Pre-built Solutions

Save time with one of our cost-effective pre-built solutions

All our pre-built solutions are customised with your branding to ensure a seamless integration and customer experience.

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Tools

Engage your website visitors, generate leads, or show the value of your advice with our interactive tools.

Select from two types of tools – those that are embedded into a website and those for Advisers to use during client meetings.  

Platform

Save time and money by using our Platform to automate your financial advice and review processes. 

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

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Management

Portfolio management aggregates portfolio information from multiple sources providing you with comprehensive and up-to-date investment and fund reporting for your clients.

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.

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