Best wealth reporting tools in 2025

MyVest

Streamlined wealth management for personalized investment solutions.

Botstop.com

Advanced bot detection and fraud prevention for online security.

YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Pooks

Generate personalized non-fiction books in minutes.

GoodBudget

Manage finances with a digital envelope budgeting system.

Tendi

AI-driven personal finance management for informed decision-making.

cityfalcon.ai

Personalized financial insights for informed investment decisions.

Parthean

Streamlined financial planning for advisors and clients.

MyLoans

Get instant, personalized advice on student loans.

Authenteq

Digital onboarding for quick and secure investor account setups.

CoinFeeds.io

Custom AI agents for cryptocurrency and stock market insights.

WeInvest

Secure management of crypto assets with AI insights.

Owny

Manage investments and rental properties seamlessly with this financial platform.

EQUBOT

AI-driven investment analysis for informed decision-making.

Yomii.app

AI assistant for informed real estate investment decisions.

blockbank

A secure solution for managing digital assets and transactions.

ExamOnline

Secure remote examination management for schools and organizations.

Avanzai

Transforms financial data into clear insights for better decisions.

Sophia.AI

Advanced genomic data analysis for improved patient care.

Tagbox

Effortlessly organize digital assets with AI-powered categorization.

Free + from $150/m
open
TimelyGrader

Streamlined grading system that combines AI and human insights.

Free + from $12/m
open
PortraitPhoto.ai

AI generates realistic headshots from user-uploaded selfies.

Paid + from $19/one-time
open
Finbots

Automated credit risk assessment for lenders and financial institutions.

JumpStart

Promoting financial literacy among youth through education and resources.