Advice Intelligence
Advice Intelligence
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Set up & Support

Our onboarding & support specialists will ensure a smooth transition onto the a.i platform, this includes; set-up, training & ongoing support.

Product Support

Our Sydney-based Product Support specialists are available during business hours via chat, email, or phone. The team are all highly qualified advice & software experts and they'll help resolve your queries in a jiffy.

You get 24/7 access to the a.i Help Menu and a.i. Academy. Here you’ll find videos, tips & FAQs, including our real-time, in-built ‘search guide’ and 'walk thru' – you’ll be an a.i. expert in no time.

We also run weekly online training sessions to help you get up to speed - simply click to book online.

https://www.adviceintelligence.com/training

Assisted Set-up

a.i. ensures that every aspect of your set up is taken care of by one of our dedicated Onboarding Specialists. Our team will take the time to get to know you and your business and provide a personalised onboarding and training program.

This includes:

  • Set-up of user accounts, permissions & logo
  • Import of client data
  • Set-up of service packages, FSG, emails & workflows
  • Set-up of fees, risk profile, asset allocation & APL's
  • Set-up of digital SOA templates
  • Online training for up to 300 staff

* Note: a Data Migration from other software such as Xplan, MidWinter or Coin is a separate option (below).

Data Migration

Data Migration is the migration of your client data (assets, liabilities, income & expenses), service packages, fees, file notes, tasks, and documents. Our dedicated Onboarding Specialists will work with your practice to project manage, rationalise and acceptance test (UAT) your data to ensure it is successfully migrated to a.i.

Upon a.i. receiving your data extract, our Data Migration Specialists, will review, cleanse, and test your data before it is published to your platform, ready for review and sign off. This is dependent on the size of your dealer group or practice and can take 2-4 weeks.

a.i supports data from various platforms and the following data formats.

Platforms: 

  • Xplan (MS Sql Server db backup file ) 
  • Coin (csv extract, MS sqlserver database db backup file ) 
  • Midwinter (.csv, xlsx, xls) 
  • AdviserLogic(.csv, xls)  
Data formats: 
  • Data base file from MS Sql Server, MySql, Oracle, salesforce etc 
  • .csv, .txt, .xls, xlsx ect.