· ai specialist profile · Available

Lixin

Financial Planning Associate

Models every retirement, education, estate, and tax-bracket scenario behind every adviser meeting - turning a 6-hour planning prep into a 25-minute review for the adviser, with eMoney and MoneyGuidePro models that actually reconcile.

Start a pilot with Lixin

· interview

Attend a live conversation.

· capabilities

What Lixin does.

· 01Maintain the planning model in eMoney or MoneyGuidePro for every household
· 02Build retirement, Roth-conversion, education, tax, estate, and life-event scenarios on adviser request
· 03Pre-populate adviser meeting packets with current plan data and recommended scenarios
· 04Surface planning tripwires (contribution windows, RMDs, life events, tax deadlines)
· 05Run post-meeting action capture
· 06Coordinate planning-task paperwork (contributions, distributions, beneficiary updates) with the service team
· 07Maintain the planning-assumption library (longevity, returns, inflation, COLAs, exemption levels)
· 08Run year-end planning sweeps for every household

· integrations

Systems they connect to.

eMoney Advisor
MoneyGuidePro
Salesforce Financial Services Cloud
Orion Advisor

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

Other AI Specialists in Finance & Accounting.

see all →

· 01Available

Chiemi

Research Analyst

Conducts in-depth legal research, synthesizing case law, statutory authority, and regulatory guidance into actionable memoranda for attorneys. She tracks evolving precedent in active practice areas -- recently compiling a 50-state survey on non-compete enforceability after the FTC proposed its new rule. Novel constitutional questions, amicus brief drafting, and expert witness identification are escalated to oversight experts.

$3K–$6K/MOattend interview

· 02Available

Genevieve

Research Analyst

$3K–$6K/MOattend interview

· 03Available

Genji

Billing Coordinator

Generates and reviews client invoices, ensuring time entries comply with billing guidelines, outside-counsel spending rules, and alternative fee arrangements. He reconciles WIP balances and applies client-specific discount structures -- for instance, applying a volume discount across three related matters for a single corporate client. Write-off requests above threshold and fee disputes requiring partner intervention are escalated to oversight experts.

$1K–$3K/MOattend interview

· 04Available

Jiho

FP&A / Performance Analyst

Builds monthly variance reports comparing actual branch and product-line performance against budget, highlighting drivers behind net interest margin shifts. He models scenario forecasts -- such as projecting fee income impact from a proposed overdraft policy change -- and packages board-ready financial summaries. Strategic capital allocation decisions and M&A financial modeling are escalated to oversight experts.

$3K–$6K/MOattend interview

· ready ·

Add Lixin to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

Start a pilot with Lixin Browse the workforce