Life Event Detected
"We're expecting a baby!"
Self-Driving Money.
Autonomy turns your financial life into a self-evolving system. Connect data, chat naturally, and let AI agents predict, plan, and act with human oversight.
Hey Autonomy, I just received a $45K bonus — what should I do with it?
Nice! I suggest: $15k to max your Roth IRA, $15k to your daughter's 529, $6k to emergency fund, and $9k to pay down your car loan.
The market dropped 5% last week — should I be worried?
Your portfolio is diversified and aligned with your 15-year timeline. Stay the course — I'll alert you if rebalancing is needed.
Can I afford to buy a house next year?
Based on your savings rate and target, you'll have $80k for a down payment by March. I'll monitor rates and notify your advisor when it's optimal.
Autonomy Intelligence
Personal Intelligence. Always on.
Autonomy continuously monitors your finances. Humans step in when judgment matters.
Activate AutonomyMove $104k to high-yield savings
4.5% APY earning opportunity
Max out your 401k before year-end
$2,400 tax savings
Refinance your mortgage at 5.2%
$847/mo potential savings
Harvest tax losses to offset gains
$4,440 annual tax savings
Rebalance portfolio to target allocation
18% drift from target
Humans + Autonomy Intelligence
Autonomy works with you and your care team.
Autonomy brings your financial advisor, CPA, or lawyer into the loop. AI handles the routine. Humans step in when expertise is needed.
Are you an advisor? Scale with Autonomy
I found a tax optimization that could save you $2,400/year. Should I inform your advisor Liz?
Yes, loop her in!
Notifying Liz...
Done! Liz will review and get back to you shortly.
Liz's Inbox
Autonomy AI Just now
Action Required: Tax Optimization for John D.
Hi Liz, your client John D. has a tax optimization
opportunity worth $2,400/year in savings...
JD
John Davis 2h ago
Re: Q4 Portfolio Review
Thanks for the update. I'll review the...
ML
Maria Lopez Yesterday
Meeting reschedule request
Hi Liz, I need to reschedule our...
I found a tax optimization that could save you $2,400/year. Should I inform your advisor Liz?
Yes, loop her in!
Notifying Liz...
Done! Liz will review and get back to you shortly.
Liz's Inbox
Autonomy AI Just now
Tax Optimization for John D.
Your client has a $2,400/year savings opportunity...
JD
John Davis 2h ago
Re: Q4 Portfolio Review
Life happens. Autonomy handles it.
Autonomy Intelligence detects life events, suggests tasks, and recommends your next best action.
Autonomy Intelligence
Next best action: Review life insurance & start 529 plan
Outcome
Insurance & 529 created
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.
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