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.