Prudencia

AI Financial Advisor Platform

Design

Creating the flow.

Landing Page

Users can browse features and pricing with an option to create an account.

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Auth

Members can login and new users can register with specific preferences.

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Onboarding

Registration provides the information to assist in specific to user goals.

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Dashboard

Information from each users requests is privided in a custom dashboard.

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Transactions

Itemized banking statements help to identify income and expenses.

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Budget Overview

Users can track patterns and set goals for their budget expectations.

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Investment Dashboard

Updates on investments and reports can be managed in real time.

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Tax Management

Keeping track of taxes allows users to avoid financial surprises.

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Investment Guidance

Information is gathered from user input to identify opportunities.

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