Solution introduction
One solution, one platform
A cloud-based, end-to-end financial planning software platform that integrates CRM, goals-based modelling, strategy modelling, and research, enabling the generation of instant digital SoA’s
Advice Intelligence Professional
AI Professional offers a seamless, device-agnostic user interface for super fund advice teams. Our hybrid advice platform enables financial advisers to explore member goals, model advice strategies, and compare future scenarios with clients in real-time, producing an instant SoA/RoA. Our solution extends to personal advice, automating costly manual tasks to maximise adviser efficiency, delight clients and decrease the cost of delivering advice.
