Features
Frank isn’t a generic chatbot. He’s custom built to optimize your finances. Here are a few of the many capabilities that make Frank the most badass advisor on the planet.
All Your Accounts in One Place
Frank brings organization when your finances feel chaotic. Connect an unlimited number of accounts to see your complete financial picture in one clean dashboard. And don’t worry: we use the highest security practices possible, so your data is safe with us.
Complete Customization
To us, it’s simple: finances are personal, so financial guidance should be personal too. Frank gets to know you and your priorities, and his advice is always adapting to your real-time financial situation, personal goals, and learning style.
Alerts That Help You Take Action
Frank sees what your bank doesn’t and alerts you when it matters. A subscription goes up? Ping. You’re paying a sneaky fee? Ping. You’re too concentrated in one stock? Ping. Frank’s got your back, and is always watching out for your wallet.
24/7 Chat Access
You can ask Frank anything, anytime. We trained him on insights from over 100,000 hours of financial education and 5,000 hours of individual coaching. When you ask a question, he doesn't surf the web for the most popular answer. He draws from his own vetted knowledge to give you the best advice for your situation.
Two Sessions with a Human Advisor
We get that working with an AI advisor will be new for most people. That’s why we also have CFP® professionals on standby to provide a human touch. With Frank, you get the best of both worlds: AI technology available 24/7 and empathetic professionals who can provide assurance when you need it.
Try Frank, Risk Free.
If Frank’s not right for you, we’ll refund your money. No hassle, no hard feelings.
A financial advisor who gets you. Finally.
Big Decisions. Smart Price.
Frank gives you clarity, control, and confidence — for a price that respects your time and your money.