Automated Client Journey
Complete KiwiSaver advice in under 20 minutes with automated client portal creation. Streamline your practice with instant recommendations, document generation, and secure client access.
Smart Questionnaire
Dynamic questions adapt to client's age and circumstances
3-5 minutes
Personalised flow based on responses
Multi-factor analysis of your pre-selected funds from 380+ available
Intelligent Recommendation
Sophisticated recommendation engine generates personalised fund selection
Instant
Email Notification
Client receives recommendation link immediately
Instant
Secure link with expiry settings
Professional PDF with rationale & disclosures
Document Generation
SOA and disclosure statement ready to download
2-3 minutes
Digital Signature
Three checkboxes and typed name confirmation
1 minute
Documented acknowledgment process
Welcome email with credentials sent
Portal Creation
Client account created with secure access
Instant
What Makes It So Fast & Professional
Required Documents
- Statement of Advice (SOA)
- Disclosure Statement
- Fund Update (attached)
- PDS (attached)
Client Acknowledgments
Clients confirm they have read and understood the SOA and disclosure statement before signing with a typed name. Every acknowledgment is timestamped and recorded.
See our compliance approachAutomated Processes
- • Instant email delivery
- • Real-time SOA generation
- • Automatic portal creation
- • Secure credential generation
- • Status tracking updates
Your Practice Dashboard
Monitor every client journey from a single command centre. Track progress, manage submissions, and ensure nothing falls through the cracks.
Real-Time Metrics
Success rates, completion times, and pipeline status at a glance
Status Tracking
Know exactly where each client is in their journey
Centralised Management
View and manage all client submissions from one dashboard
Transform Your Client Onboarding Today
Complete KiwiSaver applications in minutes, not hours
Explore More Features
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their …
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
Statement of Advice Customisation
Customise every section of your Statement of Advice - from cover page to disclaimers, make it truly yours
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.
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory …
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.
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.
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.