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2019 Investment Trends award winner

We are thrilled to have been awarded the Planning Software Innovation award for our goals-based planning software.

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.

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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.

Learn more

WealthMap

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

Learn more

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.

Learn more

CRM

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

Learn more

Interactive discovery

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

Learn more

WealthMap

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

Learn more

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.

Learn more

CRM

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

Learn more

Pick the plan that's right for you

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

Foundation advice

Coming early 2020

Ideal for:
Goals, insurance & cashflow advisers

Sophisticated advice

Coming early 2020

Ideal for:
Goals & comprehensive advisers

Admin/Support

Coming early 2020

Ideal for:
Support admin

Foundation advice

Coming early 2020

Ideal for:
Goals, insurance & cashflow advisers

Sophisticated advice

Coming early 2020

Ideal for:
Goals & comprehensive advisers

Admin/Support

Coming early 2020

Ideal for:
Support admin

View plan details

a.i. works with the best in the business

Chant West Milliman Morningstar Omnium Core Data Adviser Ratings

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.

Talk to us to learn more

Goals-based financial planning software

intuitive. interactive. automated.

The online financial planning platform you've been waiting for

a.i. 2020

a.i. story

Consumers 2020

2019 Investment Trends award winner

One platform

Loads of features, endless benefits

Interactive discovery

WealthMap

WealthApp

CRM

Interactive discovery

WealthMap

WealthApp

CRM

Pick the plan that's right for you

Foundation advice

Sophisticated advice

Admin/Support

Foundation advice

Sophisticated advice

Admin/Support

a.i. works with the best in the business

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

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.

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