AI Adviser Assistant Coming Soon
AI-powered recommendations that understand your practice. Intelligent, transparent, and getting smarter every day.
Intelligent Assistance at Every Step
Contextual Conversations
Zeno understands the context of each client's situation and provides relevant insights during the advice process.
Fund Data Intelligence
Access all available funds in the market with comprehensive metrics, calculations, and analysis through natural conversation.
Learning & Adapting
Zeno learns from your interactions and analysis patterns, continuously improving how it serves you.
Enhancing Your Expertise, Not Replacing It
Adviser-First Philosophy
You're Always in Control
Zeno provides suggestions and insights, but you make the final decisions
Privacy First
All AI processing respects client privacy and data sovereignty
Data-Driven & Transparent
All AI insights are based on real fund data with full audit trails
Meet Zeno
Your AI adviser assistant
"The fund has a 5-year return of 8.2% with management fees of 0.95%..."
"Comparing these three funds, Fund A has the lowest fees but higher volatility..."
"Your client base has 45% in growth funds, with an average balance of $32,000..."
AI Features in Development
Zeno will be available in a future release. We're working hard to bring you intelligent AI assistance that will transform your practice.
Be First to Know When AI Launches
Register your interest to be notified when Zeno becomes available
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 …
Under 10-Minute Journey
From questionnaire to recommendation, SOA generation, digital signature, and portal creation - all in under 10 minutes with real-time email …
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.