# B1 Financial Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about B1 Financial Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/248581/B1-Financial/alternatives --- # B1 Financial Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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 \- Contact vendor for pricing 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.sifco.org&name=B1 Financial) ## 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. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price Contact vendor Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (34) Value For Money 0.0 (0) Value For Money 4.1 (32) Customer Service 0.0 (0) Customer Service 4.5 (32) ## B1 Financial alternatives [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [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/) 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/) [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) [5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#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/189442/Pinnakl/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Create, manage, and send invoices or bills to customers Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Private online space that lets businesses securely share documents and provide information access to clients Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Plan, manage, and track the financial activities of an individual or organization Centralized accounting record which tracks all financial transactions Monitor capital allocation and asset prices over time Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk 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 Contact vendor for pricing 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 Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)