Smart Adaptive Questionnaire
A dynamic questionnaire that adapts in real-time, just like a conversation with an experienced financial adviser.
Intelligent Multi-Path Navigation
Each client sees only the questions relevant to their situation. The questionnaire adapts in real-time based on previous answers, age, and investment purpose.
Age-Based Adaptation
Automatically adjusts questions for different age groups - from children to retirees, showing only relevant options and terminology.
Practice Customisation
Customise question text, add help content, and reorder questions to match your consultation style.
How It Works
Intelligent Adaptation Examples
For Young Children (0-4)
Employment questions are automatically skipped with "Not applicable - too young to work"
For Teenagers (13-17)
Can select part-time/full-time employment options, with guardian consent handling for 16-17 year olds
Dynamic Timeline Questions
56+ different combinations based on purpose (retirement, first home) and age
Smart Market Response
Dollar amounts scale with balance - from $100→$80 for children to $100,000→$80,000 for substantial accounts
Practice Control & Customisation
11 Core Questions
Marked as mandatory to support FMA requirements - cannot be hidden
Text Customisation
Customise non-dynamic questions to match your brand voice
Help Context
Add custom help text to explain complex concepts in your terminology
Dependency Protection
Questions that others depend on cannot be hidden
Ready to Experience the Future of KiwiSaver Questionnaires?
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Explore More Features
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.
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.