Experience your complete financial picture through personalized dashboards, real-time insights, and intelligent conversations with AI advisors who understand your unique financial journey.
Voice Interaction
Natural conversation
You
"How much should I be saving for retirement?"
Morgan
"Based on your current age of 34, income of $85,000, and retirement goal at 65, I recommend saving 15% of your income. This would be approximately $1,060 per month."
Engage with your finances through natural voice conversations. Ask questions, explore scenarios, and receive clear guidance with sophisticated visualizations.
Your personalized financial dashboard updates in real-time, showing key metrics like net worth growth, monthly savings progress, and investment performance. Get instant insights and expert-validated recommendations as your financial picture evolves.
Financial Insights
Real-time analysis
Investment Portfolio Analysis
Current Allocation
65% Stocks, 25% Bonds, 10% Cash
Risk Profile
Moderate Growth
Projected 12-month performance
Recommended Actions
Increase international exposure by 5%
Rebalance bond portfolio to shorter duration
Consider tax-loss harvesting opportunity
Experience the future of financial planning with AI-powered insights, expert validation, and personalized guidance.
Choose from specialized AI advisors, each with unique expertise in investment, debt management, retirement planning, and budgeting.
Engage through voice or text with context-aware responses that remember your financial history and goals.
Live analysis panel that updates as you converse, providing instant scenario modeling and recommendations.
Human financial experts validate high-impact recommendations for added confidence and compliance.
Get immediate insights on spending patterns, investment performance, and financial health metrics.
360° account aggregation across all your financial institutions with predictive budgeting and planning.
Get started in minutes and transform your financial conversations into actionable insights.
Securely link your bank accounts, credit cards, and investment portfolios through our encrypted Plaid integration.
Select from specialized AI advisors: Morgan (investments), Riley (budgeting), Sam (debt), or Taylor (retirement planning).
Ask questions through voice or text. Get real-time insights, scenario planning, and personalized recommendations.
Start free and scale as you need more advanced AI conversations and insights.
Perfect for getting started
For serious financial planning
For financial professionals
Need more voice conversation time? Add additional minutes to any plan.
The free plan includes basic text conversations with our AI advisors, connection to 3 financial accounts, and access to educational content. Perfect for getting started with AI-powered financial insights.
Voice conversations use advanced AI models and real-time processing. Professional plans include 60 minutes monthly, with additional minutes available at $0.50 each or $20 for a 60-minute pack.
Yes! You can change your plan anytime. Upgrades take effect immediately, and downgrades take effect at your next billing cycle.
Absolutely. We use bank-level encryption, never store your login credentials, and are SOC 2 compliant. Your data is read-only and never shared with third parties.
Join thousands of users who've transformed their financial journey with Munk's intelligent conversations and expert insights.