<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=369136441694388&amp;ev=PageView&amp;noscript=1">



WealthMap W Icon-01

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.


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.


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.


Client advice

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


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.


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.


SMSF modelling

Our SMSF modelling feature has been built to fit seamlessly into the WealthMap, helping our clients to model client's SMSF's via user-friendly functionality.



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


Data feeds

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