A-Think Lab

Enhancing Financial Advisory (Agency & Consultant) Productivity/Recruitment Through Intuitive Technology Solutions

Two smartphone screens displaying advisor chatbots, a laptop with a testimonial site, and three web apps labeled MyWealthBoard, InvestView, and ATL Rewards.

Our tools and processes empower Consultants & Agency Leaders to establish a system for increased competency, retaining and attracting new leads.

Agencies will receive 2 x bots (for agency/consultants and clients reward) and gain access to 3 key platforms within a comprehensive business ecosystem.

The system can be duplicated to build a personal brand for the agency, shaping a distinct identity for it.

Power Your Growth with Creative Solutions

Meet Pirlo.io — a game-changing smart bot in the financial planning industry equipped with over 30+ functions to support agencies, consultants, and clients alike.

Its functions include, but are not limited to,

  • Proprietary database for immediate policy overviews

  • Rewards program to value-add clients with lifestyle and events offers, along with functions such as portfolio overview and point system,

  • Financial planning software designed for consultant ease, capable of generating comprehensive reports and strategies within minutes,

  • An investment platform that simplifies explanations to clients

Tech that Gives You the Edge

Agency

Consultants

Our goal is to enable consultants and agencies to leverage technological trends for more efficient and innovative management of their business processes, thereby enhancing productivity and recruitment.

Complementing Current Strategies Driving Growth

We currently working with over 100 financial consultants and are excited to expand our reach to support even more.

Testimonials

  • Pirlo.io has significantly boosted my advisory business by cutting down preparation time before and during appointments with its resources! Moreover, it has provided me with a structured system to follow, and I am confident it will enhance my outcomes.

    — Consultant

  • With this system in place, I’m able to create a team system for my consultants to work together on.

    The quality of their business discussions has significantly improved, thanks to access to high-quality responses.

    This shift allows me to focus more on growing their businesses together, rather than spending time initially on enhancing their understanding before delving into business development.

    — Agency Leader

  • Pirlo.io has proven to be a cost-effective method for me to express appreciation to my clients through its rewards bot!

    — Consultant

  • I'm thrilled with the fresh ideas Pirlo.io has brought to my business operations through its diverse range of tools. The minimal monthly subscription is a small investment compared to the significant returns I'm seeing!

    — Consultant

  • With Pirlo.io, I now have a streamlined system to manage my business, and I'm seeing an increase in referrals as a result!

    — Consultant