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INVEST ON-CHAIN INTELLIGENTLY

INVEST ON-CHAIN INTELLIGENTLY

Empowering financial advisors

Clear insights into AI and on-chain investing
AI-designed portfolios across traditional & digital assets
Goal-based planning through natural conversation
AI agents for designing portfolio, trading, and risk management

Delivering SMART investing for clients

No forms, no friction — just a simple conversation
Personalized, dynamic portfolios tailored to life goals
Real-time access to both tokenized and traditional assets
Ongoing optimization with agentic execution and rebalancing

How CoFin Reinvents the Advisory Stack

1. Understanding the Client

From: Forms & repetitive advisor Q&A
To: AI-powered conversation

“CoFin engages users through natural dialogue, rapidly capturing goals, preferences, and constraints—without friction or fatigue.”

2. Translating Goals into Portfolio

From: Manual mapping of vague prefs
To: AI-interpreted investment intent

“CoFin maps user input into clear portfolio inputs: risk, return, liquidity, and horizon—turning human language into financial logic.”

3. Designing Hybrid Portfolios

From: TradFi-only, static products
To: On/off-chain portfolios with programmable assets

“CoFin builds personalized portfolios across tokenized assets (Base, Solana, Ethereum) and considers off-chain holdings for true diversification.”

4. Executing On-Chain

From: Fragmented execution and custody
To: Automated, non-custodial smart wallet execution

“CoFin executes the plan through smart contracts—swapping stablecoins into structured portfolios without centralized intermediaries.”

5. Monitoring & Rebalancing

From: One-time advice
To: Continuous, intelligent guidance

“CoFin agents monitor portfolio drift and market changes, offering proactive rebalancing, risk alerts, and adaptive goal tracking.”

CoFIN