Document Search & Access
Never search multiple sites for documents again. One search, every document - saving hours of research time every week.
Complete Document Library
Product Disclosure Statements
Main investment disclosure documents for every KiwiSaver scheme
Quarterly Fund Updates
Latest performance data, fee changes, and investment updates
Portfolio Holdings
Complete list of investments for transparency and analysis
Fund Returns Data
Historical performance data for informed decision-making
Powerful Search Interface
Find any document in seconds with advanced filtering
Search Features
- Full-text search across filenames and descriptions
- Filter by document type (PDS, Update, Holdings, Returns)
- Filter by provider or scheme
- Sort by date, type, or filename
- Paginated results (25 per page)
Access Options
- Inline PDF viewing for supported documents
- Direct download for all document types
- Secure access with adviser authentication
- Bulk access for SOA generation
Official Data Source Integration
Documents are automatically synced from official regulatory sources, providing access to the latest versions.
Automatic Updates
Documents refresh automatically when new versions are published
Verified Sources
All documents from official regulatory databases
Local Caching
Fast access with intelligent caching for performance
Document Statistics
How Advisers Use Document Search
SOA Generation
Automatically attach the latest Fund Update and PDS to every Statement of Advice
Quarterly Reviews
Quick access to all fund updates to review performance and fee changes
Due Diligence
Research fund holdings and investment strategies across all providers
Never Search Multiple Sites for Documents Again
One search, every document - saving hours of research time every week
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 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.
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.
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.