Tools with software type "Financial Planning"

Edstruments is a budget management platform that provides cloud-based budgeting tools and AI-powered invoice scanning for organizations.

Solid Edge Investing is an AI-powered stock valuation platform designed to identify investment opportunities in European and US markets.

Kepler is an AI finance platform that traces answers back to original source documents, pages, and line items to support verifiable data analysis.

Best Money Moves is a mobile-first financial wellness platform providing AI-powered insights and budgeting tools for employees and organizations.

Wisdomise is an AI-powered automated index fund platform for digital assets providing automated rebalancing and real-time analytics.

Vidrio Financial provides data management and portfolio monitoring for institutional investors managing alternative assets.

Sturppy Plus provides AI-assisted financial modeling and automation for established businesses to manage KPIs, reporting, and what-if analysis.

Responsive provides financial advisors with workflow automation, AI-powered insights, and a client portal to support wealth management activities.

TreasuryView is a debt management tool that helps automate loan tracking and interest calculations for finance teams moving away from spreadsheets.

Enfusion by CWAN is a cloud-based investment management platform providing portfolio management, execution, and risk monitoring.

deFacto Planning is an Integrated Business Planning platform that connects Microsoft tools with a model-based architecture for forecasting and analytics.

Cost Rates Advisor calculates budgeted hourly rates and benchmarks equipment and service costs for printing, packaging, and apparel businesses.

CircleBlack is a wealth management platform that aggregates financial data and centralizes advisor workflows into a single interface.

Budget Maestro (now Centage) is a cloud-native FP&A platform designed for budgeting, forecasting, and consolidated reporting for mid-market finance teams.

Workday Adaptive Planning provides enterprise performance management for financial, workforce, and operational planning and budgeting.

GrantCue is a grant discovery and management platform that uses AI to help teams find funding opportunities and track applications in one workspace.

Avestor is a capital raising platform that supports fund creation and investor management for private offerings, SPVs, and syndications.

Anaplan is a scenario planning and analysis platform that uses AI to help organizations align financial and operational plans.

Aloan is an AI-powered commercial underwriting automation platform that supports document collection, financial spreading, and credit memo generation.

8alert is an AI-driven investment platform providing robo-advisory, portfolio management, and trading education for individual and institutional investors.

Alphanso Wealth is a wealth management platform providing financial advisory services and AI-supported analysis with a flat-fee pricing model.