FinAdvisor

About

FinAdvisor integrates with your banking and investment profiles to address proactive financial inquiries that similar applications overlook. It helps determine whether to sell stock this year or next to reduce capital gains, calculates the actual after tax expense of using brokerage funds for a down payment, and identifies how much 401k contribution space remains before entering a higher tax bracket. The platform offers tax optimization, capital gains timing, investment analysis, major purchase planning, credit card optimization, and budgeting based on real transactions. It is built with artificial intelligence and operates using your personal financial data.