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Fintech · Demo

Mosaic Finance

AI-powered financial planning — conversational fact-find, automated plan generation, full dashboard.

mosaicfinance.ai
Landing page — Mosaic Finance

Problem

Most Canadians never get a real financial plan; advice is gated behind asset minimums.

Approach

A conversational fact-find that feeds an automated, account-aware planning engine (RRSP/TFSA/FHSA/CPP) and renders a full client dashboard.

Stack

Next.jsTypeScriptPostgresAI orchestration

Outcome

A complete, demo-ready planning product built solo. Showcased as a build; not operated.