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Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.


Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.


Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.

LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.

LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.

LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.


TradeVectorAI CES (Crypto Execution System) is a powerful AI-driven trading platform designed for automated crypto trade execution, strategy deployment, and risk-managed portfolio management. Built for both institutional and professional crypto traders, TradeVectorAI CES combines cutting-edge artificial intelligence, smart order routing, and predictive analytics to help users make data-backed decisions and optimize trading performance across multiple exchanges.


TradeVectorAI CES (Crypto Execution System) is a powerful AI-driven trading platform designed for automated crypto trade execution, strategy deployment, and risk-managed portfolio management. Built for both institutional and professional crypto traders, TradeVectorAI CES combines cutting-edge artificial intelligence, smart order routing, and predictive analytics to help users make data-backed decisions and optimize trading performance across multiple exchanges.


TradeVectorAI CES (Crypto Execution System) is a powerful AI-driven trading platform designed for automated crypto trade execution, strategy deployment, and risk-managed portfolio management. Built for both institutional and professional crypto traders, TradeVectorAI CES combines cutting-edge artificial intelligence, smart order routing, and predictive analytics to help users make data-backed decisions and optimize trading performance across multiple exchanges.

E-CHOS is an AI-powered platform designed to connect businesses with suitable investors. It claims to simplify the traditional funding process by allowing users to find investors with a single prompt, serving as an "echosystem" that provides guidance on how to find funding and matches businesses with investors in their specific niche.

E-CHOS is an AI-powered platform designed to connect businesses with suitable investors. It claims to simplify the traditional funding process by allowing users to find investors with a single prompt, serving as an "echosystem" that provides guidance on how to find funding and matches businesses with investors in their specific niche.

E-CHOS is an AI-powered platform designed to connect businesses with suitable investors. It claims to simplify the traditional funding process by allowing users to find investors with a single prompt, serving as an "echosystem" that provides guidance on how to find funding and matches businesses with investors in their specific niche.


Prospero.ai is a free, AI-powered investment platform designed to level the playing field between retail and institutional investors by converting vast institutional datasets into actionable, hedge fund–grade insights. It offers daily and short-term stock picks, proprietary market signals, sentiment analysis, and stock screeners—all delivered via an intuitive mobile/web app. Built to support both beginner and experienced investors, Prospero.ai combines real-time analytics, educational resources, and transparent AI algorithms to enable smarter, data-driven decisions without bias or guesswork. Its picks have historically outperformed the S&P 500 with a reported 60% win rate and ~81% annualized excess returns as of mid‑July 2025.


Prospero.ai is a free, AI-powered investment platform designed to level the playing field between retail and institutional investors by converting vast institutional datasets into actionable, hedge fund–grade insights. It offers daily and short-term stock picks, proprietary market signals, sentiment analysis, and stock screeners—all delivered via an intuitive mobile/web app. Built to support both beginner and experienced investors, Prospero.ai combines real-time analytics, educational resources, and transparent AI algorithms to enable smarter, data-driven decisions without bias or guesswork. Its picks have historically outperformed the S&P 500 with a reported 60% win rate and ~81% annualized excess returns as of mid‑July 2025.


Prospero.ai is a free, AI-powered investment platform designed to level the playing field between retail and institutional investors by converting vast institutional datasets into actionable, hedge fund–grade insights. It offers daily and short-term stock picks, proprietary market signals, sentiment analysis, and stock screeners—all delivered via an intuitive mobile/web app. Built to support both beginner and experienced investors, Prospero.ai combines real-time analytics, educational resources, and transparent AI algorithms to enable smarter, data-driven decisions without bias or guesswork. Its picks have historically outperformed the S&P 500 with a reported 60% win rate and ~81% annualized excess returns as of mid‑July 2025.

TradingLens AI is a professional-grade, multi-agent AI stock analysis and trading bot platform designed to deliver institutional-quality investment research—traditionally reserved for Wall Street firms—directly to individual investors. Using a unique five-part AI system (fundamental, technical, news, sentiment, and debate analysts), the platform synthesises live market data, earnings, social sentiment, and news to generate actionable stock picks and risk assessments in under two minutes. Built on advanced machine learning, NLP, and real-time analytics, TradingLens processes millions of data points to surface hidden opportunities and provide advanced portfolio optimization and risk metrics like Sharpe Ratio, Maximum Drawdown, Beta, and Volatility.

TradingLens AI is a professional-grade, multi-agent AI stock analysis and trading bot platform designed to deliver institutional-quality investment research—traditionally reserved for Wall Street firms—directly to individual investors. Using a unique five-part AI system (fundamental, technical, news, sentiment, and debate analysts), the platform synthesises live market data, earnings, social sentiment, and news to generate actionable stock picks and risk assessments in under two minutes. Built on advanced machine learning, NLP, and real-time analytics, TradingLens processes millions of data points to surface hidden opportunities and provide advanced portfolio optimization and risk metrics like Sharpe Ratio, Maximum Drawdown, Beta, and Volatility.

TradingLens AI is a professional-grade, multi-agent AI stock analysis and trading bot platform designed to deliver institutional-quality investment research—traditionally reserved for Wall Street firms—directly to individual investors. Using a unique five-part AI system (fundamental, technical, news, sentiment, and debate analysts), the platform synthesises live market data, earnings, social sentiment, and news to generate actionable stock picks and risk assessments in under two minutes. Built on advanced machine learning, NLP, and real-time analytics, TradingLens processes millions of data points to surface hidden opportunities and provide advanced portfolio optimization and risk metrics like Sharpe Ratio, Maximum Drawdown, Beta, and Volatility.


Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.


Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.


Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.


BitChat.ai is an AI-powered platform designed to assist cryptocurrency enthusiasts in managing portfolios, executing trades, and staying informed with real-time market insights. The platform combines advanced AI tools to simplify cryptocurrency trading, investment strategies, and portfolio management for both beginners and experienced traders.


BitChat.ai is an AI-powered platform designed to assist cryptocurrency enthusiasts in managing portfolios, executing trades, and staying informed with real-time market insights. The platform combines advanced AI tools to simplify cryptocurrency trading, investment strategies, and portfolio management for both beginners and experienced traders.


BitChat.ai is an AI-powered platform designed to assist cryptocurrency enthusiasts in managing portfolios, executing trades, and staying informed with real-time market insights. The platform combines advanced AI tools to simplify cryptocurrency trading, investment strategies, and portfolio management for both beginners and experienced traders.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

AssistLoop is a customizable AI chatbot platform that adds a branded support widget to any website and answers customer questions 24/7 using business-specific data. It connects to URLs, PDFs, DOCX, and custom text to train agents for accurate, contextual responses, while offering analytics, conversation logs, and message-credit based usage. Installation is simple—a single HTML snippet or official plugins—plus granular styling to match brand colors, name, and logo. Teams can choose among leading LLMs, review chats for quality, and expand to multi-agent setups. A free tier is available, with paid plans starting at $29/month and a 14‑day money‑back guarantee.

AssistLoop is a customizable AI chatbot platform that adds a branded support widget to any website and answers customer questions 24/7 using business-specific data. It connects to URLs, PDFs, DOCX, and custom text to train agents for accurate, contextual responses, while offering analytics, conversation logs, and message-credit based usage. Installation is simple—a single HTML snippet or official plugins—plus granular styling to match brand colors, name, and logo. Teams can choose among leading LLMs, review chats for quality, and expand to multi-agent setups. A free tier is available, with paid plans starting at $29/month and a 14‑day money‑back guarantee.

AssistLoop is a customizable AI chatbot platform that adds a branded support widget to any website and answers customer questions 24/7 using business-specific data. It connects to URLs, PDFs, DOCX, and custom text to train agents for accurate, contextual responses, while offering analytics, conversation logs, and message-credit based usage. Installation is simple—a single HTML snippet or official plugins—plus granular styling to match brand colors, name, and logo. Teams can choose among leading LLMs, review chats for quality, and expand to multi-agent setups. A free tier is available, with paid plans starting at $29/month and a 14‑day money‑back guarantee.

Expertise.ai is a demand conversion platform for B2B that engages, qualifies, and enriches prospects in real time across web and messaging channels. It uses AI to start relevant conversations immediately, ask targeted questions aligned to a team’s sales playbook, and surface true buying intent. Leads are enriched with firmographic and behavioral data, then routed or scheduled to the right rep without delay. Deep integrations with CRMs and automation tools ensure conversations and data sync into existing pipelines. With guardrails, analytics, and compliance baked in, teams get faster responses, higher-quality leads, and clear visibility into pipeline impact—without adding operational overhead.

Expertise.ai is a demand conversion platform for B2B that engages, qualifies, and enriches prospects in real time across web and messaging channels. It uses AI to start relevant conversations immediately, ask targeted questions aligned to a team’s sales playbook, and surface true buying intent. Leads are enriched with firmographic and behavioral data, then routed or scheduled to the right rep without delay. Deep integrations with CRMs and automation tools ensure conversations and data sync into existing pipelines. With guardrails, analytics, and compliance baked in, teams get faster responses, higher-quality leads, and clear visibility into pipeline impact—without adding operational overhead.

Expertise.ai is a demand conversion platform for B2B that engages, qualifies, and enriches prospects in real time across web and messaging channels. It uses AI to start relevant conversations immediately, ask targeted questions aligned to a team’s sales playbook, and surface true buying intent. Leads are enriched with firmographic and behavioral data, then routed or scheduled to the right rep without delay. Deep integrations with CRMs and automation tools ensure conversations and data sync into existing pipelines. With guardrails, analytics, and compliance baked in, teams get faster responses, higher-quality leads, and clear visibility into pipeline impact—without adding operational overhead.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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