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WealthMap

Features

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Live interactive modelling

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.

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Goals-based advice

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.

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Instant, digital SoA

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.

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Client advice

Keeping track of your compliance obligations has never been easier for your practice. Capture, review, and audit advice centrally and online.

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Super, pension & investment comparator

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.

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Insurance comparator

Tailoring your client’s cover based on their personal preferences and circumstances is entirely reassuring for your clients. Analyse, compare & select insurance products.

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TMDs

Recommend super, pension, or investment products via the WealthMap, a.i. does the leg work by automating TMDs and linking them for compliance.

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Data feeds

Our live data feeds allow your client’s super, pension, and investments products to be mapped into one centralised space.

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