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Advice Intelligence
Advice Intelligence
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    Why a.i.?

    Discover all the features to simplify everyday wealth advisory

    About2

    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.

     

     

    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.

    Cash flow
    Debt
    Tax
    Property
    Investment
    Retirement & Pension
    Superannuation
    SMSF & Trust
    Insurance

    Cash flow

    • Modify income 
    • Cash transfer
    • Expense reduction
    • Regular savings
    • Cash flow statement

    Debt

    • Modify loan
    • Apply for a loan
    • Pay off debt
    • Restructure debt
    • Debt recycling

    Tax

    • Tax statement

    Property

    • Buy/Sell property (investment & home)

    Investment

    • Invest in direct shares, managed funds, ETFs & platforms
    • Withdraw
    • Investment Comparator & Research

    Retirement & Pension

    • Downsizing home
    • Aged pension calculations
    • Pension Comparator & Research 

    Superannuation

    • Downsizer contribution
    • Super & pension rollover & rebalance
    • Salary sacrifice
    • Concessional & non-concessional contributions
    • Contribution splitting
    • Pension drawdown
    • Withdraw, cash-out & re-contribute
    • Super Comparator & Research

    SMSF & Trust

    • Establish SMSF
    • Modify SMSF Allocation 
    • Super & pension rollover to SMSF
    • Concessional & non-concessional contributions
    • Salary sacrifice
    • Concessional & non-concessional contributions
    • Withdraw

    Insurance

    • Insurance INA
    • Insurance Comparator & Research
    • Stress test life event
    Cash flow
    • Modify income 
    • Cash transfer
    • Expense reduction
    • Regular savings
    • Cash flow statement
    Debt
    • Modify loan
    • Apply for a loan
    • Pay off debt
    • Restructure debt
    • Debt recycling
    Tax
    • Tax statement
    Property
    • Buy/Sell property (investment & home)
    Investment
    • Invest in direct shares, managed funds, ETFs & platforms
    • Withdraw
    • Investment Comparator & Research
    Retirement & Pension
    • Downsizing home
    • Aged pension calculations
    • Pension Comparator & Research 
    Superannuation
    • Downsizer contribution
    • Super & pension rollover & rebalance
    • Salary sacrifice
    • Concessional & non-concessional contributions
    • Contribution splitting
    • Pension drawdown
    • Withdraw, cash-out & re-contribute
    • Super Comparator & Research
    SMSF & Trust
    • Establish SMSF
    • Modify SMSF Allocation 
    • Super & pension rollover to SMSF
    • Concessional & non-concessional contributions
    • Salary sacrifice
    • Concessional & non-concessional contributions
    • Withdraw
    Insurance
    • Insurance INA
    • Insurance Comparator & Research
    • Stress test life event

    "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