Helpful resources

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.

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. Explore the many ideas that you can adapt into your own practice.

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

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.