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Configuring: AI Financial Wellness Platform
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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.
Included 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
Price range
$15,000 - $25,000