AI use cases for Asset Management
Generative AI can be applied in various applications for asset management. Here are some examples to explore below for inspiration with AI tools to get you started with using AI in asset management.
๐ ๏ธ 70 AI tools for Asset Management
Explore a dynamic list of some of the most popular tools to get you started with various AI use cases and applications for Asset Management to streamline your workflows and productivity today.
FolioProjects features
- AI project management assistant
- Data-rich dashboards for analysis
- Project portfolio management workflow
- Enterprise asset management life cycle support
- Predictive, prescriptive, and generative AI capabilities
PortfolioPilot Insights features
- Personalized investment recommendations
- 360ยฐ portfolio analysis
- Tailored suggestions based on individual portfolio needs
- Continuous monitoring of the economy for risks
- Automated investment recommendations based on asset allocations
PortfolioPilot features
- 360ยฐ portfolio analysis
- Hyper-personalized recommendations
- Economic insights engine
- Automatic risk identification
- Bank-level security
SageFusion features
- Trend forecasting
- Statistical models and financial statement analysis
- Risk management through portfolio hedging
- Transparent and liquid funds through Interactive Brokers
- Quick fund withdrawal within 48 hours
Composer features
- Ai-powered strategy creation
- Automation
- Portfolio rebalancing
- Customizable and modifiable strategies
- Historical allocation graphs
RAFA features
- Real-time insights
- Portfolio alerts
- Risk analysis
- Options activity monitoring
- Customizable AI agents
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Mezzi features
- Personalized steps to save on capital gains taxes
- Reduce fund fees
- Optimize portfolio allocation through advanced calculators and AI-powered suggestions
- Compare performance and allocations across different accounts for easy rebalancing
- Ad-free platform prioritizing data privacy and security
Lendal Copy features
- Full automation of trading portfolios
- Algorithmic trading capabilities
- Advanced algorithms for technical analysis
- Reduction in trade analysis time by 90% using AI
- Allows users to compete with institutional trading firms
Finalle features
- Twitter analysis
- Reddit analysis
- News analysis
- Blog post analysis
- Market insights
Deborah features
- Web-based
- Free over-the-phone updates
- JavaScript enabled
- 3-minute portfolio digest
- AI financial analyst
STRATxAI features
- Smart portfolio management
- Asset management solutions
- Innovative investment technology
- Seamless integration process
- AI-powered portfolios
FutrOS features
- Unified operating system
- Warranty management
- Digital twin technology
- Automated performance insights
- Real-time alerts
7Assets features
- Automated data capture
- AI-powered analyses
- Personalized suggestions
- Secure data management
- All-in-one asset management
Torto.ai features
- Portfolio optimization
- Unbiased investment recommendations
- Asset search
- Insights into portfolio performance
- Risk factor analysis
Magnifi features
- Conversational AI guidance
- Goal planning
- Investment search
- Comparison features
- Whole-portfolio tracking
Fama One features
- Asset management
- Portfolio optimization
- Real-time market data
- Automated trading strategies
- Risk assessment and management
ProAI features
- Business strategy generator
- Interactive Guidance and follow up
- Metrics monitoring and insights
- Market research
- Financial forecast
- Pitch deck generator
Moning features
- Global view of wealth management
- User-friendly dashboard for asset tracking and management
- AI analysis for investment strategy enhancement
- Dividend anticipation and tracking tools
- Access to exclusive dividend growth and safety scores
Trading Literacy Bot features
- Upload csv or pdf transactions list
- Personalized assistant
- Answer trading and investment questions
- Generate reports
- Measure metrics
Streamlined Finance features
- Stock fundamentals analysis
- Stock filtering by volume, market cap, etc.
- Identification of undervalued stocks
- Insights on high-growth stocks and dividend stocks
- Summarization of earnings transcripts and news articles
FinanceGPT features
- Generative AI technology
- Customizable financial forecasting
- Real-time data aggregation
- Advanced analytics
- Targeted towards investors, financial managers, and accountants
e-States features
- Fundraising tool synchronization
- Management tool simplification
- Real estate portfolio transformation
- Cutting-edge solutions
- Secure transactions
ChatterQuant features
- Enterprise dashboards
- Real-time data access through APIs and embeds
- REST WebSocket APIs (upcoming)
- APIs for interaction and read access
- Track mentions of stocks and crypto tickers on social media platforms
KvantsAI features
- Advanced AI-Enabled Quantitative Trading Strategies
- Over 24 quant strategies available
- Non-custodial omni chain vaults for seamless trading experiences
- Utilizes AI technology to redefine crypto investing
- Kvants Plus+ app for connecting to CEFI exchanges and deploying quant strategies
Soon app features
- Automated cryptocurrency investing
- Dollar-cost averaging
- Portfolio management
- Transfers
- Taxes
FinCheck by Trezy features
- Financial health assessment
- Annual statements analysis
- Multilingual reports
- Privacy control
- Security features
AI consulting tools features
- Generate swot analyses
- Create user personas
- Automate analysis generation
- Offer support through a support team
Reform features
- Modular building blocks for customized solutions
- State-of-the-art multimodal AI models for logistics documentation
- Automation of data capture for various documents
- Seamless integration with universal transportation management systems (TMS) through a universal API
- Embeddable customer dashboards for real-time data insights
SimFin features
- Unlock 20+ years of financial history for 5,000+ companies
- Backtest dynamic portfolio strategies
- Visualize stock market metrics
- Customized filters and complex conditions
- Download quality financial data via API
Mitigated.io features
- Transforms penetration test risk assessment reports into actionable workflows
- Leverages collaborative workspaces for task assignment and progress tracking
- Provides AI-enriched mitigation guidance for security vulnerabilities
- Supports easy import of assessment reports
- Enables users to enlist security mitigation services directly from the dashboard
SaaS Library features
- Product idea generation
- Market strategy development
- Revenue model analysis
- Persona insights
hoopsAI features
- Real-time trading insights
- Personalized trading ideas
- Asset recommendations
- Tailored trading strategies
Stonks GPT
3.6Stonks GPT features
- Search news related to top 100 stocks
- View charts for popular stocks over the last 30 days
- View charts for uber, lyft and doordash over the last 3 months
- Access insider news
- Use a user-friendly interface
StockInsights AI features
- Integration of large language models (LLMs)
- Seamless access to intricate financial data
- Effortless tracking of portfolio companies
- Real-time alerts for informed investment decisions
- Data enrichment and customization options
Faraday features
- Predicting customer behavior
- Assessing customer potential
- Providing personalized recommendations
- Identifying at-risk customers
- Optimizing marketing campaigns
BeatandRaise features
- Financial search
- Financial real-time information
- Company performance predictions
- Revenue insights
- Chatbot plugin
AI-FraudGuard Ecommerce features
- Contactless conversion
- Fraud prevention
- Transaction monitoring
- Compliance processes automation
- Real-time monitoring
Making Invest features
- Automated trading signals generation
- Analysis of real-time data for cryptocurrencies, forex, and stocks
- Over 20 trades sent per day
- Profit factor of +70
- Access to real-time market data for quick reactions and strategy adjustments
Inventive features
- Streamline rfis, rfqs, security reviews, rfps
- Generate reliable answers with ai
- Reduce reliance on subject matter experts
- Save substantial time and effort
- Up-to-date content
Altindex features
- AI stock picks and alerts
- Incorporating alternative data for analysis
- Real-time impactful insights and alerts
- Advanced algorithms and analytics tools
- Impressive 80% win rate
Tendi features
- AI-powered personal financial advisor
- Assists in setting financial goals, planning, budgeting, and achieving milestones
- Analyzes spending, saving, and investing behaviors
- Provides actionable insights and personalized financial advice
- Ensures data security through advanced encryption and strict privacy protocols
RiskAssessmentAI features
- Automate security questionnaire responses
- Scan documentation
- Build knowledge base
- Support various assessment formats
- Collaboration between teams
Entry Point features
- Import data
- Organize data
- Write prompt/completion templates
- View counts and tokens
- Check model performance
Uprise Embedded features
- AI-powered financial advisory platform
- Personalized financial optimization engine
- Automating regulatory compliance
- Concierge services for comprehensive financial planning
- Flexible integration options and white-label solutions
Ultralgo features
- AI-powered platform
- Automated trading
- Risk analysis
- Trade optimization
- Portfolio monitoring
Out Of The Blue features
- Real-time revenue-impacting event detection
- Identification of revenue leaks and issues
- Detection of revenue-impacting infra errors and user engagement/navigation issues
- Transition from manual monitoring to AI-driven proactive approach
- Optimizing ad spends and customer communication
TradeInt features
- Comprehensive global trade solutions
- Access to import and export data from major trading economies
- Data-driven strategies development
- Identification of new market opportunities
- Global trade analytics
MarketGPT features
- Stock movement prediction
- News data evaluation
- Mobile app accessibility
- Data-driven insights
- Stock pick recommendations
Incremental ai features
- Retail media measurement
- Commerce analytics
- Portfolio management
- Predictive analytics
- Cross-channel commerce analytics
Forescribe features
- Discover, analyze, and manage integrations of SaaS applications
- Provide real-time insights on SaaS usage and compliance
- Automated compliance checks for SaaS applications
- Offer cost optimization suggestions for SaaS applications
- Enhance transparency in digital landscape governance
Cyberriskai features
- Cybersecurity risk assessment
- Automated quarterly risk audits
- Nist cybersecurity audit framework
- Comprehensive assessment report
- Employee cybersecurity practices
Stratosphere.io features
- AI-powered data analysis
- Financial estimates and market intelligence
- Customizable terminal for tracking information
- In-depth company investigations
- Valuable resource for data-driven investment strategies
Canvas AI features
- Generative AI templates
- Tailored content generation
- AI-driven suggestions
- Product management support
- Flexible canvas templates
FinanceGPT Chat features
- Build custom AI co-pilots
- Semantic search for understanding
- Document upload for tailored answers
- Data source connectivity
- Personalized financial insights
StockGPT.chat features
- Stock market ranking
- Prediction tool
- Automated algorithmic recommendations
- Rank-ordered based probability
RosyWhale features
- Automation features
- Real-time analytics
- Tailor-made trading strategies
- Access to higher-risk strategies
- Upcoming features
MyPortfolio features
- Story-based portfolio creation
- Authentic career journey submission
- Dynamic storytelling
- AI integration
- Collaborations and analytics
Shufti Pro features
- Kyc/aml compliance
- Real-time identity verification
- Customer drop-off prevention
- Global business applicability
Overwatch Data features
- Real-time intelligence platform
- Actionable insights tailored to various needs (cybersecurity, fraud, security, market intelligence)
- Custom monitoring capabilities for cybersecurity, financial crime intel, and brand reputation management
- Coverage of social media platforms in over 15 languages, news sources, deep web, and dark web crime-focused telegram channels
- Intuitive data visualizations, category breakdowns, and real-time executive summaries
AI Assist by airfocus features
- AI-generated ideas and drafts
- Sentiment analysis
- Utilize slash commands
- Prompt features for PRDs and user stories creation
- Feedback sentiment analysis
investiment.io features
- Generative AI technology
- News and earnings calls analysis
- Stocks screener for real-time information
- Market stories and stock updates
- AI-driven insights for informed investment choices
Data Analyst AI features
- Data Analyst AI
- Automated reporting
- Tailored marketing strategies
- Streamlined marketing efforts
- Secure data processing
Tradytics features
- Data analytics
- Live option flow
- Comprehensive scanner
- Market dashboard
- Ticker dashboard
earnai.com features
- knowledge generation
- portfolio creation
- financial guidance
- content customization
- investment analysis
Testmarket Analytics INC features
- Keyword analysis for product listing optimization
- Multi-platform sales-boosting services
- Google ads management
- Advertising optimization services
- Campaign creation support
MarketingTool features
- keyword finder
- SEO analysis
- backlinks checker
- keyword rank checker
- website worth estimator