Kiwi Dynamics
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Onboard clients and clear compliance faster

Advisers and brokers lose their best hours to onboarding forms, document chasing and compliance checks. We build agents that collect and verify client information, read the documents and prep the file, so your people spend their time on advice instead of admin.

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A better AI tool for financial advisers, built around how you work.

Off-the-shelf software is built for the average advice practice. We build a tool around how yours actually works, as a web, iOS and Android app, on our own post-trained models where they fit.

  • An onboarding app for clients

    Clients upload ID, proof of address and fact find answers from their phone, and the tool checks what is missing before an adviser ever opens the file.

  • An AML and conduct file checker

    Every client file checked against your AML/CFT programme and your conduct obligations, with gaps flagged for a person to close rather than found at review time.

  • A statement of advice drafter

    Meeting notes and fact find data turned into a first draft in your own template and tone, ready for the adviser to edit and sign off.

Runs alongside the software you have today, like Xplan and Salesforce, or takes its place when that suits you better.

Talk to us about your tool How we build apps Software for financial advisers

Everything included,
nothing bolted on.

Every build starts with a fixed-scope conversation, no surprise line items after the fact.

  • Guided fact find and application collection
  • Identity, address and source of funds checks
  • CDD and AML/CFT exception flagging
  • PDS and provider document search
  • Client file assembly and gap chasing
  • Statement of advice and review drafting
  • FMA and CCCFA aware record keeping
  • Handoff with full context to the adviser

The build itself, not a proof of concept.

  • Client onboarding

    An agent walks a new client through fact find and application forms, collects what is missing and assembles a complete file, so nothing bounces back half filled.

  • KYC and AML checks

    Identity documents, proof of address and source of funds read, verified and flagged against your CDD requirements, with the exceptions surfaced for a human to decide.

  • Adviser support

    Ask across product PDS documents, provider rate sheets and past advice files in plain English and get a sourced answer, so research that took an afternoon takes a minute.

  • Statement of advice prep

    Drafts assembled from the client file and your templates, with the numbers pulled from the data instead of re-keyed, ready for the adviser to check and sign.

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FAQ

A new client is walked through the fact find and application forms by the agent, which collects what is missing and assembles a complete file. Identity, address and source of funds documents get read and verified against your CDD requirements, with exceptions flagged for a person to decide.

Yes, in some form. The agent checks documents against your CDD and AML/CFT requirements, so it needs to know what those requirements are. If your process already exists on paper or in a checklist, that is enough to start from.

No. The agent collects, verifies and flags exceptions, but a person makes the actual compliance decisions and signs the statement of advice. It clears the file to the adviser, it does not replace them.

Anything that does not clear the CDD and AML/CFT checks gets surfaced as an exception for a human to decide, rather than waved through or silently rejected. Nothing sensitive moves without a person looking at it.

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Onboarding and compliance move from days of back and forth to a checked file in front of the adviser, with a full audit trail your compliance manager can stand behind.

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