The biggest bottleneck in financial advice is moving data from the client’s kitchen table into your software. Amply eliminates this friction with a sophisticated Intelligent Enrichment engine that bridges the gap between raw documents and a compliant Client Profile.

Simply type or copy and paste in the client details into the AI chat or upload existing documents, whether it’s a formal PDF statement, a scanned screenshot, or even handwritten notes from a discovery meeting, Amply’s OCR and machine learning capabilities extract the essential data points with surgical precision. It doesn't just "read" the text; it understands the context.

Move beyond simple data collection. The moment a Fact Find is completed, Amply runs an automated Financial Health Assessment. Using a sophisticated "traffic-light" scoring system, it instantly identifies gaps in your client’s strategy—from retirement income shortfalls and misaligned risk profiles to inefficient debt structures.

Advisors receive a prioritized list of "Improvement Levers," such as TTR pension opportunities or debt consolidation strategies, allowing you to walk into every discovery meeting with a pre-validated roadmap for advice.

​

Shifts the advisor’s role from "data gatherer" to "strategic partner" from day one.

Amply bridges the gap between the Fact Find and the Statement of Advice (SOA). Our platform doesn't just store data; it models outcomes. Whether it’s testing the impact of a Downsizing Contribution, simulating a Transition to Retirement (TTR) strategy, or optimizing Regular Savings flows, Amply’s skills-based architecture allows you to run complex, multi-variable projections instantly.

With built-in legislative logic for Australian caps, taxes, and pension rules, you can show clients exactly how different levers—like salary sacrifice or loan offsets—will change their wealth trajectory at retirement.

 

Reduces modeling time from hours to seconds, accelerating the advice delivery cycle.