Save time through automation
Reduce repetitive administration, keep work moving and give your team more time for clients and higher-value activity.
Built for New Zealand financial advisers
Build a better advice business.
Adviser CRM brings your clients, advice processes, compliance, communications, marketing and everyday work together—so your team can spend less time managing systems and more time building the business you want.
New Zealand ownedBuilt for financial adviceFlexible around your business
Save timeAutomate everyday administration
Know your clientsKeep every relationship connected
Stay in controlMake compliance easier to manage
Create growthTurn client information into opportunity
More than a place to store client data
Helping New Zealand financial advisers build better businesses.
Adviser CRM is designed around the outcomes that matter: a more efficient team, stronger client relationships, confident compliance and more opportunities to grow.
Build stronger client relationships
Bring conversations, documents, tasks, advice and product information together in one complete client view.
Simplify compliance
Use clear processes, consistent records and connected information to make good compliance part of everyday work.
Grow through smarter marketing
Understand your client base, identify opportunities and communicate with the right people at the right time.
Advice is about people
Great advice changes lives.
Great technology helps you deliver it.
Adviser CRM handles more of the process around the relationship, so your team can stay focused on the people at the centre of it.
Built around New Zealand advice
One CRM for the advice you provide and the business behind it.
Whether your business focuses on one advice area or several, Adviser CRM gives your team one connected place to manage clients, advice and ongoing service.
Designed for your advice world
✓Life, health and general insurance
✓Mortgages and lending
✓KiwiSaver and retirement planning
✓Investments and ongoing client service
Why advisers choose us
A CRM you can make your own.
Purpose-built capability without forcing your business into someone else's way of working.
Built from advice experience
We understand the pressures, costs and realities of running an advice business — because we’ve lived them.
Adviser CRM was shaped by people who spent decades working as financial advisers themselves.
20+years in financial advice
Flexible
Configure fields, layouts, automations and processes around your team rather than changing your business to fit your CRM.
Independent
New Zealand owned and not tied to a financial services group, so your CRM remains connected to your business.
Exceptional value
Powerful adviser-specific capability, attentive support and ongoing development without enterprise-level complexity or pricing.
See how the work comes together
Give your team clarity from first conversation to ongoing service.
Purpose-built views help everyone understand what has happened, what needs attention and what should happen next.
Advice process
Guide every client through a consistent advice journey.
Track work from engagement and data collection through analysis, statement of advice and implementation.
Policy management
Keep every policy stage visible.
Manage underwriting, medical information, offers, in-force business and follow-up from one visual pipeline.
Document Writer
Create professional client documents using your own templates.
Merge live CRM data, repeat rows with table loops and produce consistent documents without retyping client information.
A supported move from your current CRM
Switching does not have to be stressful.
We bring the migration experience, structure and support. Your team gets a clear plan, practical training and a guided path into Adviser CRM—with disruption kept to a minimum.
We do the heavy liftingData preparation, transfer and setup are managed with you.
Your team is supportedPractical training helps everyone feel ready before go-live.
Your business keeps movingA staged plan reduces uncertainty and protects continuity.
DB
Your current systemClient & business data
Ready to moveSecure migrationMapped • checked • prepared
✓Ready for your team
01
Discovery
We understand your data, processes and priorities.
02
Preparation
We map and prepare information for the move.
03
Migration
We transfer and organise your records.
04
Training
Your team learns the system in practical sessions.
05
Go live & support
We stay close while your team settles in.
You are not changing CRM alone.
Talk to us about switching We will guide the move from first conversation to confident go-live.
Adviser CRM mobile app
Keep your business moving, wherever the day takes you.
Stay connected to your clients, tasks and business information while you are away from your desk.
Keep client work moving
Review tasks, calls, advice records and follow-up without waiting until you are back in the office.
Access the detail you need
View policies, notes, activities and related records from one connected mobile experience.
Understand your business at a glance
Use mobile dashboards to check key information and stay informed.
Clients, tasks, policies and business insights—available when you need them.
Connected where it matters
Bring your everyday tools into one connected workflow.
Reduce double handling, keep information together and create a smoother experience for your team and clients.
Explore integrations and connectionsMicrosoft 365
Google Workspace
Open API
Real people. Practical support.From first conversation to everyday use.