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Bring your clients' financial goals to life


Intuitive, intelligent and automated, a.i. has transformed the financial planning
process into something dynamic, engaging and real.

What makes us different


At the heart of a.i. is the WealthMap, an interactive, intuitive tool that gives advisers and clients a shared platform to work from.

And with compliance built-in, advisers have more time to focus on what matters most: nurturing relationships and delivering advice.

Best Goals-based Advice Application
Investment Trends
Planning Software Innovation
Investment Trends

Why financial planners prefer a.i.

HubSpot Video
HubSpot Video
HubSpot Video
Exciting and refreshing software
-Michael Gershkov, Lifespan FP
A big step in the right direction
-Daniel Twentyman, Surf Coast WM
Interactive and intuitive
Noni Crawford, Hello Wealth

How a.i translates to real-world benefits

Book your 45 minute demo

See how you can revolutionise your advice process