--- title: "B1 Financial Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about B1 Financial Software - reviews, pricing plans, popular comparisons to other Financial Services products and more." source_url: "https://www.capterra.com/p/248581/B1-Financial/" page_type: "product" language: "en" --- # B1 Financial Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) B1 Financial ## What is B1 Financial? B1 Financial is the tool designed especially for industry non-bank financial, capable of manage the brokerage process finance from start to finish, with high quality standards, thanks to the use of Artificial Intelligence and Big Data, which allows you to better understand the needs of the market and particularities of the clients and/or Associates, in this way your services and products will have greater acceptance in the market, will have higher recovery rates portfolio and its service levels. ## What is B1 Financial used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for B1 Financial?[Manage this product listing](https://www.g2.com/products/b1-financial/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### B1 Financial 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (3) Value For Money 0.0 (0) Value For Money 2.5 (3) Customer Service 0.0 (0) Customer Service 4.5 (3) ## B1 Financial alternatives Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) [4.4 (24)](https://www.capterra.com/p/208919/AdvisorEngine/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208919/AdvisorEngine/) [Cryptool.io](https://www.capterra.com/p/10045187/Cryptool/) [5.0 (3)](https://www.capterra.com/p/10045187/Cryptool/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10045187/Cryptool/) ## FAQs about B1 Financial Overview ### What company size and specific industries is B1 Financial built for? B1 Financial is designed for non-bank financial cooperatives of any size, especially organizations operating in financial services or member-owned lending. Its target audience is financial institutions that are not traditional banks and need software suited to cooperative financial operations. Features and Usability ### What are the key features of B1 Financial? B1 Financial offers core financial management features including general ledger, cash management, billing and invoicing, and accounting. It also includes investments tracking, portfolio management, CRM, client portal, approval process control, workflow management, customizable reports, dashboard creation, alerts and notifications, customizable templates, and API access for connected financial operations. Getting Started and Support ### What training and onboarding options does B1 Financial offer? B1 Financial offers in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars provide group learning sessions, documentation offers written reference material, and videos give teams self-paced material for reviewing features and steps. Getting Started and Support ### What customer support options does B1 Financial offer? B1 Financial provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Without reviewer feedback on support, no user experience pattern can be stated. The listed channels suggest multiple ways to reach help and find answers, but no evidence is available about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 877 Financial Services reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) B1 Financial supports **Investments Tracking**, giving firms a way to monitor holdings and keep investment activity organized. However, it does not include **Performance Metrics** or **Reporting/Analytics**. Instead, it offers **Portfolio Management** (**40%**), which can help teams oversee asset allocation and manage portfolios more effectively. Together, these features help businesses maintain visibility into investments and make more informed portfolio decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Billing & Invoicing Create, manage, and send invoices or bills to customers Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances B1 Financial 15 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Financial Management: Plan, manage, and track the financial activities of an individual or organization - General Ledger: Centralized accounting record which tracks all financial transactions - Investments Tracking: Monitor capital allocation and asset prices over time - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.