Page 17 - Top Finance Apps - Monaco

TraderMade

tradermade.com

Quality Financial Markets Provider of Data and Analytics since 1984. TraderMade is a market-leading vendor of FX data and services within the Institutional & Fintech marketplace. For more than 35 years we have enabled our customers to create & execute accurate decisions using innovative software that we have specifically designed and developed for financial market participants.

Pax

getpaxai.com

Pax is an AI powered platform that streamlines import tax rebates for global trade companies, from retailers to manufacturers. We help file refunds in clicks, not months. Previously, companies had to rely on customs brokerage firms due to the complex, manual nature of the process. These firms often enforce a minimum threshold of $100K, rejecting SMBs. Pax’s technology democratizes this process, enabling companies of all sizes to file drawback claims. Approximately 80% of duties, amounting to about $10 billion annually, go unclaimed. Pax enables companies of all sizes to recover money that is rightfully theirs, ensuring they never leave free money on the table. By automating and simplifying the import tax recovery process, Pax is revolutionizing how global trade companies manage their finance and customs compliance.

Praxos

praxos.ai

Praxos drives higher retention rates and closing ratios for insurance brokers using AI-powered automations. Praxos allows insurance professionals to automate their operations - from filling out applications to crafting proposals and comparing coverages in one place. This enables risk advisors to stand out and close more deals in an industry where service speed is critical, but mistakes are costly.

Winford AI

winford.ai

Winford AI helps institutional credit investors monitor their loan portfolios and make better underwriting decisions. Winford AI automatically extracts data from financial reporting packages and legal documents, helping portfolio managers invest in the right businesses and saving analysts hours every week.

Thyme

meetthyme.com

Thyme is building the next generation of tools for financial advisors. There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.

Saturn

saturnos.com

Saturn is an AI-powered operating system for wealth management built to automate investment research, streamline operations, and ensure compliance. Saturn creates the best version of truth, empowering investment advisors to work more efficiently, navigate complex regulatory landscapes, and deliver personalised, high-value services to their clients.

SureBright

surebright.com

SureBright embeds AI-powered product warranties in the consumer journey in under 10 minutes, empowering North American merchants to generate additional revenue and boost customer loyalty at zero cost. Think of it as the Stripe of embedded warranties enabling any merchant to offer an Apple Care-style warranty program for every product ranging from smartphones to mattresses. SMBs (< $100M sales) cannot offer warranties due to insurers' high premium requirements. Larger merchants face prolonged onboarding times of over six months and need to build internal tools and support teams to manage warranty operations. SureBright eliminates these barriers, enabling merchants of any size to offer warranties in minutes while reducing the cost to zero. Supporting all sales channels, including major e-commerce platforms, websites, marketplace sales, and brick-and-mortar, SureBright automates every step of the warranty distribution process. By embedding warranties at seven different points in the consumer journey, we achieve over 5x the industry warranty conversion rates. Founded by ex-Amazon and ex-InsurTech Unicorn, we are poised to expand the Product Warranty market by $45 billion.

Decisional AI

getdecisional.ai

Decisional is building an AI Financial Analyst for Equity Investors that pulls information from public and private data sources. Financial Services firms like LTV Capital use our AI Agent to gain superhuman abilities like gleaning insights from thousands of data rooms or documents & magically modelling spreadsheets in seconds

Nickel

getnickel.com

Nickel is a financial platform powering commerce in the built world. Construction materials manufacturers and distributors use Nickel to move money, safeguard against fraud, and automate sales tax.

ETF Insider

etfinsider.co

ETF Insider is a novel data visualization and analytics tool for retail investors to gain insight into portfolio compositions, concentration risks, portfolio efficiency and much more.

Abbado

abbado.com

Abbado is the ultimate platform for trading! Their comprehensive educational resources, intuitive interface, and excellent customer support makes it outstanding for traders of all levels. Thank you for everything to the Abbado team.

Web3 News Wire

web3newswire.com

Web3 Newswire distributes press releases for crypto & blockchain projects, connecting them with influential crypto journalists.

EXANTE

exante.eu

EXANTE is a wealthtech company that provides centralised trading solutions and B2B financial infrastructure that helps create value through technology. EXANTE's proprietary trading platform enables direct market access to a wide range of financial instruments including stocks, ETFs, bonds, futures, options from a single multi-currency account. With a decade of experience, EXANTE offers our clients access to over 50 markets, giving clients the ability to effectively manage their portfolios. With over 500 employees, EXANTE’s presence extends across 20+ locations, including the UK, the Netherlands, Cyprus, Malta, Switzerland and Hong Kong.

Finance Rants

financerants.com

Finance Rants is a platform designed to redefine personal finance by integrating Artificial Intelligence (AI) with insights from financial psychology. It helps individuals discover their financial personality—be it a Conservator, Adventurer, Strategist, or Harmonizer—through a comprehensive quiz and provides personalized advice and guidance. By leveraging advanced AI technology, Finance Rants offers tailored financial education, interactive tools, and personalized content to empower users to make smarter financial decisions that align with their unique financial behaviors and goals.

StockStory

stockstory.org

StockStory algorithmically generates written reports providing investment advice for individual stock investors.

Maxint

maxint.com

Maxint is your all-in-one personal finance solution. Take control of your money with easy budgeting, saving, and investment tools. Track expenses, set financial goals, and watch your net worth grow. Maxint's banking app simplifies money management, helping you make informed financial decisions.

Fin+

finplus.ai

Fin+ is a powerful chatbot setting new standards in accuracy for public stocks analysis listed in the US. Designed for investment bankers, equity analysts, hedge fund analysts, and individual investors, our platform delivers precise and comprehensive insights into earnings transcripts, analyst estimates, and much more.

Endura

endura.digital

Endura is a digital asset estate plan management app that helps you organize and manage your digital estate plans securely.

Uptick

uptick.co

Market and Risk Intelligence for Digital Assets. An end-to-end research and risk management solution for institutional investors

pap!

joinpap.com

Our AI agent saves you money automatically by claiming your price adjustment refunds with a simple, one-time setup.

DuPont Community Credit Union

mydccu.com

DuPont Community Credit Union - DCCU is a member-owned, not-for-profit, full service financial cooperative committed to providing affordable financial solutions to its member owners.

FastFact

fastfact.ec

The easiest-to-use accounting and electronic billing system in Ecuador that allows you to issue electronic receipts required by the SRI from anywhere.

Rainbow

userainbow.com

Rainbow Insurance offers flexible coverage that's 100% tailored for restaurants. Connect with a trusted advisor and get better coverage at the right price.

MoneyWellth

moneywellth.com

MoneyWellth is a comprehensive financial application that can help users learn about important financial topics, from having a baby to planning for retirement. MoneyWellth has an extensive library of videos, articles, calculators, and more to help users learn about the financial topics that matter most to them. The app has powerful tools to help users track spending, create budgets, and a number of other helpful tools to help users reach their financial goals. We don't advertise or promote products to our users, we only offer unbiased recommendations of what is in their best interest

nbkc bank

nbkc.com

Looking for an online bank or mortgage lender? Choose nbkc, the 2022 KC Strongest Bank Award winner. View various checking and savings accounts, unbeatable rates & more.

Capitalise.ai

capitalise.ai

PLAN LIKE A HUMAN. TRADE LIKE A MACHINE_ Capitalise.ai allows you to test and automate your trading ideas code-free. Use natural language to write your trading plan, then let Capitalise.ai automatically execute it - quickly, precisely, and free from emotional influence. CREATE ANY TRADING STRATEGY - NO-CODE From managing your daily trades to building complex automated systems - simply write your trading plan in everyday english and let Capitalise.ai do the rest. ANALYZE - MAKE INFORMED STRATEGIC DECISIONS Trade smarter with advanced research and analysis tools.Simulate your strategy risk-free using real-time or data Backtest it against historical data. Easily analyze your strategy performance and edit it to optimize the results. AUTOMATE - BREAK FREE FROM THE SCREEN Tired of staring at the screen waiting for the right moment to act? Let Capitalise.ai execute your trades precisely as planned. MONITOR - SCAN THE MARKETS 24/7 Easily create your custom notifications or select a ready made template. Once your conditions are met you will get notified to your email or mobile device - anytime, anywhere. Capitalise.ai monitors real-time market data, technical indicators, and macroeconomic 24/7 so you don’t have to. OPTIMIZED BUYING POWER Stop wasting buying power on limit orders that aren't executed — with Capitalise.ai, only triggered strategies use your buying power. EXPLORE - LIVE EXAMPLES View live performance statistics of different example strategies and select your favorite ones with the click of a button.

Palmy Investing

palmy-investing.com

Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management. It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments. Features include the ability to screen and find stocks using 250+ financial criteria, create watchlists, and compare 35+ years of global financial filings. The platform employs AI for risk and macro analysis, and uses finBERT for SEC filings. Customized performance interpretation is possible through KPIs such as alpha, beta, and gamma. The platform supports comparison of businesses and industries, provides qualitative analysis of companies, and offers a comprehensive view of stock performance with detailed financial filings. It provides deep market insights through articles, events and its macro insights country screener. A key feature is portfolio management where it provides insights through allocation graphs, performance tracking and index benchmarking. It also calculates key performance indicators (KPIs) including Sharpe Ratio, Alpha, Beta and Volatility of your portfolios. Options to review, plot past trades, fine-tune portfolio using the management system are also present. In addition, the platform allows flexible plan selection for comprehensive solutions sans any hidden costs for feature updates or new options. It offers various categories of tools designed to satisfy distinct investor needs.

Streamlined Finance

streamlined.finance

Streamlined Finance is a modern investment research tool designed to assist individual investors and professionals in making informed investment decisions. The platform is focused on providing pertinent financial information on various investment entities including US Stocks, ETFs, Cryptocurrencies, Bonds, and more. It enables users to discover and analyze stocks, compare their fundamentals, and offers features for identifying under or overvalued stocks, high growth stocks, and dividend stocks. One of its strengths is in data visualization that transforms complex financial information into easy-to-understand charts and tables. The AI-powered Analysis feature summarizes earnings transcripts and distills news articles, enhancing your fundamental analysis efforts. One key aspect is the ability to view multiple charts simultaneously, compile watchlists, and research macroeconomic data. Streamlined Finance also provides options for building custom dashboards to monitor various metrics, trends or specific lists of stocks. Dashboards are organized around specific areas of financial interest such as the Federal Reserve, US Inflation, and Eurodollar, enabling users to access comprehensive overviews. Furthermore, it aids in portfolio management, allowing the users to build uncorrelated portfolios. This tool is aimed at those who want to approach investing with confidence and appreciates data to support decision-making. With a focus on simplifying the research component, Streamlined Finance aims to make the process of discovering, analyzing, comparing, and investing in stocks more efficient and insightful.

FinanceGPT Chat

financegpt.chat

inanceGPT Chat is a tool designed to allow users to build custom AI co-pilots for personalized financial insights and market analysis. These AI co-pilots are designed to understand unique investment goals, risk tolerance, and market preferences of the user. Functions include generating and writing reports to help the system comprehend the user's financial landscape and provide personalized insights. Users can interact with their AI co-pilots by posing questions about market trends, investment opportunities, and financial strategies; the AI co-pilot analyzes these queries and provides tailored insights. These co-pilots are intended to help users make informed financial decisions. FinanceGPT Chat is also equipped to allow creation of custom co-pilots with different specialties such as investment, risk management, financial analysis, management consulting, investment banking and financial law. The tool employs the advanced technology of Retrieval Augmented Generation (RAG) to deliver precise insights. RAG works by retrieving relevant documents based on user queries, then generating responses influenced by the retrieved information. This ensures the AI co-pilot's responses are tailored to the specific financial problem the user is intending to solve.

Differentiated Analytics

differentiatedanalytics.com

Differentiated Analytics is a financial research and data provider that offers the following key services: * Merger Arbitrage Intelligence: Tracks active merger arbitrage opportunities, including deal details, financing, estimated timing, and deal premium. Provides a list of current active merger arbitrage deals that subscribers can access for free. * Short Selling Intelligence: Offers in-house short-selling research reports created by the Differentiated Analytics team. Provides periodic surveys and summaries of short reports from other well-known short-selling firms. Aims to help investors widen their knowledge base in the high-risk, high-reward world of short selling. * Proprietary Data: Provides real-time alternative data products, including Airline Intelligence, Cruiseline Intelligence, and Energy Intelligence. These data sources track market pricing, booking curves, revenue and earnings estimates for publicly-traded US airlines, cruiselines, and energy companies. The data is designed to help investors and analysts predict financial results and uncover opportunities faster than the broader market. Differentiated Analytics positions itself as a provider of advanced research and analytics that can help investors and analysts gain an edge over the market. The company emphasizes the importance of thorough analysis, uncovering suspect business models, and leveraging proprietary data sources to supercharge investment research.

StockInsights AI

stockinsights.ai

stockinsights.ai empowers investors to navigate the complex world of public company filings by providing generative AI-enabled features, designed for intuitive and efficient fundamental research. Our goal is to enable investors to spend more time on Investment Decision Making and less time on Data Collation & Analysis leveraging AI. stockinsights.ai is trusted by a diverse range of users, from individual investors to small hedge funds, leveraging our platform to unlock productivity and scale. Our platform is built with a Large Language Models (LLMs) first approach, offering unparalleled efficiency and depth of analysis, embodying our vision of accessible, high-caliber research for every investor. Experience the future of investment analysis with stockinsights.ai and transform your investment workflow with enhanced efficiency and strategic insight.

Kvants

kvants.ai

Kvants.ai is a AI Powered Asset Management Platform Bringing Automated Quantitative Strategies to Everyday Investors.

Sturppy

sturppy.com

Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.

Fina

fina.money

Fina is a flexible financial tracking tool that helps people gain control over their money. Fina is a finance management tool that provides users with the ability to track and analyze their finances according to their preferred methods. With Fina, users can create custom calculations tailored to their specific needs or rely on AI to answer any financial question and track any metric.

Recognition

rewardable.co.uk

Rewardable is a free and easy to use rewards platform that allows people to send rewards, payouts and incentives to anyone, anywhere, for free.

Potato

potato.trade

Potato is the place where thousands of investors, opinionists and professionals can trade the ideas they believe in.

Pluto

pluto.fi

Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.

Goalie

goaliemvmt.com

Goalie is an app where you join money-based group challenges. Achieve any goal or habit, and have fun while doing it! Goalie combines two key factors: Accountability & Competition, to help you build healthy habits and achieve your goals. Use Goalie today to become the best version of yourself!

Sycamore

sycamore.ng

Our financial services help professionals and entrepreneurs who want rapid same-day solutions to their financial needs at very competitive rates. Beyond our financial services, we are very passionate about reducing inequalities caused by income disparity, poverty and providing possibilities for decent employment to spur economic growth.

EarningsEdge

earningsedge.ai

EarningsEdge.ai takes the guesswork out of investment decision-making by providing you with the most comprehensive and accurate earnings call analysis available. At EarningsEdge.ai, streamline efficiency with an all-in-one event dashboard and gain unparalleled insights from earnings calls and FOMC conferences with our sentiment and behavioral analysis.

Merlu

merlu.io

Merlu is a new trading service designed to adapt to the ever-fluctuating virtual asset market like waves. Merlu means codfish in French, symbolizing the fast response of Merlu to market changes.

Vestwell

vestwell.com

Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered for the benefit of advisors, employers, and employees alike.

Dividend.com

dividend.com

Dividend.com is a financial services website focused on providing comprehensive dividend stock research information, in the form of daily articles, data, and ratings. Dividend.com is owned and operated by Mitre Media II LLC. Dividend.com research utilizes their proprietary DARS™, or Dividend Advantage Rating System, to rank nearly 1,600 dividend-paying stocks. DARS™ (Dividend Advantage Rating System) rates dividend stocks across five distinct criteria: relative strength, overall yield attractiveness, dividend reliability, dividend uptrend, and earnings growth. Dividend.com offers free content available to the general public as well as premium subscription service. Benefits for Premium subscription include: * DAILY Dividend Stock Newsletter, delivered directly to subscriber email inbox. * V.I.P. Access to MEMBERS-ONLY articles — at least two premium articles each day. * Enhanced dividend research with HISTORICAL DIVIDEND DATA for nearly 1,600 dividend stocks. * Access to the DIVIDEND.COM ARCHIVES, which contain over 10,000 articles with dividend stock analysis! * The ability to create and maintain a CUSTOM WATCHLIST of dividend stocks. * Unlimited Ex-Dividend Date Searches – Find the dividend stocks you want that are scheduled to pay out soon! * Schedule monthly dividend checks using our exclusive Monthly Dividend Income Generator! * Generate example dividend stock portfolios based on your investing goals! * …and much more! Dividend.com’s daily content is featured on such major finance portals as TheStreet.com, RealMoney.com, Forbes.com, AOL Money & Finance, Google Finance, and Nasdaq.com. From May 2009 to March 2010, was the exclusive author of the NASDAQ.com daily e-newsletter, “Nasdaq Stocks to Watch.”

Dividendchannel

dividendchannel.com

DividendChannel.com is a one-stop source for aggregated data on dividend stocks, including features such as a dividend stock screener, a live dividend feed, an ex-div calendar, and a dividend calculator.

NRI Wealth Management

nriwealth.com

We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Nayya

nayya.com

At Nayya, we believe there’s a better way to choose benefits. A more transparent, less confusing way for employees to control their health and financial potential. Powered by billions of data points and machine learning, our benefits experience platform delivers personalized decision support and guidance during open enrollment, new employee onboarding, qualifying life events, and in the moments that matter all year round. This is one of the most stressful and challenging situations consumers face – and we see that as an opportunity to build an innovative response that can help millions of Americans possess the control and understanding they deserve. Join the consumers and their employers that are now living with more peace and confidence at Nayya.com.

Everee

everee.com

Everee is a workforce payments platform that makes it simple to pay people every day - even on weekends and holidays - a benefit workers love. We take away all the busy work that comes with payroll, so you can pay people in seconds and get back to running your business. Use our platform to manage and pay workers or tap into our technology solutions, including an API and embeddable components, to pay 1099 and W-2 workers at scale. And if you want to pay workers fast but you’re stuck waiting weeks - or even longer - to get paid by your clients, we help you bridge that gap. We front worker payments for you. You pay us later, after you invoice accounts.

Earnin

earnin.com

Recruit, retain and improve employee productivity with the Earnin benefit. Earnin is a Financial Wellness platform specifically designed to help employees avoid debt, pay their bills, save for the future and reduce financial stress by enabling access to their pay as they work. Our core Cashout product supports employees from over 50,000 business across the US and we have provided access to over $10 billion in earnings. Our mission is to help employees live better financial lives. Earnin technology is unique as the only provider with Zero integration needed. This means an easy rollout in days. We're likely helping some of your employees already - get in touch to find out how. Additional features: - Balance shield: Employees receive notification if their bank balance falls below a certain amount to help them avoid an overdraft fee. - Budgeting: We automatically pull in recurring expenses to help employees see what bills are upcoming and budget around them - Tip Yourself: This is a unique savings product where employees can easily create custom savings jars to save for an emergency fund, vacation, education etc.

The Capital Tree

thecapitaltree.in

The Capital Tree is a premier hedge fund dedicated to providing investors with a reliable and lucrative investment opportunity. With a focus on transparency, integrity, and performance, we offer a competitive 3% monthly return on investments, setting us apart in the financial market. At The Capital Tree, we understand the importance of financial security and growth. That's why our team of experienced professionals works tirelessly to identify strategic investment opportunities and maximize returns for our clients. Our commitment to excellence and personalized service ensures that each investor receives the attention and support they need to achieve their financial goals. What sets us apart is our unwavering commitment to transparency. We believe in keeping our investors informed every step of the way, providing regular updates and reports on investment performance. With The Capital Tree, you can invest with confidence, knowing that your financial future is in good hands.

Savology

savology.com

Savology's modern financial wellness benefit actually makes a difference in employees’ lives through personalized financial planning, coaching, and education. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, 1-on-1 access to our financial coaches, financial education, and much more.

Questis

questis.co

Questis is a workforce financial empowerment company providing a complete personal finance solution. We help businesses become life-changing employers by helping employees solve the root causes of financial stress and cultivating financially resilient workforces. We transform people’s relationships with money through deep financial healing and an easy-to-follow path to financial empowerment. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co.

Brightside

gobrightside.com

Brightside helps people make the right money moves - from accessing emergency cash to consolidating credit card debt and managing student loans.

BrightDime

brightdime.com

BrightDime offers everything your company needs to succeed with financial wellness today.

OrbisPay

orbispay.me

OrbisPay provides a Wages On-Demand™ solution that allows employees to get instant access to their earnings ahead of their paycheck. We believe that everyone should have access to the money they earn in order to pay their bills, rent, and handle emergency expenses. Our products and services help improve retention rates, increase productivity at work, save costs associated with turnover and achieve an overall financial well-being culture for your workforce.

Best Money Moves

bestmoneymoves.com

Best Money Moves is a mobile-first service designed to help people measure financial stress and then dial it down in order to get control of their financial lives. The service is sold to employers who then offer it to their employees as a free employee benefit. We don’t sell anything. There are no ads. And, there are no hidden tricks. Our only goal is to help people make smarter moves with their money by providing award-winning information, easy-to-use tools, a point-based reward system, and a unique content-mapping system that solves financial problems quickly and easily. And for employers, less financially-stressed employees translates into a happier, healthier and more productive workforce.

Eftsure

eftsure.com

Eftsure is Australia's market leader in payment fraud prevention. Specifically designed for businesses, our end-to-end solution safeguards more than $120b in B2B payments per year. Our mission is to build a safer business community. With a large and continuously growing database of verified supplier details (the only one of its kind), we use multi-factor verification to give businesses greater knowledge and control over onboarding suppliers, receiving invoices and making payments. In short, we ensure our customers never pay the wrong people.

AMarkets

amarkets.com

AMarkets is a leading online broker that enables clients to trade with more than 200 assets. We provide direct access to global markets along with the best trading conditions, zero commissions and tight spreads, executing approximately 100,000 trades per day. AMarkets offers No Dealing Desk execution with the highest possible order execution speed. Our mission is to provide clients and partners around the world with the opportunity to become successful in the financial markets.

Solana Tracker

solanatracker.io

Solana Tracker. The fastest way to safely track, analyze and trade all Solana tokens. Automatic Rugchecks, Wallet Tracking, Discord monitors and much more.

Verosint

verosint.com

Verosint is a leading account fraud detection and prevention solution offering signal-based identity assurance for online businesses.