Solution introduction
Discover all the features to simplify everyday wealth advisory
Loads of features, endless benefits
Interactive discovery
a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations.
WealthMap
Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice.
WealthApp
Through our handy mobile app, clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.
CRM
Securely store and manage all your client info and activity with a.i.’s CRM – client emails, file notes, campaigns, workflows, progress, everything.
