We've configured an AI model to behave exactly as you'd expect a financial adviser to, including a review of your financial information. So whether you're asking if a product is suitable or wondering how best to diversify, we've got you covered.
Opt-in only, and let our financial assistant help you
We're making an AI financial assistant available to all Strabo Pro users. Once you've opted in to sharing balance information with the tool, it will have the ability to scour your financial information and provide unique insights on risk suitability, diversification and more.
For simple tasks like asking what an ISA is, or what the difference between stocks and bonds are, you can simply pop the question into the chat box. What's unique though, is that the tool has access to your recently uploaded balance information. Given the way that it has been trained, you can ask it to give you insights on this portfolio.
What makes this interesting is that we have basic personal information about your age, country, salary etc. Which means that Strabo AI can make informed recommendations using the information you've shared, even taking into account the idiosncrasies of your situation. So you can ask it if your portfolio is well adjusted for risk, whether you've taken on too much debt or which assets you should diversify into after recent market fluctuations.
Please do note, that this doesn't constitute financial advice and you should consult professional advice or do your own research before making significant financial decisions. If in doubt, you can contact our trusted financial planner using the Contact button at the foot of the Advice page on your dashboard.