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一分钟完成验证AI-powered conversational financial planning platform for the Canadian wealth managment market
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取自仓库 README
正在加载完整 README。 以下为已保存的摘录。
Gamified financial tracking for Canadians — conversational onboarding, net worth dashboard, and instant educational Progress Reports with an AI guide.
Live: https://mosaicfinance.ai — portfolio demo. Not an operated consumer advice product.
Most retail money apps are either calculators or chatbots. Mosaic sits in between: a structured, multi-session AI interview builds a financial picture, then Claude generates a multi-section Progress Report (tax accounts, retirement trajectory, debt, insurance, investment education) grounded in Canadian rules (RRSP, TFSA, FHSA, CPP/OAS, provincial nuance).查看完整 README ↗目前无法加载完整 README。请通过原文链接阅读。 以下为已保存的摘录。
Gamified financial tracking for Canadians — conversational onboarding, net worth dashboard, and instant educational Progress Reports with an AI guide.
Live: https://mosaicfinance.ai — portfolio demo. Not an operated consumer advice product.
Most retail money apps are either calculators or chatbots. Mosaic sits in between: a structured, multi-session AI interview builds a financial picture, then Claude generates a multi-section Progress Report (tax accounts, retirement trajectory, debt, insurance, investment education) grounded in Canadian rules (RRSP, TFSA, FHSA, CPP/OAS, provincial nuance).查看完整 README ↗