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

These can be built from scratch, or we have a library of existing features that we can customise for you.

Web Applications

Generate leads and show the value of your advice with interactive website applications that educate and inspire.

Financial Advice Platforms

Gain more time to spend with your clients by utilising an advice platform to digitise and automate your financial advice.

Portfolio Management

Secure business continuity with a portfolio information management solution with comprehensive, up-to-date reporting.

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
BNZ Logo
“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

Get Started

Looking for a no-obligation demonstration, or just have a question?

What Our Clients Say

Some kind words from our clients

It’s so easy and simple. We’re finding it 60-70% faster, the solution gives us the ability to deliver quality personalised advice at scale.” 

Nick Wells – Amicus

The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.

Peter Forster – BNZ

“The OMNIMax solution ensures you are meeting your compliance requirements around record keeping and providing advice.”

Matt Isbister – Isbister Partners

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.

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.

Fisher Funds logo
Wealthpoint logo
FoxPlan logo
Compound Wealth logo
BNZ logo
Amicus logo
OMNIMax icon

We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.