Goals-based financial planning software

intuitive. interactive. automated.

What if SoA's were instant, visual and completely online?

Find out here
Introducing a.i.

The online financial planning platform you've been waiting for

a.i. at a glance

One platform

The only solution of its kind, a.i. brings together all the essentials in one single, fully integrated online software platform.

Watch the video

The nuts & bolts

Loads of features, endless benefits

Interactive discovery

a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.

WealthMap

Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.

WealthApp

Through our handy mobile app, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.

CRM

Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.

Interactive discovery

a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.

WealthMap

Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.

WealthApp

Through our handy mobile app, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.

CRM

Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.

 

Pick the plan that's right for you

With no lock-in contracts, you can upgrade, downgrade or cancel whenever you want.

Admin/Support

$120

AUD / month / user
(Ex GST)

Ideal for:
Support admin

Insurance advice

$200

AUD / month / user
(Ex. GST)

Ideal for:
Insurance advisers

Insurance & super advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Goals, insurance & super advisers

Insurance, super & investment advice

Coming soon

Ideal for:
Goals, insurance, super & investment advisers

Admin/Support

$120

AUD / month / user
(Ex GST)

Ideal for:
Support admin

Insurance advice

$200

AUD / month / user
(Ex. GST)

Ideal for:
Insurance advisers

Insurance & super advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Goals, insurance & super advisers

Insurance, super & investment advice

Coming soon

Ideal for:
Goals, insurance, super & investment advisers

Our partners

a.i. works with the best in the business

Experience a.i. for yourself

Want your very own guided tour of a.i. ?

We'd be happy to help. Our tours cover everything you need to understand a.i., including:

  • 45 minute live demonstration
  • Live Q&A session
  • Package recommendations

The future of financial planning

With a.i. taking care of your day-to-day, imagine the extra time you could invest in your client relationships – and the new things that become possible.