Albert Genius is your personal financial assistant. It’s an AI powered financial assistant that can help you budget and plan, move money instantly, help you shop, alert you about your finances, and more.
How it works
Genius puts your financial data to work to give you up-to-the-minute insight into your money and personalized suggestions for how to save, invest, and spend it. Then Genius acts on those suggestions for you, automatically.
A financial planner
Genius makes it simple to build budgets, track spending, and get insight into your financial innerworkings. At the end of each month, Genius also gives you a monthly report on your spending so you can track how you’re doing with your finances month-over-month.
Personalized to you
Genius analyzes your financial data, including your spending, income, recurring bills, and financial habits to make recommendations that are ultra personalized to you. Genius learns about you, your life, and what you like to make tailored recommendations that improve over time.
Disclosures
Albert Genius is a new type of financial assistant that uses generative AI to help you navigate your finances, set up a budget and financial plan, and answer general financial questions. You can also upload documents, which may include personal and financial information, to the Vault to be analyzed using AI, which can make mistakes.
Albert Genius is not a licensed financial advisor. The information provided by and any non-investment related recommendations made by Albert Genius are intended for general information purposes only and are provided on an "as is" and "as available" basis. Such information and recommendations may not be comprehensive.
When used for investing-related questions, Genius does not provide investment recommendations and cannot predict future investment performance. Genius is solely provided as a research tool to help locate publicly available disclosures and third-party research reports about investment opportunities selected by you. Genius does not independently verify the information it retrieves, which may contain factual errors.
You should verify any information provided by Genius prior to making any investment decisions based on it. Genius is separate from the investment advisory services provided by Albert Investments, LLC, a registered investment adviser, which solely provides portfolio management services for customers who purchase its managed portfolios. You should review any information and recommendations provided by Genius carefully before taking action and consult with qualified financial and other advisors as needed. Such information and recommendations should not be construed as financial, legal or tax advice. Albert makes no representation or warranty as to any of the information or recommendations provided, in whole or in part, including with respect to their accuracy, reliability, timeliness, or content.
Genius assistance Albert
Genius uses generative AI which can make mistakes. Albert Genius can assist you and provide information about your linked accounts, including your Albert accounts, Albert services, and other financial tasks. However, it cannot affirmatively take action for you on its own with respect to such accounts, services, or tasks. If you need help with your Albert account or services, please reach out to customer support.