Best investment documentation tools tools in 2025

STRATxAI

AI-driven investment solutions tailored for individual goals.

TrendEdge

Access powerful insights from social media and alternative data.

FinGPT

Advanced AI for financial analysis and decision-making.

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Free + from $29/m
open
Instill Tech

AI-driven insights for managing unstructured data efficiently.

Elicit

Automates tasks involved in literature reviews and data extraction.

Fortune

Automated accounting for real-time financial insights.

Tactic

Automate research and analysis for faster decision-making.