Frank is Here - And He's Changing Financial Advice for the Better.

The moment has finally arrived! Frank is now officially available to the public. It’s been a long journey, and we’re thrilled for people to finally see what he can do.

Meet Frank

A year ago, we started wondering: How do we create a financial management tool for people who effectively manage their finances, but want a sounding board when it comes to key financial decisions?

Frank was born, and frankly, we can’t wait for you to meet him.

Frank is a financial management tool that lets you see your finances in one place, get advice on decisions, and track your overall net worth. But he’s more than just a dashboard. He’s also a highly personalized advisor who works overtime to identify financial risks and opportunities, and help you develop your overall financial strategy.

What You Get With Frank‍

All Your Accounts in One Place

Frank pulls every element of your financial life together in a single view so you don’t have to juggle logins, spreadsheets, or half-remembered balances.

Custom Built Financial Insights

Want to check in on how you’re doing? Frank generates customized report-style insights to help you explore different topics, i.e., your readiness for retirement or a tax optimization strategy.

Alerts When Something Needs Attention

Frank uses Monitors to keep an eye on your finances and alert you if anything seems off, whether it’s a spending shift, an overconcentration in one holding, or an unexpected large purchase that could be fraudulent.

AI + Human Expertise

Is it ok to focus on renovations if you have debt? Where should you save after maxing out your 401(k)? Frank is available to chat 24/7 with answers grounded in your real financial picture. And if you ever need a second opinion, you can request a review from one of our CERTIFIED FINANCIAL PLANNER™ professionals.

An Advisor Who Gets You

You choose how Frank looks, sounds, and explains things, because truly good advice is easy to understand and comes from someone you trust.

Why Frank?

Frank isn’t just a chatbot. He was purpose-built for finance. The people behind Frank are the same people behind SmartPath, where we’ve been teaching people how to be smart with money for over 15 years.

Frank was trained on real-world financial education and advising experience, which means when you ask him a question, he’s not surfing the internet for the most popular answer. He’s drawing from his own vetted financial knowledge and puts each response through a series of guardrails before ever sharing it with you.

Take Frank for a Spin

Frank is the newest innovation in personal finance, and we think you’ll want to see for yourself.

Try Frank, risk-free for 30 days. If you aren’t satisfied with your Frank experience for any reason, you won’t pay a dime. No questions asked.

We can’t wait to hear about how Frank makes a difference in your financial life. Together, you’ll be unstoppable.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.