What Is KiwiSaver Adviser Tool?

KiwiSaver Adviser Tool is a SaaS solution that helps New Zealand financial advisers deliver KiwiSaver advice more efficiently. It streamlines the process from Fact Find through to Statement of Advice, Authority to Proceed, and ongoing KiwiSaver reviews, helping advisers reduce administration while maintaining a consistent advice process.

Table of Contents

  1. How does KiwiSaver Adviser Tool work?
  2. Who is KiwiSaver Adviser Tool designed for?
  3. What is the difference between KiwiSaver Lite and KiwiSaver Pro?  
  4. What features are included?
  5. What other features are available? 
  6. What problems does KiwiSaver Adviser Tool solve?
  7. How does it support compliance-ready processes?
  8. How does it help advisers save time?
  9. How are KiwiSaver reviews managed?
  10. Can it be customised?
  11. Is client data secure?
  12. Frequently asked questions

How Does KiwiSaver Adviser Tool Work?

KiwiSaver Adviser Tool helps advisers manage the KiwiSaver advice process from collecting client information through to recommendation and client sign-off. Advisers can complete key advice tasks in a single system while maintaining a consistent workflow.

Fact find
Collect client information digitally and create a consistent starting point for each advice engagement.

Compare providers and funds
Compare KiwiSaver providers, review fund performance and then assess suitable options based on client preferences.

Generate recommendations
Create Statements of Advice and supporting documentation using a structured advice process.

Capture client approval
Use Authority to Proceed workflows and sign-off tracking to record client decisions and maintain an audit trail.

Manage ongoing reviews (KiwiSaver Pro)
KiwiSaver Pro users can automate review scheduling and create ongoing review tasks to help manage client service and review obligations

How KiwiSaver Adviser Tool Works

Please note: KiwiSaver Lite plan finishes at Step 8.

Who Is KiwiSaver Adviser Tool Designed For?

KiwiSaver Adviser Tool is designed for New Zealand financial advisers who provide KiwiSaver advice. It can be used by sole advisers, adviser teams, advice businesses, and financial services organisations looking to streamline their KiwiSaver advice process.

What Is the Difference Between KiwiSaver Lite and KiwiSaver Pro?

KiwiSaver Lite covers the advice workflow from Fact Find to SOA generation and client approval/sign-off.

KiwiSaver Pro includes the same features as KiwiSaver Lite and also includes our KiwiSaver Review process, reporting and integration with GBG for AML checks.

What Features Are Included?

Both KiwiSaver Lite and Pro include these features:

Quarterly Fund Updates

Ensure you have the latest fund performance, fees, and asset allocation data.

Provider Comparison

Compare providers based on your client’s preferences and find the best fit in seconds.

Fund Comparison

See how your client’s current KiwiSaver fund compares with others. Add or remove funds with ease.

Historical Performance

View funds 1 year return plus 3-, 5- and 10-year average returns in the fund comparison.

Fund Factsheets

Automatically include the right fund factsheet in every Statement of Advice.

Disclosure

Provide clients with the right disclosure information at every step.

Document Version Control

Easily track document versions to keep records up to date.

Signoff Options

Offer flexible signoff – choose from online or in person.

Signoff Tracking

See sign-off dates and times for a clear record.

What Other Features Are Available? 

KiwiSaver Pro includes these additional features:

  • KiwiSaver Review process
  • GBG integration for AML checks
  • Report library access

What Problems Does KiwiSaver Adviser Tool Solve?

  • Preparing KiwiSaver advice documents manually
  • Maintaining consistent advice processes across advisers
  • Tracking client sign-offs
  • Managing ongoing KiwiSaver reviews
  • Keeping client records organised

How Does KiwiSaver Adviser Tool Support Compliance-Ready Processes?

KiwiSaver Adviser Tool includes features that help advice businesses follow a structured and repeatable process.

This includes:

  • Consistent document templates
  • Electronic client sign-offs
  • Version control
  • Disclosure management
  • Sign-off tracking

The result is a more organised advice process with better visibility over client interactions and documentation.

How Does KiwiSaver Adviser Tool Help Advisers Save Time?

Reduce administration

Automate key parts of the advice workflow so advisers can spend more time working with clients and less time preparing documents.

Improve consistency

Ensure all advisers and support staff follow the same process and use the same document templates.

Work more efficiently

Allow advisers and clients to provide information, review documents, and complete sign-offs at a time that suits them.

Scale your business

Handle a larger number of KiwiSaver clients without significantly increasing administrative workload.

How Are KiwiSaver Reviews Managed?

The KiwiSaver Review Process helps advisers maintain regular client contact and ongoing service.

When a review date is reached, the system can automatically create a review task for that client. Advisers can also manually create review tasks, and review schedules can be imported when moving existing clients into the platform.

Benefits include:

  • Consistent review schedules
  • Reduced manual follow-up
  • Better client retention opportunities
  • Ongoing service delivery tracking

Can KiwiSaver Adviser Tool Be Customised?

Yes. Your tool can be configured with:

Your branding
Your logo, colours, and branding can be applied throughout the system, documents, and client communications.

Your preferred providers
The platform can be configured with your preferred KiwiSaver providers during setup.

Additional custom development
Further customisation can be undertaken for businesses that require specific workflows or functionality.

Is Client Data Secure?

The security of adviser and client data is a key focus of KiwiSaver Adviser Tool.

Learn more about our approach to Data Security.

Secure Infrastructure
Built on secure, managed infrastructure designed for reliability.
Microsoft Azure Hosting
Hosted on Microsoft Azure infrastructure, providing a secure and scalable environment.
Encrypted Data Protection

Data is encrypted during transfer to help protect sensitive client and business information.

Multi-factor Authentication

MFA is required for advisers, and 2FA for clients, providing an additional layer of account security.

Frequently Asked Questions

Find answers to some of the most common questions advisers ask about KiwiSaver Adviser Tool.

OMNIMax offers a range of pre-built SaaS solutions, including KiwiSaver Adviser Tool, that have been developed to suit the needs of financial advisers who offer KiwiSaver or investment advice. OMNIMax also develops custom SaaS solutions for financial services providers. All their products improve productivity and give users more time to focus on supporting their clients on their financial journeys.

KiwiSaver Adviser Tool has two prices, depending on which features you need. KiwiSaver Lite is $170 and KiwiSaver Pro is $250. Both prices are per month, per adviser, and exclude GST. Setup costs and platform license may be applicable. Volume discounts are available.

KiwiSaver Adviser Tool include brands customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this.

The KiwiSaver review process works in a few different ways. Once a client has completed their authority to proceed, you set a future review date. When this date is reached, KiwiSaver Adviser Tool will automatically create a KiwiSaver review task for you to complete for this client. Each time you complete a review (whether your client approves your advice or not), you’ll be prompted to set a new review date.

You can also manually create a KiwiSaver review task for a client. Or if you are new to KiwiSaver Adviser Tool or upgrading to KiwiSaver Pro, we can bulk import KiwiSaver Review tasks for your clients.

Yes, you can. There are a few ways of doing this. We can bulk import your current client details and a KiwiSaver review task for each client.

We can also bulk import just your client details and you then manually create a KiwiSaver review task for each client when you want to. You can also manually enter your client details at any time and create a review.

KiwiSaver Adviser Tool works with any KiwiSaver provider. During setup, you nominate up to 14 providers for us to load into your Tool, and these will be available for you to select from when creating your recommendation.

When you’re using the fund comparison feature, you can also add any KiwiSaver fund to compare with your client’s fund.

If you have more than 14 providers, you can still use KiwiSaver Adviser Tool – we’d just need to do some development work to allow for this. Get in touch if this is the case and we’ll be able to provide you with more information.

Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.

After your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your  Tool. Our Development Team will then create your Tool.

When your KiwiSaver Adviser Tool is setup, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have.  After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.

Yes, once your Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.

We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our KiwiSaver Adviser Tool clients are automatically put onto our free Basic Support plan which provides you with two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within the Tool.

Alternatively, for larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.

Client Reviews

“We would have had to avoid new KiwiSaver clients if we didn’t have this solution. I can now send a Fact Find and when I get it back, generate a Statement of Advice in 10 minutes.”

Nigel Rukuwai

Wealthpoint Nelson

“In this day and age, compliance is a non-negotiable, so having a thorough system that made our job easier was a no-brainer.”

Nick Hau

Moneta

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TL;DR

  • Streamline the KiwiSaver advice process from Fact Find to Review.
  • Compare KiwiSaver providers and funds.
  • Generate Statements of Advice faster.
  • Capture client sign-offs electronically.
  • Automate KiwiSaver review workflows (in KiwiSaver Pro). 
  • Maintain secure client records.
  • Available as KiwiSaver Lite for core advice workflows or KiwiSaver Pro for advisers who want additional features.