Best Financial Services Software in China
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Compare the Top Financial Services Software in China as of January 2026
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What is Financial Services Software in China?
Financial services software is a broad category of tools designed to help financial institutions, businesses, and individuals manage financial operations, transactions, and investments. These platforms typically offer features for accounting, budgeting, invoicing, reporting, and financial analysis. They may also include tools for risk management, compliance with regulations, portfolio management, and customer service. Financial services software is commonly used by banks, investment firms, insurance companies, and other financial institutions to streamline their operations, improve accuracy, and ensure compliance with financial regulations. By automating financial processes, these tools help businesses and individuals make informed financial decisions, track performance, and reduce the risk of errors or fraud. Compare and read user reviews of the best Financial Services software in China currently available using the table below. This list is updated regularly.
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1
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.Starting Price: Free -
2
Dynamo Software
Dynamo Software
Dynamo Software delivers a full-stack financial services platform purpose-built for the alternative investment ecosystem. Designed for both General Partners and Limited Partners, Dynamo unifies deal management, investor relations, fund accounting, portfolio management, monitoring, research, and ESG into a single, secure environment. The platform features an intelligent interface, built-in AI features from document processing, tagging, financial extraction to automation for streamlining workflows across front, middle, and back office. Users can track relationships, manage fundraising pipelines, monitor portfolio KPIs, and generate audit-ready reports with ease. With seamless integrations to data providers like Preqin, PitchBook, CapIQ, and fund administrators, Dynamo eliminates the need for point solutions and delivers a centralized hub for smarter, faster investment decisions. -
3
flowpilot
flowpilot
flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.Starting Price: $99.00/month -
4
Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
5
CapEx360
Caprivi Solutions
We offer a complete CapEx system that cover all aspects of CapEx such as: Budgeting, Forecasting, Approvals, CapEx Requests and Post Investment review which leads to efficiency and getting your time and money back. With CapEx360® you can allocate and track where your money is going. Not only will the CapEx360® software customize to your CapEx approval path allowing for multiple workflows, it also allows for budgets to be uploaded or created right in the system. Forecasting and forecasting scenarios can be added and tracked. Even today, Capital Budgeting is still being managed through spreadsheet and emails from different people, departments, locations and sites. This can lead to overspending, project delays and inaccurate foresight. A Capital Expenditure software that was able to handle a large volume of CapEx requests. A system that is both flexible and easy to use with a robust approval process.
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