Good idea , needs more work before it is usable
This seems like a good idea, and actually what I was looking for having been talking to general AI tools (chat gpt etc) about my financial planning. Two problems kept me from using this service: 1) on logging in I could see no statement about data handling or privacy. I am reluctant to hand over all my financial info without at least some idea how it will be used and protected. 2) the only available first step seemed to be to "have a call" with Warren. I am not particularly keen to talk to an AI I don't know why I can't fill in a webform with my info.








