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MAPLE
A superpowered financial expert in your hands.

What is MAPLE?

MAPLE offers supercharged personal financial advice, acting as a powerful tool for optimizing users' portfolios. It provides specific, personalized recommendations, effectively giving users access to a world-class financial advisor.

This AI-powered platform continuously analyzes assets, tracks financial goals, and provides up-to-date recommendations. It features a comprehensive financial checkup called MAPLE X-Ray, which provides valuable insights into a user's financial status, including exposure review, risk assessment, cash optimization, debt analysis, and retirement readiness.

Features

  • Supercharged Personal Advice: Optimize your portfolio with specific, personalized, financial advice.
  • AI Wealth Management: Set your goals, and the AI will show you exactly how to get there.
  • Always Working for You: Continuous analysis and optimization of your financial data.
  • MAPLE X-Ray: A comprehensive financial checkup with insights into exposure, risk, cash flow, debt, and retirement.
  • Exposure Review: Portfolio diversification check.
  • Risk Assessment: Understanding risk tolerance and alignment with portfolio.
  • Cash Optimization: Snapshot of inflows, outflows, and savings rates.
  • Debt Analysis: Overview of liabilities and their impact on financial planning.
  • Retirement Readiness: Assessment of retirement strategies and goals.

Use Cases

  • Personalized portfolio optimization
  • Goal-based financial planning
  • Continuous financial monitoring and alerts
  • Comprehensive financial health checkup
  • Retirement planning optimization
  • Debt management and optimization
  • Cash flow analysis and improvement

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