Ai-agent Investment sector automation apps 2025

Lynq AI

AI-powered workspace for investment sector automation Show more

Lynq AI is a cutting-edge platform engineered to revolutionize productivity for fund managers and financial analysts. By leveraging advanced artificial intelligence, Lynq streamlines complex processes, allowing financial professionals to shift their focus from routine tasks to high-impact strategic decision-making. The app's intelligent AI assistants are adept at automating data analysis, reporting, and other time-consuming duties, thereby enhancing efficiency and precision in the finance sector. With Lynq AI, users can anticipate quicker insights, reduced operational bottlenecks, and a significant boost in overall productivity. This innovative tool empowers finance professionals to stay ahead in an increasingly competitive market by freeing up valuable time and resources. Whether it's optimizing portfolios or providing detailed financial forecasts, Lynq AI is designed to be an indispensable partner for today's finance experts.

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Task automation

Ai-driven productivity

Strategic decision focus

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Lynq AI

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AI-powered workspace for investment sector automation Show more

Lynq AI is a cutting-edge platform engineered to revolutionize productivity for fund managers and financial analysts. By leveraging advanced artificial intelligence, Lynq streamlines complex processes, allowing financial professionals to shift their focus from routine tasks to high-impact strategic decision-making. The app's intelligent AI assistants are adept at automating data analysis, reporting, and other time-consuming duties, thereby enhancing efficiency and precision in the finance sector. With Lynq AI, users can anticipate quicker insights, reduced operational bottlenecks, and a significant boost in overall productivity. This innovative tool empowers finance professionals to stay ahead in an increasingly competitive market by freeing up valuable time and resources. Whether it's optimizing portfolios or providing detailed financial forecasts, Lynq AI is designed to be an indispensable partner for today's finance experts.

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Task automation

Ai-driven productivity

Strategic decision focus

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Nextvestment

9.1

1 Reviews

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Your Next Investment, Simplified. Show more

Nextvestment is an innovative AI-powered investment companion designed to elevate your financial decision-making. Offering institutional-grade portfolio analysis, this app enables users to track and manage their investments in real-time, ensuring that you stay on top of your financial landscape effortlessly. With its comprehensive tools for conducting in-depth market research and analyzing global market trends, Nextvestment covers multiple asset classes, catering to both budding investors and seasoned professionals. Its personalized recommendations and document analysis offer tailored insights that are crucial for strategic planning. Seamless account integration ensures that managing your financial assets is as efficient as possible. As your go-to financial assistant, Nextvestment keeps you informed and prepared, helping you stay ahead in the ever-evolving market.

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Personalized recommendations

Document analysis

Real-time portfolio tracking

In-depth market research

Multi-asset class coverage

Global trends analysis

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LevelFields AI

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LevelFields automates investment research and stock trade discovery through AI. Show more

LevelFields AI is an innovative app designed to enhance the trading experience for stock and options traders by leveraging the power of artificial intelligence. The app streamlines investment research, enabling traders to discover top-performing stocks quicker and monitor a broader range of stocks with ease. With its advanced AI-driven stock forecasts, LevelFields empowers traders to identify optimal entry and exit points, thereby maximizing profits and minimizing losses. The app not only simplifies the decision-making process but also provides users with a competitive edge in the fast-paced world of trading. Tailored for both novice and experienced traders, LevelFields AI ensures that users can make informed investment decisions with confidence.

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Automated investment research

Stock trade discovery

Stock forecasts

Improved decision-making

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Fira

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AI Financial Research Assistant for investment firms Show more

Fira is an innovative AI-powered financial research assistant designed to streamline the workflow of analysts at investment firms. By leveraging advanced AI technology, Fira efficiently extracts and analyzes data from unstructured reports of both public and private companies. This powerful tool can process thousands of integrated financial reports, delivering source-cited answers and verifiable financial calculations. Fira's ability to generate Excel-ready tables enables analysts to quickly integrate data into their existing workflows, significantly reducing the time and effort traditionally required for these tasks. With its precision and speed, Fira enhances decision-making processes and allows analysts to focus on higher-value activities. Ideal for investment firms seeking to optimize their research capabilities, Fira represents a leap forward in financial data analysis.

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Data extraction automation

Source-cited answers

Verifiable financial calculations

Excel-ready tables

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FASHIONGO DROPSHIPPING

8

61 Reviews

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Dropshipping US wholesale of fashion, beauty, and home product Show more

FASHIONGO DROPSHIPPING is an innovative app designed for online retailers who want to sell a diverse range of products without maintaining inventory. Retailers can explore thousands of items sourced from reliable US vendors, with new arrivals added weekly. The app offers a seamless order fulfillment process, handling shipping directly to customers while providing automated tracking updates for each transaction. With just a few clicks, users can quickly publish products and manage orders with streamlined syncing and autopay features. Retailers can curate selections from US-based suppliers, ensuring fast and dependable fulfillment. Additionally, the app supports brand building with customizable packing slips and facilitates real-time communication with vendors for the latest product updates. Whether selling fashion, electronics, home goods, or pet products, FASHIONGO DROPSHIPPING provides a comprehensive dropshipping solution that enhances efficiency and brand recognition.

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Seamless order fulfillment

Product publishing

Order syncing

Automated tracking updates

Branded packing slips

Weekly new arrivals

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E‑commerce Express Fulfillment

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Reduce investment, choose convenient and efficient delivery se Show more

E-commerce Express Fulfillment offers a robust 3PL platform designed to streamline order fulfillment for eCommerce, DTC, B2B, crowdfunding, and various businesses. It integrates seamlessly with Shopify, facilitating efficient order management, inventory tracking, and automated warehouse processes. The app enables businesses to enhance brand visibility through personalized packaging and customizable inserts, ensuring a unique unboxing experience for customers. With same-day pick, pack, and ship options, E-commerce Express ensures swift delivery to maintain customer satisfaction. Users benefit from the flexibility of no minimum spend and no long-term contracts, making it easy to get started. The platform supports global delivery to over 45 countries with multiple shipping lanes and offers multiple warehouse options in China, the USA, Australia, and Europe. Its fully automated fulfillment and shipping processes minimize manual intervention, allowing businesses to focus on growth opportunities.

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Seamless shopify integration

Inventory tracking

Automated fulfillment

Same-day pick, pack, ship

Personalized packaging

Multi-country delivery

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RealEstate - ROI Calculator

$10-$12 / Month

(2/5)

4 Reviews

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Calculate ROI with customizable mortgage and rental revenue estimates. Show more

RealEstate - ROI Calculator is a powerful tool designed for real estate professionals and enthusiasts looking to enhance their property investment strategies. The app supports both interest-only and amortized mortgages, allowing users to choose the best financing option for their needs. It provides detailed estimations of rental revenue against monthly and yearly expenses, helping users comprehend potential profitability. Additionally, the app offers insights into valuation and cost per square foot in relation to rehab costs, critical for informed decision-making. Its language is completely customizable, ensuring accessibility and ease of use for a global audience. RealEstate - ROI Calculator not only aids individual evaluations but also enhances real estate websites by capturing leads and improving visitor retention. With the Premium edition, users can email their comprehensive profit reports, simultaneously sharing their contact details with realtors for further engagement.

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Customizable parameters

Roi calculation

Mortgage estimates

Rental revenue analysis

Profitability reports

Valuation comparison

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Mobile Mall

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"Transform your store into a powerful mobile shopping app effortlessly!" Show more

Mobile Mall is a revolutionary mobile marketplace that elevates the shopping experience for both brands and retailers. Designed to seamlessly integrate with your BigCommerce store, Mobile Mall transforms your online shop into a sleek, powerful mobile app with just one click. Available on both the Apple App Store and Google Play, the app maximizes the capabilities of mobile and wearable devices to deliver an exceptional shopping experience and facilitate smooth customer conversions. A beautifully designed product catalog showcases your banners and branding, automatically syncing with your store to keep everything up-to-date. With native payment options, including Apple Pay and support for major credit cards, transactions are effortless and secure. Additionally, Mobile Mall offers a straightforward setup for Stripe payment processing. Best of all, the app is free to use, with a flexible commission structure starting at just 6% on total sales, ensuring you only pay when you earn. Connect now and take your mobile shopping experience to the next level.

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One-click integration

Native payment options

Customizable product catalogue

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MESA: Workflow Automation

$12-$299 / Month

8.4

140 Reviews

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The ultra-flexible all-in-one automation app for busy shops. Show more

MESA: Workflow Automation is a powerful tool designed to streamline your e-commerce operations by automating various functionalities without the need for coding. It enables seamless integrations across SMS, email, FTP, and multiple apps, providing a tailored automation experience at each step of your workflow. The intuitive interface caters to businesses using Shopify and Shopify Plus, extending the capabilities of Shopify Flow with hundreds of pre-built templates and integrations. Whether you're automating tasks across over 100+ apps or using built-in tools for emails, AI, and approvals, MESA scales to meet the needs of stores of all sizes. Users benefit from exceptional customer service, including 5-star support and live chat, ensuring you maximize the advantages of workflow automation. Install MESA now to transform your business operations with ease and efficiency.

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Pre-built templates

Inventory management

Sms automation

Email automation

Order tagging

Customer tagging

Install App

Arigato Workflow Automation

$15-$100 / Month

9.2

168 Reviews

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Custom workflows & pre-built libraries for easy automation Show more

Arigato Workflow Automation is an innovative app designed to streamline your business processes, eliminating the need for custom app development. With its extensive library of pre-built automations, Arigato makes speeding up routine tasks effortless. Users can customize their workflow utilizing hundreds of available data points and personalization tokens, ensuring tasks run smoothly on autopilot. The app offers seamless integration with your favorite work apps, allowing for robust automation of tasks that were once manual. Whether you're looking to utilize low-code or full-code solutions, Arigato provides the flexibility to choose either. It also features scheduled workflows for regular processes and on-demand automation for instant task execution. With AI coaching and world-class support, Arigato ensures you're back to focusing on core business activities in no time.

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Scheduled workflows

Pre-built automation libraries

Diy coding workflows

On-demand automations

Ai coaching

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bitCRM WA Marketing Automation

$9-$99 / Month

(2.4/5)

4 Reviews

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WhatsApp Automation & Broadcast with your own number Show more

With bitCRM's WhatsApp Abandoned Cart app, transform your messaging into a robust sales and marketing tool designed with ease-of-use in mind. This no-code platform enables marketing teams to automate crucial customer interactions, such as recovering abandoned carts, confirming orders, and conducting personalized marketing campaigns. Integrate seamlessly with Shopify and other platforms to leverage data like web activity, tags, catalogs, and coupon codes. Instantly set up the app and start improving your sales metrics and customer engagement with minimal effort. Utilize AI-driven segmentation and targeting with comprehensive historical and real-time data for more effective outreach. Enhance customer relationships by automating requests for product reviews and updates via WhatsApp. Reclaim lost sales and streamline your marketing processes with bitCRM.

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Abandoned cart recovery

Personalized marketing

Instant setup

Data integration

Whatsapp automation

Order confirmations

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Bento: Email & Automation

$30 / Month

(2.5/5)

3 Reviews

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All-in-One Email Marketing and Marketing Automation Show more

Bento: Email & Automation is a versatile tool designed for technical Shopify marketers and developers aiming to enhance customer retention, boost revenue, and expand their businesses through superior email and conversational marketing. This platform offers all the features expected from a top-tier email marketing solution, and much more. Bento allows you to send targeted emails to customers, create automations based on user behavior, and obtain real-time revenue data for various marketing efforts. The platform also includes a Spam API to keep your mailing list clean and efficient effortlessly. Support is a key part of the Bento experience, with options to schedule personal setup assistance or engage with a community of like-minded professionals on Discord. Bento is not just a tool but a partner in your journey to innovative marketing solutions, offering robust support and advanced features to help you achieve your goals.

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Targeted emails

User automations

Real-time revenue

Spam api

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Convead: Marketing Automation and Analytics

$35-$90 / Month

8.2

2 Reviews

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Boost conversions with AI-driven, personalized marketing automation & analytics. Show more

Convead: Marketing Automation and Analytics is a comprehensive platform designed to enhance your online store's performance by leveraging customer behavior analysis. Acting like a digital "salesperson," Convead intuitively engages visitors with personalized recommendations, special offers, and timely interventions to increase conversions and revenue. With its robust machine learning capabilities, this app creates seamless customer interactions, such as activating Live Chat at the optimal moment and collecting contact details for future engagement. Convead efficiently recovers abandoned carts and upsells products using automated emails, ensuring that potential sales don't slip away. Additionally, it allows you to segment your audience for targeted marketing and provides real-time insights into your sales funnel. By setting up and tuning Convead, you can enjoy improved sales and conversions without additional advertising expenses. Try Convead for free today and observe its impactful contribution to your business growth.

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Automated marketing campaigns

Customer segmentation

Ai-driven personalization

Live chat integration

Cart recovery emails

Behavior analysis

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Zapier: Workflow Automation

$29.99-$103.5 / Month

6.3

86 Reviews

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Easy automations for your ecommerce business. Show more

Zapier: Workflow Automation is a powerful tool designed to streamline your work by connecting over 5,000 apps, including popular platforms like Google Sheets, Facebook Offline Conversions, and Slack. With Zapier, you can quickly create "Zaps" that enable seamless data integration between tools like Shopify and other essential apps you use daily. This automation helps you track new orders, update customer databases, and manage ads, significantly enhancing your productivity and impact at work. Whether you choose to create Zaps from scratch or utilize ready-made templates, Zapier offers flexibility with no coding skills required. Build complex, multi-step workflows with ease and implement if/then logic through paths to route tasks dynamically. You can also set filters to ensure your Zaps execute only when specific conditions are met, and schedule them to run at times that best fit your workflow needs. Zapier is an invaluable assistant for anyone looking to optimize their business processes and achieve more with less effort.

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Custom schedules

Use templates

Create zaps

Multi-step automations

If/then logic

Conditional runs

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Workflow Automation—React Flow

$15-$45 / Month

9.2

174 Reviews

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All-in-one for email automation, fulfillment and auto tagging Show more

React Flow—Workflow Automation is a powerful tool designed to enhance the efficiency of your e-commerce operations, specifically tailored for Shopify. This app enables businesses to automate a range of crucial tasks such as sending inventory alerts via email, managing unpaid orders, and dealing with orders from blacklisted customers. It also tracks potentially fraudulent orders, applying necessary tags automatically based on the risk factor. Users can employ the tool to streamline customer management by tagging them according to their spending, product preferences, and other loyalty metrics. React Flow offers dynamic inventory control by hiding out-of-stock products and republishing them upon restocking. With seamless integrations to platforms like Google Sheets, Asana, Slack, and Twilio, users can customize workflows or choose from proven templates to automate procedures of varying complexity. Its flexibility is further enhanced with scheduled executions and task delays, ensuring tasks are carried out promptly and efficiently.

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App integrations

Marketing automation

Order fulfillment

Inventory management

Email automation

Workflow templates

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UPS Shipping (Official)

7.3

101 Reviews

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UPS eCommerce Shipping Automation Powered by Itembase Show more

UPS Shipping (Official) is a comprehensive app designed to seamlessly connect your Shopify store with all UPS services, enhancing your shipping management process. With this app, you can synchronize your orders across multiple sales channels and warehouses, making it easier to handle inventory and shipments efficiently. It offers powerful features like bulk printing of shipping labels, tracking shipments, and creating custom workflows such as split-order management and package size matching. The app's user-friendly interface allows you to set up shipment and sender defaults, saving you valuable time. Highly responsive dashboard chat support is available to help address any issues or queries you may have. By reducing the time spent on shipping tasks, this app lets you focus more on growing your business.

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Shipping automation

Bulk label printing

Shipment tracking

Multi-channel syncing

Workflow customization

Sender defaults setup

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Sendcloud

$29-$175 / Month

(3.8/5)

193 Reviews

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Easy shipping automation to help your business grow. Show more

Sendcloud is a shipping automation platform designed to transform shipping from a bottleneck into a powerful growth accelerator for businesses. It helps save up to 7 minutes per parcel, enhancing the efficiency of your shipping processes while delivering top-tier experiences for your customers. With the ability to sync your Shopify account to Sendcloud in under five minutes, you can streamline your order processing seamlessly within a single platform. Connect with a wide range of carriers globally and enjoy features such as advanced tracking, convenient returns, and the ability to create shipping labels with just a few clicks. Sendcloud provides access to competitive shipping rates and empowers you to use either their rates or your own, ensuring flexibility and cost-effectiveness. Enhance customer engagement post-purchase with branded tracking emails and SMS updates, and offer a smooth returns experience through a branded return portal. Moreover, manage all your delivery and returns data effortlessly in one centralized hub, allowing for better insights and decision-making.

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Shipping automation

Returns management

Quick shopify integration

Multiple carrier access

Branded tracking communications

Efficient label printing

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Mailmodo Email & SMS Marketing

$49-$199 / Month

7.4

8 Reviews

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Drive revenue with interactive emails and marketing automation Show more

Mailmodo Email & SMS Marketing is a versatile platform designed to simplify the creation of interactive email campaigns without any coding requirements. With its intuitive no-code email builder, businesses can effortlessly automate customer journeys to enhance brand visibility and customer engagement. The app allows users to segment their customer base based on behaviors such as abandoned carts and product interactions, enabling them to trigger personalized email and SMS campaigns at optimal times, which can significantly boost sales. Additionally, it offers features like AI-powered cart recovery and product recommendation emails, as well as interactive widgets and forms to gamify sales. Mailmodo supports advanced customer segmentation based on purchase behavior and profile while providing A/B testing capabilities for more targeted marketing efforts. With proactive email and live chat support, and having been rated 4.6/5 on G2 Crowd as an Email Leader, Mailmodo is a trusted choice for businesses aiming to refine their marketing strategies and increase revenue.

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Product recommendations

A/b testing

Cart recovery emails

Interactive email campaigns

No-code email builder

Automate customer journeys

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ShopFlex Workflow Automation

$9.99-$139.99 / Month

6.7

10 Reviews

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Drive sales & operation efficiency with automation Show more

ShopFlex Workflow Automation is an innovative tool designed to transform your e-commerce operations through a comprehensive suite of customizable workflows. This app streamlines processes ranging from marketing and inventory management to shipping, fulfillment, and customer service. With features like CRM, auto tagging, and user journey optimization, ShopFlex enhances efficiency and boosts sales. It integrates seamlessly with popular platforms such as Shopify, TikTok, and Amazon, allowing for hassle-free automation. Ready-made templates and unlimited triggers and actions simplify the automation process, while its robust capabilities in managing multiple stores make operations smooth and cohesive. Whether dealing with chargeback disputes, social media posting, or return management, ShopFlex ensures every aspect of your e-commerce business is covered and optimized.

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Customizable workflows

Marketing automation

Multiple store management

Inventory management

Review management

Return management

Install App

Ai-agent Investment sector automation apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Lynq AI

Lynq AI

Nextvestment

LevelFields AI

Fira

FASHIONGO DROPSHIPPING

E‑commerce Express Fulfillment

RealEstate - ROI Calculator

Mobile Mall

MESA: Workflow Automation

Arigato Workflow Automation

bitCRM WA Marketing Automation

Bento: Email & Automation

Convead: Marketing Automation and Analytics

Zapier: Workflow Automation

Workflow Automation—React Flow

UPS Shipping (Official)

Sendcloud

Mailmodo Email & SMS Marketing

ShopFlex Workflow Automation