Advice Intelligence
Advice Intelligence
Book a demo
Book a demo

New-world

Why a.i.?

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. With a.i.'s local team of software engineers and subject matter experts, we ensure our platform evolves with you and industry change.

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. With a.i.'s local team of software engineers and subject matter experts, we ensure our platform evolves with you and industry change.

a.i. benefits

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Goals-based advice

We'd love to show you how a.i. has transformed advice into a goals-based experience and why it is the future:

  • Goals are a clients measure of success,
  • Goals are objectives focused, meeting ASIC best interests and;
  • Goals facilitate scenario planning, what ‘can’ or ‘cannot’ be achieved,

Book a demo now or test drive a.i. for free.

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Co-create advice with your clients

We’d love to show you how a.i. has transformed financial advice into a live co-creation experience so that advice becomes:

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

Book a demo now or test drive a.i. for free.

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Instant, digital SOAs

We’d love to show you how a.i. has transformed the SOA into a digital, visual and instant experience so you can:

  • Reduce significant cost on SOA production,
  • Improve turn-around time for SOA delivery (up to 17.5 hours) and;
  • Give your client’s a better SOA experience...

Book a demo now or test drive a.i. for free.

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Remove paraplanning friction

We'd love to show you how a.i. has transformed the SOA into a digital, interactive and instant experience that:

  • Reduces inefficiencies and;
  • Produces quality, tailored advice, instantly.

Book a demo now or test drive a.i. for free.

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Compliance automation

We'd love to show you how a.i. has transformed compliance into a pro-active, automated and efficient experience that:

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

Book a demo now or test drive a.i. for free.

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Create a sustainable advice model

We’d love to show you how a.i. has transformed the advice model into one that’s tech-driven and sustainable:

  • “Do with” – co-creation or; 
  • “Do it yourself” – online self service.

Book a demo now or test drive a.i. for free.