See Psychnexin Action
Watch how Psychnex works for every type of user — from individuals decoding their money psychology to enterprises running financial wellness at scale.
Platform walkthrough videos are currently in production
Expected availability: Q3 2026. Subscribe to our newsletter for launch notifications. In the meantime, start your free 14-day trial to see the platform live — full access, no credit card needed.
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Full Platform Overview
“Where Psychology Meets Prosperity”
- FinPsych Assessment walkthrough
- AI Advisor matching
- Dashboard overview
- Tax & debt tools
FinPsych Assessment
“Decode your money personality in 5 minutes”
- 12-dimension behavioral profile
- 6 money personality types
- Instant AI advisor match
- Personalized financial plan
AI Advisor Team
“Meet Nova, Echo, Cipher, Tundra, Vex & Aegis”
- Nova — Strategy & wealth building
- Echo — Behavioral habits
- Cipher — Tax intelligence
- Tundra — Debt elimination
Psychnex Tax Center
“AI-powered tax optimization year-round”
- Year-round deduction tracking
- Quarterly estimate calculator
- IRS e-file bureau integration
- Human CPA review available
Family Financial Dashboard
“One plan for the whole household”
- Family net worth tracker
- Youth portal (COPPA-compliant)
- Couples money alignment
- Beneficiary & estate planning
Youth Financial Portal
“Built for kids. Loved by parents.”
- Financial literacy curriculum
- Gamified XP & achievements
- Savings goals tracker
- Parent monitoring controls
Psychnex Books
“AI-powered bookkeeping for small business”
- Real-time P&L statements
- Automated expense tracking
- Invoice management
- Bank reconciliation
Super CRM v2
“Client management built for financial pros”
- FinPsych-enriched client profiles
- Deal pipeline management
- Automated follow-up sequences
- Compliance interaction tracking
Enterprise Financial Wellness
“Financial wellness at the workforce scale”
- HR financial wellness suite
- Compliance & regulatory hub
- White-label enterprise portals
- AI admin command center
Specialist Portal
“Grow your practice with AI-powered tools”
- Client management & CRM
- AI sales engine
- Compliance tracking
- Revenue & payout dashboard
Psych AI Hub
“Authentication in 40+ languages, 24/7 AI financial guidance”
- Authentication & onboarding in 40+ languages
- AI advisors communicate in your language
- Full UI in English — more languages rolling out 2026–2027
- Human specialist language matching
Protection & Relief Hub
“Fraud monitoring, insurance & creditor help”
- Real-time fraud monitoring
- Identity theft protection
- Insurance comparison (100+ carriers)
- Emergency relief matching
Ready to Try It Yourself?
Start your free 14-day trial — no credit card required. Take the FinPsych Assessment and get matched with your AI advisor in minutes.
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