Your Advisor AI Toolkit
Seven AI-powered tools built for financial advisors — to understand who you are, find your specialisation, plan for your clients, and run your practice like a pro.
- 1
My Mirror
Find Yourself
See Where You Stand - a clear picture of you as an advisor: where you stand today, your strengths and weaknesses, how to overcome them, and your short- and long-term goals.
- Strengths & weaknesses map
- Short- and long-term goals
- Your plan to close the gap
5 minStart Now - 2
Specialization finder
Find Your Specialization
AI analyses your strengths, interests and market demand to recommend the specialization where you'll close more and earn more, your most recommended, most correct niche.
- AI-matched specialization
- Demand & competition insight
- Your niche, with the reasoning
5 min Find Specialization - 3
Ideal Term Cover Calculator
Find the Right Cover
Calculate the ideal term insurance cover for any client in seconds, based on income, dependents and life goals.
- Income & goal-based cover
- Instant ideal cover figure
- Client ready output
2 minCalculate Now - 4
Retirement Corpus Calculator
Plan the Retirement Number
Show clients exactly how much corpus they'll need to retire comfortably, adjusted for inflation and lifestyle.
- Inflation adjusted corpus
- Lifestyle based planning
- A clear retirement target
2 minCalculate Now - 5
Child Education Calculator
Fund Their Future
Calculate how much a client needs for their child's education, factoring in course costs and rising fees.
- Future fee projection
- Goal-based savings target
- Client ready output
2 minCalculate Now - 6
Advisor Income Calculator
Know Your Exact Income
Built for advisors: track income from your policy book and commissions , Future Renewals decoded
- Policy book & commission tracking
- Monthly expense management
- Your exact take home income
On-goingCalculate Now - 7
Health Cover Calculator
Find the Right Health Cover
Calculate the ideal health insurance cover for any client in seconds, based on city tier, family size and existing medical history.
- Adjusts recommended sum insured for metro vs. non-metro healthcare costs
- Accounts for family floater needs, dependents' ages, and pre-existing conditions
- Skip the back-and-forth — get a tailored cover amount in seconds
5 minCalculate now
Ready to Grow Your
Advisory Practice?
Start with My Mirror and explore all six tools in your complete advisor toolkit, free.
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