Unlock the potential of your financial advice
AI-POWERED ADVICE. AUTOMATED ADMIN. INTEGRATED COMPLIANCE.
Empowering your advisers with AI
Adiso is a modular platform that enables financial advice firms to adopt AI-powered tools, or entire systems, to increase their efficiency, reduce compliance risk, and unlock scalability.
Designed for advisers, built for scale, and ready for white-labelling.
Built for the future of advice. Now.
If your firm works in financial advice, Adiso can help maximise your efficiency, cut compliance costs, and deliver a higher value client experience.
Features
Adiso uses an AI-powered engine to make discovery, compliance, and delivery of exceptional personal advice easier and faster than ever before.
Fully compliant advice journeys tailored to your process and investment philosophy. Instant output, risk profiling, and fund selection.
Scenario-based planning and Monte Carlo projections showing the probability of achieving client goals — and more - at your adviser’s fingertips.
AI-driven compliance checks on every interaction and output. Structured audit trail. Human + AI co-signing ready.
Make it your own. Your brand, your process, your rules — with all the intelligence and automation behind the scenes.
Why partner with Adiso?
Scale without sacrificing quality
Our AI-powered CRM and suite of tools allow you to serve more clients with both adviser-led and digital-first journeys.
Compliance you can trust
Designed to support alignment with New Zealand regulatory standards. The platform has built-in audit logs and customisable guardrails.
Rapid deployment
Our local support team ensure your firm's onboarding and data migrations take weeks - not months.
White-label ready
Keep your brand front and centre with current clients and prospects, while leveraging the power of Adiso systems and tools in the background.
Modular and API-ready
Migrate to our CRM or integrate tools into your existing systems. Adiso connects with your data platforms, custodians, and preferred fund mangers.
Start with KiwiSaver — expand at your pace
Adiso is built to grow with your business. Whether you're launching digital advice for the first time or expanding your existing capabilities, each module works independently — or together as a unified advice stack.
Compliant advice integrated into your systems
Comprehensive advice and modelling tools
Ask about specific tools or functionalities your firm requires
Created by industry veterans and AI experts
The Adiso platform is built by a cross-disciplinary team combining financial advisory experience with deep AI and systems expertise.
Director | Co-Founder | Financial Adviser
Andy brings over a decade of experience in financial services, with a strong background spanning boutique advisory firms and major Australasian banks.
As a Director at Bradley Nuttall Otago, he specialises in evidence-based investment planning and long-term wealth strategies for high-net-worth clients.
Andy holds a BSc and a Graduate Diploma in Personal Financial Planning, and is recognised as a Trusted Adviser by Financial Advice NZ.
Known for his practical, unbiased approach, Andy partners closely with clients to build tailored financial plans that support their personal goals and long-term success.
Director | Co-founder | Agentic Intelligence
Brett is a seasoned tech entrepreneur with a sharp focus on applied AI and digital transformation.
As founder of Agentic Intelligence, he helps New Zealand businesses unlock the value of AI through practical, outcome-driven solutions.
Brett previously founded Webtools, where he led innovations in healthcare technology, including the award-winning Centrik platform
With a background spanning health tech, energy, and AI consulting, Brett brings deep technical insight, commercial acumen, and a relentless focus on real-world impact.
Co-founder | Agentic Intelligence
Brad is a strategic leader with a unique blend of military discipline and AI expertise.
A former NZ Army officer with operational deployments across the Pacific, Brad now applies that same clarity and precision to the world of artificial intelligence.
As co-founder of Agentic Intelligence, he helps organisations harness AI to streamline operations, boost decision-making, and gain competitive advantage.
His background spans public health, professional sport, and entrepreneurship —bringing a mission-focused, results-driven mindset to every implementation.
Let's talk about modernsing your systems.
We'll show you how you could scale our business, enhance compliance, and deliver standout client experiences - without increasing headcount.
BOOK A DEMO