Frank Monitors: Smarter Financial Alerts for Real Life

Keeping tabs on your financial life can feel like a full-time job. That’s why we’re introducing Frank Monitors, smart financial alerts that help you track and manage your money automatically.
How are you supposed to know when your streaming platform raised its prices (“I was planning to cancel right after the last episode airs!”), or your grocery budget is out of control (“Ok, maybe it’s not just inflation”), or that your new rent payment now exceeds 30% of your monthly income (“I just really love the view…”).
Why We Built Financial Monitors for Frank
Frank’s new Monitors act like financial sensors, tracking your cash flow, spending, and balances automatically. When something changes, Frank sends you a quick alert so you can act before it becomes a problem.
As Frank keeps getting smarter, he’ll be able to track even more things, but for now, let's dive into the first two monitors already live on the platform.
Cash Cushion: Get Ahead of Your Overdraft Alert
Never be surprised by an overdraft fee again. Frank now keeps an eye on your balance with Cash Cushion. If your account dips below $500 (or a different amount that you preset), he’ll send you an alert.

Idle Cash: Put Your Money to Work
Money sitting in a checking account is a wasted opportunity. If it were earning interest in a high-yield account or low-risk investment, you’d be making money on your money – automatically. Frank takes the guesswork out and lets you know when it’s a good time to adjust your balances.

How Monitors Free You to Focus on What Matters
Sometimes knowing what questions to ask is actually the hardest part. Frank eliminates the guesswork and helps optimize your financial picture so your money makes money – and you can focus on the things you care about.
Want to see the difference for yourself? Schedule a call with our CEO to learn why Frank isn’t just another AI tool. It’s the smartest way to get financial advice that actually fits you.
Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.