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Advice Intelligence
Advice Intelligence
1300 242 384
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    Financial Planning Software
    powering today’s advice

    Book a demoFree download

    Free download - ‘How to implement financial planning automation successfully in your advice business’

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    Award-winning financial
    planning software

    Watch the video
     
    Best Goals-based Advice Application
    2021
    Investment Trends
     
    Planning Software Innovation
    2019
    Investment Trends

    Supercharge your client discovery

    Generate more leads, engage clients and break down the barriers.
    • Know your advisory clients better with our Goals Planner & Money Behaviour Profiler
    • Digital Fact-find, with auto-merge of financial planning client details to CRM
    • Direct client access via the WealthApp portal

    Wow more clients with live modelling

    See more clients, enrich your customer experience and increase client referrals.

    • Explore financial possibilities with client-facing scenario modelling via our WealthMap
    • Link your client's goals, advice strategies & investments together
    • Engaging built-in 'Best interests' feature to visually engage your planning clients

     

    Produce instant digital SoAs - fast

    Automate time-consuming paraplanning, save money and improve your efficiency. Modernise your advice output to improve client success.

    • Produce instant, personalised digital SoAs
    • Digital authentication for simple client acceptance onboarding
    • Customise your SoAs without the complex template coding

    Compliance that's all taken care of

    Streamline compliance, meet your obligations and protect your brand.
    • Automate your FDS & Opt-ins
    • Get a helicopter view of compliance requirements via Dashboards
    • Simplify audits, with everything central & accessible

    Working with us is as simple as 1-2-3

    Step 1

    Book a demo

    Book-09

    Free 45 minute live demo with Q&A

    Step 2

    Test drive a.i.

    Test-Drive-10

    Check out the product to see if it's right for you

    Step 3

    Start using a.i.

    a.i-11

    Free online set-up & data migration

    Book a demo

    Trusted by our clients

    Daniel-Twentyman-2
    "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
    Noni-Crawford-2
    "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
    Michael-Gershkov-2
    "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

    Find the perfect plan for you

    With a range of plans available, a.i.’s team of specialists are able to help you pick the perfect features and solutions for your business needs.

    Providing expert financial planning advice has never been so personal. 

    Learn more

    Don't take our word for it, listen to our happy clients

    HubSpot Video
    HubSpot Video
    HubSpot Video

    Stop wasting valuable time, money and energy with outdated financial planner practice management software that doesn't do what you need it to do.

    a.i will grow your profits, reduce your costs and help you build stronger client relationships

    Book a demo

    Our Partners.

    a.i. integrates with a range of partners

    Chant West Milliman FE Fundinfo Omnium Core Data Adviser Ratings