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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 into a single, integrated goals-based advice platform.

Watch the video

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.

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 advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Goals, insurance & super advisers

Insurance, super & investment advice

Coming soon

Ideal for:
Goals, 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 advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Goals, insurance & super advisers

Insurance, super & investment advice

Coming soon

Ideal for:
Goals, insurance, super & investment advisers

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.

What if SOAs were instant, visual and completely online?

Listen to pioneers of the new world of financial advice.

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

Admin/Support

$120

Insurance advice

$200

Insurance & super advice

$350

Insurance, super & investment advice

Admin/Support

$120

Insurance advice

$200

Insurance & super advice

$350

Insurance, super & investment advice

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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