Make KiwiSaver Advice and Reviews Easy

Automate your KiwiSaver advice processes with KiwiSaver Adviser Tool

Our KiwiSaver Adviser Tool uses your client’s information to suggest the most appropriate funds for them. Advisers select which fund to recommend and then output a SOA in minutes. 

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Save Time & Money

Automate your advice workflow and gain more time to spend with clients or on other high-value tasks.

Simplify Compliance

Automatically record electronic signoffs by clients and ensure all staff use the same document template.

Improve Efficiency

Advisers and clients can supply or review information at a time that best suits them.

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“We would have had to avoid new KiwiSaver clients if we didn’t have this KiwiSaver Solution.”

Nigel Rukuwai
Principal Adviser and Managing Director – Wealthpoint Nelson

Read our Wealthpoint Nelson client story

How KiwiSaver Adviser Tool Works

KiwiSaver Adviser Tool - How It Work diagram

Please note: KiwiSaver Lite finishes at Step 8.

Key Features

Quarterly Fund Updates

Ensure you have the latest fund performance, fees, and asset allocation data.

Provider Comparison

Compare providers based on your client’s preferences and find the best fit in seconds.

Fund Comparison

See how your client’s current KiwiSaver fund compares with others. Add or remove funds with ease.

Historical Performance

View funds 1 year return plus 3-, 5- and 10-year average returns in the fund comparison.

Fund Factsheets

Automatically include the right fund factsheet in every Statement of Advice.

Disclosure

Provide clients with the right disclosure information at every step.

Document Version Control

Easily track document versions to keep records up to date.

Signoff Options

Offer flexible signoff – choose from online or in person.

Signoff Tracking

See sign-off dates and times for a clear record.

Upgrade to Access Additional Features

AML GBG Integration

Send client information to GBG for AML checks.

Report Library Access

Select from our library of reports.

KiwiSaver Review Process

Automate KiwiSaver reviews in the time you specify.

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Data Security

The security of your data and your client data is of the utmost importance to us

Advanced Login Security

Authentication is required for all adviser and client logins.

Secure Data Storage

Our software and your data are hosted through Microsoft Azure.

Encrypted Data Transfer

All data transferred between users and your Adviser Tool is encrypted.

Ready to Get Started?

Client Stories

How our clients use KiwiSaver Adviser Tool to achieve their goals

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Revenue Growth and an Enhanced Client Experience

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Providing Personalised KiwiSaver Advice, at Scale

KiwiSaver Plans

Select the plan that suits how you want to use KiwiSaver Adviser Tool

KiwiSaver Lite

$165

per month*

  • Brand customisation
  • Fact Find
  • Disclosure
  • Quarterly fund updates
  • Provider comparison
  • Fund comparison
  • Historical performance
  • Statement of Advice
  • Built-in FMA projection
  • Fund factsheets
  • Signoff options
  • Signoff tracking
  • Marketing tools
  • Marketing opt-in
  • Free training
  • Free support
KiwiSaver Pro

$240

per month*

All KiwiSaver Lite features, plus:

  • AML – GBG integration
  • Reporting
  • KiwiSaver review process

* Pricing is per adviser and excludes GST. Setup costs may apply. Volume discounts are available. For full pricing details, please go to our Pricing page.

FAQs

Answers to our most commonly asked questions

Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.  

Once your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your Adviser Tool. Our Development Team will then create your Tool.  

Once your Adviser Tool is completed, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have.  After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.  

All KiwiSaver Adviser Tools include brand customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this. 

The KiwiSaver review process works in a few different ways. Once a client has completed their authority to proceed, you set a future review date. When this date is reached, your Adviser Tool will automatically create a KiwiSaver review task for you to complete for this client. Each time you complete a review (whether your client approves your advice or not), you’ll be prompted to set a new review date.

You can also manually create a KiwiSaver review task for a client. Or if you are new to Adviser Tools or upgrading to KiwiSaver Pro, we can bulk import KiwiSaver Review tasks for your clients. 

Yes, you can. There are a few ways of doing this. We can bulk import your current client details and a KiwiSaver review task for each client. 

We can also bulk import just your client details and you then manually create a KiwiSaver review task for each client when you want to. You can also manually enter your client details at any time and create a review. 

You can use up to 14 providers. If you have more than 14 providers, you can still use KiwiSaver Adviser Tool – we’d just need to do some development work to allow for this. Get in touch if this is the case for you and we’ll be able to provide you with more information.

Yes, once your Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.

We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks within KiwiSaver Adviser Tool. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our KiwiSaver Adviser Tool clients are automatically put onto our free Basic Support plan which provides you with two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within the Tool.

For our larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.

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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