New-world

Why a.i.?

Economic wellbeing in a wellbeing economy.

Why choose us?

  • The only complete platform

    Until now, there has been no single, fully integrated online software platform that provides a CRM, interactive financial planning, goals-based advice and instant digital SOAs.

  • 'Old world' to the 'new world'

    Built to address the current industry pains and legacy technology platforms, a.i. was designed by industry financial experts with a passion for creating a sustainable future for financial advice businesses.

  • Superior design

    With our thoughtful, user-friendly design and device-agnostic interface a.i. isn't just easier to use and implement - it empowers advisers to provide better, more client centric advice.

  • Made with compliance in mind

    As the industry's regulations continue to tighten, a platform built on today's regulatory environment and compliance obligations is increasingly sought after.

  • Supports business growth

    a.i.’s platform provides opportunity to increase an advisers ability to scale advice to the greater consumer market, and lower the cost to deliver advice.

  • Advice convergence

    a.i. is the only goals-based advice platform that is built to bring convergence across holistic advice, via a client centric approach.

  • Easy to implement

    Switching to a.i. is a simple sign up online. With a self-service & assisted set up, our onboarding & help desk teams aim to deliver an amazing transition experience.

  • Lower-cost IT that's continuously improving

    Cloud technology has proven it can deliver lower IT costs, simplify infrastructure and give greater flexibility.

The only complete platform

Until now, there has been no single, fully integrated online software platform that provides a CRM, interactive financial planning, goals-based advice and instant digital SOAs.

'Old world' to the 'new world'

Built to address the current industry pains and legacy technology platforms, a.i. was designed by industry financial experts with a passion for creating a sustainable future for financial advice businesses.

Superior design

With our thoughtful, user-friendly design and device-agnostic interface a.i. isn't just easier to use and implement - it empowers advisers to provide better, more client centric advice.

Made with compliance in mind

As the industry's regulations continue to tighten, a platform built on today's regulatory environment and compliance obligations is increasingly sought after.

Supports business growth

a.i.’s platform provides opportunity to increase an advisers ability to scale advice to the greater consumer market, and lower the cost to deliver advice.

Advice convergence

a.i. is the only goals-based advice platform that is built to bring convergence across holistic advice, via a client centric approach.

Easy to implement

Switching to a.i. is a simple sign up online. With a self-service & assisted set up, our onboarding & help desk teams aim to deliver an amazing transition experience.

Lower-cost IT that's continuously improving

Cloud technology has proven it can deliver lower IT costs, simplify infrastructure and give greater flexibility.

a.i. benefits

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Goals-based advice

Your advice is a goals-based experience, why it is important:

  • Goals are a clients measure of success,
  • Goals are objectives focused, meeting ASIC best interests and;
  • Goals facilitate scenario planning.
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Co-create advice with your clients

Turn your financial advice into a co-creation experience so your clients experience advice that's:

  • Live, instant and interactive,
  • Empowering, educational & informative and;
  • Delivered to the palm of clients hands - via app technology.
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Instant, digital SOAs

Turn your SOAs into a digital, visual, and instant experience so you can:

  • Reduce your costs on SOA production,
  • Improve turn-around time for SOA delivery (up to 17.5 hours) and;
  • Give your clients a better SOA experience.
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Compliance automation

Transform your compliance obligations into a pro-active, automated and efficient experience that:

  • Reduces compliance costs and;
  • Removes risk from the value chain.