It’s time to say goodbye to whiteboards, paper SoAs, and mundane meetings. a.i's WealthMap means your client’s goals and future possibilities can be a shared visual experience.
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 a track of your compliance obligations has never been easier for your practice. Capture, review, and audit advice centrally and online.
Aligning products to your client's goals is groundbreaking for your advice process. Accurately analyse and filter investment, super & pension products.
Tailoring your client’s cover based on their personal preferences & circumstances, is entirely reassuring for your clients. Analyse, compare & select insurance products.
Recommend insurance, 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, easy-to-access, centralised space.
