Platform Features
Complete infrastructure for exceptional KiwiSaver advice
Everything you need to deliver exceptional KiwiSaver advice, built with tomorrow's regulatory landscape in mind.
The Advice Workflow
Questionnaire to signed SOA
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their practice.
Under 20-Minute Advice Workflow
From questionnaire to recommendation, SOA generation, digital signature, and portal creation. All in under 20 minutes with real-time email notifications.
Statement of Advice Customisation
Customise every section of your Statement of Advice - from cover page to disclaimers, make it truly yours
Adviser Assist
Guide clients through questionnaires in person, over video, or by phone.
Invitation Tracking
Send questionnaire invitations and track every step from delivery to completion.
Fund Data & Research
Every provider, official data
True Adviser Independence
Choose affiliated or independent relationships per provider. Configure fees for service, enabling truly independent advice.
KiwiSaver Projection Simulator
Interactive projections using sophisticated Monte Carlo analysis with 10,000 scenarios. Shows probability of success with beautiful visualisations.
Fund Research & Comparison
Compare KiwiSaver funds side-by-side. Filter by provider, view fees and returns, and make informed recommendations.
Document Search & Access
Real-time access to PDS, fund updates, and holdings. Advanced search with filters and automatic document syncing from official sources.
Practice Management
Branding, compliance, team roles
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
Questionnaire Customisation
Customise question wording, add help text, and control question visibility - your brand voice, your way
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory needs.
Disclosure Management
Centralised disclosure library. Upload documents, link to your website, adviser-level customisation, and client acknowledgment tracking.
Team & Collaboration
Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.
Marketing Tools
Embed lead capture on your website and share personal questionnaire links.
Branding & White-Label
White-label the platform with your logo, colours, and disclosure statement.
Review Scheduling
Schedule periodic reviews and track client lifecycle from onboarding to archive.
Ready to Experience These Features?
Comprehensive technology for financial advice delivery.