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Updates on July 28, 2023
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Ask AI financial questions & browse advisor database to uncover info.
Onesta is a platform for searching financial advisors that is designed to assist users in finding the most suitable advisor according to their requirements. Notable features and benefits include:
- Advanced search engine: Allows users to filter advisors based on various criteria such as fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more
- AI-driven assistant: OnestaBot provides educational resources and answers finance-related queries
- Thorough background checks: Analyzes SEC registration data, including form ADV, to conduct comprehensive evaluations of advisors
- Advisor profile management: Enables advisors to manage their profiles and share personal information with potential clients
- Investor resources: Offers resources such as a list of key questions to ask advisors and guidance on managing financial windfalls
Onesta is beneficial for various individuals:
- Investors searching for the most suitable financial advisor to fulfill their specific requirements
- Financial advisors aiming to showcase their expertise and connect with prospective clients
- Individuals in need of financial guidance and resources to make well-informed decisions
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