Compare the Top Investment Management Software that integrates with OpenAI as of October 2025

This a list of Investment Management software that integrates with OpenAI. Use the filters on the left to add additional filters for products that have integrations with OpenAI. View the products that work with OpenAI in the table below.

What is Investment Management Software for OpenAI?

Investment management software is a type of technology that assists with the day-to-day operations of businesses and individuals who are involved in financial investments. It helps to track returns, set alerts, calculate risks and analyze portfolio performance. This software can also be used to create investment plans and track cash flows over time. Ultimately, it makes tracking investments easier by providing users with real-time data and insights. Compare and read user reviews of the best Investment Management software for OpenAI currently available using the table below. This list is updated regularly.

  • 1
    Lambda

    Lambda

    Lambda

    Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).
    Starting Price: $12 per month
  • 2
    BlueFlame AI

    BlueFlame AI

    BlueFlame AI

    BlueFlame AI is the AI-powered knowledge management and productivity platform that enables alternative investment managers to improve the speed and quality of strategic decision-making. BlueFlame AI brings together enterprise search, AI agent chat, DDQ management, and pre-built prompt workflows to enable firms to focus more on strategic decision-making. Quickly find the information you need by searching across internal files, third-party systems, and public external sources. Gain deeper insights, refine analysis, and create content using leading AI models. Centralize the DDQ and RFP management process, from generating responses to approval workflows and exporting content. Enhance productivity and efficiency with pre-built workflows that execute multiple prompts and gather information from multiple sources at once.
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