Discovery meeting to SOA
in 2 hours or less

Financial planning software to grow your practice & engage your clients

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

Profits-01c

Grow your profits

Costs-02b

Reduce your costs

Friends-03c

Clients for life

 
Exciting and refreshing software
-Michael Gershkov, Lifespan FP
 
A big step in the right direction
-Daniel Twentyman, Surf Coast WM
 
Interactive and intuitive
Noni Crawford, Hello Wealth

Award-winning financial planning software

Client engagement

Award-Winning-04
  • Interactive goals discovery
  • Digital fact-find
  • Client portal (WealthApp)
  • Email integration
  • Behavioural profiling

Live scenario modelling

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  • Client-facing WealthMap
  • Interactive modelling
  • Alternate scenarios
  • Economic & life stress tests
  • Goals achievability

Instant SOA production

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  • Tailored financial advice
  • SOA at a click of a button
  • Multi-factor authentication
  • Digital acceptance
  • Customisable SOA template

Integrated compliance

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  • Automated FDS & Opt-in
  • Compliance dashboard
  • Product comparators
  • Best interest duty
  • Audit trail & file notes

Learn how a.i can help grow your practice
& engage your clients

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

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

Step 1
Book-09

Free 45 minute live demo with Q&A

Step 2
Test-Drive-10

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

Step 3
a.i-11

Free online set-up & data migration

What our clients say

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

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 & investment advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
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 & investment advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Insurance, super & investment advisers

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

ai-DA-Videos-Testimonial-Fran
Daniels testimonial-2
Noni Crawfords testimonial-1

Stop wasting valuable time, money and energy with outdated financial planner practice management software that doesn't do what you want.

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

Our Partners.

a.i. integrates with a range of partners