Custom Solutions

Design a custom solution to match your advice process

We can build a solution for you from scratch or we can customise one of our pre-built products.

What We Build

We develop custom KiwiSaver, investment, mortgage, and insurance advice solutions

Customise any of the features below or design one from scratch.

Fact Find

Modify our Fact Find or build your own Fact Find.

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Questionnaires

Create your own risk profile or other questionnaires.

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Modelling Tools

Customise our modelling tool templates to suit you.

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Disclosure

Design how and when clients receive your disclosures.

Statement of Advice

Give us your existing SOA to match or let us design you one.

Reports

If the report you need isn’t in our library, we can create it.

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Advice Process

Let us create a custom advice process to suit how you work.

Review Process

Build an annual review process to suit how you work.

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Our ROBOAdvice Solution

Automate your entire advice workflow with a custom ROBOAdvice solution

ROBOAdvice provides personalized investment recommendations. Built with a custom flow and branding, clients are guided through an online discovery process which then finds their best investment match.

A client portal can also be added that enables clients to view and monitor their portfolios.

BNZ investment and wealth modelling calculator tool
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“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster – BNZ

Talk to Us


Talk to us about creating a Custom Solution to suit your needs

How We Work

Our process for delivering custom solutions

1.

Discover

We discuss and confirm your objectives, your target users, the types of information you need to present and how the information will be accessed.

2.

Design

We create a framework around the flow of data required and establish the technical, functional, and visual requirements of your solution.

3.

Deploy

Our team builds and tests your solution and regularly checks in with you to confirm development is on track. We can also migrate existing data into your solution.

4.

Test

Your team receive training on how to use your solution. We deploy your solution to a test environment for you to test.

5.

Deliver

Your solution goes live! We then monitor your solution for 30 days to iron out any technical issues. After 30 days, you will move on to one of our support plans.

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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

Custom Solutions FAQs

We build software for any company operating in the financial services industry, from banks through to advice networks to single adviser businesses. We have over 20 years of experience in this sector so we like to stick to what we do best! If you’re not sure whether we can help your business, get in touch with our team.

The timeline to deliver a solution depends on many different factors. For example, building a calculator for your website will take less time than building a portfolio management portal. In your initial meeting with our Sales team, they’ll discuss with you your goals and requirements. From there, they’ll be able to scope out your project and provide you with timings and a fixed quote. 

Yes, our API enables us to integrate with other systems. We are currently working on integrations with several CRMs. If you have a system that you need to integrate with, let us know and we’ll confirm if we can work with them. 

We understand that financial advice businesses may not always want or need a custom solution. For those businesses, we have designed a range of pre-built solutions that can all be personalised with your branding to ensure a seamless experience for your customers. These solutions include calculators that embed into your website, modelling tools and automated workflow solutions. Click here to learn more. 

Yes, you can. Our pre-built solutions are customised with your brand colours and fonts, logo and other images. If a pre-built solution doesn’t quite suit your needs, we can use it as a starting point for building a custom solution.

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.