Best client portfolios tools in 2025

MyVest

Streamlined wealth management for personalized investment solutions.

Parthean

Streamlined financial planning for advisors and clients.

MyLoans

Get instant, personalized advice on student loans.

Authenteq

Digital onboarding for quick and secure investor account setups.

blockbank

A secure solution for managing digital assets and transactions.

ExamOnline

Secure remote examination management for schools and organizations.

Avanzai

Transforms financial data into clear insights for better decisions.

Sophia.AI

Advanced genomic data analysis for improved patient care.

CoinFeeds.io

Custom AI agents for cryptocurrency and stock market insights.

WeInvest

Secure management of crypto assets with AI insights.

Tagbox

Effortlessly organize digital assets with AI-powered categorization.

Free + from $150/m
open
TimelyGrader

Streamlined grading system that combines AI and human insights.

Free + from $12/m
open
Owny

Manage investments and rental properties seamlessly with this financial platform.

PortraitPhoto.ai

AI generates realistic headshots from user-uploaded selfies.

Paid + from $19/one-time
open
EQUBOT

AI-driven investment analysis for informed decision-making.

Yomii.app

AI assistant for informed real estate investment decisions.

Finbots

Automated credit risk assessment for lenders and financial institutions.

JumpStart

Promoting financial literacy among youth through education and resources.

Synthetic Standard

Daily news updates focused on artificial intelligence and tech trends.

Cujobay

A hub for startup news and industry updates.

Spatialzr

Real-time market insights for smarter real estate decisions.

Morningstar

Investment research and portfolio management for informed decision-making.

Charli AI

Automated investment insights for smarter portfolio management.

Unhedged

Automated investment management for emotionally unbiased portfolio growth.

StockGPT

AI-driven financial research for S&P 500 and Nasdaq insights.