The Financial Management Platform for Wealth Builders

You spend responsibly, save for retirement, and are watching your net worth grow. What’s next? Turning your financial data into something you can actually act on.

Frank not only aggregates your data but transforms it into a strategic plan, so instead of just managing your day-to-day finances, you can shape your entire financial life with intention.

  • See all your accounts in one place
  • Learn what to do next with your money
  • Get real-time alerts when something's wrong or an opportunity arises
  • Receive personalized, report-style insights on topics like retirement readiness or weekly spending
  • Customize how Frank looks, sounds, and explains things to match your learning style

The platform your financial life grows into. Get started with a 30-day free trial and then save 25% on your subscription!

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See How Frank Works

Check out the video below to see how Frank can organize your finances and keep things running smoothly.

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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 Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance.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.