Engage Adviser Tools

Visually demonstrate the value of your advice with our Adviser Tools

Generate in-depth charts and analysis to show your clients how your products could grow their savings over time.  

Engage investment and wealth modelling calculator tool

Demonstrate the Value of Your Advice

Generate in-depth charts and analysis, that show the value of your advice.
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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.
BNZ investment and wealth modelling calculator tool
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“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

Talk to Us

Talk to us about using Engage Adviser Tools in your business

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.

Adviser Tool Pricing

$35* per Adviser Tool

Custom Tools available – ask us for pricing

(*Price per month, excludes GST. Setup and platform license costs may apply. Volume discounts available.)

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? Get in touch with our team today.