Educational use only: This platform provides information for educational purposes and should not be considered financial, investment, or legal advice.

Looking for a Claude alternative for financial planning?

AI Chat Can't Access Your Real Financial Data?

Frustrated that AI chatbots give generic advice without knowing your actual financial situation? Worried about privacy when discussing sensitive data? Tired of tools that can't connect to your real accounts? You're not alone.

The Claude Pain Points We Hear Every Day

"No real financial data access!"

Claude can't connect to your bank accounts or pull real-time financial information. It's working blind without knowing your actual situation.

"Generic advice only!"

Provides generic responses not tailored to your specific financial situation, goals, or circumstances. Not personal financial guidance.

"Privacy concerns!"

Sharing sensitive financial data with an AI chatbot raises serious security concerns. Your financial privacy could be compromised.

"No account integration!"

Can't connect to your bank accounts, investment portfolios, or pension plans. Everything must be manually entered or guessed at.

"Accuracy issues!"

AI can hallucinate or provide incorrect financial information. Can't trust critical financial advice to a chatbot.

"Not UK-focused!"

General-purpose AI doesn't understand UK-specific financial products, tax rules, or regulations like state pension.

Quick Feature Comparison

FeatureClaudeDelphina
Real Bank Data Integration
Personalised Financial Advice
Investment Tracking
Long-term Planning (30+ years)
Scenario Planning & 'What-if' Analysis
UK Tax & Pension Planning
Retirement Planning
Net Worth Tracking
FIRE Calculations
Security & Data Privacy

Detailed Feature Comparison

Comprehensive comparison of Claude vs Delphina for financial planning

FeatureDelphinaClaude
Bank Integration
Cash Flow Forecasting
Real Financial Data
UK Tax Planning
Retirement Calculations
Financial Regulation
Data Security
Cost

Why Choose Delphina Over Claude for Financial Planning?

Purpose-Built Financial Platform

Delphina is specifically designed for UK financial planning with real bank integration, while Claude is a general-purpose AI assistant.

Real Financial Data Integration

Connect your actual bank accounts for accurate forecasting, unlike Claude which relies on hypothetical scenarios and manual data entry.

UK Regulatory Compliance

Delphina is UK-regulated and designed for financial advice compliance, while Claude explicitly states it's not for financial advice.

Perfect for UK Users Who Want:

Real bank data integration
UK-regulated financial planning
Accurate cash flow forecasting
Safe withdrawal rate calculations
Data security and privacy

AI Assistant vs Specialized Financial Tool

Understanding the fundamental differences

Claude

General Purpose AI

Can discuss financial concepts but lacks real data access

No Financial Regulation

Explicitly states it's not for financial advice

Manual Data Entry

Requires you to provide all financial information

Privacy Concerns

Conversations may be used for training

Delphina

Specialized Financial Platform

Purpose-built for UK financial planning and forecasting

UK Regulated

Complies with UK financial regulations and data protection

Real Bank Integration

Connects to 32+ UK banks for live financial data

Bank-Level Security

Your financial data is protected and never used for training

Ready for Professional Financial Planning?

Move beyond AI chat conversations to real financial planning with Delphina. Connect your banks and get accurate, actionable insights.

Frequently Asked Questions

How is Delphina different from claude?

Delphina provides comprehensive financial planning that goes beyond what most competitors offer - with AI-powered insights and better value.

Is Delphina cheaper than claude?

Delphina offers more features at competitive pricing - giving you better ROI than most alternatives.

Can Delphina help with long-term planning?

Delphina includes 30-year forecasting, retirement planning, and scenario analysis - comprehensive tools for your future.

Does Delphina have better features?

Delphina combines budgeting, forecasting, goals, and wealth building in one powerful platform.

Is Delphina better for UK users?

Delphina is UK-optimised with Open Banking, FCA awareness, and local support.