Language
English (US)
French (CA)
English (UK)
English (CA)
Platform
Platform
Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine.
Behavioral Finance Agent
EQ meets IQ with BeFi coaching agent, Lydia
MCP
Experience the power of SAM wherever you work
The AI-powered financial advice engine
We are helping firms and advisors deliver personalized, verifiable financial advice at scale
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Solutions
Solutions
By Institution Type
By Engagement Model
Banks
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Advisor-Led
Personalized advice that grows with each client and scales with your firm
Self-Directed & Digital
Guide at scale through a fully digital experience
Hybrid
Turn self-directed clients into advised relationships
Any client, any model, one engine
See what one platform looks like built around your firm
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Resources
Resources
Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
request meeting →
About
About
Awards & Press
Learn the latest
Leadership
Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
Learn More →
Get Started
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