Manage Your FInances and Get Proactive Advice – All in One Place

Most DIY finance tools are just that: tools. You log in, poke around, check a few balances, but may not get much follow-up. Most apps depend on you to come looking for something, instead of serving you the right information at the right time.

Frank is different. He’s not a passive dashboard. He’s a proactive, always-on advisor designed to help you see what matters in your financial life before you even know to ask. He doesn’t wait for you to ask the perfect question. He spots the pattern and brings the advice to you.

All Your Accounts in One Place

Frank pulls in data from your checking, savings, investment, retirement, and loan accounts to give you a single, cohesive view of your financial health. No more piecing together your net worth in spreadsheets or logging into six different portals. With your permission, Frank keeps all your accounts connected and up to date, so every recommendation is grounded in your full picture, not just a part of it.

Frank’s Take: Proactive Guidance

Here’s where Frank goes beyond the typical fintech tool. Instead of leaving you to interpret a pile of data, Frank gives you “Frank’s Take”—a proactive summary of what’s most important right now. He highlights opportunities, flags potential risks, and points out areas worth your attention. The goal isn’t to overwhelm you with every detail, but to surface the priorities that matter most for your financial life.

Conversations That Go Deeper

Frank doesn’t just react to questions; he builds on them. If you ask about paying off debt, he may also point out that your emergency fund is running low. If you’re considering a Roth conversion, he’ll factor in your recent raise and show how your new tax bracket changes the picture.

The result is a smarter, more adaptive conversation that not only answers your questions but also offers suggestions about what you may not have thought to ask.

You Don’t Have to Know What to Ask

The average person doesn’t wake up knowing how to optimize their asset location strategy or calculate capital gains tax on a recent sale. That’s Frank’s job. He sees the blind spots, runs the math, and raises the flag before it becomes a problem.

This isn’t DIY finance. This is adaptive finance.

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.