Portfolio Managements

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

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.

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.

Manus is a next-generation AI agent that autonomously transforms thoughts into actions, executing complex tasks independently for both personal and professional use, enhancing productivity through multi-modal capabilities.

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.

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.

Manas AI provides enterprise AI advisory and implementation, offering readiness assessments, roadmaps, model engineering, data integration, and workflow automation to convert data into production-ready models, enable scaled deployments, governance, and improved operational decision-making.

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.

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.

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

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.

ManageBetter uses AI to automate performance reviews, offering one‑click generation, analytics, 360° feedback, milestone tracking, coaching tools, and real‑time 1:1 scheduling, cutting review time by up to 80% while centralizing data for actionable insights.

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.

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

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.

Tradesviz is an online trading journal that supports multiple asset classes, offering auto-importing from 200+ brokers, detailed analytics, customizable dashboards, and tools for strategy testing, performance evaluation, and trading goal tracking.

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

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.

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.

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.

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.

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.

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.

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.

Moveworks unifies search and action across enterprise apps, delivering end‑to‑end task automation for HR, IT, finance, and more. Its reasoning engine plans and executes requests, with multilingual support, native integrations, and secure governance.

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.

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.

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.

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.

Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.

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.

Nowadays consolidates venue sourcing, budget tracking, registration, and vendor coordination into a single interface. It offers instant flight estimates, venue comparisons, automated outreach, real‑time expense alerts, and unified contract management for end‑to‑end event planning.

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.

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.

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.

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.

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.

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

OpenManus is an open-source framework for building AI agents, offering flexibility and ease of use. It supports RL-based tuning methods like GRPO, allows LLM API configuration, and enables customizable AI-driven workflows with minimal setup, fostering community contributions.

Candlestick automates portfolio construction and management using GPT‑4, offering multiple AI strategies, real‑time news analysis, transparent trade reasoning, quick account setup, iOS/Android access, Alpaca brokerage execution, and a risk‑disclosure framework to tailor risk‑return preferences.

Manthan is an AI-driven analytics platform for customer-facing industries, offering merchandise analytics, prescriptive insights, and algorithmic merchandising to optimize inventory, enhance customer engagement, and enable data-driven marketing strategies for improved loyalty and satisfaction.

PaperMoney is an AI tool enabling users to create insightful financial reports for 5000+ US, Hong Kong, and China-listed companies, offering detailed income statements and cash flow data across multiple industries. Stay informed and make data-driven decisions effortlessly.

"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.

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

Teambridge is a flexible workforce management solution that offers automated scheduling, time tracking, and document management. It streamlines workflows, enhances communication, ensures compliance, and provides insights through customizable templates and key workforce metrics.

WorkPlus HCM is an HR and payroll solution for UAE organizations, streamlining employee management, time tracking, and recruitment. It offers compliance with labor laws, automated payroll, performance management, and a mobile app for remote HR tasks.

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.

Poseidon automates multi‑channel outreach and compliance for wealth and financial advisors, delivering personalized LinkedIn and email engagement, built‑in compliance logging, CRM metrics, and content‑generation tools to streamline prospecting and support AUM growth.