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WealthMap

Features

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Live interactive modelling

It’s time to say goodbye to whiteboards, paper SoAs, and mundane meetings. a.i's WealthMap means your client’s goals and future possibilities can be a shared visual experience.

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Goals-based advice

All clients want advice that’s relevant and meaningful to them. With a.i.’s WealthMap you can model your client’s goals and advice strategies.

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Instant, digital SoA

Paper SoAs, missing documents, and lengthy SoA production are now a thing of the past. Model your client's goals and advice strategies, then click to produce their financial plan. 

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Client advice

Keeping a track of your compliance obligations has never been easier for your practice. Capture, review, and audit advice centrally and online.

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Super, pension & investment comparator

Aligning products to your client's goals is groundbreaking for your advice process. Accurately analyse and filter investment, super & pension products.

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Insurance comparator

Tailoring your client’s cover based on their personal preferences & circumstances, is entirely reassuring for your clients. Analyse, compare & select insurance products.

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TMD’s

Recommend insurance, super, pension, or investment products via the WealthMap, a.i. does the leg work by automating TMDs and linking them for compliance.

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Data feeds

Our live data feeds allow your client’s super, pension, and investments products to be mapped into one, easy-to-access, centralised space.

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