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

Claude vs Delphina for Financial Planning

Comprehensive comparison for long-term financial planning, wealth building, and retirement planning.

Financial Planning Features

Claude

General purpose AI
Conversational analysis
No 30-year cash flow forecasting
No scenario planning tools
No UK-specific features

Delphina

30-year cash flow forecasting
Advanced scenario planning
Comprehensive retirement planning
Wealth building strategies
UK-specific financial planning

Financial Planning Capabilities

Long-term Goal Planning

Claude

General purpose AI that can provide conversational analysis about financial planning topics. No comprehensive goal planning or wealth building strategies.

Delphina

Comprehensive long-term goal planning with 30-year projections, retirement scenarios, investment planning, and wealth building strategies.

Retirement Planning

Claude

Can provide general information about retirement planning but lacks comprehensive tools, UK-specific features, or detailed retirement income analysis.

Delphina

Advanced retirement planning with detailed pension analysis, state pension forecasting, retirement age scenarios, and comprehensive income planning.

Financial Forecasting

Claude

No financial forecasting capabilities. Can provide general advice but lacks comprehensive cash flow projections or scenario analysis.

Delphina

Advanced financial forecasting with 30-year cash flow projections, scenario planning, Monte Carlo simulations, and comprehensive planning integration.

AI Specialisation

Claude

General purpose AI trained on broad knowledge. No specialisation in UK financial planning, regulations, or market-specific features.

Delphina

Purpose-built AI specialised in UK financial planning with deep knowledge of regulations, tax systems, and market-specific requirements.

UK Financial Planning Features

Claude

  • • General financial information
  • • No UK-specific tax planning
  • • No pension optimisation
  • • No ISA planning tools
  • • Limited UK regulatory knowledge

Delphina

  • • State pension forecasting
  • • ISA and pension optimisation
  • • UK tax planning strategies
  • • Lifetime ISA guidance
  • • UK regulatory compliance

Choose Your Financial Planning Tool

Choose Claude if you:

  • • Need general financial information
  • • Want conversational analysis
  • • Focus on basic financial questions
  • • Don't need comprehensive planning
  • • Prefer general purpose AI

Choose Delphina if you:

  • • Need comprehensive financial planning
  • • Want 30-year cash flow forecasting
  • • Require retirement planning tools
  • • Need UK-specific financial planning
  • • Want specialised financial AI

Ready for comprehensive financial planning?

Experience Delphina's advanced financial planning tools with 30-year forecasting and UK-specific features.