Every category a broker actually buys in
Independent comparisons of every category of broker software. The criteria each category will be scored against are published in full and in advance — testing has not started, so nothing here carries a score or a verdict yet.
- Categories
- 26
- Products catalogued
- 552
- Reviewed so far
- 0
Catalogued means we know the product exists and where it belongs. Reviewed means a real account, a working week of testing and a signed, dated verdict. How we test.
Core systems
The spine of a broking business — where the deal lives.
Client workflow
First contact to submitted application.
Growth
Demand generation, and the book you already have.
Operations
Running the business behind the deals.
Specialist & adjacent
Beyond residential mortgages.
Calculators
Work out what your stack costs you.
Why these rankings are different
The fastest way to judge a review site is how it makes its money and who signs its verdicts.
Most review sites
Rank whoever pays the most
Review from the vendor’s demo
Verdicts with no author
Sell your details as leads
Hide who owns the site
Leave reviews years out of date
Finance OS research
Rank on published criteria, every time
A real account, for a working week
Every verdict signed and dated
Never sell your details
Rank our own product in public
Show the last tested date on the page
How Finance OS compares software against paid-placement review sites
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