Financial advisors and their clients need a safe, secure and easy to navigate environment where they can share, engage with, and collaborate on all relevant account information and data needed to help clients make good financial decisions. Advisors Innovation Labs (A.I. Labs) has created that environment, and this mobile application is the 24/7 all access pass for authorized advisors and clients.

The A.I. Labs app will transform the way you understand, manage and grow your net worth. We integrate with over 14,000 financial institutions, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. With a single-sign on, we’ve brought together all important functionality required to manage financial health, from financial planning to performance reporting and on-boarding to account aggregation. We’ve also added functionality to help users better engage with and understand their financial data, and communicate and collaborate with their advisors.

Within minutes of downloading the A.I. Labs app, you and your advisor can begin collaborating with the benefit of a 360° view of your financial life.


Key Functions:

Track and manage your entire financial life
Seamless access to all your financial tools
Consolidation of financial accounts
Communicate and collaborate with advisors
Engage with the data
User-centric experience
Document storage
Receive notifications regarding your financial health
Personalized investment advice
Track progress towards goals


Requirements:

Only available to authorized A.I. Labs mobile app users. To request access, please contact your Financial Advisor.