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About

CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction.

About

Daily boost. Claim a free boost every day to increase your rate for the next 24 hours. If you’re lucky, you could earn as much as 6.00% APY for that day. The best things in life are meant to be shared. That’s why we’ve made it more rewarding than ever for your friends to start saving with Tellus. When you refer a friend or family member to save with Tellus, you both get $20 cash added automatically to your Boost account. The best part of all––there is no limit on cash rewards. Have five friends? Get $100. Two siblings? $40. Your housemate? $20. And each of them gets $20 too. All transactions and personal identifying data is protected by bank-level, 256-bit AES encryption. You can trust that your money, and your data, is secure with Tellus. Earn 4.50% APY with no stock or crypto exposure, no lock-up periods and no fees. Backed by US real estate. Earn more than 50x the national average savings rate with our base rate of 3.00% APY!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CFO Silvia is ideal for investors, entrepreneurs, and high-net-worth individuals who want a secure, AI-powered way to track assets and gain personalized financial insights in one place

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CFO Silvia
Founded: 2025
United States
www.cfosilvia.com

Company Information

Tellus
Founded: 2016
United States
www.tellusapp.com

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Story by J.P. Morgan

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PackHedge™

PackHedge™

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Categories

Categories

Rental Property Management Features

Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website Management

Integrations

Catex
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Redfin
Robinhood
Vanguard
Zillow

Integrations

Catex
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Redfin
Robinhood
Vanguard
Zillow
Claim CFO Silvia and update features and information
Claim CFO Silvia and update features and information
Claim Tellus and update features and information
Claim Tellus and update features and information