Best AI tools for< Management Advisor >
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20 - AI tool Sites
Jyotax.ai
Jyotax.ai is an AI-powered tax solution that revolutionizes tax compliance by simplifying the tax process with advanced AI solutions. It offers comprehensive bookkeeping, payroll processing, worldwide tax returns and filing automation, profit recovery, contract compliance, and financial modeling and budgeting services. The platform ensures accurate reporting, real-time compliance monitoring, global tax solutions, customizable tax tools, and seamless data integration. Jyotax.ai optimizes tax workflows, ensures compliance with precise AI tax calculations, and simplifies global tax operations through innovative AI solutions.
Dot Group Data Advisory
Dot Group is an AI-powered data advisory and solutions platform that specializes in effective data management. They offer services to help businesses maximize the potential of their data estate, turning complex challenges into profitable opportunities using AI technologies. With a focus on data strategy, data engineering, and data transport, Dot Group provides innovative solutions to drive better profitability for their clients.
Algomist
Algomist.io is a user-friendly AI system that works 100% on autopilot and gives you the best trading options in the market with our automated AI-driven trading model. No prior experience is required.
TextMine
TextMine is an AI-powered knowledge base designed for businesses to manage and analyze critical documents efficiently. It offers features such as document analysis, smart-search capabilities, automated data extraction, and structured dataset transformation. TextMine helps businesses save time and money by streamlining document management processes and enabling informed decision-making. The application caters to various industries like Technology, Legal Services, and Financial Services, providing solutions for teams in Procurement, Finance, Compliance, CIOs, and CDOs.
Legitt AI
Legitt AI is an AI-powered Contract Lifecycle Management platform that offers a comprehensive solution for managing contracts at scale. It combines automation and intelligence to revolutionize contract management, ensuring efficiency, accuracy, and compliance with legal standards. The platform streamlines contract creation, signing, tracking, and management processes by embedding intelligence in every step. Legitt AI enhances contract review processes, contract tracking, and contract intelligence at scale, providing users with insights, recommendations, and automated workflows. With robust security measures, scalable infrastructure, and integrations with popular business tools, Legitt AI empowers businesses to manage contracts with precision and efficiency.
Responsive.ai
Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.
Macroaxis
Macroaxis is a wealth optimization platform that leverages artificial intelligence to help users make informed investment decisions. It offers a range of features to generate optimal portfolios, provide investment insights, and rebalance portfolios efficiently. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to invest with AI-driven strategies. Macroaxis aims to empower users with adaptive investment solutions and resilient portfolio management capabilities.
Origin
Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.
Financial Planning
The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.
Canopy
Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.
KGiSL
KGiSL is a BFSI-centric multiproduct enterprise software company focused on insurance, capital markets, and wealth management segments, delivering AI and ML-driven products for a transformative edge. The company offers a wide range of solutions for various industries, including digital transformation, automation, analytics, and IT infrastructure management. KGiSL aims to empower its clients through innovative technologies such as Machine Learning, Artificial Intelligence, Analytics, and Cloud services to enhance productivity and deliver exceptional customer experiences.
Pluto.fi
Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.
coeo
coeo is a technology-based debt collection company that utilizes cutting-edge AI processes and behavioral research insights to harmonize customer relationships. They offer tailored debt collection solutions with a focus on customer satisfaction and efficiency. With an international presence in seven European countries, coeo combines the capacity and competence of a large corporation with the flexibility of a medium-sized company and the spirit of a fintech start-up. Their success is driven by a robust tech stack, extensive data pool, and continuous performance management.
LivePlan
LivePlan is a business plan software that offers performance tracking and financial forecasting tools to help small businesses plan, launch, and grow successfully. It provides a user-friendly interface with AI-powered features, such as the LivePlan Assistant, to guide users through creating comprehensive business plans and financial reports. LivePlan also offers interactive demos, integrations with accounting software like QuickBooks and Xero, and a range of solutions tailored for different business stages and needs. With over 1 million users, LivePlan has helped entrepreneurs and business owners achieve their goals by providing tools and resources to streamline the planning process and improve decision-making.
AIGA AI Governance Framework
The AIGA AI Governance Framework is a practice-oriented framework for implementing responsible AI. It provides organizations with a systematic approach to AI governance, covering the entire process of AI system development and operations. The framework supports compliance with the upcoming European AI regulation and serves as a practical guide for organizations aiming for more responsible AI practices. It is designed to facilitate the development and deployment of transparent, accountable, fair, and non-maleficent AI systems.
Sophi
Mather Economics is a global leader in providing technology, analytics, and advisory services to enable publishers to monetize content and grow subscriber revenue. Our Sophi platform uses industry-leading AI technology and automation to monetize content more effectively and efficiently, driving both revenue growth and cost savings. Our approach to dynamic pricing has proven to drive significant revenue increases over the past 20 years and continues to lead the industry. Overall, our value proposition enables fast, economical, and verifiable return on investment through our efficient application of predictive analytics, technology, A/B testing, and data science.
Biyond
Biyond is a comprehensive platform that provides insightful crypto investment guidance through a combination of expert analysis, advanced trading indicators, and AI-powered tools. It empowers users with actionable market intelligence, enabling them to make informed investment decisions and navigate the complexities of the cryptocurrency market. Biyond's unique trading indicators, driven by machine learning models, offer a competitive edge, while its investable portfolios cater to diverse investment objectives. The platform's team of professional traders, data scientists, and AI experts provides valuable insights and support, making Biyond a trusted source for crypto investors of all experience levels.
EquBot
EquBot is an AI tool designed for investment and wealth management. It offers non-advisory institutional solutions powered by IBM Watson. The tool can be accessed at www.QuantumStreetAI.com. EquBot is based in San Francisco, California, and provides advanced AI-driven services to optimize investment decisions and wealth management strategies.
Qdeck
Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.
Cleo
Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.
20 - Open Source Tools
Auto_Jobs_Applier_AIHawk
Auto_Jobs_Applier_AIHawk is an AI-powered job search assistant that revolutionizes the job search and application process. It automates application submissions, provides personalized recommendations, and enhances the chances of landing a dream job. The tool offers features like intelligent job search automation, rapid application submission, AI-powered personalization, volume management with quality, intelligent filtering, dynamic resume generation, and secure data handling. It aims to address the challenges of modern job hunting by saving time, increasing efficiency, and improving application quality.
awesome-mlops
Awesome MLOps is a curated list of tools related to Machine Learning Operations, covering areas such as AutoML, CI/CD for Machine Learning, Data Cataloging, Data Enrichment, Data Exploration, Data Management, Data Processing, Data Validation, Data Visualization, Drift Detection, Feature Engineering, Feature Store, Hyperparameter Tuning, Knowledge Sharing, Machine Learning Platforms, Model Fairness and Privacy, Model Interpretability, Model Lifecycle, Model Serving, Model Testing & Validation, Optimization Tools, Simplification Tools, Visual Analysis and Debugging, and Workflow Tools. The repository provides a comprehensive collection of tools and resources for individuals and teams working in the field of MLOps.
advisingapp
**Advising App™** is a software solution created by Canyon GBS™ that includes a robust personal assistant designed to support student service professionals in their day-to-day roles. The assistant can help with research tasks, draft communication, language translation, content creation, student profile analysis, project planning, ideation, and much more. The software also includes a student service CRM designed to support the management of prospective and enrolled students. Key features of the CRM include record management, email and SMS, service management, caseload management, task management, interaction tracking, files and documents, and much more.
linkedIn_auto_jobs_applier_with_AI
LinkedIn_AIHawk is an automated tool designed to revolutionize the job search and application process on LinkedIn. It leverages automation and artificial intelligence to efficiently apply to relevant positions, personalize responses, manage application volume, filter listings, generate dynamic resumes, and handle sensitive information securely. The tool aims to save time, increase application relevance, and enhance job search effectiveness in today's competitive landscape.
GenAI-Showcase
The Generative AI Use Cases Repository showcases a wide range of applications in generative AI, including Retrieval-Augmented Generation (RAG), AI Agents, and industry-specific use cases. It provides practical notebooks and guidance on utilizing frameworks such as LlamaIndex and LangChain, and demonstrates how to integrate models from leading AI research companies like Anthropic and OpenAI.
nlp-phd-global-equality
This repository aims to promote global equality for individuals pursuing a PhD in NLP by providing resources and information on various aspects of the academic journey. It covers topics such as applying for a PhD, getting research opportunities, preparing for the job market, and succeeding in academia. The repository is actively updated and includes contributions from experts in the field.
MLE-agent
MLE-Agent is an intelligent companion designed for machine learning engineers and researchers. It features autonomous baseline creation, integration with Arxiv and Papers with Code, smart debugging, file system organization, comprehensive tools integration, and an interactive CLI chat interface for seamless AI engineering and research workflows.
vllm
vLLM is a fast and easy-to-use library for LLM inference and serving. It is designed to be efficient, flexible, and easy to use. vLLM can be used to serve a variety of LLM models, including Hugging Face models. It supports a variety of decoding algorithms, including parallel sampling, beam search, and more. vLLM also supports tensor parallelism for distributed inference and streaming outputs. It is open-source and available on GitHub.
awesome-gpt-security
Awesome GPT + Security is a curated list of awesome security tools, experimental case or other interesting things with LLM or GPT. It includes tools for integrated security, auditing, reconnaissance, offensive security, detecting security issues, preventing security breaches, social engineering, reverse engineering, investigating security incidents, fixing security vulnerabilities, assessing security posture, and more. The list also includes experimental cases, academic research, blogs, and fun projects related to GPT security. Additionally, it provides resources on GPT security standards, bypassing security policies, bug bounty programs, cracking GPT APIs, and plugin security.
Awesome-LLM4Cybersecurity
The repository 'Awesome-LLM4Cybersecurity' provides a comprehensive overview of the applications of Large Language Models (LLMs) in cybersecurity. It includes a systematic literature review covering topics such as constructing cybersecurity-oriented domain LLMs, potential applications of LLMs in cybersecurity, and research directions in the field. The repository analyzes various benchmarks, datasets, and applications of LLMs in cybersecurity tasks like threat intelligence, fuzzing, vulnerabilities detection, insecure code generation, program repair, anomaly detection, and LLM-assisted attacks.
AiTreasureBox
AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.
DecryptPrompt
This repository does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.
DB-GPT
DB-GPT is a personal database administrator that can solve database problems by reading documents, using various tools, and writing analysis reports. It is currently undergoing an upgrade. **Features:** * **Online Demo:** * Import documents into the knowledge base * Utilize the knowledge base for well-founded Q&A and diagnosis analysis of abnormal alarms * Send feedbacks to refine the intermediate diagnosis results * Edit the diagnosis result * Browse all historical diagnosis results, used metrics, and detailed diagnosis processes * **Language Support:** * English (default) * Chinese (add "language: zh" in config.yaml) * **New Frontend:** * Knowledgebase + Chat Q&A + Diagnosis + Report Replay * **Extreme Speed Version for localized llms:** * 4-bit quantized LLM (reducing inference time by 1/3) * vllm for fast inference (qwen) * Tiny LLM * **Multi-path extraction of document knowledge:** * Vector database (ChromaDB) * RESTful Search Engine (Elasticsearch) * **Expert prompt generation using document knowledge** * **Upgrade the LLM-based diagnosis mechanism:** * Task Dispatching -> Concurrent Diagnosis -> Cross Review -> Report Generation * Synchronous Concurrency Mechanism during LLM inference * **Support monitoring and optimization tools in multiple levels:** * Monitoring metrics (Prometheus) * Flame graph in code level * Diagnosis knowledge retrieval (dbmind) * Logical query transformations (Calcite) * Index optimization algorithms (for PostgreSQL) * Physical operator hints (for PostgreSQL) * Backup and Point-in-time Recovery (Pigsty) * **Continuously updated papers and experimental reports** This project is constantly evolving with new features. Don't forget to star ⭐ and watch 👀 to stay up to date.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
awesome-LLM-resourses
A comprehensive repository of resources for Chinese large language models (LLMs), including data processing tools, fine-tuning frameworks, inference libraries, evaluation platforms, RAG engines, agent frameworks, books, courses, tutorials, and tips. The repository covers a wide range of tools and resources for working with LLMs, from data labeling and processing to model fine-tuning, inference, evaluation, and application development. It also includes resources for learning about LLMs through books, courses, and tutorials, as well as insights and strategies from building with LLMs.
awesome-production-llm
This repository is a curated list of open-source libraries for production large language models. It includes tools for data preprocessing, training/finetuning, evaluation/benchmarking, serving/inference, application/RAG, testing/monitoring, and guardrails/security. The repository also provides a new category called LLM Cookbook/Examples for showcasing examples and guides on using various LLM APIs.
Webscout
WebScout is a versatile tool that allows users to search for anything using Google, DuckDuckGo, and phind.com. It contains AI models, can transcribe YouTube videos, generate temporary email and phone numbers, has TTS support, webai (terminal GPT and open interpreter), and offline LLMs. It also supports features like weather forecasting, YT video downloading, temp mail and number generation, text-to-speech, advanced web searches, and more.
20 - OpenAI Gpts
Debt Management Advisor
Advises on debt management strategies to improve financial stability.
Calendar Management Advisor
Optimizes executive productivity through strategic calendar management.
Escalation Management Advisor
Resolves complex customer complaints to ensure satisfaction.
Investment Management Advisor
Provides strategic financial guidance for investment behavior to optimize organization's wealth.
Liquidity Management Advisor
Optimizes financial liquidity, mitigates operational risk, and enhances financial performance.
Account Management Advisor
Supports business growth by maintaining strong client relationships.
Stakeholder Management Advisor
Facilitates strategic relationships between the organization and its stakeholders.
Account Management Advisor
Drives client retention, renewals, upsells and client satisfaction.
Partner Management Advisor
Drives business growth through managing strategic partnerships.
Category Management Advisor
Advises on strategic sourcing and procurement to optimize category management.
Cloud Services Management Advisor
Manages and optimizes organization's cloud resources and services.
Project Task Management Advisor
Streamlines project execution through effective task management.
Project Change Management Advisor
Guides organizational transitions to achieve desired business outcomes.
Customer Feedback Management Advisor
Facilitates customer satisfaction through effective feedback management.
IT Agile Project Management Advisor
Guides agile project management to enhance productivity and efficiency.
Software Delivery Management Advisor
Streamlines software delivery processes to optimize operational efficiency.
Software Kanban Management Advisor
Guides software development processes through Kanban methodologies.