A digital financial planning software platform that integrates seamlessly with existing systems where members can self-navigate their digital advice journey and seamlessly transition to a hybrid model with financial adviser support
Advice Intelligence Digital
AI Digital combines a proven and innovative professional adviser platform with powerful digital functionality, to provide personalised advice and educational experiences for super fund members, and simple hybrid advice for adviser teams. With live client-facing modelling, intuitive strategy optimisation, and seamless reporting capability, our single, streamlined platform helps super funds shape their service offering and enhance their value.