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Why a.i.?

Discover all the features to simplify everyday wealth advisory


About us

At a.i., we understand financial advice plays a significant role in the wellbeing of humans.

We want to provide a new world of advice software so financial advisers can work smarter, not harder, whilst demonstrating their value, and doing so in alignment with their client’s dreams and goals. 

Our mission is to unleash the true power of financial advice.

Through our software, we enable advisers to deliver beautiful advice experiences, in a way that’s cost-effective and scalable.

We empower people to make informed decisions around their finances, investments, and retirement, tailoring these to their life aspirations.

a.i. has been acquired by GBST. Read more about the acquisition in the press release.



Why choose us?

As the market leader for Goals-Based Advice technology, we simplify the advice process, remove administrative friction, and streamline the boring bits.

We offer our clients an end-to-end financial planning software solution. Through our thoughtful, user-friendly design we offer advisers an interface that is easy to use and implement. We enable enriched and engaged conversations between clients and advisers, so together, they can explore, problem-solve, and build future possibilities together.

Supports growth & lowers costs
a.i. increases advisers’ ability to service clients at scale whilst lowering their cost to serve. Cloud technology has proven to lower IT costs, simplify infrastructure and support flexibility. 
'Old world' to 'new world'

Built to address industry-wide pains with legacy tech platforms, a.i. was designed by experts to create a sustainable future for financial advice businesses.

Easy to implement
Switching to a.i. is simple with easy online sign-up. Our onboarding, data migration, and help-desk support teams aim to deliver a seamless experience in your transition.
Open API architecture

Our platform enables advice businesses to connect with other CRM & software providers, giving our clients more choice when shaping their ideal tech stack.

Seamless & intuitive
With our user-friendly design and device-agnostic interface, a.i. provides advice businesses with a superior adviser and client advice experience.
Made with compliance in mind
As regulation continues to change, our platform is continually updated for today's regulatory environment and compliance obligations.

What modelling questions a.i. helps advisers with?

a.i.'s unique client-facing scenario modelling helps advisers present their advice in a visual way and articulate the value of their advice, whilst covering a wide range of strategies.

"We focus on the tangible, on the things that matter. High-quality financial advice, engaged clients, and better client lifestyle outcomes. We want more Australians receiving better advice, achieving greater financial literacy, and living a decent, dignified retirement."


Jacqui Henderson, Founder