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Financial Planning Software
powering today’s advice

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


We’ve been acquired by GBST – read more about the acquisition in the press release


Award-winning financial
planning software

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Best Goals-based Advice Application
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Planning Software Innovation
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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

Free 45 minute live demo with Q&A

Step 2

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

Step 3

Free online set-up & data migration

Trusted by our clients

"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

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. 

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

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

Our Partners.

a.i. integrates with a range of partners