a.i. 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.
Our optimisation engine enables super funds to choose the strategies they want in scope, with the ability to optimise across intra-fund and personal advice. a.i.’s unique optimiser can self-determine the most appropriate strategies for optimal outcomes in line with member goals and life aspirations.
With our interactive member engagement portal and digital advice journey, enhancing engagement and improving retention is simple. Utilise digital touchpoints and education tools embedded in each stage of the advice process, and provide easy access to exclusive articles, videos, and advice tools, tips and tricks.
By automating the delivery of super, retirement, investment, and insurance advice, it is easy to improve business efficiencies and effectively produce advice at scale. Our platform lowers the cost to serve advice and increases the ability to reach orphaned members.
A comprehensive solution powered by Salesforce that streamlines the entire advice lifecycle, empowering you to manage client relationships efficiently. WealthConnect Professional eliminates the need for multiple systems with a single platform that removes the complexities that hinder productivity and efficiency.
A digital portal that enables clients to take control of their advice journey. WealthConnect Digital enables advisers and clients to seamlessly connect and benefit from real-time data synchronisation, delivering an enhanced user experience.
Increase value for super fund members with a simple advice solution, managed in one, CRM-agnostic platform. Advice Intelligence helps you easily power your digital advice online and turn any digital advice journey into a hybrid one with the option of adding support from a financial adviser.