Financial adviser software, built around how you work.

Custom financial adviser software for New Zealand financial advisers: a web, iOS and Android app built around how your advice practice runs, on our own post-trained models where they fit.

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Off-the-shelf software is built for the average advice practice. Adviser platforms hold the client file, but the fact find, the checks and the advice document are still stitched together by hand in each practice's own way.

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What we would build for your advice practice

An onboarding app for clientsClients 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 checkerEvery 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 drafterMeeting 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.

What the tool can cover

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.

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

Alongside the software you run today, or instead of it.

Keep Xplan and Salesforce and connect the new tool to it, or let the tool take its place when that suits you better.

Talk to us about your tool

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

How we build it

Every build is scoped and quoted up front.

Good questions, answered

Is this off-the-shelf financial adviser software?

No. We build the tool for your advice practice, as a web app and an iOS and Android app, so it follows how you work rather than the average advice practice.

Do we have to stop using Xplan and Salesforce?

No. The tool can run alongside the software you have today and keep both in step, or replace it when that suits you better. We work that out with you first.

What would you build first?

Usually the client onboarding app, because a complete file at the start saves rework at every later step.

Where does the AI come in?

Where it saves real effort: reading documents and photos, turning voice into records, drafting paperwork and flagging what needs a person. We use our own post-trained models where they fit, and a person stays in charge of every decision.

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.