CoinMD

Receive personalized financial advice tailored to your unique circumstances and goals, available 24/7, at a fraction of traditional advisor costs.
Personal Finance Management Automated Financial Advice Financial Planning

CoinMD is a personal finance app that uses automated advice based on a user's specific financial circumstances. The idea is to let people store financial accounts in one place and get advice based on their own circumstances, the kind of advice a human financial advisor might offer but at a lower cost.

Among CoinMD's features:

  • Personalized Insights: Advice based on your goals and circumstances, not one-size-fits-all advice.
  • 24/7 Feedback: Advice and guidance available at any time.
  • Investor Preferences Quiz: Helps determine your investment preferences so advice can be more personalized.

CoinMD is geared for people who want some financial advice but don't need to hire a financial advisor. The app's advice is based on the collective knowledge of real finance experts who've worked on Wall Street, but it's not influenced by external factors.

The app's advice will cost a quarter of what a traditional financial advisor would charge, the company said. And it's got a 100% satisfaction guarantee. You can fill out a profile, add accounts, take a quiz to get advice and ask questions along the way.

CoinMD is for anyone who wants to get their finances in order and get a better handle on their situation through personalized advice. Check the website for details.

Published on June 13, 2024

Related Questions

Tool Suggestions

Analyzing CoinMD...