We are thrilled to have been awarded the Planning Software Innovation award for our goals-based planning software.
a.i. at a glance
The only solution of its kind, a.i. brings together all the essentials into a single, integrated goals-based advice platform.
The nuts & bolts
a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
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.
Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
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.
Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
With no lock-in contracts, you can upgrade, downgrade or cancel whenever you want.
AUD / month / user
(Ex GST)
Ideal for:
Support admin
AUD / month / user
(Ex. GST)
Ideal for:
Insurance advisers
AUD / month / user
(Ex. GST)
Ideal for:
Insurance, super & investment advisers
AUD / month / user
(Ex GST)
Ideal for:
Support admin
AUD / month / user
(Ex. GST)
Ideal for:
Insurance advisers
AUD / month / user
(Ex. GST)
Ideal for:
Insurance, super & investment advisers
Our partners
Experience a.i. for yourself
We'd be happy to help. Our tours cover everything you need to understand a.i., including:
The future of financial planning