Financial planning software to grow your practice

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

Award-winning financial
planning software

Watch the video
 
Best Goals-based Advice Application
2021
Investment Trends
 
Planning Software Innovation
2019
Investment Trends

Supercharge your client discovery

Generate more leads, engage clients and break down the barriers.
  • Know your clients better with our Goals Planner & Money Behaviour Profiler
  • Digital Fact-find, with auto-merge of client details to CRM
  • Client access via the WealthApp portal

Wow more clients with live modelling

See more clients, enrich your customer experience and increase client referrals.

  • Explore possibilities with client-facing scenario modelling via our WealthMap
  • Link your client's goals, advice strategies & products together
  • Best interests that's built-in

 

Produce instant digital SOAs - fast

Automate time-consuming paraplanning, save money and improve efficiency.

  • Produce instant, personalised & digital SOAs
  • Digital authentication for simple client acceptance
  • Customise your SOAs, minus complex template coding

Compliance that's all taken care of

Streamline compliance, meet your obligations and protect your brand.
  • Automate your FDS & Opt-in's
  • Get a helicopter view of compliance via Dashboards
  • Simplify audits, with everything central & accessible

Working with us is as simple as 1-2-3

Step 1
Book-09

Free 45 minute live demo with Q&A

Step 2
Test-Drive-10

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

Step 3
a.i-11

Free online set-up & data migration

Trusted by our clients

Daniel-Twentyman-2
"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
Noni-Crawford-2
"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
Michael-Gershkov-2
"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

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

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

ai-DA-Videos-Testimonial-Fran
Daniels testimonial-2
Noni Crawfords testimonial-1

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