With a.i., clients are guided through an interactive discovery process online, inputting key info along the way. It’s a highly visual, ‘gamified’ experience that clients can even do on their mobile device – a far cry from the boring forms of old!
Once they’re finished, clients can instantly view a ‘picture’ of their financial situation, including the likelihood they’ll achieve their goals based on current behaviours.
All client info is auto-fed through into the CRM, giving you a great head start in understanding their situation. From there, it’s up to you to work together to explore possibilities and design a plan.
Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
Through our handy mobile app, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.
WealthMapModel client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
CRMSecurely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
WealthAppThrough our handy mobile app, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.
