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.
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.
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.
As the industry's regulations continue to tighten, a platform built on today's regulatory environment and compliance obligations is increasingly sought after.
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.
a.i. is the only goals-based advice platform that is built to bring convergence across holistic advice, via a client centric approach.
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.
Cloud technology has proven it can deliver lower IT costs, simplify infrastructure and give greater flexibility.
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.
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.
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.
As the industry's regulations continue to tighten, a platform built on today's regulatory environment and compliance obligations is increasingly sought after.
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.
a.i. is the only goals-based advice platform that is built to bring convergence across holistic advice, via a client centric approach.
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.
Cloud technology has proven it can deliver lower IT costs, simplify infrastructure and give greater flexibility.
