Visually demonstrate the value of your advice with Engage modelling tools
Engage current and prospective clients visually with in-depth charts and analysis based on your products and solutions.
Engage modelling tools allow advisers to make selections based on a client’s personal situation, including goals and risk preference, to generate charts and analysis which show how their savings may grow over time.
Demonstrate the Value of Your Advice
Quickly demonstrate the value of your advice with in-depth charts and analysis.
Engage Your Clients With Visuals
Visually engage clients and show the value of your different products and solutions.
Collect Information & On-board Clients
Collect client details and preferences to streamline production of a Statement of Advice.
“The purpose of the KiwiSaver Navigator tool was to give our staff the confidence to have a discussion that provides the customer with all the necessary information to make decisions. We’ve introduced this with the primary goal of improving customer outcomes!”
Peter Forster
General Manager – Wealth, BNZ
Engage Features
Our Engage modelling tools can be customized with your branding and colours, ensuring they integrate seamlessly into your website.
KiwiSaver and Investment
We have templates available for Investment, including KiwiSaver, which are adviser driven and can be customised to the specific requirements of your business.
