Engage Modelling Tools

Visually demonstrate the value of your advice

Use our Engage modelling tools during client meetings to generate in-depth charts and analysis, based on your products and solutions, to show how your client’s savings may grow over time.

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

Talk to Us

Talk to us about using Engage modelling tools in your business

Engage Features

Our Engage modelling tools can be customized with your branding and colours, ensuring they integrate seamlessly into your website.

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.

Engage Pricing

$29* per Engage tool

$POA custom Engage tool

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