Make KiwiSaver Advice and Reviews Easy

Automate your financial advice processes with Advice Platform

Advice Platform 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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“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

How Advice Platform Works

4 bubbles representing stages within Advice Platform with steps for each stage written underneath.

Please note: KiwiSaver Lite finishes at Step 8.

Ready to Get Started?

Contact our team for a no-obligation demonstration

Client Stories

How our clients use Advice Platform 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

Our KiwiSaver Plans

Select the plan that suits how you want to use Advice Platform

KiwiSaver Lite

$159

per month*

What’s Included

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Client activity history
  • Questionnaires
  • Marketing tools
  • Built-in FMA projection
  • Marketing opt-in
KiwiSaver Pro

$229

per month*

What’s Included

All KiwiSaver Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
  • Client journal notes
  • 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.

Engage modelling tool screenshot with graph modelling investment value over time

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.

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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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.