Platforms

Supporting every phase of the business

No personal data collection needed

EDGE - Smart Advisory Platform 📊

Edge is a financial planning tool designed to assist consultants in creating visually compelling and impactful financial presentations for their clients.

With a clean interface and simple input fields, consultants can easily build and present financial scenarios that are clear, impactful, and client-friendly.

It’s financial planning made smarter, faster, and more visually compelling.

Empowering advisors to:

  • 🤝 Close larger cases with impactful shortfall visualizations

  • 🗃️ Easily create financial portfolios for comprehensive client planning

  • 💰 Dividend and investment illustrator, making ILP presentations easier

  • 📊 Leverage data-driven insights to boost business growth

View all functions ➡️

Pirlo.io - Advisor Bot 📱

Pirlo Chatbot streamlines financial advisors’ workflows by offering advisory space assistance, navigation to key tools, and CRM support for information management.

Empowering advisors with:

  • 🔍 Policy Navigator, capable of handling advisor queries and simulating role-play scenarios for appointment training and rehearsals

  • 🤖 Core integrator, linking seamlessly with Edge Financial Planning Software, the Advisory Resources Library, and Client Rewards Bot

  • 📊 Enabling consultant activity tracking for white-label agencies, feeding real-time data into a visual dashboard for clear, actionable insights

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My Advisor Connect - User Rewards Bot 📱

My Advisor Connect empowers consultants to rewards clients with a unique chatbot that offer values, personalization, and engagement — all with no personal data required.

Helping Advisors with:

  • 📰 Weekly finance and lifestyle newsletters to spark conversations, strengthen client relationships, and keep consultants top-of-mind

  • 🤩 Referral feature that allows users to refer others, enabling consultants to expand their reach and follow up with new leads

  • 🗺️ Map scanning tool that showcases local promotions and lifestyle events — all in a single interactive map, enhancing the client experience

View all functions ➡️