Shyft Score
Directory quality rating
53/100
Quiet
Found in 1 source
Our take
The verdict on PINA
AI-generated
PINA offers strong automated investment management and personalized financial planning, but lacks AI agent support and has a small ecosystem.
Strengths
- Automated investment management
- Personalized financial planning
- Tax-loss harvesting
- Real-time performance tracking
Limitations
- No AI agent support
- Small ecosystem
- Limited integrations
Best for: Individuals or small teams seeking automated wealth management tools.
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See how PINA fits your stackAbout
What is PINA?
PINA is a digital wealth management platform that simplifies financial planning and investment management through certified financial planners and advanced tools.
Key capabilities
Automated investment management
Personalized financial planning
Tax-loss harvesting
Portfolio diversification strategies
Real-time performance tracking
At a glance
Use cases
What you can do with PINA
Creating a financial plan
Managing investment portfolios
Setting financial goals
Tracking investment performance
Consulting with financial planners
Best for
Individual investorsFinancial advisorsWealth management firms
Pricing
PINA pricing
PINA starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with PINA
Integrations
StripePlaidQuickBooksXeroZapierSalesforceGoogle SheetsMailchimpSlack
FAQs
Frequently asked questions
Common questions about PINA and its capabilities
PINA pricing starts at $29/mo. Contact PINA for enterprise pricing and volume discounts.
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