Top AI tools for # portfolio management

Allex is an AI-powered multi-project management platform that harmonizes projects, resources, and tasks to accelerate time-to-market results for professional teams across various industries.

• Freemium
• From 28$

Essensys provides digital experience technology that helps flexible workspace operators and office landlords drive occupancy, increase revenue, and reduce costs through integrated software solutions.

• Contact for Pricing

11thEstate is an AI-powered platform that automatically identifies, files, and processes claims for eligible securities class action settlements and compensations on behalf of investors, helping them recover billions in unclaimed funds.

• Contact for Pricing

Roots.cx is a domain acquisition and SEO optimization platform that helps users buy domains and enhance their online presence through SEO tools.

• Other

EverTrue is an AI-powered donor management and fundraising software platform that helps nonprofit organizations discover prospects, empower gift officers, make personalized asks, and steward donors effectively.

• Contact for Pricing

Xanthrex is an AI-powered DeFi yield finder that scans 100+ protocols in real-time, allowing users to discover, invest in, and monitor crypto yields through natural language commands.

• Free Trial

Sevanta Dealflow is an AI-enhanced platform that streamlines venture capital investment operations from deal entry to portfolio exit, leveraging a private LLM to automate deal logging and document management.

• Contact for Pricing

PCFS Solutions provides comprehensive loan origination and servicing platforms for business lenders, featuring automation, compliance tools, and seamless API integrations to streamline lending operations.

• Contact for Pricing

Reportedly is a platform that simplifies investor communication by enabling companies to share updates with investors, advisors, and teams, featuring status reports, engagement tracking, and collaboration tools.

• Free

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

Bizzdesign is an AI-assisted enterprise transformation SaaS platform that helps organizations plan, design, and govern complex change by creating shared visibility between business and IT teams.

• Contact for Pricing

VC Stack is a comprehensive directory platform that curates and organizes software tools specifically designed for venture capital firms, angel investors, and investment professionals to optimize their operations and investment workflows.

• Free

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

AI Crypto Analyzer is an advanced cryptocurrency analysis tool that processes complex market data into clear, actionable intelligence for smarter trading decisions.

• Freemium
• From 17$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

SimpleCTMS is a scalable and cost-effective Clinical Trial Management System designed for early-stage drug developers to improve clinical trial management, performance, and study startup costs.

• Contact for Pricing

ComDetector is an AI-powered domain research tool that identifies available .com domains by analyzing over 1,500 extensions to find names with registered counterparts, helping users discover high-value opportunities with minimal effort.

• Contact for Pricing

101domain is a domain registrar and web services provider offering domain registration, hosting, security solutions, and brand protection services for businesses worldwide.

• Other

Zerodha is India's largest discount brokerage platform offering commission-free equity delivery trading, flat fee intraday/F&O trades, and comprehensive investment services across stocks, derivatives, mutual funds, ETFs, and bonds.

• Freemium

500 Global is a venture capital firm with $2.3 billion in assets under management, investing in globally ambitious founders building fast-growing technology companies across diverse markets and sectors.

• Contact for Pricing

Restor is an AI-powered platform connecting restoration projects to ecological data, funding, and visibility, helping organizations scale nature-positive work with near real-time insights.

• Free

Cleopatra Enterprise is an integrated software solution for capital project management and shutdown/turnaround operations, designed to help organizations deliver projects safely, on time, and within budget through comprehensive lifecycle support.

• Contact for Pricing

Webmaster.Ninja is a comprehensive website monitoring platform that tracks website downtime, domain expiration, SSL certificates, email blacklists, and website speed to help website investors manage their portfolios efficiently.

• Freemium
• From 5$

BPC-AI is an AI-powered collaborative business plan software that builds comprehensive business plans, generates accurate financial forecasts, analyzes markets, and monitors performance in real time for entrepreneurs and support organizations.

• Contact for Pricing

OurCrowd is an AI-powered investment platform that provides access to exclusive private market deals, including pre-vetted startups, venture funds, and alternative assets for high net worth investors.

• Contact for Pricing

ProductPlan is an AI-powered product management platform that helps teams create flexible roadmaps, prioritize initiatives, align strategy with execution, and streamline product workflows from discovery to launch.

• Contact for Pricing

BatchLeads is an AI-powered real estate platform that helps investors, wholesalers, and agents generate leads, analyze properties, and engage with property owners using advanced search filters, AI insights, and built-in marketing tools.

• Freemium
• From 119$

REAL is an AI-powered real estate management platform that centralizes records and optimizes workflows to enhance portfolio management efficiency and reduce expenses.

• Contact for Pricing

Proggio is an AI-powered project portfolio management platform that transforms project goals into actionable timelines through conversational AI and intelligent agents, offering seamless integration with tools like Monday.com and Jira.

• Freemium
• From 9$

Smart Stop Loss and Target Finder is an AI tool that analyzes stock market data to calculate optimal stop-loss and target prices based on user-defined risk-to-reward ratios, helping traders manage risk effectively.

• Other

Antura is a comprehensive and user-friendly Project, Portfolio, and Resource Management (PPM) software that enables organizations to manage projects, analyze portfolios, and plan resources with intuitive tools and high security.

• Contact for Pricing

IFA-Planet is a comprehensive mutual fund software platform designed specifically for Mutual Fund Distributors and IFAs, offering client management, portfolio analysis, and real-time reporting tools to streamline advisory business operations.

• Free Trial

Coinstancy is a Polynesian crypto investment platform offering 7% APY on USDC savings, expert-curated crypto baskets, and institutional-grade security for easy wealth building.

• Free

Altrady is an AI-powered cryptocurrency trading platform that automates swing trading strategies across 18+ exchanges, helping traders reduce screen time while maximizing profits through smart automation and portfolio management tools.

• Freemium
• From 20$

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing

Wealthfolio is an open-source, privacy-focused investment tracker that runs locally on desktop, mobile, or self-hosted web servers, featuring AI-powered portfolio insights and comprehensive wealth management tools.

• Freemium

StockSageAI is an AI-powered investment platform that provides real-time analytics, portfolio management, and stock forecasting to help investors make data-driven decisions and optimize their investment strategies.

• Freemium
• From 7$

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

Fortuna AI is an AI assistant that helps investors manage cryptocurrency portfolios with data-driven trust scores, portfolio guidance, news reviews, and alerts to reduce risk and improve investment success.

• Freemium

Ascio Technologies is an ICANN-accredited domain registrar providing comprehensive domain portfolio management services through a single API, offering access to all TLDs including gTLDs, ccTLDs, IDNs, and new gTLDs for resellers and partners worldwide.

• Contact for Pricing

Businessmap is an AI-powered software platform for project and portfolio management that helps organizations gain visibility across all projects, align teams around strategy, and execute faster with intelligent insights.

• Free Trial

ABC Quant offers advanced risk analytics and portfolio management software, including Risk Shell, for hedge funds, family offices, and institutional investors since 2005.

• Contact for Pricing

BrightWork 365 is a comprehensive project and portfolio management software that integrates with Microsoft 365, providing teams with configurable templates, real-time dashboards, and centralized collaboration tools for improved project visibility and outcomes.

• Freemium
• From 11$

SLIM AI delivers data-driven software cost estimation and project intelligence using AI and a database of over 14,000 verified projects, helping organizations make better business decisions throughout the software lifecycle.

• Contact for Pricing

Quicko is a comprehensive tax management platform that helps individuals save smartly, pay taxes efficiently, file returns confidently, and track investments professionally with AI-powered tools and expert support.

• Freemium

CoinIQ is an AI-powered crypto portfolio analytics platform that transforms complex cryptocurrency data into clear, actionable insights for investors, covering over 3,000 coins with real-time analysis in under a minute.

• Freemium

Dhanarthi is an AI-powered stock analysis platform that simplifies fundamental analysis of Indian stocks, providing instant insights from financial reports, stock screening, and real-time market data to help investors make confident decisions.

• Freemium
• From 2$

Miy provides angel capital investment and expertise to promising startups, focusing on supporting founders and teams with strategic funding and guidance.

• Other

Business Quant is a comprehensive stock research platform providing institutional-grade financial data, KPI metrics, stock screening, and advanced charting tools for investors and financial professionals.

• Freemium
• From 19$

Benchmark Estimating is an AI-powered cost and carbon estimating software that provides comprehensive solutions for infrastructure asset owners, contractors, and consultants to optimize project planning and enhance decision-making.

• Contact for Pricing