Famylio

We are personal AI wealth management app like a digital family office, the user tell us about him, financial situation, wealth, income, personal situation, his goals, upload his documents. We show him the big picture of what he have then he define his goals (ex buying a house in the 3 coming years, or diversify his wealth, or plan for succession, etc…) whatever it is, and we help him chose and define a strategy to achieve it. We also allow him to manage his wealth by gathering all his documents, we classify them and answer questions about them (RAG). User can track and manage every component of his patrimony (savings, investment, cars, house, luxury goods, etc…), but also his budget and insurances.