Best investment consolidation tools tools in 2025

Relay

Centralized dashboard for investment portfolio management and analysis.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Swiftgum

Automated document extraction for real estate management.

Format Magic

Transform plain text into polished documents effortlessly.

Finpilot

Advanced AI for swift financial document analysis.

STRATxAI

AI-driven investment solutions tailored for individual goals.

SmartaDoc

Efficient document creation and management system for streamlined workflows.

CommodityAI

Streamline management processes in the commodity sector.

Quote Roller

Streamlined document management for efficient workflows and collaboration.

Raguie

AI-driven financial assistant for informed investing decisions.

Accorata

AI-powered solution for discovering daily investment opportunities.

Go Global World

AI-driven investment matching for global startups and investors.