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