All Our Plans
Free Plan
Comprehensive pension planning with a highly-rated licensee
Annual meeting 100% on us
- 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 pension and savings portfolio planning with all FINACC.AI services (except FINACC.AI Alerts)
$₪2,000one-time (incl. VAT)
- 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.
Most Popular
Premium Plan
Dual support: A personalized FINACC.AI agent operating 24/7, alongside a highly-rated, readily available licensed professional.
₪250/month or ₪2500/year
- 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.
Premium Plus Plan (Coming Soon!)
Price to be announced soon
All the benefits of Premium, plus:
- Full FINACC.AI-based retirement consulting – detailed planning for the retirement phase
- Smart insurance analysis – coverage assessment and improvement recommendations
- Early access to new features
Who is it for?
For those who want a comprehensive solution from start to retirement, with unique extensions and significant benefits.