Automate your KiwiSaver, Investment, Insurance or Mortgage advice workflow with our boxed advice solutions and workflow tools and give your clients a comprehensive visual picture of their options, plus have a complete audit trail of the advice you give.
Streamline your processes, provide consistency of advice across your client base and output concise Statements of Advice in pdf and word formats – complete automated process. Customise the tool and the resulting documents with your own logo and colours.
Have clients complete an online discovery process, to assess their needs, and use the information to pre-populate forms. Then easily compare and match the customer with the appropriate products and providers.
Add our engagement or calculator tools, as an optional extra, to visually show the value of your advice and aid your advisors in sales.