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Meet Frank – The AI That’s Redefining Financial Advice

Meet Frank, the AI-first financial advisor for the middle class. Read on to learn how Frank is bringing accessible, personalized financial advice to more and more people.

Alok Deshpande

July 11, 2025

Meet Frank – The AI That’s Redefining Financial Advice
Frank Monitors: Smarter Financial Alerts for Real Life

Frank Monitors: Smarter Financial Alerts for Real Life

Learn more about Frank's AI-powered financial alerts that keep watch on your money and help you act fast when your finances change.

Stuart Lawder

November 6, 2025

The Future of Financial Advice: Introducing Adaptive Advising

The Future of Financial Advice: Introducing Adaptive Advising

Discover how adaptive advising is redefining financial advice — combining AI precision and human insight to deliver guidance that evolves with your life.

Christine Nero

September 19, 2025

Frank vs. Robo-Advisors: What’s the Real Difference?

Frank vs. Robo-Advisors: What’s the Real Difference?

Explore the real difference between robo-advisors and Frank, and what that means for your financial planning.

Christine Nero

August 13, 2025

Should You Do a Roth Conversion? Here’s How to Think About It

Should You Do a Roth Conversion? Here’s How to Think About It

What is a Roth conversion and when does it make sense? Explore the benefits, risks, and tax considerations of moving funds into a Roth IRA.

Alok Deshpande

August 4, 2025

Why Frank Is More Advanced Than ChatGPT for Financial Advice

Why Frank Is More Advanced Than ChatGPT for Financial Advice

Learn how Frank goes beyond general-purpose AI to deliver safe, compliant, and highly personalized guidance.

Christine Nero

July 31, 2025

Frank Is More Than a Fintech Tool—He’s a Proactive Financial Advisor

Frank Is More Than a Fintech Tool—He’s a Proactive Financial Advisor

Frank isn’t just another AI financial platform. With connected accounts, proactive insights, and adaptive conversations, he’s your intelligent financial partner.

Christine Nero

July 30, 2025

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.