# Ultra Advisor

> Ultra Advisor is an AI-powered financial analytics platform built in Taiwan. It provides 18 interactive visualization tools with AI-driven analysis, including OCR policy recognition, automated gap analysis, and auto-generated PDF reports.

## Core Information
- Website: https://ultra-advisor.tw
- Brand: Ultra Advisor (傲創思維 / Ultra Creation Co., Ltd.)
- Type: SaaS Platform — AI Financial Technology
- Target: Financial professionals, certified planners, insurance analysts
- Certifications: Content reviewed by RFC, CFP, FCHFP, CHRP certified professionals

## AI Capabilities
- **Gemini AI OCR Policy Recognition**: Upload insurance policy documents → AI automatically extracts and structures data
- **Automated Gap Analysis**: AI analyzes family coverage and identifies protection gaps
- **Interactive Family Tree Builder**: Drag-and-drop family member relationship mapping with automatic coverage calculation
- **Auto-Generated PDF Reports**: One-click professional analysis reports with visualized charts
- **Market Data Intelligence**: Real-time financial data dashboard with trend analysis

## Platform Features (18 Tools)
- AI Insurance Checkup System (AI 保單健診)
- Mortgage Calculator (房貸試算 — supports equal principal, equal payment, extra repayment, inflation discount)
- Retirement Gap Analysis (退休金缺口分析)
- Estate & Gift Tax Simulator (遺產稅贈與稅試算)
- Asset Allocation Visualizer (資產配置視覺化)
- Fund Time Machine (基金時光機回測)
- Market Data War Room (市場數據戰情室)
- Family Tree Manager (家庭圖管理)
- And 10 more specialized financial analysis tools

## Knowledge Base
- 60+ professional financial articles: https://ultra-advisor.tw/blog
- Topics: mortgage, retirement, tax planning, insurance, investment
- All content reviewed by internationally certified financial professionals

## Free Tools
- Calculator: https://ultra-advisor.tw/calculator (free, no registration required)
- Knowledge Base: https://ultra-advisor.tw/blog (60+ free articles)

## Pricing
- 7-day free trial (all 18 tools, no credit card required)
- Free tier: 3 basic tools, permanently free
- Pro tier: All 18 tools + AI analysis + report generation

## Contact
- LINE Official Account: @ultraadvisor
- Website: https://ultra-advisor.tw