Goals-based financial planning software

intuitive. interactive. automated.

Goals-based advice Podcast
Introducing a.i.

The online financial planning platform you've been waiting for

a.i. Logo Animation

a.i. 2020

Join us as we embark on the next decade of financial planning software 2020. We simplify, engage & inspire.
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a.i. Story

a.i. story

Why we are on on the journey of a new world of financial planning software for advisers and their clients.
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a.i. Consumer video

Consumers 2020

Have you asked what consumers want & don't want from their advice experience? Hear their voice.
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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 goals & fact-finding process, making it easy to assess their situations.

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WealthMap

Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.

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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.

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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.

Foundation advice

Coming early 2020

Ideal for:
Goals, insurance & cashflow advisers

Sophisticated advice

Coming early 2020

Ideal for:
Goals & comprehensive advisers

Admin/Support

Coming early 2020

Ideal for:
Support admin

Foundation advice

Coming early 2020

Ideal for:
Goals, insurance & cashflow advisers

Sophisticated advice

Coming early 2020

Ideal for:
Goals & comprehensive advisers

Admin/Support

Coming early 2020

Ideal for:
Support admin

View plan details

Our partners

a.i. works with the best in the business

Chant West Milliman Morningstar Omnium Core Data Adviser Ratings

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
Book a tour

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
a.i. all in.
Leaving you, time for you.

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