Best document tracking solutions tools in 2025

Captide

Automated financial data extraction from SEC filings and earnings calls.

Finpilot

Advanced AI for swift financial document analysis.

STRATxAI

AI-driven investment solutions tailored for individual goals.

Raguie

AI-driven financial assistant for informed investing decisions.

SESAMm

Advanced data analysis for ESG risk management and compliance.

Relay

Centralized dashboard for investment portfolio management and analysis.