Pricing

Pricing for our pre-built solutions

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

Advice Platform Plans

KiwiSaver

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

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Investment

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

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KiwiSaver and Investment

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

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

Engage Website Tools

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

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Engage Adviser Tools

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

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Portfolio Management

Portfolio Management	$POA*

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

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.

Read Our Client Stories