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Onesta AI app

Find advisors with intelligent assistant.

Why Install Onesta AI to replace a human task?
Artificial Intelligence and Machine Learning Communication and Messaging Data and Analytics Finance and Payment Processing Task and Project Management

AI Information

What is Onesta AI?

Onesta ChatGPT Plugin is a financial advisor search platform that helps people find the best financial advisor to meet their needs and wants. This platform is designed to make the process of finding the right financial advisor easier by providing a powerful search engine that can filter advisors based on specific criteria, such as fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning, and more.

One of the standout features of Onesta is its AI-powered assistant, OnestaBot, which provides educational material and answers questions related to finance. This feature is particularly useful for people who are new to investing and want to learn more about how to manage their finances.

Onesta also collects and processes SEC registration data for advisors, such as form ADV, to provide detailed background checks and reviews of advisors. This information is critical for people who want to make informed decisions and hire trustworthy financial advisors.

Moreover, Onesta provides a platform for advisors to manage their profiles and provide personal information to help people get

TLDR: AI for Find advisors with intelligent assistant. Copy and paste these prompts into Onesta.

Onesta Prompts

Pluginplay prompts for Onesta

Onesta can be installed on

Onesta - Opensource ChatGPT Plugin

Who is Onesta AI for?

1. Individuals who are looking for a financial advisor to help them manage their personal finances and investments.
2. Retirees who want to ensure they have sufficient funds to support themselves during their retirement years.
3. Business owners who need help with financial planning and investment management for their company.
4. Young professionals who are just starting to build their wealth and want guidance on how to invest their money wisely.
5. High net worth individuals who require specialized financial planning and investment management services.

Find advisors with intelligent assistant. on these platforms

What are the use cases for Onesta?

1. Business Use Case: Onesta can be used by firms that provide financial services to their clients. By integrating Onesta's search engine and AI-powered assistant, these firms can offer their clients access to a wider range of financial advisors and resources. This can help increase client satisfaction and retention, as well as attract new customers who are looking for a more personalized, data-driven financial experience.

2. Personal Use Case: Onesta can be used by individual investors who are looking for a financial advisor that meets their specific needs and preferences. By using Onesta's search engine and background check features, investors can find advisors who are fee-only, fiduciary, or specialize in retirement planning, among other criteria. Investors can then read reviews from other clients and use OnestaBot to ask questions and learn more about investing.

3. Industry Use Case: Onesta can be used by the financial industry as a whole to improve transparency and accountability. By collecting and processing SEC registration data and client reviews, On

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