Financial Agents
Your AI assistants. Each one watches a different part of your money — your portfolio, spending, the markets — and tells you what's happening, what to do, and why.
In Dev
Aura
Portfolio Optimizer
Analyzes risk exposure and suggests strategic rebalances to maximize returns.
Auto RebalancingRisk AnalysisTax Optimization
In Dev
Pulse
Market Intelligence
Real-time monitoring of markets to identify opportunities and critical news.
Volatility AlertsSentiment AnalysisNews Filtering
In Dev
Sage
Financial Advisor
Personal consultant for financial health, spending analysis and long-term planning.
Smart Budgeting1:1 AdvisoryRetirement Planning
In Dev
Guardian
Transaction Analyst
Constant surveillance over cash flows, detecting unusual patterns and hidden fees.
Fraud DetectionCashflow AnalysisMonthly Reports
In Dev
Zenith
Goal Tracker
Ensures your financial goals are met with milestone tracking and projections.
Capital ProjectionsGoal TrackingSavings Milestones