Pricing

Pricing for our pre-built solutions

For pricing for a custom solution, please get in touch with our team.

Advice Platform Pricing

KiwiSaver Plans

Lite $159*
Pro $229*
Custom $POA*

Investment Plans

Lite $239*
Pro $309*
Custom $POA*

KiwiSaver + Investment Plans

Lite $349*
Pro $409*
Custom $POA*

* Prices are per adviser per month and exclude GST. Setup cost and platform license may be applicable. Volume discounts available.

Tools Pricing

Website Tools

Per Website Tool $99”
Custom Website Tool $POA”

Adviser Tools

Per Adviser Tool $35*
Custom Adviser Tool $POA*

” Website Tool price is per month and excludes GST. * Adviser Tool price is per adviser per month and excludes GST.
For both Tools – setup cost and platform license may be applicable. Volume discounts are available.

BNZ investment and wealth modelling calculator tool
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“Our KiwiSaver tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”

Peter Forster – BNZ

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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We’re Here to Help

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