Description
🖼️ Tool Name:
Xaver
🔖 Tool Category:
AI-powered financial planning & wealth intelligence platform; it falls under Finance, Forecasting & Dashboards, Analytics & Dashboards, Business Docs Automation, و RPA & Task Automation.
✏️ What does this tool offer?
Xaver is an AI-driven finance platform that helps individuals and financial institutions automate wealth planning, analyze financial health, and generate real-time insights.
It supports investment planning, budgeting, risk assessment, and financial decision-making using machine learning.
⭐ What does the tool actually deliver based on user experience?
• AI-powered financial planning recommendations
• Personalized financial health analysis
• Predictive modeling for cash flow & wealth growth
• Risk scoring & diversification insights
• Portfolio optimization & monitoring
• Automated analysis of financial documents
• Smart alerts on spending, risk, and investment performance
• Budget planning & cost breakdowns
• Scenario simulations and “what-if” forecasts
• Real-time dashboards for performance tracking
🤖 Does it include automation?
Yes — Xaver includes multiple automation layers:
• Automated financial data ingestion & classification
• Automatic generation of investment insights
• Auto-updating forecasts based on new financial activity
• Automated risk analysis
• Scheduled financial reports
• Auto-detection of anomalies or spending issues
• ML-driven personalization for user portfolios
💰 Pricing Model:
Subscription-based (SaaS)
🆓 Free Plan Details:
• Basic insights
• Limited financial analytics
• Restricted forecasting tools
💳 Paid Plan Details:
• Full AI financial intelligence suite
• Unlimited data inputs (banks, docs, portfolios)
• Advanced forecasting & wealth scenarios
• Automated reporting
• Integrations with banks, ERPs, CRMs
• Premium dashboards & analytics
• Priority support
• Enterprise modules for advisors & institutions
🧭 Access Method:
• Web App
• Mobile App (if provided)
• API integrations for financial institutions
• Cloud-based SaaS
🔗 Experience Link:
https://www.xaver.com/