Quotemonster
Why manually add all your client and policy information into Quotemonster?
Adviser CRM integrates with Quotemonster, allowing you to quickly transfer all contacts within an account and all active insurance policies benefits for each contact with just a few clicks.
Evince
Our integration between Evince and Adviser CRM is an amazing tool for you to push all your client data into Evince.
You can push your Contacts, Assets, Liabilities, Incomes, Expenses into Evince with no manual data entry required, saving you a huge amount of time per client.
Planolitix (in progress)
Planolitix redefines the adviser/client relationship, empowering clients to make more informed decisions about their future in real time, with their Financial Adviser as navigator.
Contact Sam Felunie at Planolitix for a demo on how the integration works.
Adviser CRM
Proprietary Data Import tool for Insurer Life Policies and KiwiSaver Providers to keep all your data up to date.
Save a huge amount of time each month by importing data from providers and we will add what is missing and update what is existing.
We have spend years developing and improving this tool based on feedback from our users. Book a demo to see this in action!
Partners Life (Planned for 2026)
Automated Data Imports from Partners Life that will keep all your Life Policies and Benefits up to date.
Another great tool that will leave you with more time for Clients and meeting with clients and writing more business.
Imports are planned to be done weekly. Please contact us if you have any questions about this planned development.
What's Next?
If you have a web based system you would like us to connect to and sync your data and make your life easier, please contact us.
If your suggestion will benefit all users of Adviser CRM, we will add this for free, otherwise if it is bespoke to your business, we would need to talk to you about any costs that may be involved with your suggestion.
Contact us to talk about your suggestion.
Adviser CRM uses Open API
Custom Development Solutions
Open API & Seamless Integration
Adviser CRM is built with an open API architecture, which means you are not locked into a closed ecosystem. If you use other online tools in your advice process — whether for quoting, compliance, marketing, accounting, document signing, or reporting — we can connect them.
Our open API allows third-party systems to securely exchange data with Adviser CRM in real time.
That means:
Client details can flow automatically between systems
Policy or portfolio data can sync without manual re-entry
Meeting notes, documents, or transaction updates can be pushed directly into the correct record
Automation workflows can trigger actions across multiple platforms
Client details can flow automatically between systems
Policy or portfolio data can sync without manual re-entry
Meeting notes, documents, or transaction updates can be pushed directly into the correct record
Automation workflows can trigger actions across multiple platforms
The benefit? Less double handling. Fewer errors. More time advising clients instead of managing data.
We provide full API documentation and technical support, and our team can work directly with your software provider or developer to design and implement the connection. Whether it’s a publicly available API or a custom integration, we will assist in mapping data, testing securely, and deploying the connection properly.
This approach ensures Adviser CRM becomes the central hub of your advice business — not just another standalone system.
If there’s a tool you already rely on, talk to us. If it has an API, we can likely connect it.
