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.
|End User||Advisers and Clients|
|Advice Process Steps||
|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|
|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|