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Jacqui Henderson | 6 Jul, 2020

a.i. Launches 'new world' financial planning technology

Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will be crucial for the future success of the advice industry.

a.i.’s “WealthMap” feature provides advisers and their clients with a shared space to co-create advice in an interactive way. This will free advisers to test future scenarios and simulate combinations of advice strategies.

Australian Fintech, Money Management & Financial Standard

Fraser Jack | 27 Nov, 2019

Apps to become key SoA delivery tool

The way statements of advice are delivered to clients is set to take a long and overdue leap into a more interactive app-driven world, according to Advice Intelligence head of partnerships Fraser Jack.

Jacqui Henderson | 27 Nov, 2019

Why technology must enable sustainable financial advice

The type of technology that will support this industry going forward needs to be designed in alignment with the way consumers interact, whilst maintaining compliance standards. 

Jacqui Henderson | 11 Jun, 2019

Risk profiling needs to get smarter

The most recent Professional Planner Licensee Summit highlighted that risk profiles are being tainted by both outdated measuring tools and methods of delivery that allow for undue adviser influence.

Jacqui Henderson | 23 Apr, 2019

The future of advice

There’s never been a more important time than right now for professionals in the advice and wealth management industry to look over the horizon and think about what the future holds.

Jacqui Henderson | 23 Apr, 2019

advice intelligence awarded Planning Software Innovation Award

Jointly recognised for innovation, Advice Intelligence and Milliman shared the Planning Software Innovation Award 

Media Contact

Financial Media Services (FMS):

Bruce Madden
natalie@financialmedia.com.au