Easy Wealth: Family’s AI CFO

Every business has a CFO. Your family deserves one too. Easy Wealth AI acts as your family's Chief Financial Officer: it keeps the books, prepares for tax season, reviews your insurance and assets, and brings the numbers together so you can make decisions with confidence. KEEP THE BOOKS - Link bank and card accounts securely through Plaid (read-only) or import statements - AI categorizes every transaction, personal and business - Separate books for each family business entity - A clear, always-current picture of where your money goes PREPARE FOR TAX SEASON - Year-round records organized the way your accountant needs them - Year-end summaries and supporting documents in one place - Share a tax-ready package instead of a shoebox of receipts REVIEW YOUR PROTECTION - Upload a policy illustration or annual statement (PDF) - AI extracts face amount, cash value, premiums and costs - Plain-language review of strengths, gaps and questions to ask your agent - Supports indexed universal life, fixed indexed annuities, whole life and more PLAN AHEAD - A needs analysis that maps your family's protection, savings and planning priorities - Structured reports to bring to conversations with your advisors RUN BETTER FINANCIAL MEETINGS - Meeting AI Agent: live transcript, AI summary and to-do list - Keep every family or advisor discussion on record and actionable BUILT FOR BILINGUAL FAMILIES - Full English and Chinese support YOUR DATA STAYS YOURS - No ads, and we never sell your data - Bank connections are read-only - Delete your account and data at any time from within the app Easy Wealth AI provides information and organizational tools for educational purposes. It does not provide investment, tax or legal advice, and does not sell insurance or financial products. Questions? [email protected]