Put AI agents to work in your practice.
Don’t get left doing the admin.
Built for New Zealand advice practices. AI agents write the file notes, update the fact find, draft the advice and run the reviews. You give the advice and sign it off.
Sam & Alex Morgan
Annual review · Meeting ended 10:47 · Drafted by 10:52New permanent role on a higher salary. Saving for a second property. Review income protection.
From the meeting at 14:32
- Request Sam’s new payslip
- Book next review, Nov 2027
- Every file, right. Every time.
- Built from inside an advice practice.
- Client records stay in New Zealand.
The work around the advice, done.
Agents do the work. You approve it.
01Win new business
Every enquiry answered and booked, with nothing left to chase.
02Finish every file
Leave the meeting with the file note, fact find and advice drafted.
03Look after every client
Reviews, anniversaries and insurer emails, handled on time.
04Run the practice
Every adviser’s files, pipeline and commission in one place.
Everything your practice runs on.
Eleven capabilities. One client record.
AI workforce
AI across the business, by voice or text. You approve what matters.
Explore the AI workforceMeetings & intelligence
Transcript, file note and next steps, straight onto the client record.
Explore meetingsCRM
Advice & planning
Documents & signing
Research & compliance
Client servicing
Marketing
Sales coaching
Reporting
Commission & operations
You check generated content and approve sensitive actions. Connected records do not replace professional review or your compliance obligations. Work within your authorised advice scope.
One client record. Every advice discipline around it.
Each discipline has its own workflow. They all share one client file.
Find your disciplineKiwiSaver
Goals, funds and retirement projections.
Insurance
Needs analysis and quoting through your authorised Quotemonster connection. Provider and product access apply.
Mortgages
Affordability and lending scenarios.
Financial planning
Cash flow and long term projections.
Investment advice
Risk profiles and ongoing reviews.
Works with the tools you already use.
- Quotemonster
- Gmail
- Google Calendar
- Outlook
- Microsoft 365
- Zoom
- SMS
- Lead capture
Set up with your own accounts and permissions. Xero, AML checks and custom integrations by arrangement.
Client records stay in New Zealand.
Stored in New Zealand
Records, recordings and backups, on New Zealand owned infrastructure.
Nothing sends without you
Advice waits for your approval.
Every AI task recorded
What each task used and produced.
Access by role
Staff see what their role allows.
Some AI and transcription features use overseas providers, and we’ll tell you which. Using client information in unapproved public AI tools can breach Privacy Act obligations.
What advisers say about Ledger Black.
“Reduces admin time drastically and sorts out all your leads/prospects in beautiful looking pipelines.”
Read more from R.D.
“Cannot recommend this system enough, it’s a great use of AI mixed with personal touches.
Reduces admin time drastically and sorts out all your leads/prospects in beautiful looking pipelines. It’s got inbuilt transcribers for your meetings, SMS integrations, meeting reminders and so much more.
Cannot recommend this enough.”
Excerpt from R.D.’s review. The opening sentence is omitted for privacy; the remaining wording is unchanged.
“We have found the crm cuts out the million additional external steps you usually need to do on other crm platforms.”
Read the full review from J.N.
“Insurance and KiwiSaver adviser here. I cannot recommend Ledger Black enough to advisers when they ask what CRM we are using.
Having used a few different crm systems over the last few years, nothing has compared to how streamline the crm makes an advice process. It's incredibly easy to use, easy to learn and is bringing an advice process into the 21st century. From a user point of view, it's very customisable for those that need prompted for tasks to complete, as well tracking any business in your pipelines. It allows you to build advice, check, and check again that everything is compliant before presenting/sending to the client without it feeling like your head about to implode.
And, from the client's point of view, it is very attractive from a presentation view when in the advice process as well as document signing being a breeze, especially for those that would usually need to print and scan everything. We have found the crm cuts out the million additional external steps you usually need to do on other crm platforms.
Again, could not recommend the crm enough, and well worth getting in touch with the team at LB.”
Original wording from J.N.
“LedgerBlack feels like the future is already here”
Read the full review from D.S.
“LedgerBlack feels like the future is already here, how fast I can navigate the website with my voice and do all of my work without lifing a finger is mind blowing, let alone how well it writes the recommendations. This tool hasn't just saved me hours, it actually only takes me minutes to do things and have it already sent to sign. James and his team are geniuses and show me how powerful AI can be”
Original wording from D.S. Individual experience, not a guaranteed document turnaround time.
Set up around the way your practice works.
Moving from Trail, TAP or Advice Link? We plan the move with you, in writing.
- 01
Choose what you need
- 02
Bring your team
- 03
Move your clients across
- 04
Get up and running
From the blog.
Every other CRM stores the admin.
This one ends it.
See Ledger Black, the AI CRM for New Zealand financial advisers, set up the way your practice works.
No commitment. Scope and costs are agreed in writing before you decide.
About this page
Workflow illustrations use synthetic information and are not screenshots or live demonstrations. Testimonials include full reviews and excerpts, attributed by initials at the authors’ request.