Industry leading strategy modelling
Advice Intelligence Digital
Advice Intelligence Digital combines a proven and innovative professional adviser solution 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.
Market-leading strategy optimiser
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. Its unique optimiser can self-determine the most appropriate strategies for optimal outcomes in line with member goals and life aspirations.
Keep members engaged and educated
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.
Low-cost advice model
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.
