Advice Intelligence
Advice Intelligence
Book a demo
Book a demo

Goals-based financial planning software

intuitive. interactive. automated.

Hear what our clients have to say

Stefano Duro - Pure Private Wealth
I have a passion in helping people achieve their goals. We started using a.i. with a vision to digitalise Pure Private Wealth using smarter technology. We're on a journey to help more Australians experience visual & interactive advice - bringing their goals to life.
Noni Crawford - Hello Wealth
I converted my business to a.i. as I needed an intuitive experience to get clients involved and excited about their goals & finances. My business is saving so much time and has already set itself apart from the competition. The a.i. team are beyond helpful, providing guidance & training so that my transition is seamless.

Goals-based advice - easy as one, two, three

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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.

WealthMap

Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & 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 and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.

Interactive discovery

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

WealthMap

Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & 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 and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.

Book a demo
 

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 & investment advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
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 & investment advice

$350

AUD / month / user
(Ex. GST)

Ideal for:
Insurance, super & investment advisers

Our partners

a.i. works with the best in the business

Experience a.i. for yourself

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.