Features
Multi-asset net worth tracking (12,000+ institutions)
Portfolio assessment and scoring
Personalized investment recommendations (asset allocation, expected returns, downside protection)
Continuous tax optimization (claimed 1.94% extra yearly return)
Retirement and scenario planning
Estate planning checklist
Tax-efficient withdrawal and income planning
AI assistant (limited in Gold, unlimited in Platinum+)
AI equity research (Platinum+)
Custom future simulations and stress-testing (Platinum+)
Private equity modeling (Pro)
Liquidity and cash-flow analysis (Pro)
Secure email for statement uploads (Pro)
AI-powered AML transaction monitoring
Customer risk rating with AI
AML AI overlay on existing systems
AML Investigative Agent (agentic AI)
Real-time payment screening
Customer screening against watchlists
Transaction fraud detection (real-time)
Scams and mules detection
FRAML (unified AML and fraud)
Self-serve rule setup (no coding)
Investigation guidance and automation
Analytics Studio for AI lifecycle management
