Customisable and bespoke financial advice software solutions for KiwiSaver, Investment, Mortgage and Insurance…
Engage your website visitors with interactive web calculators, for example how their investments could grow over time. Generate leads for your business by collecting visitor information or link directly to a sign-up form.
Visually demonstrate the value of your advice by showing customers how their investments could grow. Our financial modelling and projection tools allow advisers to guide clients through a discovery process and demonstrate real life financial scenarios.
Save time and cost by automating your advice workflow, send your customer an Online fact find to complete, easily compare and recommend investment funds with built in product information including rates and fees and output a Statement of Advice in minutes. Can’t quite find a solution to suit your advice workflow? We can customise to suit your business.
Ready to go, cost effective, out-of-the-box solutions for KiwiSaver and Investment. Quick to setup, with little imput from you and starting at just $149 for single advisers.
Let technology do the work for you! Our ROBOAdvice solution allows you to automate your advice, guiding a customer to an appropriate product in a step by step process.
Can’t quite find software to suit your workflow and processes? Let us understand the needs of your business and provide a custom advice software solution.
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Looking for a no-obligation demonstration, custom build or just have a question? Talk to us to get your advice software solutions started!
