Features That Put You in Control
Every tool we're building is designed to give you clarity, confidence, and control. No jargon, no sales pitches, just real help for your real life.
Unified Financial Dashboard
Your complete financial life in one view
Connect all your accounts for a real-time, 360° view of your net worth, assets, liabilities, and more.
AI Goal Planner
Turn dreams into achievable milestones
Set, prioritize, and visualize your life goals with AI-powered recommendations tailored to your situation.
Scenario Modeler
See your financial future before you live it
Play with "what-if" scenarios—like retiring early or changing careers—and see the impact instantly.
Personalized Insights Engine
Unbiased advice that puts you first
Get holistic, proactive, and tax-aware recommendations—always in your best interest, never driven by commissions.
Portfolio Health Check-Up
Know exactly how your investments are doing
Analyze your investments, understand your asset allocation, and identify opportunities for optimization.
Contextual Education
Learn as you grow your wealth
Plain-English explanations and bite-sized tips tailored to your actions and questions—no jargon, just clarity.
Our Development Roadmap
Transparency is key. Here's what we're working on and when you can expect it.
Beta Launch
Core features ready for early adopters
AI Features
Goal planner and smart recommendations
Advanced Analytics
Portfolio analysis and scenario modeling
Be Part of Building the Future
Join our early access program and help shape features that actually matter to you.