Laying out the streets…STEP 1 OF 3

WealthFluent · Office #8,889 · Resting in Launch Grove

Magpie on your real accounts and goals

No one claimed this product, so its office left Tablif Town and became a tree in Launch Grove. Nothing about it is lost: this link, its neighbors and its story stay here. The office moves back with the same number and the same link when someone proves the site is theirs.

Visit wealthfluent.com

What Tablif read on WealthFluent's site

WealthFluent describes itself as: “Magpie AI: The Assistant That Already Has Your Books, 2026”

What it is

Calls itself “agentic AI companion”.

  • Calls itself: agentic AI companion
“Magpie is WealthFluent’s agentic AI companion.”

Where it puts itself

Positions itself as an alternative to Boldin, Empower. Claims “Best Retirement Planning Software”. Rules out “does not place trades”. Publishes a comparison page.

  • Alternative to: Boldin, Empower
  • Superlative claim: Best Retirement Planning Software
  • Says it will not: does not place trades
“Generic AI Can Explain a Roth. Magpie Can Explain Your Roth.”
“How Magpie sits next to Boldin, Empower, and other planners”

What it costs

One-time purchase, monthly subscription and yearly plan. Free for a trial period. Trial: “14-day”. Sales on request.

  • One-time: yes
  • Monthly: yes
  • Yearly: yes
  • Free plan: free for a trial
  • Trial: 14-day
  • Contact sales: yes
“Premium at $30/month”
“…or $144/year”

Who it sells to

Sells to consumers. Made for Advisors & Planners, DIY Strategic Investors and Families & Couples.

  • Sells to: consumers
  • Made for: Advisors & Planners · DIY Strategic Investors · Families & Couples
“Our Customers DIY Strategic Investors”
“Advisors & Planners”

How it runs

A mobile app and web app for iOS. Hosted in the cloud. Distributed through the App Store. AI is the core of the product. Built with WordPress and Google Analytics.

  • Kind: mobile · web
  • Runs on: iOS
  • Runs where: cloud / hosted
  • Distributed via: App Store
  • AI role: core to the product
  • Built with: WordPress
  • Analytics: Google Analytics
“The product is also on the Apple App Store.”
“Open Magpie from any screen in WealthFluent”

What it works with

Names AI Portfolio Optimizer, Apple App Store and 2 more on its pages.

  • Names: AI Portfolio Optimizer · Apple App Store · ChatGPT · +1
“The AI Portfolio Optimizer, powered by Magpie, analyzes every holding you own”
“The product is also on the Apple App Store.”

What it offers as proof

Live, no waitlist. Claims “thousands”. Compliance: Bank-level encryption. Trying it asks for an email. Publishes a blog.

  • Number claimed: thousands
  • Compliance: Bank-level encryption
  • Instant signup: yes
  • Trial asks for: an email address
“GET STARTED”
“Create an account at wealthfluent.com , start the 14-day trial”

Sources

Tablif read these pages, last on 11 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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