TradingView
tradingview.com
TradingView offers advanced charting, real-time market data, and social trading features for stocks, forex, and cryptocurrencies, with customizable alerts and trading integration.
Koyfin
koyfin.com
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Odoo
odoo.com
Odoo is business management software that integrates various functions such as CRM, accounting, project management, and inventory into a unified ERP system.
Monarch
monarchmoney.com
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Fiverr Workspace
workspace.fiverr.com
Fiverr Workspace helps freelancers and small businesses manage client relationships, project proposals, invoicing, time tracking, and payments seamlessly.
PandaDoc
pandadoc.com
PandaDoc is a document management platform that enables users to create, send, and sign digital documents with automation and integration features.
Dropbox DocSend
docsend.com
Dropbox DocSend is a secure document sharing platform that allows users to manage, share, and track documents with detailed analytics and customizable security features.
PitchBook
pitchbook.com
PitchBook is a financial data platform providing insights on private and public markets for investment analysis, fundraising, and market research.
Better Proposals
betterproposals.io
Better Proposals is a tool for creating, sending, and managing digital proposals and contracts, featuring templates, tracking, and electronic signatures.
YCharts
ycharts.com
YCharts is an investment research platform that provides tools for analyzing securities, building portfolios, and visualizing financial data.
SalesRabbit
salesrabbit.com
SalesRabbit is a sales management app that helps field sales teams manage leads, track performance, and optimize sales processes with various digital tools.
Deepvue
deepvue.com
Deepvue is a trading platform that offers stock screening, customizable dashboards, watchlists, educational resources, and advanced charting tools for informed investment decisions.
Wealthbox
wealthbox.com
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
FactSet
factset.com
FactSet is a financial analytics platform that provides data management and risk analysis tools for investment professionals to support informed decision-making.
Minoa
minoa.io
Minoa is a platform that helps sales teams create business cases to improve sales efficiency and secure larger deals.
Quartr
quartr.com
Quartr is a financial app providing access to live earnings calls and investor relations data from over 12,000 public companies for professionals and investors.
Scaido.io
scaido.io
Scaido.io automates business sales processes, simplifying the preparation of quotes and proposals in integration with CRM systems like Pipedrive or HubSpot.
Nasdaq
nasdaq.com
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Betterment
betterment.com
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
Bonsai
hellobonsai.com
Bonsai is a business management app for freelancers and small agencies, offering tools for project management, invoicing, time tracking, and client relationship management.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Canopy
canopytax.com
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Qwilr
qwilr.com
Qwilr is a software for creating interactive sales documents like proposals and quotes, enabling businesses to engage clients and streamline their sales process.
Momenteo
momenteo.com
Momenteo helps users track work, expenses, and travel in a calendar, while automating accounting generation.
ClientPoint
clientpoint.net
ClientPoint is a platform for managing business relationships, facilitating scheduling, communication, and document sharing for clients and prospects.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
AlphaSense
alpha-sense.com
AlphaSense is a market intelligence platform that provides access to diverse content sources to enhance business decision-making and streamline research.
DealHub.io
dealhub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
uman.ai
uman.ai
uman.ai is a B2B sales tool that automates proposal creation, client support, and onboarding, enhancing sales efficiency and engagement with actionable insights.
OpenBB
openbb.co
OpenBB is an AI-powered research platform that offers tools for financial analysis, data integration, and real-time collaboration for investors and researchers.
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