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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

a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.

WealthMap

Model client data into a digital, interactive financial plan – everything from goals, cash flow & net wealth, to insurance, investment & super advice.

WealthApp

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

CRM

Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.

Interactive discovery

a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.

WealthMap

Model client data into a digital, interactive financial plan – everything from goals, cash flow & net wealth, to insurance, investment & super advice.

WealthApp

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

CRM

Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, 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.