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

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
2021
Investment Trends
 
Planning Software Innovation
2019
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