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AI-native EHR for therapists that generates progress notes and treatment plans while handling scheduling, telehealth, and billing.
Alternative-data investing app that AI-scores portfolios and stocks using Reddit buzz, web traffic and hiring signals.
Free AI stock-analysis app for retail investors wanting simplified signals and institutional-activity insights to guide trades.
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
Pre-purchase intent platform forecasting company KPIs from consumer/B2B demand signals, for investors and equity analysts.
Free trial available
No public pricing
Free trial available
Free trial available
- ✦AI-generated therapy notes in SOAP, DAP, BIRP, and other formats
- ✦AI treatment plan generation with 'Golden Thread' tracking
- ✦Automatic compliance/audit checking on notes
- ✦Session capture via audio, text, or upload
- ✦Built-in HIPAA-compliant telehealth video
- ✦Online scheduling with automated intake forms and reminders
- ✦Client billing with insurance and payment processing
- ✦Portfolio scoring from a brokerage screenshot
- ✦Per-stock 0-100 AI scores from alternative data
- ✦AI stock picks with tracked win rate
- ✦Real-time alerts on sentiment and activity
- ✦AltIndex AI chatbot grounded in its data
- ✦Autopilot AI-built portfolios and stock screener
- ✦AI-generated stock signals and trend analysis
- ✦Institutional trading activity insights
- ✦Sentiment and market-movement analysis
- ✦Curated 'top picks' shortlist
- ✦Companion investing and trading newsletters with tracked performance
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- ✦Search proprietary demand/intent signals by ticker or product
- ✦Compare KPI forecasts against Wall Street consensus
- ✦Self-serve raw/unstructured pre-purchase datasets (Core tier)
- ✦Structured KPI forecast models with revision tracking (Enterprise)
- ✦Custom watchlists, portfolios, and private universes
- ✦Dashboard, CSV export, and API delivery options
- →Solo therapists wanting to cut documentation time after sessions
- →Group practices standardizing notes across multiple clinicians
- →Virtual mental health providers needing telehealth plus billing in one platform
- →Practices seeking automatic compliance checks on clinical documentation
- →Scoring and stress-testing a stock portfolio
- →Finding early signals before the crowd
- →Getting AI-driven buy/sell ideas
- →Monitoring Reddit, insider and traffic trends
- →Casual investors screening stocks quickly
- →Traders wanting institutional-flow signals
- →Newsletter subscribers following tracked stock picks
- →Reducing emotional decision-making in trading
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts
- →Equity analysts anticipating KPI surprises before earnings
- →Investors tracking pre-purchase consumer or B2B demand trends
- →Independent researchers wanting raw alternative-data feeds