Advice Intelligence

5260
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Advice Intelligence
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  • Business Details
  • What we do

Who we are

a.i. is a leader in goals-based advice platform technology. We transform financial advice into an interactive, engaging experience consumers can be part of - centred around their life goals.

a.i. is an online goals-based advice software platform.

Our unique WealthMap helps advisers to model client data as a live, interactive and co-creation experience, integrating goals, stress tests, cash flow & net wealth – through to insurance, investment & super advice strategies and products.

Our interactive discovery guides clients through an online goals & fact-finding process, making it easy to assess their situations.

The CRM securely stores and manage client data and activity including: emails, file notes, campaigns, workflows, advice, service packages, progress, everything.

Through our client WealthApp (mobile app), clients can view their financial situation anywhere, anytime, and get real time updates and reminders to keep them on track.

Contact us

Email
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Phone
0414 443 236