"The switch from Xplan to a.i. has been a big step in the right direction. The site is easy to navigate, intuitive and I feel it is at the forefront of advice technology."
Daniel Twentyman, Financial Adviser - Surf Coast Wealth Management
"I have a passion in helping people achieve their goals. We started using a.i. with a vision to digitalise our private wealth using smarter technology."
Noni Crawford, Financial Planner - Pure Wealth
"a.i. is an exciting & refreshing software alternative for financial planners. Combining a goals-based advice methodology with an engaging client-focused interface."
Michael Gershkov, National Practice Manager - Lifespan FP
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With no lock-in contracts, you can upgrade, downgrade or cancel whenever you want.
