Asset Management System

7Assets consolidates portfolio data across asset classes, syncing positions nightly from 2,500 banks, auto‑categorizes transactions, updates valuations, flags discrepancies, and auto‑generates unified reports for family offices, wealth managers, and advisors.

FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager

Alphanso is a unified wealth‑management platform that blends investment planning, tax optimization, estate services, insurance, budgeting, and debt consolidation. It delivers AI‑driven portfolio analysis, automated tax‑loss harvesting, real‑time goal tracking, and secure custody by Charles Schwab.

ManageArtworks is a packaging and labeling management software that streamlines the artwork approval process, centralizes assets, automates proofing, facilitates collaboration, ensures regulatory compliance, and integrates with Adobe tools to enhance project efficiency and minimize errors.

Mezzi is an AI-enhanced investment tax management tool that provides personalized strategies to minimize taxes, cut fees, and enhance portfolio optimization. It features advanced calculators, secure data handling, and facilitates easy allocation rebalancing and performance tracking for efficient we

PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.

iManage centralizes document and email management with secure cloud storage, AI-driven classification, data extraction and a natural-language assistant for search and automation, while enforcing access controls, governance, legal transaction workflows and Microsoft co-authoring.

MoneyMade AI matches investors with diversified asset classes—real estate, fine wine, art, stocks, crypto, collectibles—by providing AI‑driven, curated platform recommendations, investment details, and aggregated news, tax tips, and trending reads for informed decisions.

Arta is a wealth management platform for accredited investors, offering access to diverse investment opportunities, personalized portfolio management with an AI co-pilot, and educational resources to enhance financial knowledge and strategy comprehension.

Leasecake centralizes lease documents, clauses, and renewal data, automates risk detection and obligation alerts, syncs lease accounting with ASC 842, tracks transactions, and provides portfolio analytics to uncover savings, risks, and expansion opportunities.

Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.

MAPLE is an AI‑powered financial advisor that continuously optimizes portfolios, assesses risk, analyzes cash flow and debt, and plans retirement. It tracks goals, offers personalized recommendations, and ensures privacy through two‑factor authentication and SOC 2‑compliant encryption.

IP Portal Beta is a web platform for managing and licensing intellectual property. It enables users to search, register, and license assets like music and videos, while providing tools for rights management and royalty tracking through AI-driven features.

Macroaxis Wealth Optimization Platform unifies portfolio construction, analysis, and rebalancing for stocks, ETFs, funds, and crypto. Users build or compare portfolios via prompts or AI, inspect overlap, correlation, concentration risks, and run scenario tests to keep thesis integrity.

intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.

Discover Asseter.ai, an AI-powered srearch for CG artists. Utilize Aseter Scout to search 3D assets across multiple marketplaces within seconds with its visually intuitive interface. Enhance your workflow with AI object detection features to easily find and assemble assets in 3D.

AppZen automates accounts payable, travel & expense, and corporate card processes using AI to capture invoice data, assign GL codes, match POs, and audit expense reports in real time, reducing manual effort, ensuring compliance, and improving audit quality.

Zapro unifies vendor onboarding, purchase requisition, approval workflows, and payment processing, offering real‑time inventory visibility, spend analytics, and contract management. It automates accounts payable with three‑way matching and digital invoices, syncing with ERP and enforcing role‑based

Finlo uses AI to generate monthly, ten‑stock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive pre‑market email updates with performance metrics versus the S&P 500.

RAFA PRO audits workflows, maps tool hand‑offs, and deploys AI agents for compliance, portfolio, and client engagement tasks. It consolidates half a firm’s SaaS stack, reduces compliance review time by up to 95 %, and speeds prospect‑to‑client conversion.

AInvest unifies market data, charts, and news into one dashboard. It auto‑detects candlestick patterns, back‑tests strategies against events like earnings and central bank meetings, streams live alerts, and offers portfolio tracking with broker integration.

STRATxAI centralizes model portfolio creation, comparison, and deployment for RIAs, portfolio managers, and networks. Its API‑first, white‑label engine automates workflows, client communication, and analytics, reducing operational overhead while enhancing performance and risk insights.

SageFusion is an AI‑driven investment platform that aggregates statistical models, financial statement analysis, and alternative data—including social media—to build diversified portfolios. It offers dynamic risk control with options hedging, real‑time tracking via Interactive Brokers, and automated

AI‑driven research platform that supplies monthly stock picks, real‑time 5%‑move alerts, earnings previews, and analyst‑validated recommendations. It merges proprietary data, machine‑learning models, and hedge‑fund expertise to pinpoint buy‑and‑hold opportunities for investors.

Blueflame AI is an agentic platform for investment firms, unifying internal knowledge, third‑party systems, and public data into a single intelligence layer. It automates sourcing, diligence, research, monitoring, and reporting, accelerating decision‑making while ensuring compliance.

Parthean automates client onboarding, data extraction, and research for financial advisors. Its AI‑powered paraplanner delivers rapid investment reports, risk metrics, tax‑efficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.

AssetLink is an alternative investment infrastructure platform that streamlines private markets management, portfolio reporting, and investor onboarding for financial institutions. It provides secure, role-based access with compliance-focused audit trails and integrated data analytics for consolidat

BestStock AI is an AI-driven financial analysis platform offering real-time insights, automated data processing, and tools for stock, options, and bond analysis, enabling investors to make informed decisions and optimize portfolio management effectively.

Vindey CRM is an AI-powered property management platform that automates tenant onboarding, communication, and maintenance workflows. It centralizes omnichannel interactions and integrates with existing systems to scale operations for landlords and agencies.

DealMachine offers investors a platform to locate off‑market properties nationwide, apply 700+ filters to a 150M+ database, and access owner contact info, automated outreach, and AI‑driven analysis for efficient lead generation and deal closure.

ProjectBloom is an AI platform that centralizes brand assets, streamlines operations, and provides specialized agents for marketing, sales, and HR. It features automated workflows, analytics tools, and an intuitive interface for efficient brand management and decision-making.

ESG Analytics supplies real‑time ESG scores for 15,000+ companies, aiding portfolio construction, risk monitoring, and compliance. Its API and portal deliver historic and industry insights, leveraging AI to extract signals from 100,000+ sources.

Capitol AI is a SOC 2‑compliant OS that converts enterprise data into decision‑grade intelligence while keeping it in‑house. It supports any model, automates reports, and integrates PDFs, databases, and APIs with granular roles and no‑code tools for rapid deployment in regulated sectors.

Motion centralizes task planning, project management, scheduling, meeting transcription, document creation, and workflow automation with AI-driven task extraction, adaptive calendars, automatic project structuring, real‑time dashboards, and seamless integration across major tools.

Syft Analytics delivers AI‑powered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, e‑commerce, payroll, and ERP systems into IFRS/GAAP‑compliant statements. It offers real‑time spreadsheet integration, automated error detection, KPI insights, a

Upstage AI delivers enterprise LLMs and document-processing tools: low-latency and Japan-specific models, PDF/OCR parsing, structured information extraction, centralized search and Q&A with citations, REST/AWS/on‑prem deployment, and team collaboration for review.

StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tag‑based insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.

Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an

Skyplanner APS is an AI-driven production scheduling software that automates manufacturing planning and optimizes workflows in real-time. It enhances operational efficiency by addressing capacity management and resource allocation across multiple facilities in various industries.

Forescribe AI delivers real‑time SaaS visibility, automates license tracking, flags waste, and supplies predictive analytics for cost savings. Integrated reporting ensures compliance, while its governance engine enforces policy and automates renewal processes.

Asa.Team centralizes time tracking, calendar sync, and wellness monitoring for remote and hybrid teams. It offers automatic timesheets, mood analytics, Kanban task management, budget tracking, and AI‑powered reminders via Teams, Slack, and web.

Homesage.ai analyzes 140M+ residential records and daily MLS/off-market listings to generate investment-focused property reports (comps, ARV, remodeling ROI), uses computer vision and ML to highlight value drivers and risks, and provides real-time REST APIs for integration.

Promethean AI organizes creative assets—images, videos, 3D models, PDFs—into a searchable metadata library, enabling natural‑language queries. It integrates with Unreal, Unity, Maya, Blender, synchronizes folders in real time, and keeps data on‑premises for secure, efficient asset retrieval.

United Market lets musicians and producers log in to a central dashboard that tracks streams, collaborations, and royalties. The platform offers networking tools, performance analytics, and accurate revenue distribution, streamlining career management for emerging artists.

StorageIQ uses AI-driven image recognition to create a detailed home inventory. Users can take photos to generate itemized lists, estimate item values, and utilize global search functions for efficient asset management and organization.

Iris.ai unifies enterprise data into secure AI agents, enabling retrieval‑augmented generation workflows. It ingests millions of documents, supplies evaluated answers, and offers real‑time dashboards for governance, cost‑efficient LLM deployment across regulated industries.

AIM Intelligent Machines converts existing heavy equipment into autonomous fleets for mining, construction, quarry, and defense. The plug‑in 360° perception system reduces idle time, cuts insurance and fuel costs, and boosts scheduling and equipment utilization through data analytics.

Onit Unity is an enterprise legal operations platform combining matter and spend management, contract lifecycle management, AI-assisted contract and invoice review, and workflow automation to centralize intake, approvals, reporting and real-time spend and matter visibility.

Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc

Asseto is an AI-powered design application that automates the creation of branded campaign assets, streamlining the design process and ensuring brand consistency. It significantly reduces production time, enhancing operational efficiency for enterprises and solopreneurs.