Commerce Solutions for Finance

Built for Financial Services Commerce, Not Core Banking

Broadleaf is the source-available commerce platform for banks, insurers, and investment firms running contract pricing and quoting, account-based portals, subscription services, and product marketplaces alongside existing core banking and policy systems. Fixed licensing and the freedom to deploy anywhere.

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  • Pricing, Quoting, and
    Contract Workflow

    Tiered pricing by customer segment, negotiated quotes for commercial accounts, and multi-region fee schedules managed inside the platform.

  • Account-Based
    Portals

    Business and consumer accounts with multi-user hierarchies, role-scoped permissions, contract pricing, and approval workflows for large account purchases.

  • Subscription Operations
    for Recurring Fees

    Insurance premiums, platform fees, and other recurring service fees managed with proration, auto-renewal, and bulk price updates.

Pricing, Quoting, and Contract Workflow

  • Customer Segments and Pricing Terms

    Customer Segments apply tiered pricing by customer tier, account type, or product line. Pricing Terms define conditions under which a fee or rate applies to a specific customer.

  • Quote Negotiation for Commercial Customers

    Sales teams initiate, negotiate, and approve quotes for commercial banking, treasury, or insurance products inside the platform. Quoted prices bind to the account and expire on a configurable schedule.

  • Multi-Region Fee Schedules

    Application-specific price lists model multi-region fee schedules. Banks operating across geographies maintain separate fee structures per market without duplicating the catalog.

Account-Based Portals for Corporate, Commercial, and Consumer Customers

  • Account Hierarchies for Corporate Customers

    Model corporate parents with multiple subsidiary or division sub-accounts, each with its own authorized users, contract terms, and pricing context.

  • Role-Scoped Permissions and Approval Workflows

    Account members are assigned role-scoped purchasing permissions, approval thresholds, and visibility into the account’s transaction history. High-value approvals route through configurable chains.

  • Self-Service for Commercial Customers

    Treasurers, finance teams, and procurement leads access their accounts directly. Service operations, transaction history, and product management run through one portal.

Subscription Operations for Recurring Financial Products

  • Recurring Fees, Premiums, and Platform Subscriptions

    The Subscription Operation Service manages insurance premiums, platform subscription fees, and other recurring service fees for both individual customers and business accounts.

  • Proration, Auto-Renewal, and Cancellation Policies

    Mid-cycle plan changes calculate proration automatically. Auto-renewal handles continuation. Cancellation policies enforce fees, refund strategies, and grace periods configured in the admin.

  • Bulk Price Updates Across Subscriptions

    When fee schedules change or rate adjustments roll out, bulk price updates propagate to existing subscribers across the platform.

  • Saved Payment Methods and Payment Processor Flexibility

    Saved payment methods support recurring fee billing and subscription continuation. The platform integrates with Stripe, PayPal, Braintree, Adyen, Chase, Checkout.com, and other payment processors through a unified payment layer.

Financial Product Marketplaces and Distribution

  • Multi-Vendor Catalog for Financial Products

    Onboard partner banks, insurance carriers, investment product providers, and fintech partners as catalog contributors. Each provider’s products live in the marketplace under your branded experience, with hierarchy managed in the admin.

  • Unified Cart and Checkout Across Providers

    Customers compare and purchase across providers with a single cart and one checkout. Payment, fulfillment, and routing happen based on rules configured in the admin.

  • Per-Customer Product Eligibility

    Show customers only the products they’re eligible for based on segment, account tier, or verification status. Customer Segments and Pricing Terms apply tiered pricing and product visibility.

Architecture Your Compliance Team Can Read

  • Source-Available with Four Extensibility Layers

    Java and Spring Boot, source-available with four extensibility layers (Data, Microservice, API, Admin). When configuration is not enough, your team modifies the platform at the source.

  • PCI Compliance and Compliance Posture You Own

    Broadleaf Cloud is PCI and SOC 2 compliant. The platform also supports PCI-compliant deployments in customer-controlled environments on AWS, Azure, GCP, or on-prem. For SOC 2, GLBA, or other regulatory review beyond the managed cloud, source-available code and deploy-anywhere flexibility keep your compliance team in control of the audit posture.

  • No Vendor-Roadmap Bottleneck

    When a regulator requires a custom audit trail, a contract pricing rule has to match an unusual fee structure, or a marketplace needs a non-standard provider onboarding pattern, closed platforms make you wait. Broadleaf does not.

Commercials Built for Financial Services

  • Fixed Licensing, No GMV Tax

    A fixed annual fee covers worldwide use across brands, geographies, users, and API volume. Financial services platforms should not scale costs with transaction volume.

  • Perpetual Licensing Option

    Financial institutions that prefer to carry the platform as a balance-sheet asset have a perpetual licensing path alongside subscription.

  • Vendor Stability

    Founded 2008. Employee-owned. Bootstrapped. 17 years in enterprise commerce. In regulated industries with multi-year procurement and vendor risk assessments, stability is a procurement criterion.