EQUO is an AI-powered personal finance platform designed to provide smart, explainable, and tailored financial advice for individuals seeking to optimize their money management and investment decisions. It combines proactive AI agents that analyze your entire financial picture with real-time market data to deliver personalized, clear, and actionable insights.
- Personalized financial planning and investment strategies powered by explainable AI
- Connects to your financial accounts to consider your full financial situation before recommendations
- Real-time tracking of market changes and economic indicators to keep advice current
- Generative UI that visualizes complex financial answers in an intuitive and comprehensible way
- Collaborative agent system analyzing data, testing logic, and explaining the reasons behind each recommendation
- Multiple subscription tiers to fit different user needs:
- - Free plan with 20 monthly credits, basic insights, and account overview
- - EQUO+ plan ($9.99/month) with 100 credits, advanced AI recommendations, portfolio optimization, and goal tracking
- - EQUO++ plan ($19.99/month) offering unlimited AI analysis, real-time market alerts, advanced portfolio analytics, and priority support
- Trusted by young professionals aiming to outperform expensive wealth managers and generic financial apps
EQUO is ideal for geeks, professionals, and anyone wanting highly personalized, proactive financial advice without the high cost of traditional wealth management.
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