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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Website Tools

Tools designed to be embedded into your website

Engage your website visitors with an interactive Website Tool

Our Website Tools allow your website visitors to make selections based on their situation, to generate charts and analysis of their future situation or a risk profile.

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Adviser Tools

Tools for Advisers to use during client meetings

Visually demonstrate the value of your advice with an Adviser Tool.

Generate in-depth charts and analysis to show your clients how your products could grow their savings over time.  

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Advice Platform

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

Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.

BNZ investment and wealth modelling calculator tool
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“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product. ”

Peter Forster – General Manager – Wealth, BNZ

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.