Connections with context
Quoting, research, communications and the client record. See what the platform supports, what needs authorisation and what is still planned.
Insurance quoting & research
QuotemonsterQUOTING INTEGRATIONUse your authorised Quotemonster connection. Insurers and products depend on your configuration and access. This does not include a claim of live commercial insurance rating.
Funds & financial planning
Provider coverage is separate from adviser appointments. Check source dates and your panel before making recommendations. Kiwimonster data sync depends on the configured connection.
Lending & comparison
Published mortgage rates come from a market data feed. Source timestamps, product conditions and lending criteria apply. Public display requires data licence review. These are not personal lending offers.
Email & calendars
Authorise your Google account and the required permissions. Account requirements and Google service terms apply.
Email & calendars
Authorise your Microsoft account and the required permissions. Account requirements and Microsoft service terms apply.
Native platform workflow
Custom templates and signing envelopes stay connected to the client context. Review the content, recipients and signing requirements before sending.
Your practice systems
We confirm the workflow, access requirements and implementation with you. Availability depends on the external system and the agreed scope. This is not a promise of a public developer API or a ready made connector for every service.
On the horizon
These are directions for future connectivity, not live services or confirmed launch dates. We will discuss your requirements against what is actually available.
A connection for client financial information, subject to availability and consent.
Availability, company configuration and consent requirements must be confirmed before use. This page does not advertise a generally available open banking connection.
Portfolio information closer to the advice picture.
This is a planned direction, not an available integration or confirmed partnership. Scope and access must be confirmed. There is no committed release date.
Planned connectivity for discretionary investment management services.
DIMS describes a service category, not a single provider. Providers, permissions, scope and timing are to be confirmed. This is not a confirmed partnership or an available dealing service.
Provider access, account permissions and service terms still apply. Confirm the connections your practice needs during your enquiry.
The next conversation
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works