Client Management
Manage individuals, families, companies, trusts and other entities in one place. Keep appointments, calls, emails, letters and engagement history connected to the client record.
Explore client managementFeature-rich. Adviser-focused.
Everything you need to run a better advice business.
Manage clients, policies, loans, investments, compliance, communications and workflows in one flexible CRM built for New Zealand financial advisers.
Purpose-built for advisersFully customisableLocal support and training
One connected viewClient data, tasks, advice records and communication history together.
One CRMfor your whole advice business
1,000marketing emails per day
14 daysfull-feature free trial
NZ focusedbuilt around local advisers
Core capabilities
A clearer view of every client, opportunity and obligation.
Adviser CRM brings the everyday work of advice into one connected platform, helping your team stay organised, consistent and ready for what comes next.
Policy Management
Track policies from underwriting through to anniversaries, including documents, insurer communications, tasks, special terms, loadings, deferrals and review dates.
Explore policy managementLoan Management
Manage your loan pipeline from recommendation to settlement and beyond. Automate fixed-rate expiry reminders and keep applications and communications together.
Explore loan managementInvestments
Track KiwiSaver and wider investment portfolios in one connected view. Use pipelines, review reminders and automation to support ongoing client service.
Explore investmentsEmail Marketing
Create professional campaigns without exporting data to another platform. Track sends, delivery and opens, and build automated nurture journeys for leads and clients.
Explore email marketingData Imports
Keep policy and investment information current with our proprietary provider data import tools. Create missing records and update existing ones from supported providers.
Explore data importsCompliance
Build and adapt your business processes with a flexible blueprint builder. Update workflows as legislation or internal requirements change.
Explore compliance6-Step Advice Process
Use a ready-made advice process or tailor it to your business. Keep scope, research, supporting documents and advice records together for easy review and audit.
Explore the advice processWorkflow Automation
Reduce repetitive work with automated tasks, reminders, emails, renewals, review prompts and lead follow-up sequences.
Explore automationMake it your own
A CRM that adapts to your business—not the other way around.
Adviser CRM is designed to be flexible. Add fields, change layouts, create custom modules, connect external applications or commission a solution built specifically for your team.
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Custom fields and layoutsCapture the information that matters to your advice process.
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Custom modules and workflowsShape the platform around your own services, teams and processes.
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Open integration possibilitiesConnect Adviser CRM with external tools and specialised applications.
Configure your CRM
Adjust fields, layouts and data structures so Adviser CRM reflects the way your business works.
Automate routine work
Create workflows, reminders and actions that reduce repetitive administration for your team.
Connect your tools
Integrate external applications and specialist services through tailored connections.
Build what you need
Commission custom functionality designed around your own processes, services and team.
More detail
Built to support the full client relationship.
Open any section below for a little more detail about how Adviser CRM can support your team.
Client relationships and engagement
Build dynamic marketing lists, identify service and cross-sell opportunities, and retain a complete client engagement history that can support internal review and regulatory audit requirements.
Policy lifecycle management
Track policy submissions, insurer communications, scanned documents, special terms, loadings, anniversary dates and deferred-client follow-ups from one connected record.
Loan pipeline and fixed-rate reviews
Follow loans through recommended, submitted, approved, settled, declined and discharged stages, with automated 90-, 60- and 30-day fixed-rate expiry communications.
Provider data imports
Import supported provider files to create new policy or investment records and update existing information. Supported providers may change over time, so confirm current availability with our team.
Advice records and compliance
Create a Scope of Service and Statement of Advice within Adviser CRM, keep research and supporting documents together, and customise the process to reflect your business requirements.
Marketing and nurture journeys
Build reusable email templates, send one-off campaigns, track delivery and engagement, or create automated sequences that nurture leads and keep clients informed.
See how Adviser CRM could work for your business.
Book a personal Zoom demonstration, ask questions about your workflows, and explore a fully featured 14-day trial.