Every tool works together — powered by behavioral psychology and AI.
Each module is built to stand alone and work better together — all connected by your FinPsych profile.
Six AI specialists — Nova, Tundra, Vex, Echo, Aegis, Cipher — each trained in different aspects of financial wellness. Available 24/7, working alongside human professionals.
AI-powered tax preparation and optimization. Cipher finds deductions you'd miss. Human CPAs review every return for accuracy and compliance.
Automated bookkeeping, expense tracking, and financial reporting. Connected to your accounts, reconciled in real-time.
Client relationship management built for financial professionals. Track interactions, automate follow-ups, and never miss a touchpoint.
Fraud monitoring, identity protection, creditor negotiation guidance, and relief program matching. Aegis has your back.
Always-on financial education powered by AI. Stay sharp on tax law changes, investment strategies, and behavioral finance — all personalized to your FinPsych profile.
Authentication and onboarding available in 40+ languages. Full platform interface in English; additional languages rolling out 2026–2027. AI advisors communicate across 40+ languages including Indigenous languages.
The FinPsych Assessment identifies your money personality from 6 core money types. That profile then drives every module — your AI advisor match, tax strategy, investment approach, CRM interaction style, and even your portal theme.
20 Questions
~5 minutes
6 Money Types
Behavioral profiles
AI Matched
Advisors & tools
Always Evolving
Profile updates with you
Get access to the full platform — all AI advisors, the FinPsych Assessment, and everything in between. Lock in Founding Member pricing forever.
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