Discover all the features to simplify everyday wealth advisory
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.
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.
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.
