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.

TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

Wolters Kluwer is a global provider of professional information, software solutions, and services for various industries, including healthcare, tax and accounting, ESG, finance, compliance, and legal. The company's solutions combine domain expertise with advanced technology to help professionals make informed decisions, optimize processes, and achieve better outcomes. Wolters Kluwer's offerings include clinical decision support tools, tax and accounting software, ESG reporting solutions, regulatory compliance solutions, and legal research databases.

Thomson Reuters is a leading provider of business information services. The company provides a wide range of products and services to professionals in the legal, tax, accounting, and risk management industries. Thomson Reuters' products and services include news and information, research and analysis, software and technology, and education and training. The company has a global presence with operations in over 100 countries.

Forecast is an AI-powered resource and project management software that helps businesses optimize their resources, plan their projects, and manage their tasks more efficiently. It offers a range of features such as resource management, project management, financial management, artificial intelligence, business intelligence, and reporting, timesheets, and integrations. Forecast is trusted by businesses of all sizes, from small businesses to large enterprises, and has been recognized for its innovation and effectiveness by leading industry analysts.

FiscalNote is a global policy and market intelligence platform that provides AI-powered solutions for managing policy issues, geopolitical and market intelligence, advocacy, constituent services, and more. The platform offers tools for government relations, legal and compliance, executives, public and external affairs, and government agencies. FiscalNote helps organizations better navigate opportunities and risks by providing actionable insights and analysis. Trusted by thousands of customers, FiscalNote offers a range of products and solutions tailored to various industries.

LegalMaps is a collaborative legal spend management platform designed for law firms and businesses to streamline their legal processes. The platform helps users to collaborate effectively, focus on critical matters, simplify strategies, teams, and budgets, leading to less waste, more agility, and better results. LegalMaps offers features such as collaborative legal spend management, real-time tracking, forecasting tools, and transparency in budgets and plans. The platform aims to revolutionize the legal industry by providing automated tools for forecasting legal spend, eliminating manual processes, and enhancing transparency between legal departments and law firms.

Credly is a digital credentialing platform that helps organizations issue, manage, and track digital badges and certificates. It provides a network of over 3,500 certification, assessment, and training providers and employers, allowing earners to connect and grow through a catalog of over 90,000 learnings. Credly's solutions include digital credentialing, workforce insights, strategic workforce planning, and candidate assessment.

AngelList is a platform that provides services for fund managers, venture and private equity investors, and startups. It offers a range of products including full-service funds, rolling funds, syndicates, and more. The platform aims to streamline fund management processes, attract investors, engage stakeholders, and optimize portfolio management. AngelList partners with industry leaders to deliver comprehensive expertise and support for venture and private equity firms.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

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.

Compliance.ai is a regulatory compliance and risk management solution that leverages purpose-built machine learning models to automatically monitor regulatory updates and align them with internal policies, procedures, and controls. The platform ensures timely tracking, reaction, and reporting on impactful regulations and requirements, helping organizations mitigate risks, reduce costs, and increase confidence in compliance status. Compliance.ai offers a comprehensive suite of features and capabilities to streamline regulatory intelligence, impact analysis, change management, audit reporting, enforcement actions management, and more.

Lex Machina is a Legal Analytics platform that provides comprehensive insights into litigation track records of parties across the United States. It offers accurate and transparent analytic data, exclusive outcome analytics, and valuable insights to help law firms and companies craft successful strategies, assess cases, and set litigation strategies. The platform uses a unique combination of machine learning and in-house legal experts to compile, clean, and enhance data, providing unmatched insights on courts, judges, lawyers, law firms, and parties.

Government Technology provides email newsletters that deliver the latest news and updates on various topics relevant to government leaders, including technology trends, artificial intelligence, cybersecurity, digital communities, emergency management, government business, higher education, and K-12 education. These newsletters aim to keep subscribers informed about critical developments and best practices in their respective fields.

Ramp is a comprehensive platform offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and seamless automation for accounting, Ramp aims to make finance teams faster and happier. The platform is designed to save time and money for businesses by automating financial operations and streamlining processes.

Masraff is a leading expense management platform in Turkey that helps businesses automate and digitize their expense processes using artificial intelligence. With Masraff, companies can gain efficiency in their expense processes, control expenses with real-time reports, and ensure compliance with company expense policies. Key features of Masraff include automatic and fast expense entry, real-time management reports, mobile approval flow, compliance with expense policies and audits, and ERP and accounting integrations.

Eilla is an AI platform designed to streamline the venture capital (VC), private equity (PE), and mergers and acquisitions (M&A) workflow for startups. It offers enhanced deal-making capabilities through AI research and analysis, helping users identify competitors, source companies and deals, screen potential buyers, gain market insights, and automate data collection tasks. Eilla integrates with trusted data providers, delivers highly specific insights, and saves time by processing vast amounts of data quickly and accurately. The platform aims to revolutionize the way investors conduct due diligence and make strategic decisions.

Contify is a comprehensive market and competitive intelligence platform that helps businesses track information on competitors, customers, and industry segments. It enables users to collect, curate, and share actionable intelligence across their organization. Contify offers a range of solutions for different teams and industries, with features like customizable dashboards, AI-powered insights, noise-free news delivery, and seamless integration with various tools. The platform aims to help companies make strategic decisions, drive growth, and stay ahead in the dynamic market by providing critical insights and competitive advantages.

InvtAI is an all-in-one AI service platform for businesses and startup companies, offering AI technology adoption, cost savings, and market intelligence. It provides comprehensive AI tools for individuals to enhance productivity and daily work life. With features like bot service, market intelligence, and various content generators, InvtAI aims to empower users with efficient solutions for business development, operations, and content creation.

Apify is a full-stack web scraping and data extraction platform that offers a wide range of tools and services for developers to build, deploy, and publish data extraction and web automation tools. The platform provides pre-built web scraping tools called Actors, which allow users to easily extract data from popular websites. Apify also offers professional services for custom web scraping solutions and integrations with various apps and services. With features like serverless programs, anti-blocking proxies, and storage for results, Apify aims to simplify the process of web scraping and data extraction for users.

Kurby is a real estate AI platform that leverages GPT-4 technology to provide comprehensive location insights for homebuyers and investors. It offers powerful property insights tailored to user preferences, helping them find hidden gems and undervalued properties worldwide. Kurby combines AI insights with real-time data to redefine property search, offering personalized recommendations, neighborhood statistics, and market trends. With features like AI-powered presets, map overlays, and 100% personalized recommendations, Kurby revolutionizes the real estate industry by providing accurate and up-to-date information for informed decision-making.

Tradingliteracy.com is a website focused on providing resources and information related to trading and financial literacy. The platform aims to educate users on various aspects of trading, investment strategies, and financial markets. Users can access articles, guides, and tools to enhance their understanding of trading practices and improve their financial decision-making skills.

HelpMoji Research is an AI-powered product research assistant designed to help users conduct internet research without being tracked by digital advertising giants. The tool allows users to search for product specifications, compare products, and conduct research in a distraction-free environment. It works on all devices and browsers, ensuring accessibility for all users.

Extractify.co is a website that offers a variety of tools and services for extracting information from different sources. The platform provides users with the ability to extract data from websites, documents, and other sources in a quick and efficient manner. With a user-friendly interface, Extractify.co aims to simplify the process of data extraction for individuals and businesses alike. Whether you need to extract text, images, or other types of data, Extractify.co has the tools to help you get the job done. The platform is designed to be intuitive and easy to use, making it accessible to users of all skill levels.

The AI PESTEL Analysis Generator is a powerful tool designed to help organizations understand and evaluate external macro-environmental factors that can impact their business operations. By utilizing AI technology, this tool instantly generates a comprehensive PESTEL Analysis based on the company's description. Users can easily edit the analysis and download it as an image, enabling them to develop strategic plans to adapt and succeed in the marketplace. The tool simplifies the process of conducting a PESTEL analysis, providing valuable insights for decision-making.

Synthetic Users is an AI-powered user research tool that allows users to conduct user and market research without the need for recruitment. It leverages advanced AI architecture to create human-like AI participants for interviews and surveys. The tool enables users to enrich their Synthetic Users with proprietary data, conduct in-depth interviews, and run quantitative research at scale. Synthetic Users offers a multi-agent architecture that simulates real human interactions, providing valuable insights for various applications.

AnalyzeMe is an application that allows users to easily conduct PEST analysis. By entering industry and keywords, it provides detailed market environmental analysis. Users can use AnalyzeMe to reassess their business strategies.

Borea AI is an AI application that provides stock price predictions and stock ratings based on past market behavior and historical stock performance. It empowers users to unlock intelligent financial mastery by offering insights on popular stocks, market leaders, index ETFs, top movers, most tweeted stocks, and best-performing predictions. Borea AI serves as a personal financial assistant, but it is important to note that past performance is not an indicator of future results, and professional investment advice should not be substituted.

DataGems is an AI copilot for marketers, offering a personalized AI assistant to automate marketing tasks, optimize campaigns with AI, and provide real-time updates. The platform allows users to choose goals for optimization, leverage AI-generated personas, run data-driven ad campaigns, and iterate on marketing copy using a gamification-style interface. DataGems empowers marketers to stay ahead by uncovering valuable, data-driven opportunities consistently.

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.

Nyle is an AI-powered operating system for e-commerce growth. It provides tools to generate higher profits and increase team productivity. Nyle's platform includes advanced market analysis, quantitative assessment of customer sentiment, and automated insights. It also offers collaborative dashboards and interactive modeling to facilitate decision-making and cross-functional alignment.

EarnAI is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. Whether you’re a beginner or a seasoned investor, EarnGPT provides actionable insights to enhance your investment decisions.

UniQin is an AI-powered e-commerce optimization tool that helps businesses increase their sales and profits on Amazon. It offers a range of features including revenue growth, time and resource efficiency, informed strategic decisions, advanced analytics, Amazon Ads optimization, price and listing optimization, and WhatsApp alerts. UniQin's platform is designed to help businesses streamline their operations, make data-driven decisions, and improve their overall performance on Amazon.

OpenChat is an AI-powered marketing platform designed to help businesses of all sizes streamline their marketing efforts, optimize sales strategies, and unlock unparalleled growth opportunities. The platform offers a suite of tools including tailored marketing solutions, SEO optimization, social media mastery, product pricing optimization, ad optimization, email marketing, content generation, and market research. OpenChat's mission is to empower businesses with cutting-edge AI technology to transform the way they engage with their audience, enhance their online presence, and maximize their revenue potential.

hoopsAI is a pioneering technology company committed to empowering retail investors in the stock market. Our cutting-edge platform leverages the immense power of large language models (LLMs) to provide personalized insights. Through continuous fine-tuning, we enhance customization and precision, enabling you to make informed decisions and maximize your understanding of the markets.

Tremello is a market research platform that uses AI to deliver off-market data. It combines a leading AI engine with human experts to provide bespoke intelligence delivered directly to the user's inbox. Tremello's AI analyzes relationships, identifies patterns, and considers the broader context, delivering meaningful and actionable insights on top of a base human layer. It leverages a diverse range of data sources, including public and private databases, industry reports, social media archives, company websites, and government filings, ensuring a complete and comprehensive picture of the research subject.

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.

Adminer is a comprehensive platform designed to assist e-commerce entrepreneurs in identifying, analyzing, and validating profitable products. It leverages artificial intelligence to provide users with data-driven insights, enabling them to make informed decisions and optimize their product offerings. Adminer's suite of features includes product research, market analysis, supplier evaluation, and automated copywriting, empowering users to streamline their operations and maximize their sales potential.

Dropshipping Copilot is an AI-assisted tool for dropshippers and e-commerce enthusiasts. It offers data-driven insights, top product searches, and supplier sourcing to help users grow their sales and profits efficiently. With over 231,487 users, Dropshipping Copilot provides access to over 200 million trending products and 300,000 suppliers from AliExpress. Its AI-assisted product selection feature provides instant matches based on keywords, helping users expand their creative selection and improve accuracy with each pick. The tool also offers AI-powered image enhancement, title optimization, and Shopify sync for seamless product listing and inventory management. Dropshipping Copilot provides market intelligence, including trend detection, competitive analysis, and strategic insights, to help users refine their approach and gain an edge in the market. It also offers cost efficiency, profit growth, and informed supplier selection to help users maximize their margins. The tool's workflow automation features, such as auto-listing, bulk pricing, and real-time sync, streamline operations and save time. Dropshipping Copilot is designed to help users uncover new products, elevate their listings, equip themselves with data-driven insights, boost their margins, and streamline their workflow.

TradeBX is an AI-powered trading platform that provides advanced AI algorithms, an inbuilt training course, and a user-friendly interface. Its AI algorithms analyze vast amounts of data in real-time to identify profitable opportunities and execute trades with precision. The platform also offers a training course to help users leverage the bot's advanced features and strategies. With 24/7 trading and a user-friendly interface, TradeBX empowers traders of all levels to achieve their financial goals.

Rationale is a revolutionary decision-making AI tool powered by the latest GPT and in-context learning technologies. It leverages advanced artificial intelligence algorithms to provide users with valuable insights and recommendations for making informed decisions across various domains.

Dispute AI™ is a credit repair application that revolutionizes the process of fixing credit scores. It automates the task of disputing accounts on all three credit bureaus using Artificial Intelligence. The application provides coaching tutorials, professional letters, and tracks results to help users improve their credit scores effectively. With Dispute AI™, users can easily create disputes for all three credit bureaus without the need to hire a credit repair company.

AngelList is a platform that provides services for fund managers, venture and private equity investors, and startups. It offers a range of products including full-service funds, rolling funds, syndicates, and more. The platform aims to streamline fund management processes, attract investors, engage stakeholders, and optimize portfolio management. AngelList partners with industry leaders to deliver comprehensive expertise and support for venture and private equity firms.

Beatandraise is an AI-powered Equity Research tool that combines AI and ChatGPT technology to provide users with in-depth analysis of SEC Edgar filings. The platform offers a vertically integrated investment research experience, allowing users to chat with every SEC filing, access related documents, leverage AI search capabilities, extract structured data to Excel, and collaborate through integrated note-taking features.

STRATxAI is an AI-powered platform that offers custom-built model portfolios for forward-thinking investors. The platform collaborates closely with clients to create bespoke solutions tailored to their unique needs, preferences, and risk profiles. By leveraging artificial intelligence, STRATxAI aims to deliver adaptive multi-factor portfolios that consistently generate superior risk-adjusted returns, enabling investment professionals to drive better client outcomes and excel in today's market.

Mudrex is a cryptocurrency investment platform that provides users with tools and resources to make informed investment decisions. The platform offers a variety of features, including price predictions, investment guides, and how-to's. Mudrex also has a team of experts who provide support and guidance to users.

WaspGPT is an AI tool designed to assist users in the field of cryptocurrency. It provides advanced features powered by artificial intelligence to help users with various tasks related to crypto trading, analysis, and decision-making. The platform offers a user-friendly interface and cutting-edge technology to enhance the trading experience for both beginners and experienced traders.

AI VC was an AI tool designed to provide virtual consultations to users. It allowed users to have virtual conversations with an AI-powered virtual consultant to seek advice or information on various topics. The tool aimed to simulate a real-life conversation experience and provide personalized recommendations based on user input. Users could interact with the virtual consultant through text or voice commands, making it a convenient and user-friendly platform for seeking guidance and support.

Langdock is an all-in-one AI platform designed for companies to roll out AI to all employees and enable developers to build custom AI workflows. It offers features like model-agnostic AI, privacy-first approach, scalability, and measurability. The platform provides various AI assistants for different use cases, AI-powered workplace search, and tools for building, deploying, and evaluating AI workflows. Langdock focuses on enterprise-grade security, compliance, and education to help users get started with AI implementation.

Skeptical Tom is an AI tool designed to help users control their impulsive shopping habits. The AI Cat feature provides personalized guidance to curb impulsive buys, offering wise whispers to guide users' wallets. Users can reach out to the team at [email protected] for any issues or queries.

Numeno is an AI tool that allows users to personalize every customer touchpoint without the need for data. It enables businesses to tailor product recommendations, content, gaming experiences, educational content, financial services, and marketing campaigns based on real-time user interactions. Numeno's dead-simple API simplifies the process of personalizing user experiences by creating rich models of user behavior and preferences over time.

FutureGPT is an AI tool that leverages the power of GPT-4 to provide advanced predictive capabilities. Users can enhance their results by utilizing this tool, which offers paid predictions. By enabling JavaScript, users can access the app and explore its features to receive accurate and insightful predictions for various purposes. FutureGPT aims to streamline decision-making processes and optimize outcomes through cutting-edge AI technology.

Casca is a revolutionary AI-native Loan Origination System that helps banks and non-bank lenders automate 90% of manual effort in business loan origination. By leveraging AI technology, Casca enables financial institutions to process loans 10x faster, achieve 3x higher conversion rates, and save significant time for loan officers. With features like AI Loan Assistant, digital application processing, KYB checks automation, and document analysis, Casca transforms the loan origination process into a seamless and efficient experience for both lenders and borrowers.

The website is an AI tool called Price Prediction AI Robo Advisor, developed by Regulus Technologies. It provides cryptocurrency trading predictions and news updates. Users can access the platform in multiple languages and find information about various cryptocurrencies. The tool offers price predictions for popular cryptocurrencies like Bitcoin, Ethereum, and Ripple, along with customer support and company details.

CreditHQ is an AI-powered loan restructuring platform that helps users analyze their credit history, compare interest rates, and save money on their loans. The platform offers a range of features, including a credit score simulator, a budgeting tool, and a debt management tool. CreditHQ is trusted by over 5,500 users and companies globally.

CanTax.ai is an AI-powered platform offering instant tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security with industry-leading encryption protocols. The platform's artificial intelligence is proficiently trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability. CanTax aims to simplify the tax filing process and empower Canadians with expert-level tax guidance.

Mojju is a platform offering unique and powerful AI tools built by a dedicated team of experts. The tools include productivity tools, various assistants & guides, business & finance tools, and more. Mojju provides GPTs with API and Knowledge base support, featuring integrations with popular services like Zapier. Users can access custom GPTs for different domains such as business, design, developers, productivity, learning, crypto, finance, lifestyle, and well-being.

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.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

Soon is a fully automated crypto investing platform that makes it easy for anyone to invest in crypto, regardless of their experience level. With Soon, you can set up simple buying and selling schedules, automatically reinvest your profits, and even track your capital gains taxes. Soon also provides a robust set of investing features, such as auto-pilot selling, reimburse spending, and stop loss, to give you powerful tools in a simple, intuitive app.

notreload is an AI-based web service that helps users automate public web content monitoring for investing and trading purposes. Its AI and Natural Language Processing (NLP) technology uncover relevant data points within millions of documents and posts instantly. notreload scours all sources of company news, then filters out the noise to deliver short-form stories consisting of only stock-moving content. It tracks anything and alerts you anywhere, eliminating the need for constant checking and re-checking.

DoNotPay is an AI-powered platform that helps consumers fight big corporations, protect their privacy, find hidden money, and beat bureaucracy. It offers a wide range of tools and services to help users with tasks such as disputing traffic tickets, canceling subscriptions, and getting refunds. DoNotPay is not a law firm and is not licensed to practice law. It provides a platform for legal information and self-help.

Stock Market GPT is an AI-powered investment research tool that provides investors with in-depth analysis and insights into global equities. It uses advanced AI models, including GPT-4, to help investors make better investment decisions. The tool offers a range of features, including stock comparison, live data, and growth-focused pricing.

Ultralgo is an AI-powered trading platform that provides users with a variety of tools and features to help them make more informed and profitable trades. The platform offers a range of features, including AI-powered market analysis, automated trading, and portfolio management. Ultralgo is designed to be easy to use, even for beginners, and it offers a variety of resources to help users learn how to trade. The platform is also highly customizable, so users can tailor it to their own individual needs.