Best AI tools for< Manage Client Assets >

LaunchPal is an AI-powered marketing tool designed to streamline and enhance the marketing workflow for individuals, agencies, and enterprises. It enables users to train AI on new brands in minutes, deliver results quickly, manage clients efficiently, and improve content delivery over time. LaunchPal offers features such as effortless setup, content engine, client portal, pricing plans tailored for different user needs, and a user-friendly interface for a seamless experience.

Criya AI is an Intelligent Content System that helps boost buyer engagement by providing AI-powered tools such as Content Builder, Slide Generator, Visual Design, and more. It offers features like Company knowledge management, Engagement Analytics, Secure Sharing, and Team Collaboration. Criya AI caters to various use cases like Account Based Prospecting, Lead Capture, and Deal Execution, benefiting roles such as BDR/SDR, Account Executive, and Sales Trainer. The application is designed to accelerate revenue generation by producing client-ready assets quickly and efficiently.

Genie is a virtual assistant service powered by artificial intelligence software, offering world-class virtual assistants for businesses. The service helps businesses automate repetitive tasks, improve efficiency, and scale operations. Genie Virtual Assistants are pre-trained on custom AI software tailored to meet the specific needs of each client. With a focus on human insight and AI precision, Genie assists executives across various industries with tasks such as business internationalization, automation, creative asset generation, and more.

KROCK.IO is an AI-powered video review and collaboration software designed for video producers, creative agencies, and game designers. It offers features such as online proofing, audio annotation, AI storyboard creation, project management, and more. The platform aims to streamline the video creation process by providing tools for efficient feedback, project organization, and client collaboration.

Applied AI Institute is an educational platform that provides AI education to business and IT professionals. They offer a variety of instructor-led webinars, tailored courses, guided hackathons, and solution development services. The institute focuses on enhancing learners' competencies and attitudes for success by offering customized courses with real-world client projects. Additionally, they provide consultation services to create solution assets for specific use cases, ensuring optimal results.

Vendasta is an AI-powered platform that helps digital agencies scale their business and assist clients in succeeding. It offers a full-stack platform with features like Snapshot Report for personalized needs assessment, Project Management for tracking and executing projects, Workflow Automations for optimizing productivity, CRM for managing customer relationships, Marketing Automation for generating leads, and Payments for invoicing clients. Vendasta also provides a Marketplace to grow revenue, Brandable Client Portal for client management, and AI-Assisted Web Chat for capturing leads. The platform caters to various industries and roles, offering solutions for B2B companies, web agencies, SEO agencies, advertising agencies, MSP & VAR, SaaS, social media agencies, creative agencies, franchises, and publishers.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

STRATxAI is an AI-driven investment strategy platform that offers customized alpha-generating portfolios for modern investors. The platform, developed by a team of quantitative hedge fund professionals and machine-learning engineers, leverages advanced AI and proprietary quantitative technology to streamline the creation, implementation, and management of bespoke, data-driven investment strategies. With a focus on innovation and adaptability, STRATxAI model portfolios harness extensive data to deliver client-centric customization and risk-adjusted returns. The Alana Investor Platform provides an intuitive design catering to both no-code and know-code professional users, offering portfolio optimization, data-driven insights, and smart rebalancing for optimal asset allocation and effective risk management.

Rainbird Decision Intelligence is an AI-powered platform that automates complex decision-making processes with trust and explainability. It leverages advanced reasoning engines to bridge data and processes, ensuring reliable and traceable AI-powered decisions. Rainbird is used across various industries such as banking, financial services, healthcare, legal, and insurance to streamline operations and enhance decision-making capabilities.

Pascal is an AI-powered risk-based KYC & AML screening and monitoring platform that offers users a faster and more accurate way to assess findings compared to other compliance tools. It leverages AI, machine learning, and Natural Language Processing to analyze open-source and client-specific data, providing insights to identify and assess risks. Pascal simplifies onboarding processes, offers continuous monitoring, reduces false positives, and enables better decision-making through its intuitive interface. It promotes collaboration among different stakeholders and ensures transparency in compliance procedures.

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.

Skima is a recruitment AI and talent intelligence platform that aims to revolutionize the recruitment process by leveraging AI technology to help recruiters find the perfect candidates quickly and efficiently. The platform offers features such as AI-powered candidate assessment, seamless ATS integration, and smart job description generation to streamline the hiring process and improve recruitment ROI. Skima enables recruiters to unlock valuable insights from candidate databases, diversify client reach, and identify talent based on client demands. With Skima, recruiters can save time, increase productivity, and make data-driven hiring decisions.

Dark Pools is a leading provider of AI-powered solutions for the financial industry. Our mission is to empower our clients with the tools and insights they need to make better decisions, improve their performance, and stay ahead of the competition. We offer a range of products and services that leverage AI to automate tasks, optimize workflows, and generate actionable insights. Our solutions are used by a wide range of financial institutions, including hedge funds, asset managers, and banks.

Napier AI is an AI-powered Anti-Money Laundering platform designed to combat evolving threats in the financial industry. It offers a suite of intelligent compliance products that aim to transform organizations' attitudes towards compliance by focusing on efficiency and outcomes. The platform integrates multiple compliance solutions into one master dashboard, provides flexible deployment options, and offers AI-enhanced insights to empower compliance teams to make faster and more accurate decisions. Napier AI is trusted by leading data providers and financial organizations worldwide for its innovative approach to financial crime compliance.

My Real Estate Listing AI is an innovative AI-powered tool designed to help real estate professionals create custom real estate brochures quickly and efficiently. By leveraging artificial intelligence technology, the application streamlines the process of generating polished PDF brochures for property listings, saving time and resources for users. With a user-friendly interface and a range of customizable templates, My Real Estate Listing AI empowers users to create professional marketing materials that can attract potential buyers or tenants. The tool offers a seamless experience from uploading property details to selecting themes and reviewing the final output, making it a valuable asset for real estate agents, developers, and property managers.

PwC is a global network of professional services firms that provides assurance, tax, and consulting services to businesses and individuals. The company has a strong focus on artificial intelligence (AI) and its potential to transform the way businesses operate. PwC's AI-powered solutions help clients improve efficiency, reduce costs, and make better decisions.

Trend Hunter is an AI-powered platform that offers a wide range of services to help individuals and businesses stay ahead of the curve in innovation and trends. With a vast database of ideas and innovations, Trend Hunter provides trend reports, newsletters, training events, and advisory services to help clients accelerate innovation, refine their tactics, and create new products and services. The platform also offers custom training programs, innovation assessments, and a learning database to enhance creativity and strategic thinking.

ReRender AI is an AI architecture design tool that revolutionizes the rendering process for architects. It allows users to upload project images, explore various design styles, and generate photorealistic AI renders within seconds. The tool's exceptional quality, speed, and user-friendly interface make it a valuable asset for professionals in the field, enabling quick design iterations and high-quality visual presentations to clients.

Gideon Legal is an automated intake and document automation software designed to help law firms manage client journeys from contact to contract and intake to eSign. It uses bots, built-in integrations, and no-code technology to maximize revenue and streamline operations by automating client workflows.

Timworks is an all-in-one client support and team management app for online businesses and clients. It offers a range of features to help businesses streamline their customer support operations, including secure audit trails, unlimited client seats, and integrations with popular accounting and productivity tools. Timworks also includes a built-in AI assistant, TIMi, which can answer customer queries and questions, saving businesses time and resources.

Neptune is a scalable experiment tracker for teams training foundation models. Log millions of runs, effortlessly monitor and visualize model training, and deploy on your infrastructure. Track 100% of metadata to accelerate AI breakthroughs. Log and display any framework and metadata type from any ML pipeline. Organize experiments with nested structures and custom dashboards. Compare results, visualize training, and optimize models quicker. Version models, review stages, and access production-ready models. Share results, manage users, and projects. Integrate with 25+ frameworks. Trusted by great companies to improve workflow.

LLMClient is a JavaScript/TypeScript library that simplifies working with large language models (LLMs) by providing an easy-to-use interface for building and composing efficient prompts using prompt signatures. These signatures enable the automatic generation of typed prompts, allowing developers to leverage advanced capabilities like reasoning, function calling, RAG, ReAcT, and Chain of Thought. The library supports various LLMs and vector databases, making it a versatile tool for a wide range of applications.

Ax is a Typescript library that allows users to build intelligent agents inspired by agentic workflows and the Stanford DSP paper. It seamlessly integrates with multiple Large Language Models (LLMs) and VectorDBs to create RAG pipelines or collaborative agents capable of solving complex problems. The library offers advanced features such as streaming validation, multi-modal DSP, and automatic prompt tuning using optimizers. Users can easily convert documents of any format to text, perform smart chunking, embedding, and querying, and ensure output validation while streaming. Ax is production-ready, written in Typescript, and has zero dependencies.

DagsHub is a platform for machine learning and data science teams to build, manage, and collaborate on their projects. With DagsHub you can: 1. Version code, data, and models in one place. Use the free provided DagsHub storage or connect it to your cloud storage 2. Track Experiments using Git, DVC or MLflow, to provide a fully reproducible environment 3. Visualize pipelines, data, and notebooks in and interactive, diff-able, and dynamic way 4. Label your data directly on the platform using Label Studio 5. Share your work with your team members 6. Stream and upload your data in an intuitive and easy way, while preserving versioning and structure. DagsHub is built firmly around open, standard formats for your project. In particular: * Git * DVC * MLflow * Label Studio * Standard data formats like YAML, JSON, CSV Therefore, you can work with DagsHub regardless of your chosen programming language or frameworks.

Singulatron is an AI Superplatform that runs on your computer(s) and server(s) without using third party APIs, providing complete control over data and privacy. It offers AI functionality, user management, supports different database backends, collaboration, and mini-apps. It aims to be a desktop app for local usage and a distributed daemon for servers, with a web app frontend client. The tool is stack-based on Electron, Angular, and Go, and currently dual-licensed under AGPL-3.0-or-later and a commercial license.

Unity Catalog is an open and interoperable catalog for data and AI, supporting multi-format tables, unstructured data, and AI assets. It offers plugin support for extensibility and interoperates with Delta Sharing protocol. The catalog is fully open with OpenAPI spec and OSS implementation, providing unified governance for data and AI with asset-level access control enforced through REST APIs.

L3AGI is an open-source tool that enables AI Assistants to collaborate together as effectively as human teams. It provides a robust set of functionalities that empower users to design, supervise, and execute both autonomous AI Assistants and Teams of Assistants. Key features include the ability to create and manage Teams of AI Assistants, design and oversee standalone AI Assistants, equip AI Assistants with the ability to retain and recall information, connect AI Assistants to an array of data sources for efficient information retrieval and processing, and employ curated sets of tools for specific tasks. L3AGI also offers a user-friendly interface, APIs for integration with other systems, and a vibrant community for support and collaboration.

Log10 is a one-line Python integration to manage your LLM data. It helps you log both closed and open-source LLM calls, compare and identify the best models and prompts, store feedback for fine-tuning, collect performance metrics such as latency and usage, and perform analytics and monitor compliance for LLM powered applications. Log10 offers various integration methods, including a python LLM library wrapper, the Log10 LLM abstraction, and callbacks, to facilitate its use in both existing production environments and new projects. Pick the one that works best for you. Log10 also provides a copilot that can help you with suggestions on how to optimize your prompt, and a feedback feature that allows you to add feedback to your completions. Additionally, Log10 provides prompt provenance, session tracking and call stack functionality to help debug prompt chains. With Log10, you can use your data and feedback from users to fine-tune custom models with RLHF, and build and deploy more reliable, accurate and efficient self-hosted models. Log10 also supports collaboration, allowing you to create flexible groups to share and collaborate over all of the above features.

OpenMeter is a real-time and scalable usage metering tool for AI, usage-based billing, infrastructure, and IoT use cases. It provides a REST API for integrations and offers client SDKs in Node.js, Python, Go, and Web. OpenMeter is licensed under the Apache 2.0 License.

The Bee Agent Framework is an open-source tool for building, deploying, and serving powerful agentic workflows at scale. It provides AI agents, tools for creating workflows in Javascript/Python, a code interpreter, memory optimization strategies, serialization for pausing/resuming workflows, traceability features, production-level control, and upcoming features like model-agnostic support and a chat UI. The framework offers various modules for agents, llms, memory, tools, caching, errors, adapters, logging, serialization, and more, with a roadmap including MLFlow integration, JSON support, structured outputs, chat client, base agent improvements, guardrails, and evaluation.

OpenAI-DotNet is a simple C# .NET client library for OpenAI to use through their RESTful API. It is independently developed and not an official library affiliated with OpenAI. Users need an OpenAI API account to utilize this library. The library targets .NET 6.0 and above, working across various platforms like console apps, winforms, wpf, asp.net, etc., and on Windows, Linux, and Mac. It provides functionalities for authentication, interacting with models, assistants, threads, chat, audio, images, files, fine-tuning, embeddings, and moderations.

R2R (RAG to Riches) is a fast and efficient framework for serving high-quality Retrieval-Augmented Generation (RAG) to end users. The framework is designed with customizable pipelines and a feature-rich FastAPI implementation, enabling developers to quickly deploy and scale RAG-based applications. R2R was conceived to bridge the gap between local LLM experimentation and scalable production solutions. **R2R is to LangChain/LlamaIndex what NextJS is to React**. A JavaScript client for R2R deployments can be found here. ### Key Features * **🚀 Deploy** : Instantly launch production-ready RAG pipelines with streaming capabilities. * **🧩 Customize** : Tailor your pipeline with intuitive configuration files. * **🔌 Extend** : Enhance your pipeline with custom code integrations. * **⚖️ Autoscale** : Scale your pipeline effortlessly in the cloud using SciPhi. * **🤖 OSS** : Benefit from a framework developed by the open-source community, designed to simplify RAG deployment.

Pezzo is a fully cloud-native and open-source LLMOps platform that allows users to observe and monitor AI operations, troubleshoot issues, save costs and latency, collaborate, manage prompts, and deliver AI changes instantly. It supports various clients for prompt management, observability, and caching. Users can run the full Pezzo stack locally using Docker Compose, with prerequisites including Node.js 18+, Docker, and a GraphQL Language Feature Support VSCode Extension. Contributions are welcome, and the source code is available under the Apache 2.0 License.

Airbroke is an open-source error catcher tool designed for modern web applications. It provides a PostgreSQL-based backend with an Airbrake-compatible HTTP collector endpoint and a React-based frontend for error management. The tool focuses on simplicity, maintaining a small database footprint even under heavy data ingestion. Users can ask AI about issues, replay HTTP exceptions, and save/manage bookmarks for important occurrences. Airbroke supports multiple OAuth providers for secure user authentication and offers occurrence charts for better insights into error occurrences. The tool can be deployed in various ways, including building from source, using Docker images, deploying on Vercel, Render.com, Kubernetes with Helm, or Docker Compose. It requires Node.js, PostgreSQL, and specific system resources for deployment.

Palico AI is a tech stack designed for rapid iteration of LLM applications. It allows users to preview changes instantly, improve performance through experiments, debug issues with logs and tracing, deploy applications behind a REST API, and manage applications with a UI control panel. Users have complete flexibility in building their applications with Palico, integrating with various tools and libraries. The tool enables users to swap models, prompts, and logic easily using AppConfig. It also facilitates performance improvement through experiments and provides options for deploying applications to cloud providers or using managed hosting. Contributions to the project are welcomed, with easy ways to get involved by picking issues labeled as 'good first issue'.

Pieces for Developers is a closed-source Obsidian plugin designed to revolutionize coding workflows by incorporating key capabilities and favorite features directly into the Obsidian environment. The plugin, Pieces Copilot for Obsidian, enhances coding and problem-solving experiences by providing insights on code snippets, generating samples, and facilitating navigation through PRs. Users can capture, manage, share, and discover code snippets and developer materials with ease, bringing efficiency and organization to their coding experience.

GPUStack is an open-source GPU cluster manager designed for running large language models (LLMs). It supports a wide variety of hardware, scales with GPU inventory, offers lightweight Python package with minimal dependencies, provides OpenAI-compatible APIs, simplifies user and API key management, enables GPU metrics monitoring, and facilitates token usage and rate metrics tracking. The tool is suitable for managing GPU clusters efficiently and effectively.

Griptape is a modular Python framework for building AI-powered applications that securely connect to your enterprise data and APIs. It offers developers the ability to maintain control and flexibility at every step. Griptape's core components include Structures (Agents, Pipelines, and Workflows), Tasks, Tools, Memory (Conversation Memory, Task Memory, and Meta Memory), Drivers (Prompt and Embedding Drivers, Vector Store Drivers, Image Generation Drivers, Image Query Drivers, SQL Drivers, Web Scraper Drivers, and Conversation Memory Drivers), Engines (Query Engines, Extraction Engines, Summary Engines, Image Generation Engines, and Image Query Engines), and additional components (Rulesets, Loaders, Artifacts, Chunkers, and Tokenizers). Griptape enables developers to create AI-powered applications with ease and efficiency.

Tiger is a community-driven project developing a reusable and integrated tool ecosystem for LLM Agent Revolution. It utilizes Upsonic for isolated tool storage, profiling, and automatic document generation. With Tiger, you can create a customized environment for your agents or leverage the robust and publicly maintained Tiger curated by the community itself.

Synmetrix (prev. MLCraft) is an open source data engineering platform and semantic layer for centralized metrics management. It provides a complete framework for modeling, integrating, transforming, aggregating, and distributing metrics data at scale. Key features include data modeling and transformations, semantic layer for unified data model, scheduled reports and alerts, versioning, role-based access control, data exploration, caching, and collaboration on metrics modeling. Synmetrix leverages Cube (Cube.js) for flexible data models that consolidate metrics from various sources, enabling downstream distribution via a SQL API for integration into BI tools, reporting, dashboards, and data science. Use cases include data democratization, business intelligence, embedded analytics, and enhancing accuracy in data handling and queries. The tool speeds up data-driven workflows from metrics definition to consumption by combining data engineering best practices with self-service analytics capabilities.

Conversational Actuary, blending examples with technical expertise.

Strengthens business relationships through client interaction and feedback analysis.

Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

Expert in agency growth, focusing on strategic advice for scaling and client acquisition.

Assists professionals with psychotherapy cases and treatment plans

Soy un profesor de derecho digital que busca acercar a los abogados al fascinante mundo de la tecnología.

Dynamic veterinary marketing assistant with tailored advice and updates.

Drives client retention, renewals, upsells and client satisfaction.

Supports business growth by maintaining strong client relationships.

Expert on Siemens Active Workspace and Rich Application Client, guiding based on specific documentation.

Engineering Director | Delivery Management, and Client Engagement | Bridging the Gap Between Technology and Business Goals

Freelancers and Independent Consultants, individuals in these roles often handle client data, project specifics, and personal contact information, requiring them to be vigilant about data privacy.

Adapts to each client's unique ad campaign needs.

Guides freelancers in enhancing skills and client acquisition.

Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)

Architecture and Construction Firms handle sensitive project data, client information, and architectural plans, necessitating strict data privacy measures.

BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.

A real estate expert aiding in listings, market analysis, and client communication.

Guiding you in business & mental health with compassion and expertise.

Comprehensive photography and business assistant.