Feed your financial plans with defensible data.
Whether you use eMoney, Right Capital, or MoneyGuide, your software is only as good as the inputs. And your client relationships, only as good as your outputs. Fin Pods AI extracts auditable numbers directly from client documents. And lets you create interactive reports with AI that match your firm and your clients.
The Deliver Suite
Getting the math right in your software is step one. Step two is explaining it. Currently in alpha, our Deliver Suite helps you generate the ultimate deliverables that explain complex concepts exactly how you—and your clients—expect.
- Translate dense projection outputs into clear, client-friendly summaries.
- "Vibe Code" securely with Fin Pods to build personalized, interactive deliverables.
- Keeping personal finance, and its software, personal.
Feed Right Capital the data it craves.
Right Capital's tax logic is powerful, but it requires precise data. Manually entering tickers, quantities, and purchase prices from a PDF is a non-starter.
- Generate the exact holding CSV format with cost basis for instant import.
- Detect hidden assets like HSAs and Catch-up 401(k)s directly from paystub deduction codes.
Stop doing mental math for eMoney.
The SSA Statement gives you Monthly estimates based on assumptions that are often wrong. eMoney asks for a precise Annual amount. Fin Pods bridges the gap.
- Extract raw earnings data to pipe into open-source projection tools.
- Calculate the defensible annualized figure to paste straight into the Cash Flow timeline.
Power Your Collaborative Planning Sessions
Interactive planning platforms like MoneyGuide thrive on real-time collaboration and precise goal funding. But a Probability of Success score is meaningless if the baseline net worth and income sources are estimated. Fin Pods ensures your inputs for pensions, specific brokerage holdings, and Social Security are grounded in reality—making your live client presentations and scenario planning bulletproof.
Mission Over Margins
Fiduciaries shouldn't be data entry clerks. Your planning software is incredibly powerful, but it's constantly starving for context. We built Fin Pods to handle the extraction logic so you can focus entirely on the advice.
With the upcoming addition of the Deliver Suite, we're not just moving data into your software—we are preparing to help you pull the narrative out of it. Because at the end of the day, personal finance needs to stay personal.
Built for planners,
Ready to reduce friction?
Stop guessing on your inputs and start delivering plans grounded in reality.
*Fin Pods AI is an independent Public Benefit Corporation. Fin Pods AI is not affiliated with, endorsed by, or sponsored by eMoney Advisor, LLC, RightCapital Inc., or Envestnet MoneyGuide. "eMoney", "RightCapital", and "MoneyGuide" are trademarks of their respective owners. Fin Pods AI provides data extraction and formatting services that facilitate the manual entry of accurate data into third-party planning tools.