- 01.2AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.[key] Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations[asset] Multi-asset·[function] Portfolio Management·added 1mo ago·[via] api
- 02.1Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models[key] frontier AI agents running on client's own cloud with firm-specific ontology[asset] Multi-asset·[function] AI Agents·added 20d ago
- 03.0Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.[key] natural language Excel model building with transparent formula review[asset] Multi-asset·[function] AI Agents·added 1d ago
- 04.0Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.[key] built by RIA founder who scaled firm to $2B[asset] Multi-asset·[function] Operations·added 2d ago
- 05.0Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.[key] AI assistant purpose-built for registered investment advisor workflows[asset] Multi-asset·[function] AI Agents·added 7d ago
- 06.0Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation[key] formula-driven outputs with cell-level auditability and native Excel plugin[asset] Multi-asset·[function] AI Agents·added 13d ago·[via] desktop, cli, api
- 07.0Aggregates financial system data into real-time dashboards and automated reports for wealth advisors and CPA firms[key] SOC 2 compliant multi-system integration with AI-powered trend alerts[asset] Multi-asset·[function] Operations·added 13d ago·[via] api
- 08.0Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.[key] automatically extracts client data from documents and meeting transcripts to update CRM records[asset] Multi-asset·[function] AI Agents·added 15d ago
- 09.0Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.[key] SEC-registered AI advisor delivering personalized investment recommendations[asset] Multi-asset·[function] Portfolio Management·added 16d ago·[via] mobile
- 10.0Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.[key] AI-driven SIP calculator for goal-based mutual fund investment planning[asset] Multi-asset·[function] Portfolio Management·added 16d ago
- 11.0Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.[key] automatic ingestion of research from emails, documents, and third-party sources[asset] Multi-asset·[function] Research·added 20d ago·[via] desktop, mobile, api, extension
- 12.0Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors[key] analyzes thousands of documents simultaneously with cited institutional-grade sources[asset] Multi-asset·[function] Research·added 20d ago
- 13.0Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues[key] multi-agent orchestration protocol (MAOP) with built-in wallets and on-chain revenue distribution[asset] Multi-asset·[function] AI Agents·added 22d ago
- 14.0Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.[key] 80+ production AI agents handle advisor onboarding, outreach, and ops 24/7[asset] Multi-asset·[function] Operations·added 23d ago
- 15.0Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.[key] models rebalancing and cashflows in historical portfolio simulations[asset] Multi-asset·[function] Portfolio Management·added 1mo ago
- 16.0Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts[key] AI agents build and automate custom investment strategies without coding[asset] Multi-asset·[function] Portfolio Management·added 1mo ago