Introducing

Investment Adviser Tool

Streamline your investment advice workflow in a secure digital environment

Screenshot of Investment Adviser Tool - Recommendations screen

Streamline Your Advice Workflow

From Fact Find to Statement of Advice to Authority to Proceed.

Save Time & Money

Gain more time to spend with clients or on other high-value tasks.

Two people icon

Simplify Compliance

Automatically record electronic signoffs by clients and ensure all staff use the same document template.

Graph image with line moving up inside a blue speech bubble

Improve Efficiency

Information can be supplied or reviewed by clients and advisers at a time that best suits.

How Investment Adviser Tool Works

* Investment Projection only available for Investment Pro users

Investment Projection

Visually demonstrate the value of your advice during client meetings

Investment Projection uses the information collected from a client’s fact find to generate a graph that projects how their investments could perform over time.

A progress bar is also shown for each client goal, indicating what percentage of the goal will be funded.

Advisers can then change the client’s goals, assets or contributions to instantly update the graph and show how their recommendations will help them meet their goals.

Some of Our Clients

BNZ logo
Fisher Funds logo
Wealthpoint logo
FoxPlan logo
AndCo Mortgages logo
Amicus logo

Get Started

Contact our team for a no-obligation demonstration

Strategic Financial Planning logo

“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”

Michael Taylor – Strategic Financial Planning

Key Features

Both advisers and clients can access the Tool from anywhere, anytime.

Your logo and brand colours are used across your solution, in documents and in all client communications.

During setup, our team load your preferred providers into your Investment Adviser Tool. 

Make sure your clients are getting the right disclosure information at each step.

Our Customer Support team will educate your team on using your Investment Adviser Tool.

Use our standard Fact Find.
Use our Statement of Advice template and modify parts to make it your own.
Use our ATP workflow that captures your clients sign-off including date and time information.
Tailor signoff to suit your client. Select from online authorisation or in person signature.
Tailor signing rules to suit you client e.g. For a trust or company.

FAQs

Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.  

Once your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your Investment Adviser Tool. Our Development Team will then create your Tool.  

When your Investment Adviser Tool is completed, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have.  After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.  

Your Investment Adviser Tool includes brand customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this. 

You can use up to 14 providers. If you have more than 14 providers, you can still use Investment Adviser Tool – we’d just need to do some development work to allow for this. Get in touch if this is the case for you and we’ll be able to provide you with more information.

Yes, once your Investment Adviser Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.

We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks within Investment Adviser Tool. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our Adviser Tools clients are automatically put onto our free Basic Support plan which provides two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within Adviser Tools.

For our larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.

Pricing

Select the option that best suits how you want to use Investment Adviser Tool

Investment Lite

$245

per month*

Features:

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Signing rules
  • Marketing tools
  • Marketing opt-in
  • Free training
  • Free support
Investment Pro

$320

per month*

All Investment Lite features, plus:

  • Investment Projection
  • AML – Cloudcheck integration
  • Reporting

Add KiwiSaver

Combine Investment Adviser Tool with KiwiSaver Adviser Tool

KiwiSaver Lite + Investment Lite

$349

per month*

KiwiSaver Pro + Investment Pro

$409

per month*

* All prices are per adviser and exclude GST. Setup cost and platform licence may be applicable. Volume discounts, Admin and Paraplanner pricing are available. For full pricing details, please go to our Pricing page.