CRM, PRACTICE MANAGEMENT & MUCH MORE
Your entire firm.
One AI-native platform.
CRM, advice, research, meetings, marketing, commissions and sales coaching. Bring the tools and intelligence to run a New Zealand advice business into one connected workflow.
An overview of connected capabilities—not a live client account.
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 the capability 02CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
Explore the capability 03AI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
Explore the capability 04AI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
Explore the capability 05Meetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
Explore the capability 06Sales coaching & training
Turn recorded meetings into evidence-led coaching, then rehearse the next conversation with realistic AI voice practice.
Explore the capability 07Documents & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
Explore the capability 08Research & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
Explore the capability 09Marketing & client communications
Create branded campaigns with AI design assistance, defined audiences, scheduled sending and connected follow-up.
Explore the capability 10Reporting & business intelligence
Connect pipeline, adviser performance, lead sources, commission and book health to the decisions that run your business.
Explore the capability 11Commission & business operations
Bring commission statements, policy matching, adviser payouts, agency relationships and team operations into one business platform.
Explore the capabilityYour advice, judgement and obligations remain yours. Ledger Black supports the workflow; it does not guarantee compliance or replace investment custody, accounting or payroll systems.
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