AI-Driven Finance
Fin’s Chat Assistant Penny
Plan with Penny, Fin’s chat assistant here to guide you through your personal financial profile. Penny leverages the latest in financial AI insights to help you achieve your goals.
Chat with Penny
Financial Guidance
Fin’s dashboard provides a holistic, real-time snapshot of your financial health, goals, and spending habits, all personalized to help you stay on track with ease.
My Finances
Financial Advisor Insights
Fin’s Financial Advisor view offers a streamlined, insightful snapshot of each client’s financial journey—tracking goals, recent inquiries, spending trends, and personalized recommendations—enabling advisors to deliver tailored guidance efficiently and effectively.
Advisors
“Fin makes managing my finances simple and clear—it's like having another personal advisor that’s on call 24/7.“ - Taylor Morgan (Fin User)
“Fin saves me over 8 hours a week by automating client insights, letting me focus on meaningful conversations and delivering a more personalized strategy.“ - Cole Moniz (Financial Advisor)