Engage Website Tools

Engage your website visitors with our interactive tools

Our Website Tools allow your website visitors to make selections around their personal situation, to generate charts and analysis of their future situation or a risk profile.

Visitors can then enter their information to request more info from you.

Engage Website Tool - KiwiSaver screenshot
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Generate Leads

Interactive content engages visitors and encourages them to submit their details for further information.
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Visually Engage Clients

Visually engage your clients with colourful charts which show your client’s potential future situation.
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Track Conversions

Reports track visits and conversion rates, allowing you to measure the success of marketing campaigns.
BNZ investment and wealth modelling calculator tool
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“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

Talk to Us

Talk to us about using an Engage Website Tool on your website

Our Range of Website Tools

Engage Website Tools integrate seamlessly into your website as they can be customized with your branding and colours.

Risk Profile

Visitors answer questions about their financial priorities and thoughts on risk which are used to generate a risk profile.

KiwiSaver or Investment

Visitors make selections around their situation and can then view how their savings can grow over time.


Visitors set mortgage term, composition and repayment amounts allowing them to generate detailed repayment charts, with time to repay and total cost including interest.


Visitors can determine how much cover they need, considering existing assets and expenses. Use for Life, Trauma or TPD insurance.

Website Tool Pricing

$99* per Website Tool

Custom Tools available – ask us for pricing

(*Price per month, excludes GST. Setup and platform license costs may apply. 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.

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Wealthpoint logo
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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.