Securely store and manage all your client info and activity – client emails, file notes, service arrangements, campaigns, workflows, progress status - everything.
View all your client’s essential info in a single dashboard. From financial information to their WealthMap, tasks, meetings & services.
Keeping tabs on your advisory clients couldn’t be easier.
With a.i.’s Advice Lifecycle, you can track clients at every stage of your advice process, from initial inquiry, through to SoA and ongoing advice.
Ongoing service arrangements that take care of themselves. Save time and track your FDS & opt-in obligations without the admin. You can also link your revenue data.
Capturing client fact-find information couldn’t be easier. With a.i, the fact-finding process has been transformed into a digital experience, both easy and engaging for your financial planning clients.
Keep your clients up to date with the latest news and events. From generating leads, to nurture programs and newsletters.
Flexible, automated workflow & collaboration tools help you operate more efficiently. Choose our built-in workflows, or customise your own.
Get real-time analytics that keeps you proactive and on top of your practice. With a.i.’s Home Dashboard you can track everything.