AI-Native Platform For Financial Life Management
Smart asset management
Content-driven insights
Agent-led financial forecasting
Trusted and supported by our partners
Features
All your finances in one place.
Agent Driven Insights
Let Malachi create savings plans, manage budgets, analyze documents, and provide insights.
Unified Dashboard
View all accounts in one place — savings, checking, debts, and investments.
Smart Budgeting
Set budgets and track spending with intelligent alerts.
Goal Tracking
Create and monitor savings goals easily.
Investment Insights
Track portfolio performance and asset allocation.
Automatic Sync
Connect bank accounts and update data in real-time.
Asset Management
Upload documentation and track expenses to monitor asset conditions and values.
Learning Modules
Comprehensive personal finance learning modules personalized to your financial information.
Coming soonCustom Reports
Generate spending and income reports with a few clicks.
Coming soonIn-depth Forecasting
Predictive net worth, portfolio & asset values, interest rate changes, and more!
Coming soonTax Optimization
Optimize taxes on stock options, RSU vesting, tax credits, and more.
Coming soonRelocation Consultation
Simplify relocation with guidance on cost of living, housing, taxes, and moving expenses.
Coming soonMeet m.
Your financial agent. Ask questions, such as:
Ready to test drive?
Seamlessly integrate AI Agents into your organization or your personal life, making you smarter and helping you make better financial decisions.