Backbase is a cloud-based solution which assists financial institutions with streamlining processes for digital banking, customer experience, user management, & more. It is designed to help private banks manage account opening, customer onboarding & loans, from a centralized platform.
Backbase is a cloud-based solution which assists financial institutions with streamlining processes for digital banking, customer experience, user...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
Trovata is a cloud-based open banking platform designed to help businesses manage, forecast, analyze, & automate cash flows. Pre-integrated with banks, the centralized dashboard lets users track balances, transactions, & positioning of cash across accounts & tag by regions, division, or entity.
Trovata is a cloud-based open banking platform designed to help businesses manage, forecast, analyze, & automate cash flows. Pre-integrated with...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support

Starting from

N/A

  • Subscription

Starting from

US$500,00/month

  • Subscription

Overall rating

4,6 /5
(5)
Ease of Use
4,6/5
Features & Functionality
4,5/5
Customer Service
4,6/5
Value for Money
4,5/5

Overall rating

5 /5
(3)
Ease of Use
5/5
Features & Functionality
4,7/5
Customer Service
5/5
Value for Money
5/5

Total features 49

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts / Escalation
  • Approval Process Control
  • Authentication
  • Behavior Tracking
  • Budgeting/Forecasting
  • Campaign Analytics
  • Campaign Management
  • Cash Flow Management
  • Cash Management
  • Chat/Messaging
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Content Management
  • Credit Card Management
  • Currency Management
  • Customer Experience Management
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Synchronization
  • Design Management
  • Document Management
  • ERP
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Forms Management
  • Lifecycle Management
  • Liquidity Management
  • Live Chat
  • Loan Management
  • Marketing Automation
  • Mobile Alerts
  • Multi-Currency
  • Multi-Language
  • Multiple Data Sources
  • Natural Language Search
  • P2P Payments
  • Progress Tracking
  • Promotions Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Remote Deposit
  • Reporting & Statistics
  • Retail Banking
  • Risk Management
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Transaction History
  • Transaction Monitoring
  • Trend Analysis
  • Two-Factor Authentication
  • User Defined Attributes
  • User Management
  • Widgets
  • Workflow Management

Total features 28

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts / Escalation
  • Approval Process Control
  • Authentication
  • Behavior Tracking
  • Budgeting/Forecasting
  • Campaign Analytics
  • Campaign Management
  • Cash Flow Management
  • Cash Management
  • Chat/Messaging
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Content Management
  • Credit Card Management
  • Currency Management
  • Customer Experience Management
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Synchronization
  • Design Management
  • Document Management
  • ERP
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Forms Management
  • Lifecycle Management
  • Liquidity Management
  • Live Chat
  • Loan Management
  • Marketing Automation
  • Mobile Alerts
  • Multi-Currency
  • Multi-Language
  • Multiple Data Sources
  • Natural Language Search
  • P2P Payments
  • Progress Tracking
  • Promotions Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Remote Deposit
  • Reporting & Statistics
  • Retail Banking
  • Risk Management
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Transaction History
  • Transaction Monitoring
  • Trend Analysis
  • Two-Factor Authentication
  • User Defined Attributes
  • User Management
  • Widgets
  • Workflow Management
  • NetSuite
  • Oracle CRM On Demand
  • QuickBooks Online Advanced
  • Sage Intacct
  • NetSuite
  • Oracle CRM On Demand
  • QuickBooks Online Advanced
  • Sage Intacct