Supercharge Your Financial Advice with amply
Amply empowers financial advisors to deliver comprehensive, personalized, and actionable advice to clients faster than ever before.
By translating natural language instructions into sophisticated financial modeling, Amply’s Deep Advisor Agent models complex multi-step strategies in seconds, giving you the power to focus on what matters most: your clients.
THE AMPLY PLATFORM
AI Assisted Financial Advice
Rapid Fact Finding
Our powerful AI chatbot ensures clients can interact effortlessly and access information with ease. Updating details is straightforward and efficient.
Intelligent Projection and Strategy Evaluation
Just pose 'what if' questions to quickly visualize the outcomes of a strategy. AI helps in recognizing implementing common strategies.
Generated Statement of Advice (SOA)
Instantly create a Statement Of Advice (SOA) with rapid iterations for immediate client feedback, all within single session.
Accelerate Your Advice Delivery
Gone are the days of spending hours building complex financial models or manually adjusting spreadsheets. With amply, you simply tell the agent what you want to achieve, and it handles the heavy lifting.
Lightning-Fast Scenario Planning
Compare up to 4 different financial scenarios side-by-side instantly.
Natural Language Interface
Type what you want to model (e.g., "Retire at 65, downsize to a $800k property, and contribute $200k to super"), and amply builds it.
Data Entry Automation
Upload fact find notes and amply will automatically extract and update the client profile.
Comprehensive Strategy Capabilities
Amply comes pre-loaded with an extensive suite of financial strategies, allowing you to model almost any client scenario instantly
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Financial Health & Assessment
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Instant Financial Health Checks: Run comprehensive assessments with intuitive traffic-light ratings focusing on emergency funds, debt, super alignment, and retirement income.
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Scenario Comparison: Compare completely different advice strategies side-by-side against a baseline scenario to find the optimal path for your client.
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Income, Cashflow & Savings
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Dynamic Salary Changes: Accurately model future pay rises, salary reductions, or transitions to part-time work.
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Intelligent Savings Plans: Create cascading savings rules (e.g., build emergency fund first, then aggressively pay down mortgage, then funnel surplus into investments).
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Windfalls & Gifts: Model inheritances, gifts, or one-off cash injections.
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Retirement Spending Targeting: Dial in specific post-work spending targets.
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🏖️ Retirement Planning
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Retirement Timing: Instantly see the impact of retiring at different ages.
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Transition to Retirement (TTR): Model TTR pensions with optional salary sacrifice, part-time work transitions, and re-contribution strategies.
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Downsizing: Model selling the family home, buying smaller, and automatically calculating eligible downsizer superward contributions.
04
Superannuation Optimization
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Contribution Strategies: Easily model regular salary sacrifice or one-off lump-sum contributions (managing both concessional and non-concessional caps).
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Fund Management: Consolidate multiple super accounts or model switching to a new provider.
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Spouse Splitting: Split concessional contributions between spouses for better tax outcomes.
ABOUT US
Your Trusted Financial Planning Partner
We believe that everyone deserves access to financial advice. We achieve this through our AI-first platform for advisors, utilizing the latest technology. We're confident that you'll be impressed by how amply assists in your financial advice for your clients.
Security
Sovereign Data Residency
Amply ensures that all client data, including sensitive superannuation and retirement strategy information, is physically stored and hosted within Australia. This satisfies the data residency requirements often mandated by Australian government agencies and financial institutions to ensure data remains under the protection of Australian privacy laws.
Enterprise-Grade Encryption
To protect information assets from unauthorized access, Amply employs industry-standard encryption protocols:
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Data at Rest: All stored data is secured using AES-256 encryption, ensuring that even if physical storage were compromised, the data remains unreadable.
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Data in Transit: Communications between the user’s browser and Amply’s servers are protected by TLS, creating a secure "tunnel" for data as it moves across the internet.
Your security is our priority.
GET IN TOUCH
Spend less time modeling and more time advising.
Discover how amply can transform your financial advice practice today.
