KIWISAVER ADVICE TOOL

The Complete KiwiSaver Advice Engine

Adiso's KiwiSaver tool is complete end-to-end advice engine built specifically to streamline the KiwiSaver advice process. It combines adviser expertise with intelligent automation to deliver faster advice, stronger compliance and better client outcomes from a single meeting.

1
Faster
ADVICE DELIVERY
2
Lower
COST TO SERVE
3
Stronger
COMPLIANCE
4
Better
CLIENT OUTCOMES

End-to-end advice workflow

The entire KiwiSaver advice process is completed within a single integrated platform. No fragmented tools, no manual handoffs — just a structured, efficient workflow from first conversation to signed advice document.

  • Structured fact find captured during the meeting
  • Integrated risk tolerance assessment
  • Automated KiwiSaver fund comparison and analysis
  • Generation of a customisable Statement of Advice (SoA)
  • Entire workflow completed within one platform
End-to-end KiwiSaver advice workflow — projection and scenario modelling in Adiso

Single-meeting advice capability

Adiso enables advisers to complete the majority of the KiwiSaver advice process in a single client meeting — eliminating the multiple manual steps and fragmented systems that traditionally slow the process, and significantly reducing client onboarding time.

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Built-in AI documentation & compliance

Every advice interaction is automatically documented. Adiso captures meeting transcripts, generates file notes and creates a complete audit trail of the advice process — supporting compliance and giving advisers confidence that every decision is recorded and defensible.

  • Meeting transcript automatically captured
  • File notes generated automatically from the conversation
  • Complete audit trail of the advice process
  • Designed to support compliance and documentation requirements
Built-in AI documentation and compliance — meeting summary in Adiso

Clear, defensible advice records

The documentation generated by Adiso captures not just the recommendation but the rationale behind it — creating a transparent record that supports regulatory compliance without adding workload to the adviser.

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Efficiency & scalability

Adiso converts a traditionally multi-step, multi-system process into a streamlined workflow that reduces administration, lowers cost to serve and improves adviser productivity — making it possible to scale a KiwiSaver advice practice without scaling headcount proportionally.

  • Replaces multiple manual steps with an automated workflow
  • Reduces administration and manual preparation time
  • Lowers cost to serve each client
  • Improves adviser productivity and capacity
Efficiency and scalability — Statement of Advice generation in Adiso
Advisers

Adiso frees advisers from administrative burden so they can focus on what matters — delivering quality advice and building strong client relationships.

  • Focus on advice and relationships, not administration
  • Improved consistency and quality of advice across the practice
  • Supports scalable growth without proportional workload increases
  • Confidence that every advice decision is documented and defensible
Clients

Clients benefit from a faster, clearer and more consistent advice experience — from their very first meeting through to receiving their Statement of Advice.

  • Faster and clearer advice delivery
  • More consistent and transparent recommendations
  • Better experience during onboarding
  • Confidence that recommendations are well-founded and clearly explained

Part of the Adiso advice platform

The KiwiSaver advice tool is fully integrated with Adiso's wider platform — including client records, meeting AI support, tasks, workflow and compliance monitoring. Advisers move seamlessly from client conversations to advice delivery and next actions, with everything in one place and nothing falling through the cracks.

Part of the Adiso platform — Pipeline Forecast Reporting dashboard

See the advice engine in action

Book a demonstration to see how Adiso's KiwiSaver advice tool takes clients from fact find to signed Statement of Advice — in a single meeting, within a single platform.

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