New York-based Candidly today announced the availability of six new capabilities in its AI guidance platform, including guidance for Trump Accounts that are launching on July 4.
The new capabilities are part of a composable stack of configurable agents that comprise the Candidly Intelligence Center, 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. In a press release today, the company said 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.
“These six capabilities unlock what we’ve always believed is possible: enabling the industry to meet every participant and investor where they are, with holistic, N=1 personalized guidance that harmonizes across both sides of the balance sheet,” said Laurel Taylor, Founder and CEO of Candidly.
“The divide in the market right now is stark: generic guidance built for the masses on one side, deeply personalized digital experiences on the other. The composable stack we’re releasing enables the financial services industry to cross that chasm, defend market share, and grow. And when the industry incumbents move the market, hardworking Americans get the guidance they deserve,” Taylor added.
All six will be available by 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.
Guidance for Trump Accounts
Leading today’s release is guidance for Invest America accounts, the new tax-advantaged investment accounts for children established under the One Big Beautiful Bill Act (OBBB) and widely known as Trump Accounts.
Regular contributions are expected to open July 4, 2026, with a one-time $1,000 U.S. Treasury contribution for eligible children born between 2025 and 2028. Employers can also contribute, with the first $2,500 per employee each year excluded from taxable income, and the President has called on employers nationwide to match contributions for their workers’ children.
That creates an immediate need for guidance most employees have never had. Candidly said in today’s release that its Invest America accounts capability helps people understand eligibility, set contribution levels, and evaluate employer contribution…
Read More: Candidly Launches AI Guidance for Trump Accounts and 401(k)s
