The nuts & bolts
a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
Model client data into a digital, interactive financial plan – everything from goals, cash flow & net wealth, to insurance, investment & super advice.
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.
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