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