The complete online financial planning platform you've been waiting for
The a.i. Story
Follow us on the journey of a new world of financial planning software for advisers and their clients.
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See a.i. in action
Want to see what the future of financial planning software looks like? Here's a sneak peak of a.i. in action.
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Hear what consumers want
Have you asked what your clients want from their own advice experience? We did, and here's what they had to say.
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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 fact-finding process, making it easy to assess their situations.
WealthMap™
Transform client data into a dynamic, interactive financial plan – integrating everything from goals, cashflow and net worth, to insurance, investment and 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 with a.i.'s CRM – client emails, file notes, campaigns, progress, everything.
Interactive discovery
a.i. guides clients through an engaging online fact-finding process, making it easy to assess their situations.
WealthMap™
Transform client data into a dynamic, interactive financial plan – integrating everything from goals, cashflow and net worth, to insurance, investment and 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 with a.i.'s CRM – client emails, file notes, campaigns, progress, everything.
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 are now possible.
