AI Financial Advisor Platform
Creating the flow.
Users can browse features and pricing with an option to create an account.
Members can login and new users can register with specific preferences.
Registration provides the information to assist in specific to user goals.
Information from each users requests is privided in a custom dashboard.
Itemized banking statements help to identify income and expenses.
Users can track patterns and set goals for their budget expectations.
Updates on investments and reports can be managed in real time.
Keeping track of taxes allows users to avoid financial surprises.
Information is gathered from user input to identify opportunities.
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