<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.

Book a Demo

One of our specialists will be in touch with you shortly to book in a demo

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.

With compliance built-in, a.i. gives advisers more time to focus on what matters most - building and nurturing lasting relationships, and delivering quality advice.

Contact usSpeak to a specialist
Best Goals-based Advice Application
Investment Trends
Planning Software Innovation
Investment Trends

Loads of features, endless benefits

Interactive Discovery

We've gotten rid of paper forms! Excite your clients with an interactive online discovery process that helps them identify their goals, financial circumstances and money behaviours in four simple steps.

Lead generation, capturing important client info and effective goal planning has never been easier. There's also an easy follow-up for them to book an appointment so you're always front of mind.


Model client data into a digital, interactive financial plan – everything from goals, cash flow & net wealth, to insurance, investment & super advice.

  • Live interactive modelling
  • Goals-based advice
  • Instant, digital SoA
  • Client advice
  • Super, pension & investment comparator
  • Insurance comparator TMDs


Clients can use their handy mobile WealthApp to view their financial situation anywhere, anytime. Everything from their net wealth to cash flow to portfolio balances is all there at their fingertips.

Real-time updates and reminders will always keep them on track and you’ll always be connected with their evolving needs.



Securely store and manage all your client info and activity with your new CRM – client emails, file notes, campaigns, workflows, progress, everything. All your essential tools are now in a single, digital, integrated online CRM platform.

  • Client overview
  • Advice lifecycle
  • Service packages & revenue
  • Digital fact find
Contact usSpeak to a specialist

Trusted by our clients

"The switch from Xplan to a.i. has been a big step in the right direction. The site is easy to navigate, intuitive and I feel it is at the forefront of advice technology."
Daniel Twentyman, Financial Adviser - Surf Coast Wealth Management
"I have a passion in helping people achieve their goals. We started using a.i. with a vision to digitalise our private wealth using smarter technology."
Noni Crawford, Financial Planner - Pure Wealth
"a.i. is an exciting & refreshing software alternative for financial planners. Combining a goals-based advice methodology with an engaging client-focused interface."
Michael Gershkov, National Practice Manager - Lifespan FP

As the market leader in Goals-Based advice technology, we provide a new world of advice software to help you work smarter, not harder. We deliver financial advice in a way that’s inspiring, cost-effective, and scalable.

Unleash the true power of financial advice, with a.i.

Contact usSpeak to a specialist