WELCOME TO ADISO
The platform combines CRM foundations with intelligent, modular tools that automate adviser admin and record-keeping, actively support compliance, and preserve the rationale behind every advice decision — creating clear, defensible traceability without adding workload.
Advice firms can adopt Adiso as a complete platform, or start by integrating one or two of our AI-powered tools — including our flagship KiwiSaver solution — then scaling as their needs evolve.
A modern, structured system of record for clients, households and advice history. Workflows, audit trails, task management and team collaboration in one place.
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Structured advice logic with built-in compliance guardrails. Model scenarios, generate SOAs and capture defensible, traceable advice decisions.
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Intelligence embedded across meetings, documents, workflows and communication. Transcribe, analyse, draft, search and automate in real time.
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Assign tasks, track progress and run structured checklists across the advice team. Keep everyone aligned with work connected directly to client records.
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Manage potential opportunities and track every stage of the advice process. A clear pipeline view keeps your firm on top of active prospects and growing business.
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Segment your client base with AI-powered insights to deliver relevant communication. The right message to the right client at the right time.
LEARN MOREAdiso 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.
Ava helps advisors instantly find the information they need. Instead of searching through notes, emails or documents, simply ask a question and Ava will surface the answer.
Powered by your meetings, client records and communications, Ava turns everyday interactions into useful insights.
Ask Ava things like:
Ava helps advisors stay prepared, organised and focused on their clients.
Client data security is critical for financial advice firms. Adiso is built with enterprise-grade infrastructure and security to ensure sensitive information is protected at all times.
The platform is hosted in secure cloud infrastructure in Sydney and includes strong authentication, encryption and access controls designed for modern advice businesses.
Adiso is designed to help advice businesses operate efficiently while maintaining the highest standards of data security.
If your firm works in financial advice, Adiso can help maximise your efficiency, cut compliance costs, and deliver a higher value client experience.
The team behind Adiso combine deep advice-industry experience with world-class AI and technology expertise.
See how Adiso can streamline your workflows, strengthen compliance, and help your team focus on what matters most — great advice.
