Platform features
Everything you need to deliver exceptional KiwiSaver advice, built with tomorrow's regulatory landscape in mind.
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The Advice Workflow
Questionnaire to signed SOA: fund matching, adviser review, SOA generation and digital signature.
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Fund Data & Research
Every provider, official data: comparison, projections, document search and adviser independence.
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Practice Management
Branding, compliance, team roles, templates, reviews and marketing tools.
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The Client Experience
What your client sees on their phone: your disclosure, the questionnaire, the recommendation page and the portal.
Ready to see it in action?
Comprehensive technology for financial advice delivery.