Portfolio Management S

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

Laravel‑based SaaS starter kit bundling subscription and one‑time purchase management with Stripe, Paddle, and Lemon Squeezy, a Filament‑powered admin panel, social login, role‑based permissions, multi‑tenant support, email services, SEO tools, and analytics dashboard.

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.

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.

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.

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.

PERQ centralizes lead capture and conversion for multifamily properties. It manages PPC, website CTAs, real‑time visitor insights, AI‑driven chat/SMS/email, automated nurture, tour scheduling, analytics, and CRM integration for streamlined leasing workflows.

Vuepak is an AI-driven digital asset management platform that streamlines the organization and distribution of marketing materials, enhancing collaboration through customizable libraries, advanced search, and performance analytics, ensuring sales teams access the most relevant content efficiently.

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.

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.

HackathonParty is a platform for organizing hackathons, offering project management tools, real-time collaboration, an AI mentor, automated team formation, and analytics to enhance feedback and monitor team progress.

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.

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.

"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.

Zenplan is a wedding planning platform that lets couples locate vendors, view transparent pricing, compare packages, and manage all communications in one dashboard. It offers filtering, reviews, a comparison table, budget tracking, and milestone reminders.

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

Plansom is an AI‑powered platform that converts documents into structured, shareable plans in minutes, extracting deliverables, timelines, owners, priorities, and estimates to enable quick delegation, real‑time tracking, and automated bottleneck alerts.

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.

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

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.

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.

PropFlo Solutions is an Indian real estate CRM (Customer Relationship Management) software. It provides advanced features like sales lead management, workflow automation, AI-powered marketing tools, finance and project management to optimize operations and deliver superior user interaction.

Social Places centralizes franchise listing management, reputation monitoring, and local page creation across search engines, directories, and maps. It offers omni‑channel customer care, AI sentiment analysis, a unified campaign dashboard for 100+ channels, and a white‑label booking system.

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.

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.

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.

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.

Checkmypitch is an AI tool that enhances startup pitches by providing expert evaluations, detailed market research, and actionable insights to help founders refine their presentations and improve their chances of securing investments.

Skills Paper is a gamified learning platform for developers to showcase expertise, receive skill rewards, access remote job listings, and foster mentorship through a community blog. Features include ATS-compatible resumes and course recommendations.

Qnape is a platform that aids group activities in finance, offering tools like SIP and lump-sum calculators, global news updates, and a chat feature for seamless communication, enhancing collaborative financial planning and decision-making.

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.

Product Manager OS is an AI‑powered platform that streamlines product management tasks. It bundles modules for development, customer discovery, A/B testing, competitor analysis, go‑to‑market, and strategy templates, plus Notion integration, customizable dashboards, and lifelong updates.

AI PM is an innovative AI-driven tool for product managers, equipped with 40+ features. It enhances productivity by providing smooth execution, stimulating ideation, and exceptional research capabilities.

ProAI is an AI-powered platform offering tailored solutions for business planning, funding, and market research. It integrates essential resources, provides on-demand guidance, and utilizes AI-based business advisors to optimize strategic plans and positioning for growth.

Planbow is an AI-driven strategic planning platform designed for product managers, offering features like actionable strategy formulation, task delegation, and real-time analytics to enhance collaboration, streamline workflows, and improve planning efficiency across various industries.