AI Financial Wellness Platform
AI-powered financial wellness platform for employers and institutions. CRM for your finances with bank connectivity, budgets, goals, and intelligent coaching.
Overview
A comprehensive financial wellness platform that combines bank account aggregation, budgeting, goal tracking, and AI-powered coaching into a white-labeled B2B SaaS solution. Organizations deploy this for their employees or clients, giving them tools to connect bank accounts via MX or Plaid, track spending, build budgets, set financial goals, and receive personalized AI guidance. Features multi-tenant organization hierarchy, advisor-client messaging, financial wellness assessments, automated money move suggestions, and complete white-label branding.
Features
- Multi-tenant organization hierarchy with sub-orgs
- MX and Plaid bank account aggregation (pluggable adapter)
- Transaction categorization and full-text search
- Budget creation and AI-powered budget optimization
- Savings and debt reduction goal tracking
- Spending analysis with category breakdowns
- Cashflow projections and recurring bill tracking
- Net worth tracking (assets vs liabilities)
- Investment portfolio and allocation views
- AI Financial Coach (Claude-powered, context-aware streaming chat)
- AI Wellness Score (hybrid algorithmic + AI analysis)
- AI Money Move suggestions based on spending patterns
- Natural language transaction search
- AI spending summaries and anomaly detection
- Financial wellness assessments with scoring
- Money Moves action item system with templates
- Life Events tracking with associated moves
- Lifetime income / retirement projection calculator
- Advisor-client real-time messaging
- Meeting notes and advisor dashboard
- Content management (articles, resources, categories)
- Email template builder and campaign management
- Per-org feature flags and white-label branding
- Role-based access (super_admin, org_admin, advisor, member)
- Comprehensive audit logging
- Row-level security on all tables
Integrations
Tech Stack
Best For
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