Candidly Expands Its AI Financial Guidance Platform with Six New Capabilities, Including Guidance for Trump Accounts

Candidly, the category-defining AI-native financial guidance platform, today announced six new capabilities available as part of a composable stack of configurable agents that comprise the Candidly Intelligence Center. The Candidly Intelligence Center is the company’s enterprise-grade deterministic AI infrastructure that powers personalized financial guidance for the enterprise, down to every end user. The new capabilities span retirement, equity compensation, account guidance, budgeting, benefits intelligence, and the new tax-advantaged children’s investment accounts widely known as Trump Accounts. These capabilities enable the financial services industry to put AI in the hands of the people it serves, not just inside its own operations, delivering customer-facing experiences that improve financial outcomes for all. All six will be available at the end of the month through Candidly's MCP gateway and API, for partners who want to deliver personalized conversational experiences in their own front end. For those seeking an end-to-end experience—with orchestration, visuals, and calls-to-action included—Candidly is releasing white-labeled front-end experiences this fall. This adds to the student debt and college planning capabilities available now. Each new capability is a productized, hardened unit of guidance, built from the same five components: Knowledge bases: Curated, compliance-reviewed domain content, the language and rules a specialist would use. Skills and tools: Deterministic computations that run in a sandbox with full audit trails. Data: Candidly reference data, permissioned partner integrations across payroll, benefits, and recordkeeping, and data the person brings. Actions: Surfaces that turn a computed answer into a completed step, such as a contribution change or plan election. Visuals: Inline components, including contribution charts and projection visualizations, that render the result in context. Guidance for Trump Accounts, as Contributions Open July 4 NoYes Artificial Intelligence 06 Jul, 2026