A-Think Lab

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

Our ecosystem combines a dynamic Financial Planning Software with two intelligent AI chatbots — one built for consultants, the other for clients — creating a seamless end to end ecosystem to elevate your advisory business.

Every elements is strategically engineered to help you:

  • Boost case size through visualizations of complex topics to answer ‘what-ifs’

  • Accelerate business productivity with AI-driven sales tools

  • Increase retention and referrals with personalized engagement

  • Build and scale personal brand with agency white-label systems (Optional)

Advisory Think Lab offers flexible solutions tailored to your goals — detailed on our See Plans page.

Power Your Growth with Creative Solutions

  • 💻 Planner - Showcase life planning with goal tracking, insurance needs, and scenario testing — making it easier to deliver impactful advice and impress clients with clear, dynamic visuals.

  • 📱 Chatbot (Advisor) - Get instant policy insights and real-time AI interaction to crush objections, spark sales conversations, and master client handling through role-play training.

  • 💻 Planner - Live retirement charting visualizes planning gaps, auto-create model strategies, and empower consultants to close the retirement conversation with ease and confidence.

  • 📱 Chatbot (Clients) - Delight clients with a chatbot featuring exclusive map scanning to uncover lifestyle events and promos — enhancing value added touches, with NO personal data needed.

  • 💻 Planner - Investment Illustrator to chart projected performance based on est returns and charges, with options for dividend presentation and detailed breakdowns to enhance clarity.

  • 📱 Chatbot (Clients) - Stay top of mind with a weekly financial and lifestyle newsletter, plus a personalized monthly finance edition to spark conversations and deepen client engagement

View Platforms

Outperform: Tools & Ideas for Top Advisors

Tech that Gives You the Edge

Brief Overview

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 200 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