In the conversation.
Meeting support helps turn conversations into useful notes, client context and follow-up work. Stay present while the record takes shape.
Meet your meeting supportTHE AI-NATIVE PLATFORM FOR NZ ADVICE FIRMS
Run your
entire firm.
In one place.
One client picture. One connected workflow.
A whole lot less administration.
CRM, advice, research, meetings, documents, signing, marketing and operations—connected by intelligence built into the work, not bolted on beside it.
Purpose-built CRM & practice management for New Zealand FAPs.
MORE SPACE FOR THE WORK. AND THE LIFE.Your next chapter, better connected.
LB
Your firm. One platform.From first enquiry to the next review.
CLIENT MANAGEMENTAI & RESEARCHADVICE & SIGNINGMARKETING & OPERATIONS
MORE THAN A CRM. YOUR FIRM’S FOUNDATION.
A more efficient firm.
Not a bigger back office.
A client record shouldn’t stop at an address book. It should connect the conversation, the analysis, the documents and the next action.
Modern AI, automation and connected workflows reduce the need to keep adding separate systems and repetitive processes. Your people are the advantage. Double-handling isn’t.
See how it connectsYour firm, connected.LEDGER BLACK / PLATFORM OVERVIEW
AI-nativeClients & adviceOne shared client picture
Documents & signingFrom draft to delivery
Research & modellingContext for every decision
Compliance & reviewsEvidence alongside the work
Marketing & engagementKeep the relationship moving
Commissions & operationsA clearer view of the firm
Intelligence across the workflow.Research · preparation · documentation · follow-through
An overview of connected capabilities—not a live client account.
AI ISN’T A TAB. IT’S PART OF THE TEAM.
The conversation is yours.
The preparation has backup.
Not another chatbot to copy and paste into. Intelligence working with your client context, documents and workflows—with your judgement and approvals where they belong.
Behind the recommendation.
Research policy wording and historical documents, explore financial scenarios and prepare advice with the source material close at hand.
See AI across the workflowThrough the working day.
Bring document preparation, file checks, communications and next actions into one place. Less chasing the work between disconnected systems.
Explore review & oversightAI assists the work. Your team reviews the output, authorises sensitive actions and remains responsible for the advice.
ONGOING SERVICE. A DIFFERENT WAY FORWARD.
The servicing
revolution has begun.
More capacity for your team. More attention for your clients. Bring review preparation, client context, research and follow-up into one connected workflow.
Help your people spend less time assembling the file—and more time understanding what has changed, what needs attention and what comes next.
01
Before the review.
Review reminders, preparation tasks and automatic context briefs for eligible upcoming meetings give the team a clearer place to start.
02
In the conversation.
Bring existing arrangements, goals, relevant documents and the questions worth asking closer together.
03
After the meeting.
Carry notes, reviewed documents and follow-up into the next stage, with ownership and evidence attached.
A QUESTION FOR YOUR NEXT CHAPTER
A bigger client base.
The same-sized team?
How many advisers could one support person help—when technology handles more of the preparation?
Explore what that could mean for your firm Capacity depends on your service model, client complexity and the work automated. No staffing ratio is promised.Scale your service. Not your administration.
Keep people focused on the relationships. Use technology to reduce the repeatable work around them.
THE WHOLE FIRM. NOT A FRAGMENTED STACK.
From the first hello.
To the way your firm grows.
The tools to deliver advice. The intelligence to move work forward. The operational view to run the business behind it.
01
Client servicing & reviews
Bring review reminders, AI-prepared client context and adviser-led research into a connected servicing workflow. Give your team more room for client relationships, not more administration.
Explore 02CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
Explore 03AI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
Explore 04AI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
Explore 05Meetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
Explore 06Sales coaching & training
Turn recorded meetings into evidence-led coaching, then rehearse the next conversation with realistic AI voice practice.
Explore 07Documents & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
Explore 08Research & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
Explore 09Marketing & client communications
Create branded campaigns with AI design assistance, defined audiences, scheduled sending and connected follow-up.
Explore 10Reporting & business intelligence
Connect pipeline, adviser performance, lead sources, commission and book health to the decisions that run your business.
Explore 11Commission & business operations
Bring commission statements, policy matching, adviser payouts, agency relationships and team operations into one business platform.
ExploreA CONNECTED FINANCIAL WORLD
The tools you need.
Closer to the advice.
Insurance quoting, KiwiSaver research, published banking rates and everyday communications—brought into the bigger picture.
QuotemonsterQUOTING INTEGRATIONAvailable with setupInsurance quoting & research
KiwiSaverPlatform capabilityFund research & projections
NZ banking ratesPublished market dataRates & repayment calculations
Google + MicrosoftAvailable with setupEmail & calendars
ON THE HORIZON
Open banking and Sharesight connections are planned directions, not currently available integrations.
See availability & detail
BETTER CONVERSATIONS BUILD BETTER BUSINESSES
A sales trainer.
Inside your platform.
Practise the conversation before it matters. Review the moments that changed a meeting. Turn feedback into a more confident, more considered approach to advice.
Practice scenariosMeeting feedbackEvidence-led coaching
Meet your sales coachBEHIND THE ADVICE. A BUSINESS WITH VISIBILITY.
Know the client.
Know the numbers.
Bring commission statements, reconciliation, team performance and operational reporting into the same conversation as your advice activity.
Explore business operationsReconciliation without the disconnected trail.
Connect statement imports, matching, exceptions and payout workflows.
Research beyond the latest document.
Find relevant policy wording and historical material, with evidence to review.
Oversight before the last-minute scramble.
Keep file completeness, review work and audit evidence visible as work progresses.
A BETTER-INFORMED CLIENT IS PART OF THE PICTURE
More than access.
Understanding.
Great client technology makes money easier to understand. A clear view of assets, debts, cover and goals. Tools that explain the assumptions. Resources that build confidence between conversations.
When choosing your CRM, look beyond the adviser dashboard. Ask how the client experience supports learning, financial literacy and more informed decisions.
What a modern adviser CRM should offer clientsBUILT AROUND NEW ZEALAND ADVICE
Your discipline.
One connected platform.
Personal risk, commercial cover, home lending, KiwiSaver, investments and financial planning. Specialist workflows, shared client context.
THE REASON BEHIND IT ALL
A business that works.
A life beyond it.
More space for the relationships that matter. In your practice, and outside it.
A CONSIDERED MOVE. A CLEARER ADVANTAGE.
A stronger firm.
Starts with the right fit.
Tell us about your team, current systems and ambitions. We’ll talk through the practical fit, integrations and transition—not just a feature list.
01
Map the work.
Your clients, advice disciplines, systems and priorities.
02
Connect the essentials.
Your branding, documents, permissions and authorised integrations.
03
Build your advantage.
A considered transition with your team and the work that matters.
YOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black