Page 17 - Top Finance Apps - Bolivia

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Finbox

finbox.com

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

Profit.com

profit.com

Profit.com is a pioneering fintech company reshaping the landscape of trading analytics, financial research, and trading education. With a mission to democratize financial technology, we empower traders and investors of all levels to make smart investment decisions and achieve maximum profitability. Backed by state-of-the-art technology, cutting-edge solutions, and an experienced team, Profit.com is the go-to destination for individuals seeking a competitive edge in the financial markets, enabling them to unlock their full trading and investment potential.

Synaptic

synaptic.com

Synaptic helps investors and decision-makers get company insights from a wide spectrum of alternative data on a no-code platform. We unify data from proprietary and custom sources layered with a rich analytics toolkit, to make investment research more efficient—from sourcing and tracking to due diligence. We are trusted by top Venture Capital and Private Equity firms, Asset Managers, and Hedge Funds across the globe. Alternative datasets on Synaptic include website traffic, app and product reviews, employee and hiring data, search trends, funding information, tech mentions, and many more.

Valutico

valutico.com

Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform.

LiveForexTV.com

liveforextv.com

LiveForexTV.com is a leading online platform dedicated to providing traders with real-time market insights, educational resources, and interactive content in the world of Forex trading. LiveForexTV.com's mission is to empower traders of all levels with the knowledge and tools they need to succeed in the dynamic and ever-changing Forex market.

Vergo

getvergo.com

Vergo is a credit card expense tracking software for the construction industry allowing accounting teams to automate the tracking and coding of transactions to different jobs.

Polaris Web3

polarisweb3.org

Polaris is a platform designed to provide an ecosystem of intuitive and accessible tools that enable users around the world to explore, interact and benefit from opportunities in the Web3 space. We seek to democratize access to the blockchain, ensuring that information and tools are Easy, Fast and Convenient for everyone.

Raiffeisen Online Romania

new.raiffeisenonline.ro

Raiffeisen Online is the digital banking platform of Raiffeisen Bank in Romania, designed to provide customers with convenient and secure access to their banking services. The platform enables users to manage their finances efficiently from anywhere, using a user-friendly interface.

Holder.io

holder.io

A cryptocurrency asset management platform that offers users tools for storing, exchanging and investing in various cryptocurrencies.

ComplyFirst

complyfirst.co

ComplyFirst is a RegTech platform for financial services companies. We simplify regulatory compliance with our innovative Regulation-as-a-Service software, cutting compliance costs and saving time. Complyfirst is the must-have regulatory reporting tool for global payment and e-money companies. Submit reports 8x faster, slash the risk of fines (we're talking millions) and effortlessly scale into new jurisdictions - no extra hires necessary.

MarketAlerts

marketalerts.com

Get AI to monitor your portfolio and watchlists 24/7, notifying you instantly and without noise, on need-to-know updates: Earnings Call AI-Summaries, Changes in Number Of Customers, Financial Guidance, Technical Patterns, Insider Transactions, New Product Announcements, Acquisition Offers, Filled Lawsuits, Analyst Rating changes, and more... Browse AI signals and patterns to find the right trade opportunities at the right time.

cc:Monet

ccmonet.ai

cc:Monet provides automated accounting solutions. Simplifying tasks for accountants, bookkeepers, and businesses. Trusted tools for accurate data, efficiency, and productivity. Key Features: - 100% Data Accuracy: Depend on our precision-engineered software to deliver complete accuracy in all financial transactions, removing any potential for errors and discrepancies. - 90% Manpower Cost Savings: Dramatically reduce costs by minimizing the need for manual labor, allowing you to reallocate resources and focus on growth. - Automated Data Entry: Say goodbye to manual data entry with AI that intelligently handles data input, significantly reducing errors and freeing up your time. - Effortless Expense Management: Capture expenses with ease—snap a photo or forward an email, and our AI seamlessly extracts and categorizes pertinent details with unmatched precision. - Lightning-fast Processing: Manage and analyze your financial data in real-time with our responsive technology, enhancing your workflow by 100 times for maximized efficiency. - Intelligent Category Mapping: Automatically detects and allows for customizable expense categories, adapting perfectly to your industry’s specific needs. - Advanced Reconciliation: Our advanced algorithms ensure meticulous transaction matching across accounts, providing flawless financial reporting. - Bulk Importing Perfected: Streamline your operations with AI-enhanced bulk import capabilities. Our system accurately extracts and matches data from various documents, integrating seamlessly. - Seamless Sync: Keep your financial data synchronized effortlessly with your preferred accounting platforms, like Xero , quickbooks, ensuring it is always up-to-date and accessible.

Wallstreet.io

wallstreet.io

WallStreet.io provides innovative technical analysis tools, the best stocks & options university, and the #1 financial social network with live meetups hosted by professional traders.

Bond Smartly

bondsmartly.com

Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.

Zentrader

zentrader.com

Secure, reliable and easy-to-use trading platform is suitable for beginners and professionals alike, plus it’s available on desktop, iPhone and Android.

PrimeRevenue

primerevenue.com

PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.

Stockity

stockity.ai

Stockity is an online trading platform that allows users to invest regardless of their previous trading experience. See firsthand what opportunities the application provides. Stockity has an efficient and intuitive interface convenient for all traders because our goal is to make complicated things simple and clear. Analyze and explore the platform features and choose among the wide range of trading assets, easy-to-use tools and illustrative dashboards.

Ensuro

ensuro.co

Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.

Streetbeat

streetbeat.com

Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.

WeFIRE

wefire.io

AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.

Calypso

calypsocopilot.com

Combine all public data with the best of AI and training from buy-side professionals to track all of your coverage, all in one place. Calypso is an AI-powered platform designed as a copilot for public equity investment, aimed at enhancing the analysis and decision-making process for investors. Key Features: * AI-Driven Insights: Calypso combines advanced AI with financial data, transcripts, and news to provide comprehensive insights into stocks and market narratives. * Personalized Tracking: Users can monitor their investment theses, ensuring they stay aligned with their initial strategies and decisions. * Earnings Updates: The platform keeps users informed about earnings events and provides AI-generated previews and updates, streamlining the information flow. * Chat Functionality: Investors can engage with a GPT-4 powered AI to ask questions and receive tailored feedback on their stock evaluations. * Integration with Financial Data: Calypso offers access to key financials, analyst debates, and market trends, making it easier to stay updated and informed.

CNBC Select

cnbc.com

CNBC Select takes a closer look at the top credit cards on the market and best savings and checking accounts offers to help you decide which ones could be a fit for you.

Zamp

zamp.com

Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!

AI Bookkeeping

bookeeping.ai

Bookeeping.ai is the first AI Accountant that automates 95% of accounting tasks for small businesses, freelancers, and accountants. You can CHAT to complete financial duties like creating statements, ledgers, invoicing, form filling, tax inquiries, and creating sheets. Replace multiple tools and expert skills with this AI Accountant. Try this tool to save 50 hours a week.

Stilt

stilt.com

The number one place for financial resources and immigration guidance for students and immigrants in the U.S.

Coba

coba.ai

Coba offers access to a US deposit account while providing convenient, real-time access to those funds in Mexico with integrated Mexico Features like SPEI and a local Card. Coba is perfect for individuals in Mexico employed by international companies to earn USD and spend seamlessly in pesos. Coba is a financial technology company, not an FDIC insured depository institution. Banking services provided by Bangor Savings Bank, Member FDIC. FDIC insurance coverage protects against the failure of an FDIC insured depository institution. Pass-through FDIC insurance coverage is subject to certain conditions. The Coba Mastercard® Debit Card is issued by Bangor Savings Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circle design is a trademark of Mastercard International Incorporated. Spend anywhere Mastercard is accepted.

토스증권

tossinvest.com

토스증권 (Toss Securities) is a user-friendly platform designed to simplify stock investment in South Korea. It offers a range of features for both domestic and international investors.

Leap Wallet

leapwallet.io

Leap is the only wallet you'll ever need for any cosmos chains. Make the most of the interchain - Native support for 70+ chains, we keep up with the interchain.

TokenOwl

tokenowl.ai

TokenOwl aggregates crypto and other financial accounts in one place with trustless AI. It lets highly active traders calculate taxes with greater accuracy and generate AI powered insights about their portfolio. Users can execute trades with prompts, build custom dashboards, and query their logs in natural language. Low fee networks like Solana have brought a new generation of traders with thousands of transactions, and TokenOwl saves them hours of time and unlocks analytics that lead to higher profitability.

Swift

joinswift.app

Swift is building instant international payments to replace the archaic correspondent banking infrastructure. Their first product is an instant deposit API for brokerages and digital banks, eliminating the legacy 2-3 day ACH process and associated fraud risk.

Givefront

givefront.com

At Givefront, we simplify financial management for nonprofits, making it easier than ever to stay organized and compliant. Our platform streamlines everything from bookkeeping to tax filings, removing the complexities of nonprofit accounting. With modern software and a team of experienced nonprofit financial experts, we offer the tools and support organizations need to maintain control over their finances with confidence. By taking care of financial operations, we allow nonprofits to focus on what truly matters their mission. Givefront helps nonprofit leaders save time and money doing your bookkeeping and 990s by providing dedicated experts and easy-to-use financial software so you can focus on growing your mission.

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.

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.

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.

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.

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.

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.

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.