Explore Adviser CRM for yourself

Start your free 14-day trial.

Experience a fully functional CRM built specifically for New Zealand financial advisers. Tell us a little about your business and we’ll prepare your trial—no extra click required.

Prefer a personal demo?
Fully functional trialUp to 2 additional usersNo obligation to continue
Request your trialTell us a little about you.

Complete the form and we’ll prepare your Adviser CRM trial.

Use the international format, for example +64 27 577 7764.
Full platform accessExplore the standard features available to Adviser CRM subscribers.
Personal guidanceOur team can help you get started and answer questions along the way.
Bring your teamAdd up to two extra users so colleagues can explore the trial with you.
Built for New ZealandPurpose-built around the needs of New Zealand financial advisers.

What you can explore

See how your advice business could work in one connected system.

Advice record in Adviser CRM
Advice and compliance

Keep the advice process structured and visible.

Work through advice records, activities, documents and compliance steps with a clear history of what happened and when.

Document Writer

Create consistent client documents more efficiently.

Bring CRM information into your documents and reduce repetitive preparation work.

Document Writer in Adviser CRM
Life policy pipeline in Adviser CRM
Pipeline management

Keep opportunities and client work moving.

Use visual pipelines to understand progress, identify next steps and keep important work from disappearing.

What happens next

A simple, personal start.

01

Submit your request

Tell us who you are and the business you represent.

02

We create your trial

Our team prepares your Adviser CRM trial environment.

03

Receive your welcome

We contact you with access details and guidance.

04

Start exploring

Experience the platform with your team for 14 days.

Frequently asked questions

A few things advisers usually ask.

Is the trial fully functional?

Yes. The trial is designed to let you explore Adviser CRM's standard functionality and understand how it could fit your business.

Can other people in my business join the trial?

Yes. You can include up to two additional users so your colleagues can explore Adviser CRM with you.

What happens after 14 days?

There is no obligation to continue. We will talk with you about your experience and, when Adviser CRM is right for you, help you choose the appropriate subscriptions.

Can you help us move from another CRM?

Yes. Adviser CRM provides data migration services for businesses moving from other systems. We can discuss the available options and the quality of your source data.

Is training available?

Yes. Personal onboarding and training are available to help your team get comfortable with the platform.

Your next step

How would you like to continue?

Your trial form is always one click away, or choose a personal demonstration or conversation with our team.

Book a Personal DemoSee Adviser CRM in action with one of our team, tailored to your business. Request Your Free TrialReturn to the form and send us your details when you are ready. Talk to UsHave questions first? Call, email or send our team a message.