The adviser platform
One practice.
Not a collection of software.
The relationship, the advice and the work around it belong together. Explore a platform built for the way New Zealand advisers actually work.
The client stays at the centre
Context moves.
You do not retype it.
From the first conversation to the next review, the record stays connected. Your team brings the judgement. The platform supports the work.
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Keep the relationship moving
Documents, signatures, servicing and the next commitment.
Client servicing
Explore the working parts
The whole practice.
One connected record.
Start with the part of your week you would most like to change. Each capability connects to the others, rather than creating another place to work.
Client servicing & reviews
Organise review dates, outreach and preparation around the client record, with meeting briefs for eligible appointments and research tools for your team.
CRM & client management
Keep client details, conversations, advice, documents and next steps together, with insurance quoting where enabled.
AI workforce
Bring Aria and specialist agents into meeting preparation, information retrieval and administrative workflows, with defined permissions and approvals.
Advice & planning with AI
Bring household information, modelling and advice drafting into the client conversation, with assumptions and adviser judgement in view.
Meetings & intelligence
Bring video meetings, transcripts, summaries and proposed next steps into the client workflow, ready for your review.
Sales coaching & training
Review eligible meetings against a structured coaching method, then rehearse the conversations you want to handle with more confidence.
Documents & signing
Prepare advice drafts from recorded context, refine them in the Smart Editor and manage signing alongside the client engagement.
Research & compliance
Find source documents, review advice files and organise FAP oversight work with clear responsibilities and evidence to inspect.
Marketing & client communications
Design emails with AI, test subject lines, schedule campaigns and review reporting. Configure personalised SMS campaigns from your connected phone.
Reporting & business intelligence
Review pipeline, targets, adviser performance and recorded revenue, with reporting views and permitted queries through Aria.
Commission & business operations
Import supported commission CSV statements, review policy matches and exceptions, and prepare adviser payout breakdowns.
The advice, judgement and professional obligations remain yours. Ledger Black is not a custodian, accounting system or payroll service, and it does not certify compliance.
Made for your discipline
Different advice.
The same joined up practice.
Insurance, mortgages, wealth and financial planning have their own detail. They can still share one client relationship.
Find your practiceThe next conversation
Your practice.
With more room for advice.
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