Through our handy WealthApp, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.
The mobile app brings together a client’s financial world, from real-time cashflow and net worth, to portfolio transactions, budgets and bank accounts, it's all right there at their fingertips. Interactive, intuitive and a great way of staying motivated to achieve their goals.
Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
CRMSecurely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
WealthMapModel client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
Interactive discoverya.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
