What We Build

We develop custom KiwiSaver, investment, mortgage, and insurance advice solutions

We can build solutions from scratch or we have a library of existing features that we can customise for you.

Our Library of Features

Customise any of the features below or design one from scratch

Fact Find

Modify our Fact Find or build your own.

Blue eye icon inside a speech bubble

Questionnaires

Create your own risk profile or other questionnaires.

Graph image with line moving up inside a blue speech bubble

Modelling Tools

Customise our modelling tool templates to suit you.

Secure icon

Disclosure

Design how and when clients receive your disclosures.

Statement of Advice

Give us your existing SOA to match or let us design you one.

Two people icon

Advice Process

Let us create a custom advice process to suit how you work.

Review Process

Build an annual review process to suit how you work.

Reports

If the report you need isn’t in our library, we can create it.

Ready to Get Started?

Contact our team for a no-obligation demonstration

BNZ investment and wealth modelling calculator tool
BNZ logo
“BNZ staff are now better equipped to have quality conversations with our customers on the benefits of the BNZ KiwiSaver scheme and the impact of customer choices on their outcomes.”

Peter Forster – General Manager – Wealth, BNZ

How We Work

Our process for delivering custom solutions

1.

Discover

We discuss and confirm your objectives, your target users, the types of information you need to present and how the information will be accessed.

2.

Design

We create a framework around the flow of data required and establish the technical, functional, and visual requirements of your solution.

3.

Deploy

Our team builds and tests your solution and regularly checks in with you to confirm development is on track. We can also migrate existing data into your solution.

4.

Test

Your team receive training on how to use your solution. We deploy your solution to a test environment for you to test.

5.

Deliver

Your solution goes live! We then monitor your solution for 30 days to iron out any technical issues. After 30 days, you will move on to one of our support plans.

Custom Solution FAQs

Answers to our most commonly asked questions

We build software for any company operating in the financial services industry, from banks through to advice networks to single adviser businesses. We have over 20 years of experience in this sector so we like to stick to what we do best! If you’re not sure whether we can help your business, get in touch with our team.

The timeline to deliver a solution depends on many different factors. For example, building a calculator for your website will take less time than building a portfolio management portal. In your initial meeting with our Sales team, they’ll discuss with you your goals and requirements. From there, they’ll be able to scope out your project and provide you with timings and a fixed quote. 

Yes, our API enables us to integrate with other systems. We are currently working on integrations with several CRMs. If you have a system that you need to integrate with, let us know and we’ll confirm if we can work with them. 

We understand that financial advice businesses may not always want or need a custom solution. For those businesses, we have designed a range of pre-built solutions that can all be personalised with your branding to ensure a seamless experience for your customers. These solutions include calculators that embed into your website, modelling tools and automated workflow solutions. Scroll down for links to these solutions. 

Yes, you can. Our pre-built solutions are customised with your brand colours and fonts, logo and other images. If a pre-built solution doesn’t quite suit your needs, we can use it as a starting point for building a custom solution.

“We would have had to avoid new KiwiSaver clients if we didn’t have this KiwiSaver Solution.”

Nigel Rukuwai – Wealthpoint Nelson

Wealthpoint Nelson logo
“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”

Michael Taylor – Strategic Financial Planning

Strategic Financial Planning logo

Our ROBOAdvice Solution

Automate your entire advice workflow with a custom ROBOAdvice solution

ROBOAdvice provides personalized investment recommendations. Built with a custom flow and branding, your ROBOAdvice solution will guide your clients through an online discovery process to find their best investment match.

A client portal can also be added that enables clients to view and monitor their portfolios.

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.

Fisher Funds logo
Wealthpoint logo
FoxPlan logo
BNZ logo
AndCo Mortgages logo
Amicus logo
OMNIMax icon

We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Contact our team today.