Demonstrate the Value of Your Advice
Generate in-depth charts and analysis, that show the value of your advice.
Engage Your Clients with Visuals
Visually engage your clients with colourful charts which show your client’s potential future situation.
Simplify Client Information Collection
Integrate your Adviser Tool with our Advice Platform to automatically share client information.
“The purpose of the KiwiSaver Navigator tool was to give our staff the confidence to have a discussion that provides the customer with all the necessary information to make decisions. We’ve introduced this with the primary goal of improving customer outcomes!”
Peter Forster – General Manager – Wealth, BNZ
Our Range of Adviser Tools
Our Engage Adviser Tools can be customized with your branding and colours, ensuring they integrate seamlessly with your website or other marketing materials.
KiwiSaver and Investment
We have templates available for Investment, including KiwiSaver, which are adviser driven and can be customised to the specific requirements of your business.
