Pricing

Pricing for our pre-built solutions

For pricing for a custom solution, please get in touch with our team.

Advice Platform Pricing

KiwiSaver Plans

Lite $159*
Pro $229*
Custom $POA*

Investment Plans

Lite $239*
Pro $309*
Custom $POA*

KiwiSaver + Investment Plans

Lite $349*
Pro $409*
Custom $POA*

* Prices are per adviser per month and exclude GST. Setup cost and platform license may be applicable. Volume discounts available.

Tools Pricing

Website Tools

Per Website Tool $99”
Custom Website Tool $POA”

Adviser Tools

Per Adviser Tool $35*
Custom Adviser Tool $POA*

” Website Tool pricing is per month and excludes GST. * Adviser Tool pricing is per adviser per month and excludes GST.
For both Tools – setup cost and platform license may be applicable. Volume discounts available.

BNZ investment and wealth modelling calculator tool
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“BNZ staff are now better equipped to have quality conversations with our customers on the benefits of the BNZ KiwiSaver scheme and the impact of customer choices on their outcomes.”

Peter Forster – 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.