a.i. resources

White papers

Get the latest thought leadership on everything about financial planning technology. We help advisers to evolve their advice offering by sharing research, trends and latest tech.

What is Goals Based Advice?

Goals Based Advice Whitepaper

Financial Planning Software Whitepaper


Goals Based Advice Podcast

The Goals Based Advice Podcast brings you conversations with pioneers of the "new world" of Financial Advice. Thought leaders putting goals at the centre of their client relationships. Throughout this series, we’ll explore how they are are doing this and provide practical steps for you to do the same in your practice.

Podcast SpotifyPodcast AndroidPodcast iTunes

Goals Based Advice Academy

Welcome to the Goals Based Advice Academy. This academy is for financial advisers or planners of all experience levels, or administration and management staff working in a financial advice business.
Goals Based Advice Academy

Practice Efficiency Calculator

Calculate your cost benefit by utilising a.i.

The Practice Efficiency Calculator is a practical approach to calculating common inefficiencies. It will calculate the inefficiencies within your practice vs the efficiencies gained by using a.i.'s financial planning software.
Practice Efficiency Calculator