AI Advisor combines the expertise of a top-tier financial planner with advanced AI technology to deliver a personalized, accurate, and always-available financial planning experience.
Here’s how AI Advisor stands out:
24/7 Availability
AI Advisor is always ready to help — anytime, anywhere. Whether you have a quick question or want to model a major life event, you can get instant guidance without waiting for an appointment.
- Note: In rare cases, the AI may reach its upper processing capacity for that session and will reset. You’ll be able to continue your conversation soon after.
Expert-Level Accuracy
In CFP®-standardized testing, AI Advisor scored 96.4%, outperforming human Certified Financial Planners (79.5%) and all other leading AI systems. It excels in technical areas like Investment Planning, Estate Planning, and Risk Management — giving you guidance you can trust.
Personalized to You
AI Advisor tailors its recommendations to your unique situation, connected accounts, and risk profile. That means every suggestion aligns with your goals, comfort with risk, and long-term plans.
Smart Scenario Modeling
Using natural language, you can explore “what if” questions — like “What if I buy a house in 2027?” or “Can I retire five years early?” AI Advisor instantly updates your forecast and shows the impact on your cash flow, balance, and chance of success.
Proactive Recommendations
AI Advisor doesn’t just answer your questions — it proactively suggests strategies to improve your financial outlook. You can apply these recommendations with a single click in the Forecast tab.
Always Up-to-Date
AI Advisor stays current with financial products, interest rates, tax considerations, and planning strategies, ensuring your plan is optimized for today’s conditions.
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