Advice Intelligence

Intuitive, intelligent and fully integrated, a.i. has transformed the financial planning process into something dynamic and engaging and real. For the first time, Australians can see what financial planning really means to them – and become empowered to take charge of their futures.

a.i. is the complete online goals based financial advice platform. The only software of its kind, a.i. brings together all your essentials together in one place, transforming the advice process for you and your clients.

From campaigns to compliance, a.i.’s intelligent CRM streamlines every aspect of the financial planning process, giving you more time to take care of what matters most: your client relationships.

Thanks to a.i.’s interactive ‘gamified’ WealthMap™, clients can easily understand and visualise their financial journey – and take an active role in defining their future.

a.i. is an enterprise cloud-based platform. With a leading team of software engineers, PHD’s, analysts, actuaries and behaviour scientists, we aim to improve the way advisers work, and to make goals-based advice more accessible to Australians.

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End User Advisers and Clients
Advice Process Steps
  1. Build a picture (discovery)
  2. Explore possibilities (bridge the gap & see the impact)
  3. Interactive financial plan
  4. Track & optimise
Benefits
  • Goals based planning
  • Increases client engagement and retention
  • Improves the end-to-end advice process (via interactive financial planning & digital SoA)
  • Automates the compliance & client monitoring process
  • Provides advisers with a tailored, proactive and differentiated advice offering
  • Empowers the client’s decision making ability, and control over their financial future
  • Strengthens the adviser-client relationship
  • Reduces regulatory inquiry and satisfies “best interests duty”
  • Reduces adviser’s need to continually explain performance to clients, as its benchmarked against meeting their goals
Cost per user per annum $120-$800 per month per user
Time saving per client More than 3 hours per client
Cost saving per client
Integration Open architecture with app add on store
Website embedding Yes – customer on-boarding experience
White labelled Yes
System prerequisite Cloud based platform (SaaS)
Single sign on Yes
Data storage Cloud based
Privacy standards Australian Privacy Act
Limits on use No user or client restrictions
Disaster recovery and business continuity plans Yes
AFSL approval In testing with major AFSLs