Your financial world.
Working together.

Insurance quoting & research

Bring quoting and policy research into your advice workflow.

Live quoting uses the adviser’s authorised Quotemonster connection. Available insurers and products depend on configuration and access; this is not a claim of live commercial-insurance rating.

Funds & financial planning

Explore fund information alongside risk profiles, projections and recommendations.

Provider and fund coverage is separate from adviser appointments. Confirm source dates and your panel before making recommendations. Kiwimonster data sync depends on the configured connection.

Lending & comparison

Published lending rates, connected to repayment calculations.

A public market-data feed supplies published mortgage rates. Source timestamps, product conditions and lending criteria still apply. Public display must be enabled after data-licence review; rates are not personal offers.

Email & calendars

Keep your everyday communications close to the client record.

Authorise the relevant accounts and permissions for supported email and calendar workflows. Third-party account requirements and service terms apply.

Native platform workflow

Prepare, review and sign without losing the client context.

Custom documents, templates and signing envelopes live within the platform workflow. Your team reviews the content, recipients and signing requirements before sending.

Connected financial information

A direction for more connected client financial information.

Live account retrieval is not currently available in the reviewed implementation. Today’s mortgage workflow uses uploaded statements. Connection providers, consent, data handling and availability must be confirmed before release.

Portfolio connectivity

A proposed connection between portfolio reporting and the advice picture.

A live Sharesight connector has not been verified in the platform. This is a planned direction, not an available integration or a confirmed partnership. There is no committed launch date.