Domain Portfolio Management

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.

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.

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

PortfolioGPT builds customized investment portfolios using GPT‑4.1‑mini based on user inputs such as amount, risk tolerance, horizon, age, goals, and asset preferences. It offers instant recommendations for stocks, ETFs, real estate, and crypto, with backtesting and market data.

Insightfolio is an AI-driven portfolio analysis tool that evaluates performance, risk, and diversification. It offers detailed reports, cost evaluation, Monte Carlo simulations for future projections, and personalized recommendations to align investments with individual goals and risk tolerances.

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

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.

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.

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.

The All In One Marketing Platform provides comprehensive tools for marketing teams to manage and track their plans and campaigns on multiple platforms, while collaborating with team members.

ITONICS is an AI-driven innovation management platform that centralizes idea generation, project management, and strategic foresight. It offers collaborative tools, trend analysis, and portfolio management to enhance organizational innovation workflows while ensuring data privacy and security.

Reviewporto is an AI-powered tool that evaluates user portfolios, offering detailed feedback on strengths and weaknesses. It supports collaboration through public sharing and provides mentor assistance, helping creative professionals optimize their presentations for clients and employers.

Showspace lets users build professional portfolio websites with AI‑generated project descriptions and layouts. It syncs with LinkedIn, offers visibility controls and view analytics, and provides searchable directories for recruiters to discover candidates.

"Daily Portfolio Updates" is an AI service featuring virtual analyst Deborah. Users receive free daily, 3-minute phone updates on their portfolios for hassle-free, regular investment insights.

Portkey is an LLMOps platform offering a unified API and model catalog with observability, guardrails, RBAC, audit logs, prompt management, caching, routing and PII redaction to simplify multi-model integration, governance, monitoring, and cost optimization.

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.

ProductGo is an agile project management tool that enhances user story mapping, roadmap creation, and persona development within Jira. It features dynamic timelines, drag-and-drop task assignment, and integrates with Confluence for improved collaboration and project visibility.

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.

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.

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.

Trendspid is a comprehensive trade platform offering technical analysis tools, price alerts, market scanning, backtesting strategies, raindrop charts, unusual option flow tracking, and a 7-day free trial with market data from multiple sources.

WTF is Go‑To‑Market is a five‑week cohort program that equips product managers, marketers, and founders with skills to build a customer‑focused go‑to‑market strategy, covering segmentation, positioning, messaging, launch planning, and performance measurement through projects and real‑world scenarios

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.

Penome is a strategic product management platform that enhances collaboration, automates routine tasks, and captures diverse feedback. It includes goal measurement frameworks, product portfolio management, idea generation with AI, and customizable roadmaps for prioritizing initiatives.

Fluent delivers consulting to improve operational efficiency, modernize operating models, manage change, align product investments, and develop leadership. Its structured frameworks and coaching help organizations build resilience, transparency, and sustainable progress.

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.

Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.

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

Magnifi is an AI-powered investor tool that offers personalized opportunity discovery, analysis, goal planning, investment search/comparison, portfolio tracking, and integrated account access. It provides data, planning tools, and assistance to help subscribers make informed decisions.

Backlink Management is a tool for discovering and analyzing backlink opportunities with automated outreach. It helps digital marketers track performance, collaborate, and grow organic traffic through strategic link-building.

Rank Google Business Profile offers an AI‑powered dashboard to manage unlimited listings, auto‑reply to reviews with keyword‑rich responses, audit citations, track keyword rankings, visualize map positions, and schedule AI‑generated posts for consistent engagement.

Sagehood AI is a portfolio management platform offering self-directed, fully automated, and expert-assisted investment options. It provides tools for research, automated rebalancing, and multi-asset strategies for both individual investors and financial professionals.

Global System Thinking Frameworks offers tools for enhanced decision-making and problem-solving, including self-assessment templates and strategic models like SBI, 4C, and Business Model Canvas, supporting effective communication and organizational management.

Danelfin uses AI to rank U.S. and European stocks, ETFs, and trade ideas based on a proprietary Score derived from 10,000+ daily features. It tracks score changes, offers alerts, portfolio diversity metrics, backtested performance, and trade signals with win‑rate data.

Composer is an AI‑driven, no‑code platform that lets users describe investment goals in natural language to generate, backtest, and auto‑execute strategies. It offers real‑time monitoring, pre‑built strategies, community sharing, and brokerage integration for tax‑efficient trading.

Spatialzr delivers real‑time market analysis for commercial real estate across Europe, offering algorithms for site selection and portfolio decision support. It aggregates data on 200 million buildings with 167 metrics, including ESG, to guide investment and allocation.

Centralize automates stakeholder mapping for sales and revenue teams, aggregating CRM, email, call, calendar, and social data into real‑time relationship maps. AI queries and proactive alerts highlight key decision makers, power shifts, and deal risks, speeding closure.

Go Global World centralizes startup scouting, matchmaking, and deal flow for investors and founders. It aggregates submissions, AI‑filters opportunities, provides a standardized one‑page view, daily traction updates, Kanban analytics, and a global investor directory for direct messaging.

Positional is a robust tool for content and SEO teams, offering keyword research, performance analysis, site audits, editorial calendar management, and social listening to optimize online content and improve search engine rankings effectively.

Atono is a product management platform for roadmap planning, backlog prioritization, sprint planning, release coordination, and feature flag tracking. It links user stories, bugs, and docs, provides changelogs, reporting, and integrations to trace work to production.

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

Masterpiece Studio is a 3D content creation platform that enables artists and designers to generate, edit, and share 3D models. It features real-time collaboration tools, a user-friendly interface, and a comprehensive editing suite for various applications.

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.

NotionVC supplies VC teams with customizable Notion templates for deal‑flow management, fundraising CRM, portfolio tracking, and network oversight. It auto‑imports data and links to Slack for real‑time notifications.

Moontower is an options analytics tool for tracking volatility metrics across multiple asset classes. It features proprietary charts, a position visualizer, a VRP scanner, and educational resources, facilitating informed decision-making for traders.

7be is a B2B IT-services marketplace that connects businesses with verified agencies in development, design, and marketing. It allows users to publish project briefs, receive proposals, and efficiently compare and hire suitable agencies.

DealStream is an AI-driven global platform uniting entrepreneurs and investors. It offers access to diverse business deals, properties, and funding while providing personalized recommendations and a comprehensive database for streamlined dealmaking and networking.

Pangea.ai connects firms with vetted agencies for product building, team augmentation, and fractional executive support. It offers fully managed teams from design to launch, Build‑Operate‑Transfer centers, and rapid matching by tech stack or role within 24 hours.

Project Mela is a project management platform that connects project managers with candidates for tech projects. It supports various project types, facilitates candidate applications, and enhances organization through transparent project statuses and budget options.

Nifty is a project management tool that integrates task management, roadmaps, and Gantt charts, facilitating team collaboration, automated data capture, and customizable workflows to enhance productivity and streamline project tracking across various disciplines.