• Collector.

  Collecting data from social networks, news articles, exchanges, markets and user given data such as assets, liabilities, spending habits and over all cashflow; means nothing is out of Financist's context.

• Analyst.

  Using proprietary algorithms to constantly analyze portfolios and monitor market trends, FinancistAI can identify the best strategies for financial growth. Ensuring you stay informed and empowered to make decisions aligned with your financial goals.

• Accountant.

  Financist can generate detailed financial reports and tax-ready overviews after analysing your assets, liabilities, investments, and trade history. Ensuring you have accurate, up-to-date information, streamlining tax preparation and supporting strategic financial planning.

• Advisor.

  Financist' conversational tool provides personalized financial considerations and insights. Enabling you to discuss market trends, seek budgeting advice, and explore strategies like dividend reinvestment, debt consolidation, debt recycling and more. Suitable for both novices and experienced investors, the Advisor Module is a practical and educational resource.