Features

Frank isn’t a generic chatbot. He’s custom built to optimize your finances. Here are a few of the many capabilities that make Frank the most badass advisor on the planet.

Account Aggregation

Frank brings organization when your finances feel chaotic. Connect an unlimited number of accounts to see your complete financial picture in one clean dashboard. And don’t worry: we use the highest security practices possible, so your data is safe with us.
The main accounts page.
New smart monitors.

Smart Monitors

Frank sees what your bank doesn’t and alerts you when it matters. A subscription goes up? Ping. You’re paying a sneaky fee? Ping. You’re too concentrated in one stock? Ping. Frank’s got your back, and is always watching out for your wallet.

Proprietary Personal Finance LLM

Frank is not a glorified internet search. It’s a finance-first AI, built by real industry experts and trained on insights from 5,000 hours of coaching and advising sessions, along with over 100,000 hours of vetted financial education. Every answer is double-checked for accuracy, compliance, and fiduciary responsibility, so his advice is not just smart, it’s safe.
Frank's list of LLM guardrails.
Customize Frank options.

Customization

To us, it’s simple: finances are personal, so financial guidance should be personal too. Frank gets to know you and your priorities, so his advice is always adapting to your real-time financial situation, personal goals, and learning style.

Human Review

We get that working with an AI advisor will be new for most people. That’s why we have Certified Financial Planners® on standby to review any conversation or just provide a human touch. With Frank, you get the best of both worlds: AI technology available 24/7 and empathetic professionals who can provide assurance when you need it.
Need a second opinion? Submit a chat for review

Try Frank, Risk Free.

If Frank’s not right for you, we’ll refund your money. No hassle, no hard feelings.

See What Frank Can Do

Frequently Asked Questions

Is there an asset minimum like with traditional financial advisors?
What is the 30-day guarantee?
Is Frank right for me if I already have a financial advisor?
Does Frank integrate with my bank or employer?
How secure is my financial information with Frank?

A financial advisor who gets you. Finally.

Big Decisions. Smart Price.

Frank gives you clarity, control, and confidence — for a price that respects your time and your money.

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.