From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, Junxure CRM helps advisory firms combine smart-automation with personal client service. Primary features: Activity Tracking Advanced Workflows Client Communication
Particeep is a SaaS solution to build an investment marketplace. Particeep has built fully integrated online technology easy to use for any organizations to build a customized platform for online savings product distribution or projects funding.
SiftingIO is a market data API platform for teams building financial applications, trading tools, dashboards, research platforms, and enterprise data workflows.
Leading Trading Software and a slew of mobile applications to include the Billion Disrupt Music Player. Those are pretty great products that the company has to offer.
FirmRoom is a cloud-based virtual data room designed primarily for the financial sector. The solution helps organizations to manage mergers and acquisitions due diligence through document management and file sharing.
SharesFX is a versatile platform that offers AI-powered comparison tools to help users find the best financial service providers. Specializing in comparing brokers, margin rates, AI trading tools, credit cards, and more, SharesFX aims to simplify the decision-making process for...
A financial planning platform to navigate equity compensation, concentrated stock positions, high taxes & complex portfolios spread across multiple accounts.
Zapflow is a power tool that helps professional investors to finally ditch locally stored Excel sheets to move towards seamless deal flow, deal portfolio management. It has been developed for VC, PE, M&A and accelerators.
Easy ACH File Creator is a standalone software designed to generate NACHA formatted ACH files. It can accept user input or data imported from Excel or CSV files. The software supports various Standard Entry Class Codes and doesn't depend on additional software.
Etropo is a budget management software, built just for Marketing Teams. With Etropo you can create your marketing budget, simplify tracking actual spend throughout the year, and adjust your plans on the fly more easily than with spreadsheets.
mExpense is most user - friendly apps to managing and tracking your financial gain,expenses and budget simply and additionally keeping eye on your daily movement of case day by day and month by month.
AI-based automated trading covers crypto and US stocks via secure API keys, offers 24/7 crypto trading, US stock access, one subscription, and no upgrade fees.
Questa Safe AI provides LLM powered fast analysis of business files without sharing confidential data in those files with LLM companies for AI training on your data. We anonymize (redact) personal and confidential information either on cloud or locally on your server before you...
Intelligent investing with a technological advantage, Algorithmic strategy finds and invests in wonderful growing companies selling for less than they are worth.
A web app that helps you visually build and backtest portoflios. We help bridge the gap between ideas and implementation.
When it comes to managing your finances, having the right tools is like having a roadmap to your goals. For anyone seeking to take control of their financial journey, a good financial planner is invaluable.
Platform for actionable investment ideas. See exactly how profitable every user is. Build your own track record. Get visibility in seconds.
Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals
Axe Credit Portal is axefinance’s future-proof AI-driven solution to digitalize the loan process from KYC to servicing, available as a locally hosted or cloud-based software.
FinRiskAI is a web app that helps you understand how risky your stock portfolio really is—without drowning you in charts.
Get real-time trading signals for Forex, Stocks, and Crypto markets. Professional AI-powered trading intelligence and market analysis.
Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind.
Budget Board
Crew is a banking app designed for the modern age. We provide all the tools and services you'd expect from the smartest banking app you'll ever use.
An AI analyst for investment firms. Equipped with the largest toolset to handle nearly any type of investment inquiry. This AI helps investment manager automate financial models, handle PowerPoints, Excel, and handle ever increasing workflows.
United States
