It’s time to say goodbye to whiteboards and mundane meetings. a.i’s WealthMap means you can model & compare various future scenarios as a shared visual experience with clients.
All clients want advice that’s relevant and meaningful to them. With a.i.’s WealthMap you can model your client’s goals and advice strategies.
Paper SoAs, missing documents, and lengthy SoA production are now a thing of the past. Model your client’s goals and advice strategies, then click to produce their financial plan.
Keeping track of your compliance obligations has never been easier for your practice. Capture, review, and audit advice centrally and online.
Compare products across investment, super & pension to must-have features, risk profile, asset allocation, growth/defensive splits, and fees. Create custom model portfolios, add custom investments and get FE FundInfo & ChantWest research, ratings & fees data.
Tailoring your client’s cover based on their personal preferences and circumstances is entirely reassuring for your clients. Analyse, compare & select insurance products.
Recommend super, pension, or investment products via the WealthMap, a.i. does the leg work by automating TMDs and linking them for compliance.
Our live data feeds allow your client’s super, pension, and investments products to be mapped into one centralised space.