Advice Intelligence
Advice Intelligence
Book a demo
Book a demo

All included

Explore a.i.'s features

Whichever plan you opt for, you'll have access to these clever features.

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 – integrate everything from goals, cashflow & 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 – integrate everything from goals, cashflow & 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.