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, with date, time, and location information.
Fully Customisable
Make the software your own – use your own logo and colours throughout, plus customise workflows and documents.
“Advice Platform has assisted us in providing consistency of financial planning across all of our clients. We’ve also greatly reduced the time associated with each client due to the automation of our workflows.”
Michael Taylor
Managing Director – Strategic Financial Planning
How Advice Platform Works
Please note: KiwiSaver Lite finishes at Step 8.
Our KiwiSaver Plans
Select the plan that suits how you want to use Advice Platform
* 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.
Add-on an Engage Tool
Visually demonstrate the value of your advice by adding an Engage Adviser Tool to your Advice Platform.
Engage Adviser Tools allow advisers to make selections based on a client’s personal situation, including goals and risk preference, to generate charts and analyses that show how their savings may grow over time.
“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
