Best asset allocation tools in 2025

ConnectBooks

Syncs eCommerce data with accounting software for better finance management.

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Laurel

AI-driven time management for efficient timesheet automation.

Docyt

Automated bookkeeping for efficient financial management.

Pluto

Personal finance management with tailored insights and education.

Franchise AI Assistant

Comprehensive support for franchise management and growth.

mool.ai

Accelerates document creation for strategic teams using specialized templates.

PDFConvo

Interact with PDFs through AI-driven questions and instant summaries.

cityfalcon.ai

Personalized financial insights for informed investment decisions.

BasilAI

Streamlined financial management for diverse investment portfolios.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

Fintool

AI-driven equity research assistant for instant financial insights.

Brightflow AI

Monitor cash flow and access growth capital with confidence.

Fortune

Automated accounting for real-time financial insights.

Stocked AI

AI-driven stock recommendations for long-term investors.

Freshly.ai

Discover stock relationships to enhance trading strategies.

Manager

Free offline accounting software for personal and business finances.

SpendSights

Automates expense tracking by categorizing transactions from bank statements.

Zillion

AI-powered analysts for enhanced financial productivity.

7Assets

Organize and analyze your financial assets effortlessly.

Relay

Centralized dashboard for investment portfolio management and analysis.

365mvps

Affordable insurance solutions for new drivers with flexible coverage.

Finroo

User-friendly investment management with AI-driven insights.

Intellectia.Ai

AI-driven insights for informed investment decisions.

StockGPT.chat

Real-time stock market insights and personalized investment guidance.