Client stories
Hear it from the advisers who use it.
New Zealand financial advisers share, in their own words, what it’s like to run their business on Adviser CRM, and to work with the team behind it.
- Real Adviser CRM clients
- Built for NZ financial advice
- Local, personal support
In their own words
Short stories from real advice businesses.
Short and to the point. Hear how advisers use Adviser CRM to stay organised, save time and look after their clients.
“If it was good enough for someone who writes $140 million a year, then it is good enough for me.”
“It just makes it so much easier to find information.”
“Being able to have that control, make the system work effectively for what our needs are.”
Client feedback
What our clients tell us.
The level of support we’ve received has been outstanding, from onboarding and training through to ongoing development and troubleshooting. Sean has gone above and beyond to understand our business needs and help us tailor the platform to fit perfectly with our processes. Adviser CRM is an amazing tool for running a financial advice business, and we couldn’t recommend Sean and the Adviser CRM team more highly.