Are you undertaking regular KiwiSaver reviews?
Client KiwiSaver reviews are often pushed to the backburner, especially if they are a lengthy manual process. Are you disadvantaging your business more than […]
5 reasons your business could benefit from our KiwiSaver Boxed solution
Our KiwiSaver Boxed solution offers many benefits to financial advisory businesses. Read the top five benefits below:
One: Save yourself some time:
Auto-generated projections, direct feed of fees and returns with […]
Disclosure and the New Regime: How Our Advice Solutions Help You with Disclosure
The new regulations have brought about some changes to how advisers need to handle disclosure. Once seen as a two-step process of primary and secondary, disclosure now relates to many […]
The Top 5 Tips to Helping Clients Understand Your Advice
As we navigate our way through transitional licensing and the new legislation, a major focus has been on making sure that clients understand the financial advice they are […]
Become More Effective with FinTech
The term fintech refers to technology that enables parts of the financial services world to be automated. For advisers, it means using software to digitise and automate such tasks as […]