Domain-Aware
Understands full financial, market, and regulatory context.
Autonomy Intelligence,
Built for Wealth Management.
Autonomy isn't powered by one large model. It's a living network of specialized AI Agents, each trained for a domain, orchestrated by an event-driven intelligence layer, and guided by human oversight. Together they create true financial autonomy: proactive, private, and personalized.
Autonomy Intelligence
Working for you 24x7 in the background
Refinance your mortgage at 5.2% — you'd save $847/month
Move $12k from checking to high-yield savings (4.5% APY)
Your car insurance renews in 14 days — found 3 cheaper options
Max out your 401k before year-end to save $2,400 in taxes
Financial Monitoring
ActiveWe are monitoring your finances on a 24x7 basis. If we
Tracking Interest Rates
ActiveWe will notify you if Interest Rates drop by .5%
Financing home repairs
CompleteCongratulations! You've finished repairing your home.
How Autonomy Intelligence Operates
Event-driven orchestration turns signals into verified actions across specialized agents, with human oversight.
1
Detect
Continuously detects meaningful changes across data, markets, and life events.
e.g., Agent detects unrealized losses in your portfolio.
2
Assess
Evaluates impact using domain logic and deterministic checks.
e.g., Tax impact calculated and optimal harvest strategy identified.
3
Recommend
Generates an explainable next best action with options and trade-offs.
e.g., Consumer, Advisor reviews and approves the plan.
4
Act
Executes via approved workflows. Every action is logged and reversible where possible.
e.g., Advisor executes trade. Savings realized. Tax impact reflected.
Detect
Assess
Recommend
Act
Built for Wealth Management
Not a prompt. Not a wrapper. A system.
Autonomy's agents aren't chatbots or generic LLM wrappers. Each agent is a specialized, deterministic digital worker — orchestrated by a supervised intelligence layer purpose-built for finance.
Deterministic
Deterministic engines for math, simulation, and rules; language models for reasoning.
Low Hallucination
Built for accuracy, traceability, and transparency.
Human-loop
You and advisors approve key decisions.
Activate Your Autonomy Intelligence
Ready to assign a task to Autonomy?
Give your agents a goal — they'll work around the clock to achieve it. Monitor rates, track spending, optimize savings, and more.
Financial Monitoring
Monitoring your finances 24x7
Tracking Interest Rates
Alerting when rates drop 0.5%+
Optimize Cash Position
Finding higher-yield opportunities
Tax Loss Harvesting
Scanning for tax-saving opportunities
Start your journey to financial autonomy.
Join the future of personal finance. Let AI agents handle the complexity while you enjoy the results - more money, less stress, complete control.
Get AppAutonomy Finance is currently in Alpha — some features shown are coming soon.