COMING SOON
MoneyBot is building one connected place where you can see your financial picture more clearly, receive ongoing guidance, involve the right professionals, and keep important work moving.
Free for clients. Built exclusively for Canadians.MoneyBot brings together the information, goals, documents, household context, and professional relationships that shape your financial life.
As things change, that connected picture helps you understand what is different, why it may matter, and what to do next.
MoneyBot helps explain what has changed, why it may matter, what information may be missing, and what deserves attention next.
When you need professional advice or action, the relevant context is already connected so you do not have to start from the beginning.
You decide which professionals belong on your financial team and who should be involved in a specific need.
Each professional sees only the information, documents, conversations, and work relevant to their role and your current relationship with them.
From the first question to the final outcome, MoneyBot keeps the conversations, documents, decisions, responsibilities, and professional work connected in one place.
So everyone involved can understand what is happening, what comes next, and what still needs to be done.
You will be able to use MoneyBot without a subscription or paid upgrade.
Independent professionals may still charge for the advice and services they provide.
Get meaningful development updates and be among the first Canadians invited to use a more connected way to understand your financial life, receive ongoing guidance, and involve the right support when you need it.