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All a.i's features

Discover all the features to simplify everyday wealth advisory

Features Banner-1

The nuts & bolts

Loads of features, endless benefits

Interactive discovery

With a.i., potential clients are guided through an interactive goals & fact find processes online. This visual experience can be completed on their mobile device – a far cry from boring old paper forms.

WealthMap

Our software enables advisers to model client data into a digital, interactive financial plan – everything from goals, cash flow, and net wealth, to insurance, investment, and super advice.

WealthApp

Through our handy mobile app, clients can check in on their financial situation anywhere, anytime, and get real-time updates and reminders to help keep them on track.

CRM

Securely store and manage all your client info and activity – client emails, file notes, service arrangements, campaigns, workflows, progress status - everything.

Interactive discovery

With a.i., potential clients are guided through an interactive goals & fact find processes online. This visual experience can be completed on their mobile device – a far cry from boring old paper forms.

WealthMap

Our software enables advisers to model client data into a digital, interactive financial plan – everything from goals, cash flow, and net wealth, to insurance, investment, and super advice.

WealthApp

Through our handy mobile app, clients can check in on their financial situation anywhere, anytime, and get real-time updates and reminders to help keep them on track.

CRM

Securely store and manage all your client info and activity – client emails, file notes, service arrangements, campaigns, workflows, progress status - everything.

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.