Engage Tools

Engage your website visitors, generate leads, or show the value of your advice with our interactive tools

Select from two types of interactive tools – those that are embedded into a website or those for Advisers to use during client meetings.

Engage Website Tool - KiwiSaver screenshot

Two Kinds of Engage Tools

Choose from tools designed to be embedded into a website or tools for Advisers to use during client meetings

Engage logo

Website Tools

Tools to be embedded into a website

Engage logo

Adviser Tools

Tools for Advisers to use during client meetings

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

Talk to Us

Talk to us about using Engage tools in your business

The Engage Range

Our Engage tools are customized with your branding and colours to integrate seamlessly with your website and other marketing material.

Our Engage Tools range includes:

Website Tools

  • Risk Profile
  • Online Fact Find
  • KiwiSaver
  • Investment
  • Mortgage
  • Insurance

Adviser Tools

  • KiwiSaver
  • Investment

Engage Tool Pricing

$99* per Website Tool

$35* per Adviser Tool

Custom Tools available – ask us for pricing

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

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.