Automate your advice workflow with our boxed KiwiSaver financial adviser software tools and plan writing…
Specially designed for New Zealand KiwiSaver our boxed KiwiSaver financial adviser software tools will help you to give your clients a comprehensive visual picture of their options, plus have a complete audit trail of the advice you give. With our KiwiSaver financial adviser software tools you can save significant time while providing consistency of advice across your client base. Output concise Statements of Advice in pdf and word formats – completely automated with existing template incorporated. Brand the tool and the document outputs with your own logo and colours.
Clients log in online to complete online discovery, then the information is used to pre-populate your documents. Easily compare products and providers for your client – heatmaps will guide you to the most appropriate recommendation.
Add our OMNIMEngage modelling tools, as an optional extra, to model different investments and show results on the fly to your client.