Pre-built Solutions

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

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

Website Calculators

Engage your website visitors with our interactive web calculators, for example how their KiwiSaver could grow over time. Generate leads for your business by collecting visitor information or linking directly to a sign-up form.

Modelling Tools

Visually demonstrate the value of your advice by modelling financial scenarios to your client. Designed for advisers to guide their client through a discovery process and then demonstrate scenarios.

Automated Workflow with Adviser Input

Save time by automating your advice workflow. Send your customer an online fact find which is then used to compare appropriate funds. Advisers select a fund to recommend and then output a Statement of Advice in minutes.

Automated Workflow with Optional Adviser Input

Let technology do the work for you! Our ROBOAdvice solution allows you to fully automate your advice, guiding a customer to an appropriate product in a step-by-step process. Advisers can monitor and intervene if needed.

Why Work With Us

We’ve been fueling financial advice conversations since 2002

Our solutions are trusted by some of New Zealand’s top financial advice brands.

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Wealthpoint logo
FoxPlan logo
BNZ logo
Compound Wealth logo
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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.