Tailored to Your Practice
Make every question count. Deliver a personalised experience that reflects your own unique approach.
What We Can Customise For You
Reword Questions Your Way
We'll customise question text to match your consultation style and brand voice. Adjust both main questions and help text while preserving the underlying logic.
Show Only What Matters
Hide optional questions to streamline the client journey. Core questions remain visible while you control which additional questions appear.
Reorder for Better Flow
We'll arrange questions in the sequence that works best for your consultation process. Smart dependency management ensures logical flow is maintained.
Professional Setup Process
How Your Questionnaire Will Look
Smart Features
Built-in Safeguards
Why Advisers Love It
Save Time
We set it up once during onboarding. Your customisations apply automatically to every new questionnaire.
Supporting Your Requirements
Designed to support your compliance needs while giving you flexibility where it matters.
Lightning Fast
Your customisations load instantly, ensuring smooth workflows for your entire team.
Complete Customisation Suite
SOA Templates
Customise Statement of Advice content with your own wording and professional structure.
Learn more →Fee Disclosures
Set custom fee disclosures for each provider relationship, including affiliated provider arrangements.
Learn more →Email Templates
Customise automated emails sent to clients with your branding and messaging preferences.
Coming soonProfessional Customisation Service
Available as part of our professional setup package
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.
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.
Built-in AI Adviser Assistant
Coming soon - Intelligent assistance powered by AI