Accelerate Your Financial Potential with AI
Leverage the power of Artificial Intelligence with a professional licensee to achieve your financial goals
Why Choose FINACC.AI?
FINACC.AI Score
The system performs in-depth analysis of diverse data - track assets, returns, analyst reviews, statistical data, management fees, and more. Based on this analysis, it builds an intelligent rating, free of bias and conflicts of interest, while considering the risk level.
FINACC.AI Portfolio
Creation of risk profile and personal profile, and assembly of a personalized investment portfolio using artificial intelligence and a licensed professional. For portfolio construction, the system analyzes key parameters such as track ratings (FINACC.AI Score), management fees, tax benefits, employer benefits, reserve duty benefits, and more. There is the possibility to create a variety of investment portfolios, each tailored to a specific purpose.
FINACC.AI Alerts
The service provides real-time alerts on changes in the capital market, taxation, regulation, management fees, and personal benefits. The combination of AI and review by an expert licensed professional enables personal customization and quick response to recommendations.
FINACC.AI Agents
Guidance by a professional licensee is a vital component in all our services. Therefore, we developed a smart rating system for licensed professionals, which together with other FINACC.AI products, provides a combined advantage:
AI-based agent available 24/7, personally customized to your risk profile and market fluctuations
Professional human licensee, who has undergone rigorous screening and is highly rated by clients.
How FINACC.AI Works for You?
1Secure Data Collection
The system securely connects to your various pension accounts using the Pension Clearing House. Our platform aggregates your data from all institutional bodies to build a comprehensive picture of your current financial situation.
2AI-Powered Analysis & Strategy
Our algorithms analyze your data, market trends, the ranking of all existing investment tracks in the market, and your personal financial profile to develop tailored strategies and recommendations.
3Personalized Recommendations
Receive clear, actionable insights and recommendations designed to optimize your finances and help you achieve your specific goals, and implement changes with professional guidance.
4Continuous Optimization & Support
Pricing Plans
Free Plan
- Permanent access to FINACC.AI Agents
- Smart rating system for agents
- Personal meeting (30-60 minutes) with a professional pension licensee, carefully vetted by us and highly rated by clients
- Comprehensive review of all existing pension plans
- Recommendations for initial steps to improve pension status
Who is it for?
For those who want to perform a basic annual pension "status check" at no cost, and get an updated overview very quickly.
Basic Plan
- One-time access to FINACC.AI Score and FINACC.AI Portfolio:
- Creation of smart personal and risk profiles
- Optimal mix construction using the algorithm from all savings and pension products on the market
- Management fee optimization
- Consideration of taxation and benefits (such as income tax, reserve duty, employer payments, etc.)
- One-time access to FINACC.AI Loan:
- A smart loan system to find the best terms for you
- Meeting with a highly-rated licensee and receiving a summary report with all recommendations
Who is it for?
For those looking for a one-time commitment to dive deep into their pension portfolio, with precise recommendations and a personalized report.
Premium Plan
- Permanent access to all FINACC.AI services
- Close support from a highly-rated licensee
- FINACC.AI Alerts:
- Continuous monitoring and automatic balancing according to risk profile (with client consent)
- Smart real-time alerts on high management fees, market opportunities, employer deposits, irreversible pension actions, and new benefits (such as tax, employer, reserve duty)
Who is it for?
For those who want to be in the know 24/7 effortlessly, enjoy ongoing portfolio balancing according to the market and personal needs (every change requires investor re-approval), and react quickly to market opportunities and threats.