Your AI-Powered Financial Assistant
One secure dashboard to unify your personal finances, automate financial planning, and get real-time forecasting to make smarter decisions.
Why Traditional Financial Advisors Fall Short
Most financial advice is really sales in disguise—built on commissions and cookie-cutter products, not your unique savings goals or spending habits. See how we compare to traditional wealth management.
Formulaic & Impersonal
Financial planners fit you into pre-defined buckets that ignore your real dreams and investment strategies.
Opaque Pricing
Fee structures are confusing, and advice often feels biased toward products that benefit the seller. See our pricing.
Fragmented View
Traditional advisors focus only on investments, missing the full picture—like banking, debt, or savings optimization.
An AI-Powered Financial Assistant That Puts You First
We're not here to sell you products. We're a fintech platform built for people who want more than formulas and sales pitches—with AI tools that deliver personalized advice based on your actual financial situation. Explore all features.
Goal-Oriented Planning
- Start with your savings goals, not your mortgage.
- Define and prioritize what matters to you. Learn more.
- Use scenario modeling to see the real impact instantly.
Education & Empowerment
- Jargon-free explanations in plain English.
- Get contextual, bite-sized tips when you need them.
- Check out our finance blog for more insights.
Unified Finance Dashboard
- See your entire financial life in one place with real-time updates.
- Connect all accounts via secure APIs.
- Get a true 360° view. See the dashboard.
AI-Driven Insights
- Always in your best interest—never driven by commissions.
- Holistic advice: Try our debt payoff calculator.
- Proactive & tax-aware recommendations tailored to you.
Financial Planning for Your Life Goals
MyFinancePlatform helps you define and track all your savings goals—from retirement to a dream vacation, a child's education, or even a career change. Our AI-powered finance tools use forecasting and machine learning to help you visualize and optimize your path to the life you truly want. Explore your financial life journey.
"MyFinancePlatform helped me visualize my retirement goals and showed me exactly what I needed to do to get there. It's incredibly motivating!"
— Michael K., Pre-retiree
AI-Driven Insights, Actionable Education
Our AI-powered financial assistant analyzes your complete picture to deliver personalized advice, free from sales incentives. Discover opportunities to optimize your savings account, improve asset allocation, and automate debt management workflows. Read our blog on how AI can help with investment decisions.
Key Insights
- Emergency Fund Status
- Debt Payoff Acceleration
- Investment Diversification
- Spending Pattern Analysis
Actionable Education
- Savings Optimization
- Investment Rebalancing
- Tax-Efficient Strategies
- Goal Progress Accelerators
Get Started with Your AI Financial Assistant in 3 Simple Steps
Experience financial clarity with an intuitive user experience. Our finance app makes it easy to take control of your money and automate your financial planning.
Quick Onboarding
Sign up securely in minutes and begin your journey to financial clarity.
Connect via Secure APIs
Link your banking accounts, investments, and loans with bank-level security via Plaid.
Get AI-Powered Insights
See your net worth in real-time, track savings goals, and use forecasting to model future scenarios.
Your AI-Powered Financial Assistant
Unlike traditional financial advisors, our AI finance tools provide objective, data-driven insights tailored to your unique situation. We help you understand investment strategies and trade-offs without sales pressure. Learn more about us.
- Personalized Savings Strategies
- Optimized Investment Allocation
- Debt Reduction Roadmaps
- Tax-Efficient Planning Suggestions
Why Choose Our AI-Powered Financial Assistant?
We offer a unique approach to financial planning, combining cutting-edge artificial intelligence with user-centric design to empower you on your personal finance journey. See how it works.
AI-Driven Guidance
Get personalized advice powered by machine learning—free from commissions or product bias.
Learn more →Holistic Financial View
Connect all your accounts to see your complete financial picture in one intuitive dashboard.
View dashboard →Automated Planning
Set savings goals and automate your path with forecasting and scenario modeling.
Start planning →Secure & Private
Your data is protected with bank-level encryption and strict privacy protocols.
Learn more →Prefer to Start Simple?
Get our professional-grade finance templates and start organizing your money today—no platform required.
Get the Complete Suite
All 4 professional templates plus setup guides and real-world examples. One-time purchase, lifetime access.
Frequently Asked Questions
Have more questions? Visit our full FAQ page or contact us.
How does MyFinancePlatform ensure my data is secure?
We use bank-level encryption (TLS 1.2+) for all data in transit and at rest. We also partner with Plaid for secure account linking, ensuring your credentials are never stored on our servers. Your privacy is our top priority. Learn more about our security.
Is MyFinancePlatform a financial advisor?
MyFinancePlatform is an AI-powered financial assistant that provides finance tools and insights to help you manage your personal finances. We offer personalized advice and recommendations based on your data, but we are not a registered financial advisor or financial planner. Always consult with a qualified professional for specific financial decisions. Read our disclaimer.
What are your subscription pricing tiers?
We operate on a subscription model, offering different tiers of AI features and functionality. This ensures our financial advice is unbiased and focused solely on your financial well-being, not on selling you financial products or earning commissions. View pricing details.
What kind of banking accounts can I link?
You can link a wide variety of accounts, including checking and savings accounts, credit cards, investment accounts (brokerage, 401k, IRA), and loans (mortgage, student, auto). Our APIs support thousands of financial institutions through our partnership with Plaid.
How accurate are the AI-driven insights and forecasting?
Our AI-powered insights use machine learning and real-time data to provide accurate forecasting and recommendations. While financial markets can be unpredictable, our finance tools help you optimize your financial decisions. Try our What-If demo to see it in action.
Is there an iOS finance app available?
Our platform is designed to be fully responsive and accessible on all devices, including desktops, tablets, and smartphones. A dedicated iOS app is on our roadmap. You can manage your personal finances anytime, anywhere. See all features.
Know your money. Shape your future.
Get exclusive early access to our AI-powered financial assistant, founding member pricing, and help shape the future of personal finance.
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Priority Access
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Free Finance Tools
Complete financial planning template suite included
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