Best wealth management applications tools in 2025

Investfly

Automated trading strategies made accessible for all traders.

Narrativa

Automated content generation for efficient workflows.

Rize

AI-driven time tracking for improved productivity and focus.

Klipy

Automated client interaction management for service businesses.

Free trial + from $49/m
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ChatBotWorld

AI-powered chatbots for efficient customer engagement anytime.

AnyGen

Create custom chatbots with ease for better customer engagement.

CaMarkUp

Organize and collaborate on content seamlessly in one place.

ReplyInbox

Organize and prioritize email replies with streamlined efficiency.

Fynk contract analysis

Streamlined digital contract management and analysis solution.

Promolta

Promote videos to a wider audience for increased engagement.

Proposify

Streamlined software for creating and managing proposals.

Sublayer

Framework for creating versatile AI agents using Ruby.

Ushr

Automates customer interactions to enhance engagement and satisfaction.

Rank Math

SEO optimization for WordPress sites made simple and efficient.

BizMagnets

Streamlined communication for businesses using WhatsApp.

Circleback

Automated meeting note generator for enhanced team productivity.

Click2Magic

Real-time chat solution for enhanced customer engagement.

Live Square

Real-time live chat support for enhanced customer engagement.

Impulseln

Automated lead generation through LinkedIn for sales teams.

CoreLogic

Comprehensive property data and analytics for informed decisions.

Axonius

Gain insights into network-connected assets effortlessly.

Joint Angels

Automated measurement system for joint range of motion assessments.

Free trial + from $15.00/lifetime
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PlugLead

Automates WhatsApp interactions for better customer engagement.

Prompts

Track and visualize machine learning experiments seamlessly.

Several Minds

Collaborative brainstorming and project management solution for teams.