COMING SOON
MoneyBot helps you understand your financial life, recognize what deserves attention, and decide what you want to address next.
When action is needed, the right people, information, conversations, documents, and next steps can stay connected in one process from beginning to completion.
Free for clients and advisors. Built exclusively for Canadians.Bring together the information, goals, documents, household context, and professional relationships that shape your financial decisions.
MoneyBot keeps that picture connected and understandable as things change.
MoneyBot helps you understand what may deserve attention, why it matters, and what information may still be missing.
When something is outdated, uncertain, or incomplete, MoneyBot makes that clear instead of pretending the picture is more certain than it is.
You or your advisor can start a Request around a question, concern, update, task, or service need.
The right people can then come together around the same objective, with the relevant context, conversations, documents, and next steps kept in one place.
MoneyBot keeps the relevant conversations, documents, decisions, responsibilities, and professional work connected as the Request moves forward.
Everyone can see what belongs to them, what remains outstanding, and how their work fits into the bigger picture.
When work is completed, the outcome becomes part of your broader financial picture.
MoneyBot can use that updated context to make future guidance more relevant and help you move forward without starting over.
Each person sees the information, conversations, documents, and work relevant to their role in the Request.
That keeps collaboration focused while preserving your control over the broader financial picture.
MoneyBot brings financial understanding, ongoing guidance, professional support, and coordinated action together in one Canadian ecosystem.
As a client, that means clearer decisions and better support.
As an advisor, it means stronger context and a better way to help clients move forward.