ROBOAdvice

Automate your KiwiSaver advice process

ROBOAdvice provides personalised KiwiSaver recommendations using algorithms to match a client’s fact find to the appropriate KiwiSaver fund.

How ROBOAdvice Works

For KiwiSaver advice

ROBOAdvice includes two features – a front-end client fact find tool and a back-end adviser portal.

Built with a custom flow and branding to suit your business, ROBOAdvice first leads clients through an online fact find process. This process includes questions about the client’s investment timeframe, attitude to risk and provider preferences.

Next, ROBOAdvice uses the client’s fact find information, KiwiSaver provider information and KiwiSaver fund performance data to find the client’s best KiwiSaver match.

In the adviser portal, advisers can monitor clients’ progress and intervene when in-person advice is needed. The advice clients receive along with everything they do, is recorded in a Statement of Advice document.

Try Our ROBOAdvice Demo

A self-guided advice option for low-touch interaction with customers

Contact our team for access to our ROBOAdvice Demo.

“We were looking for ways to expand our client base and entice new investors. The perception is that financial advice is expensive but with ROBOAdvice everyone can afford it.”

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.