AI-powered insights

Context-aware responses

The AI understands your current page and financial situation to provide relevant, actionable insights.

Key highlights

The AI knows which page you're on and tailors responses to what you're currently viewing.

Responses consider your complete financial picture including income, assets, and goals.

When viewing a simulation, the AI can explain the projections and suggest improvements.

Get suggestions that are actionable based on your current situation and goals.

1
Get more relevant answers without needing to explain your full situation every time.
2
Quickly understand the data you're looking at with contextual explanations.
3
Receive suggestions that make sense for your specific financial circumstances.
4
Save time by getting answers that account for what you're currently working on.

1
Navigate to any page in your dashboard (assets, projections, simulations, etc.).
2
Open the AI assistant while on that page.
3
Ask a question - the AI automatically considers the page context.
4
Receive responses that are relevant to both your question and current view.

Join Wealth Dashboard and get access to all our features including context-aware responses.