Capri Partners vs LIFE Direct™

CapriPartners is your AI-powered financial education companion. Learn investing, budgeting, and personal finance through interactive tools, real-time market data, and guided courses — all designed to build your financial literacy at your own pace. WHAT YOU'LL LEARN • Investment fundamentals — stocks, bonds, ETFs, real estate, and alternative investments • Budgeting and expense tracking — build healthy financial habits • Portfolio analysis — understand diversification, risk, and asset allocation • Net worth tracking — see your full financial picture • Retirement and savings planning — set and track your goals POWERFUL TOOLS • AI Learning Assistant — ask financial questions and get clear, educational answers • Investment Snapshot — research any asset with AI-generated educational briefs • Document Review — upload and analyze financial documents with AI • Side-by-Side Comparison — compare investments educationally • Budget Planner, Loan Calculator, FIRE Calculator, and more • Daily Insights — personalized learning topics delivered every day • Streak Tracking — stay motivated with daily check-ins REAL-TIME MARKET DATA • Live stock quotes and market indices for learning reference • Financial news feed to stay informed • Historical performance data for educational context PREMIUM FEATURES (Capri Premium) • Unlimited AI conversations • Advanced investment analysis tools • Daily personalized learning insights • Premium educational content and courses IMPORTANT DISCLAIMERS • Capri is for educational purposes only • We do not provide personalized financial, investment, tax, or legal advice • We do not facilitate investments or securities transactions • All investment involves risk — past performance does not guarantee future results • Consult a qualified financial professional before making any financial decisions SUBSCRIPTION INFORMATION • Capri Premium is available as a monthly ($9.99/month) or yearly ($79.99/year) auto-renewable subscription • A 7-day free trial is included with your first subscription • Payment is charged to your Apple ID account at confirmation of purchase • Subscription automatically renews unless canceled at least 24 hours before the end of the current period • Your account will be charged for renewal within 24 hours prior to the end of the current period • Manage or cancel anytime in Settings > Apple ID > Subscriptions Terms of Use: https://capripartners.co/terms Privacy Policy: https://capripartners.co/privacy

LIFE Direct is your life, quietly handled: everything you pay, everything you own, and everyone you love, in one calm, private app with a built-in AI assistant. MONEY, READ-ONLY, FINALLY CLEAR - Connect your bank in seconds (read-only, the app can never move a cent) and see everything you pay. - Every subscription found and tracked, so quiet price creep and forgotten renewals stop costing you. - Scan any receipt: the AI reads it, itemizes it, and remembers warranties, return windows, and expiry dates. YOUR DAY, PLANNED - One daily plan that brings your calendar, reminders, and errands together. - Deadlines you would forget (returns closing, warranties ending, documents expiring) surface before they cost you. FAMILY, TOGETHER - A private family circle with an opt-in live map. Share your location with one tap, stop any time. - Kid accounts are safe by design: no money screens, approximate location only, and their own simple world of school, schedule and check-ins. A VAULT THAT IS ACTUALLY PRIVATE - Passports, warranties, and contracts encrypted at rest — even our AI can only see titles, never contents. AN ASSISTANT THAT KNOWS YOUR LIFE - Ask anything: "What am I paying for?", "When does the TV warranty end?", "What does my day look like?" It answers from your real data, privately. PRIVATE BY ARCHITECTURE - Bank access is read-only, powered by Plaid and Stripe Financial Connections. - Your data is never sold and never used for ads. - Delete your account any time; everything is erased immediately and permanently. Free to start — no card, no commitment, ready in minutes. Some features (bank connections, receipt scanning, the daily plan, and the family circle) are part of a LIFE Direct membership. Support: https://lifedirectapp.com/support.html Privacy policy: https://lifedirectapp.com/legal.html#privacy Terms: https://lifedirectapp.com/legal.html