Advice Platform

Save time by using Advice Platform to automate your advice workflow

Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.

Available for KiwiSaver and investment.

Save Time and Money

Automate your advice workflow and gain more time to spend with clients or on other high-value tasks.
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Simplify Compliance

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

Improve Efficiency

Information can be supplied or reviewed by clients and advisers at a time that best suits.
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“We would have had to avoid new KiwiSaver clients if we didn’t have this solution.”

Nigel Rukuwai
Principal Adviser and Managing Director – Wealthpoint Nelson

How Advice Platform Works

4 bubbles representing stages within Advice Platform with steps for each stage written underneath.

Please note: Lite plans finish at Step 8.

Ready to Get Started?

Contact our team for a no-obligation demonstration

Advice Platform Plans

Select the plan that suits how you want to use Advice Platform

KiwiSaver Lite

$159

per month*

What’s Included

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Marketing tools
  • Marketing opt-in
  • Built-in FMA projection
KiwiSaver Pro

$229

per month*

What’s Included

All KiwiSaver Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
  • KiwiSaver review process
Investment Lite

$239

per month*

What’s Included

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

$309

per month*

What’s Included

All Investment Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
KiwiSaver Lite + Investment Lite

$349

per month*

KiwiSaver Pro + Investment Pro

$409

per month*

* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Pricing page.

Talk to Us


Talk to us about using an Adviser Tool in your business

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

Michael Taylor – Strategic Financial Planning

Advice Platform FAQs

Answers to our most commonly asked questions

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 the Platform. Our Development Team will then create your Platform.  

Once your Platform 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.  

Advice Platform includes brand customisation where we use your logo, brand colours and images to make the Platform 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. 

The KiwiSaver review process works in a few different ways. Once a client has completed their authority to proceed, you set a future review date. When this date is reached, Advice Platform will automatically create a KiwiSaver review task for you to complete for this client. Each time you complete a review (whether your client approves your advice or not), you’ll be prompted to set a new review date.

You can also manually create a KiwiSaver review task for a client. Or if you are new to Advice Platform or upgrading to KiwiSaver Pro, we can bulk import KiwiSaver Review tasks for your clients. 

Yes, you can. There are a few ways of doing this. We can bulk import your current client details and a KiwiSaver review task for each client. 

We can also bulk import just your client details and you then manually create a KiwiSaver review task for each client when you want to. You can also manually enter your client details at any time and create a review. 

You can use up to 14 providers. If you have more than 14 providers, you can still use Advice Platform – 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 Advice Platform 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 Advice Platform. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our Advice Platform clients are automatically put onto our free Basic Support plan which provides you with 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 Advice Platform.

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.

Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Contact our team today.