Related Products
|
||||||
About
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before.
Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation.
Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
|
About
Fineas is an AI-powered financial platform designed to provide real-time answers to financial questions, personalized portfolio optimization tips, and asset monitoring, all within a single interface. Users can embed real-time charts directly into their dashboards, allowing them to zoom across timeframes, add indicators, and observe live price actions seamlessly. Fineas' chatbot feature enables users to ask plain-English questions about their portfolios and receive instant answers, charts, and personalized tips, eliminating guesswork. An upcoming portfolio optimization feature will allow users to set custom targets, track progress, and receive AI-driven recommendations to keep investments aligned with their goals. Fineas is powered by technologies such as Akash, Docker, MongoDB, OpenAI, Pinecone, and Polygon.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Investors in need of a holistic wealth management service that helps with financial transparency
|
Audience
Investors wanting a solution to gain real-time financial insights and personalized portfolio management tools
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
Free
Free Version
Supported
Free Trial
Not Supported
|
Pricing
$9.99 per month
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationEmpower
United States
www.empower.com
|
Company InformationFineas
United States
fineas.ai/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
APS Payroll
Supported
Akash
Not Supported
Docker
Not Supported
MongoDB
Not Supported
OpenAI
Not Supported
Pinecone
Not Supported
Polygon
Not Supported
TradingView
Not Supported
|
Integrations
APS Payroll
Not Supported
Akash
Supported
Docker
Supported
MongoDB
Supported
OpenAI
Supported
Pinecone
Supported
Polygon
Supported
TradingView
Supported
|
|||||
|
|
|