Best portfolio coordination solutions tools in 2025

Relay

Centralized dashboard for investment portfolio management and analysis.

Accorata

AI-powered solution for discovering daily investment opportunities.

Go Global World

AI-driven investment matching for global startups and investors.

Babbl

Stay updated with real-time stock market trends and alerts.

Free + from $15/m
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ReceiptUp

Digitizes receipt data for efficient financial management.

Cradl

Automated document processing for improved workplace efficiency.

Waveline Extract

Efficient data extraction from various document types.

Subscription + from $0.30/page
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Amazon Textract

Automated data extraction from scanned documents.

Tradingplatforms.ai

Showcase trading skills and attract investment opportunities.

SmartaDoc

Efficient document creation and management system for streamlined workflows.

TradingView

Real-time market analysis and investment tracking platform.

Free + from $12.95/m
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Yomii.app

AI assistant for informed real estate investment decisions.

DocuEase

Quickly summarizes lengthy documents for improved understanding.