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Feature updates 2021

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2022 Videos

2021 Feature videos

Have you Seen? - a.i's Property Modelling

Have you Seen? - a.i's SoA to Word Functionality

Have you Seen? - a.i's Advice Lifecycle Dashboard

What's New? - New Automated DDO & TMD Solution

Have you Seen? - a.i's Enhanced CRM Bulk Actions

Have you Seen? - a.i's Digital Fact Find

Have you Seen? - a.i's Digital Fact Find

What's New? - New Pricing & Investment Return Data

Have you Seen? - a.i's Ongoing Services

Have you Seen? - a.i's Document Request

Have you Seen? - a.i's Email Template Builder

Have you Seen? - a.i's Model Portfolios

Have you Seen? - a.i's CRM Campaigns & Analytics

Have you Seen? - a.i's CRM Bulk Actions

Have you Seen? - a.i's Investment Comparator

Have you Seen? - a.i's WealthMap Financial Statements

Have you Seen? - a.i's CRM - Client Overview

Have you Seen? - a.i's Assumptions

Have you Seen? - a.i's Client Dashboard

What's New? - Investment Comparator

What's New? - Custom Products

Have you Seen? - a.i's Super Comparator

Have you Seen? - a.i's Services Packages

Have you Seen? - a.i's Interactive Discovery

What's New? - SOA Editor

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