software)
- [Banking Software](https://www.capterra.co.nz/directory/20008/banking-systems/software)
- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)
- [Accounts Payable Software](https://www.capterra.co.nz/directory/30520/accounts-payable/software)
- [Accounts Receivable Software](https://www.capterra.co.nz/directory/30521/accounts-receivable/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/directory/31123/financial-services/software)
- [All Categories](https://www.capterra.co.nz/directory)

-----

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From no-code data science to AI generated investing insights, never miss an opportunity again.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89568454-395d-4d5f-b7ee-7e8e4b9e9487.png","url":"https://www.capterra.co.nz/software/200059/toggle","@type":"ListItem"},{"name":"B4B Payments","position":25,"description":"B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives.\n\nWith over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e9eda26a-c275-4a24-8eff-12cd7dd0e3cb.png","url":"https://www.capterra.co.nz/software/201627/b4b-payments","@type":"ListItem"}],"@id":"https://www.capterra.co.nz/directory/31123/financial-services/software?page=2#itemlist","numberOfItems":25}
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