Advisors: get guidance from someone who can see the real picture
Advice works better when the adviser can see your actual numbers. On FinBuddy AI you can invite an advisor as your financial coach, decide what they can see, and take back access whenever you like. They cannot edit your data or move money.
What the Advisors looks at
- Find an advisor
- Browse the advisor directory, read profiles and reviews, and write a review of your own.
- Share on your terms
- Invite an advisor you trust as your financial coach and choose what they can see. You can remove access at any time.
- Ideas you can act on
- See stock and mutual fund recommendations from the advisors you have connected with, and mark what you accepted, completed or ignored.
- For advisors
- Approved advisors have their own portal with a view of the clients who have shared their data, suggestions, and stock and fund recommendations.
What you need, and how to use it
What it needs: A free account to find and invite an advisor. Advisors are approved before they can use the advisor portal.
- Open Insights, then Advisors, and browse the directory.
- Invite the advisor you want as your financial coach and choose what they can see.
- Look at their recommendations, and remove their access whenever you want.
Questions people ask
Can an advisor change my data or move my money?
No. An advisor you invite can see only what you allow, cannot edit your records, and cannot move money. You can remove their access at any time.
Are advisor recommendations guaranteed?
No. Recommendations are one person's view and every investment carries risk. Do your own research and decide what is right for you.
I am an advisor. How do I join?
Use the Advisor option in the Sign in menu to reach the advisor portal. New advisors are approved before they can use it.
Is it free?
Yes. Everything in the app is free to use at the moment: there is no paid plan to choose.
See your own numbers
Create an account, add a few entries and open Advisors. It works from what you record.