Products

CryptoSmartlife is an AI-powered investment platform that simplifies cryptocurrency investing through thematic baskets. It enables users to diversify their portfolios by investing in curated collections of cryptocurrencies aligned with specific themes such as Metaverse, NFTs, and DeFi. The platform offers features like automatic portfolio rebalancing, recurring investment plans, and integration with various exchanges and wallets, making it accessible for both novice and experienced investors. K

Validea is an investment research platform that leverages quantitative analysis to emulate the strategies of renowned investors. By analyzing and scoring stocks based on the methodologies of legendary figures like Warren Buffett and Peter Lynch, Validea provides users with actionable insights to make informed investment decisions. Key Features and Functionality: - Guru-Based Stock Analysis: Evaluates stocks using the investment criteria of famous investors, offering a unique perspective on pot

Cost Seg Smart is a cost segregation study platform built for CPA firms and tax advisors. The platform enables accounting professionals to order IRS-defensible cost segregation studies on behalf of their clients — delivered in 3-5 business days as a 30-40 page CPA-ready PDF with component-level MACRS classifications, depreciation schedules, and Form 3115 filing instructions. CPAs use Cost Seg Smart to add cost segregation as a service line without hiring engineers or building in-house expertise

vLoans is a comprehensive software solution designed to streamline the management, valuation, and analysis of residential mortgage portfolios. It offers advanced tools for tape cracking, stratification, and pricing, enabling financial institutions to efficiently handle both performing and non-performing loans across various mortgage types, including fixed-rate, adjustable-rate (ARM, hybrid ARM, negative amortization (negam, and home equity lines of credit (HELOC. Key Features and Functionality:

SmartResilience is climate risk management software for sustainability, risk and compliance teams at multi-site operators and large asset portfolios. It reduces the financial cost of climate disruptions and produces the audit-ready disclosures that IFRS S2, TCFD, CSRD, ASRS and UK SRS require. SmartResilience goes beyond a PDF report. It turns risk data into a live operational system: quantifying financial exposure at site level, modelling adaptation measures by ROI, and issuing site-specific

PM33 is the AI-native planning intelligence platform that connects to your Jira, Linear, or Asana — nothing to migrate — and gives AI direct access to your backlog, velocity, team capacity, and strategic objectives through MCP. Product teams spend hours on manual roadmap updates, status reports, and sprint planning that is more political than data-driven. PM33 closes the strategy-to-execution gap automatically. Set your strategic objectives. PM33 applies multi-framework prioritization (WSJF, R

BigAgile is a portfolio management tool designed to help high-performance organisations visualise organisational agility. With BigAgile, you act on live real-time data, consolidated from your multiple tools and you can access your data from anywhere, anytime, on any device. - Innovate: Ideate, prioritise, and build roadmaps aligned to your strategic goals. - Plan: Collaborate across programmes and portfolios to manage dependencies and plan deliverables. - Execute: Track deliveries against mil

Sustainalytics' Global Access is a comprehensive, web-based platform designed to streamline Environmental, Social, and Governance investing processes. It offers investors timely and extensive ESG research, supported by robust screening, reporting, and portfolio monitoring tools, all accessible through a user-friendly interface. Key Features and Functionality: - Research Access: Provides detailed company reports with both quantitative ESG data and qualitative analyses, enabling investors to as

Welcome to InvestMates, the All-in-One Wealth Management app for Indians worldwide, where we've redefined the landscape of investing, making investors feel financially empowered. Experience the ease of managing all your investments on one platform and witness the exponential growth of your wealth. Our mission is clear: to empower retail investors across the world, fostering the growth of their wealth and guiding them to unparalleled success in their financial journey., InvestMates offers a com

Setpoint's Portfolio Manager is a comprehensive platform designed to streamline the management of capital warehouse lines, securitizations, and equity funds. By automating critical processes such as borrowing base calculations, interest computations, and compliance monitoring, it empowers financial institutions to enhance operational efficiency and maintain regulatory adherence. The platform offers real-time visibility into asset-level and facility-level compliance, ensuring that users can proac

Cambio is an AI-powered commercial real estate operations platform designed to streamline retrofitting, compliance, and reporting processes across global portfolios. By transforming raw building data into actionable insights, Cambio enables asset managers, sustainability managers, investors, and property managers to drive building performance, enhance return on investment (ROI), and achieve decarbonization goals efficiently. Key Features and Functionality: - Data Ingestion and Integration: Cam

SwissBroker is a boutique brokerage firm specializing in the acquisition of unique digital assets, including domain names, social media handles, and websites. Based in Zurich, Switzerland, SwissBroker operates across all time zones, offering clients a seamless and efficient service. Their expertise lies in negotiating and securing premium digital assets at the most favorable prices, ensuring clients achieve their online branding and investment objectives. Key Features and Functionality: - Dom

The Dorsey Wright Technical Leaders Index family selects the highest relative strength companies from within their respective investment universes. In addition, the Focus Five Indexes select the five ETFs from the First Trust Portfolios product line with powerful relative strength characteristics.

RiskSpan, Inc. offers the Edge Platform, a cloud-native solution designed to provide comprehensive data management and analytics for loans, securities, and private credit. This platform enables users to perform advanced portfolio analysis, risk assessment, and valuation with efficiency and precision. By integrating data, models, and analytics into a single solution, the Edge Platform simplifies complex evaluations and scales effortlessly to meet diverse analytical needs. Key Features and Funct

ePMOLite is a cloud-based Project Management Office (PMO software designed to help organizations effectively manage their strategies, programs, portfolios, and projects. It offers tools for aligning initiatives with strategic goals, monitoring project health, optimizing resource allocation, tracking budgets and forecasts, and generating standardized reports to facilitate data-driven decision-making. By consolidating project management processes into a single platform, ePMOLite enhances efficienc

We Are Engineer (WAE) is a comprehensive engineering ecosystem dedicated to empowering individuals to achieve their dream engineering careers. Through its flagship initiative, WAE Academy, the platform offers immersive, industry-aligned training programs designed to equip learners with practical skills demanded by today's tech industry. By combining hands-on projects, live mentorship, and direct connections to top companies, WAE ensures a direct pathway to career success in the most in-demand te

Private Capital Lenders is a financial services firm specializing in providing tailored financing solutions to private equity and investment funds. They offer Net Asset Value (NAV lending, a strategic financing option that allows funds to leverage the value of their portfolio assets to access liquidity without the need to sell holdings. Key Features and Functionality: - NAV-Based Lending: Enables funds to secure loans based on the net asset value of their portfolios, facilitating liquidity whi

Telescope is "Generative intelligence for finance". We're an enterprise business, powering solutions for finance, specifically for brokerage. Telescope enables brokers, publishers and fund managers to solve problems using AI (LLMs) with summarisation, generation and automation. Telescope's APIs enable investors to generate investment portfolios from a single prompt, based on a theme or idea they want to invest in. This approach streamlines the investment discovery process, making it easier for

Citizen Mint is a platform that democratizes access to private market investments, traditionally reserved for institutional investors. By offering curated opportunities across various asset classes, Citizen Mint enables individual investors and financial advisors to diversify portfolios with investments that align with their financial goals and values. The platform emphasizes transparency, rigorous due diligence, and streamlined processes to facilitate efficient investment experiences. Key Feat

NxisAI is a schema markup platform built for SEOs who manage structured data across multiple sites and stacks. It generates valid JSON-LD from your live page content, validates against the current Schema.org spec before publish, and deploys in one click — no engineering ticket required. What it does: - AI AutoFill scans your live DOM and maps content to the right schema fields automatically. Built-in guardrails validate every field against Schema.org before generation completes. - Multi-site