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 initialmeeting 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 anda 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 confirmif 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. Scroll down for links to these solutions.
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.