MAPLE
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The ultimate financial planning companion.
MAPLE Product Information
MAPLE is a next-gen financial advisor designed to provide supercharged, personalized financial guidance without ads, calls, or data sharing. It analyzes your assets and goals to deliver optimized, tailored recommendations and ongoing optimization to help you grow your wealth. The platform emphasizes privacy, security, and continuous, AI-powered assistance throughout your financial journey.
How MAPLE Works
- Analyze your current financial picture and goals.
- Provide personalized, actionable advice to optimize your portfolio and reach your targets.
- Continuously monitor, analyze, and adjust recommendations as your situation evolves.
- Prioritize user privacy: no data sharing, no ads, and secure handling of information.
AI Wealth Management
Utilize advanced AI tools to map out your future financial path. Set your goals and MAPLE shows you the exact steps to achieve them, with ongoing optimization and insights.
MAPLE X-Ray
A comprehensive AI-powered financial checkup that delivers unique perspectives and actionable insights. The X-Ray evaluates multiple facets of your finances to provide a holistic view and targeted recommendations.
Where MAPLE Looks (X-Ray Modules)
- Exposure Review: Assess portfolio diversification and whether it aligns with your needs.
- Risk Assessment: Understand your risk tolerance and ensure alignment with your portfolio strategy.
- Cash Optimization: Get a clear snapshot of inflows, outflows, and savings rates to improve stability.
- Debt Analysis: Visualize liabilities and optimize debt strategy.
- Retirement Readiness: Evaluate tax benefits, trajectory toward retirement goals, and overall readiness.
Key Features and Capabilities
- AI-powered wealth management with goal-driven planning
- Private, ad-free environment with strong data privacy
- Ongoing optimization and critical-alert guidance
- Comprehensive financial checkups (X-Ray) with multi-area insights
- Security-first: encryption, SOC 2-aligned practices, and MFA
Security and Privacy
MAPLE is built by financial experts and uses industry-leading encryption and privacy standards:
- Multifactor authentication (MFA) for login
- Point-to-point encryption; data secured at rest and in transit
- No credentials stored or shared; no sale of user data
- SOC 2-compliant practices to meet privacy requirements
How to Get Started
- Sign up for MAPLE and connect your financial information securely.
- Set your goals and risk preferences.
- Start receiving personalized, AI-driven recommendations and watch your plan evolve as your situation changes.
Want a superpowered advisor working for you? Get MAPLE and start investing as you should.
- AI-powered personal financial advisor providing tailored recommendations
- Goal-based planning and continuous optimization
- Privacy-first design with no ads and no data sharing
- AI Wealth Management and MAPLE X-Ray comprehensive checkups
- Detailed modules: Exposure Review, Risk Assessment, Cash Optimization, Debt Analysis, Retirement Readiness
- Security features: MFA, encryption, SOC 2 alignment