BUILT AROUND YOUR DISCIPLINE
Make the long-term relationship your advantage.
Ledger Black brings KiwiSaver and investment advice into a client-centred business platform. Capture the household’s goals, explore risk and planning scenarios, prepare advice documents and keep the next review connected to the decisions already made. AI-assisted preparation and communication give advisers more room for the conversation about what the money is for.
Talk about your practice
Connect the investment discussion to the client’s life
Bring time frames, planned withdrawals, preferences and the household position into the same workflow as risk profiling and fund research. Use projections to show the consequences of changing contributions or assumptions, then carry the reasons for the recommendation into the advice document. Risk questionnaires and modelled results inform the discussion; the adviser assesses suitability.
Give the next review a stronger starting point
Return to the goals, meeting history and advice rationale when circumstances change. Client communications and reporting keep ongoing service visible alongside new business, while the assistant helps retrieve the relevant record. This is a connected advice and relationship workflow, not a claim of live custody balances, automated trading or guaranteed investment performance.
CONNECTED CAPABILITIES
The right tools, working together.
CRM & client management
Connect every lead, household, conversation and commitment to the work that grows your advice business.
ExploreAI workforce
Put Aria, client-scoped assistance and configurable specialist agents to work across your financial advice provider business.
ExploreAI-native advice & planning
Bring AI-assisted fact-finding, needs analysis, financial scenarios and advice preparation into one connected workflow.
ExploreMeetings & intelligence
Connect video meetings, transcription, searchable moments and fact-find extraction to the client record and follow-up.
ExploreDocuments & signing
Create client-specific advice documents, refine them in the Smart Editor and carry the approved version through electronic signing.
ExploreResearch & compliance
Bring source documents, quoting, advice-file review and FAP compliance records into the flow of everyday work.
ExploreMarketing & client communications
Create branded campaigns with AI design assistance, defined audiences, scheduled sending and connected follow-up.
ExploreReporting & business intelligence
Connect pipeline, adviser performance, lead sources, commission and book health to the decisions that run your business.
ExploreYOUR 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