AI-powered platform for
New Zealand advisers
Complete end-to-end solution for the 6-step advice process. State-of-the-art modelling, AI-powered CRM, and intelligent document generation—fully integrated with specialised AI agents to streamline your practice.
Model, Document & Manage
Three powerful products working as one integrated platform. State-of-the-art modelling, AI-powered CRM, and intelligent document generation—designed for New Zealand financial advisers to support the complete 6-step advice process.
Financial Modelling
Available Now
State-of-the-art retirement planning built for New Zealand. Monte Carlo analysis, cashflow projections, and comprehensive scenario modelling with team collaboration.
Document Generation
Available Now
Create SOAs, TPAs, TOEs, discovery documents and risk profiles. AI-powered text generation with seamless integration from modelling and CRM data.
AI-Powered CRM
By Invitation
AI transcribes meetings, extracts data, creates tasks automatically. Complete client management with zero manual entry and full integration.
Available exclusively to select, approved New Zealand advice firms. Access is by invitation only.
One Integrated Platform
All three products share data seamlessly. Build models, manage client relationships, and generate documents—everything connected for the complete 6-step advice process. No duplicate entry, complete visibility.
Specialised AI Agents Working for You
Purpose-built AI agents handle the repetitive work, so you can focus on advising clients. Each agent specialises in a specific task—transcription, data extraction, document generation, and more—all working together seamlessly.
Meeting Agent
Joins meetings, creates perfect transcripts with speaker labels, extracts financial data, and generates action items automatically.
Data Extraction Agent
Finds financial information in conversations and documents. Updates CRM fields automatically—income, assets, debts, insurance.
Document Agent
Generates professional SOA content, strategy briefs, and recommendations. Pulls from models and CRM data for complete accuracy.
Analysis Agent
Provides insights on financial models, identifies risks and opportunities, suggests scenario adjustments based on client circumstances.
Task Agent
Identifies action items from meetings and notes. Creates tasks, assigns to team members, and sets deadlines automatically.
Search Agent
Natural language queries across all your data. Ask questions in plain English, get instant answers with source citations.
Meeting Agent: Your Standout Feature
The Meeting Agent is the game-changer. Join client meetings, get perfect transcripts in minutes, and watch as financial data flows automatically into your CRM. No more typing notes, no more manual data entry, no more lost information. Just comprehensive records ready when you need them.
Available with AI-Powered CRM (Join Waitlist)
AI that works in the background. You don't need to prompt or guide these agents—they automatically handle tasks as you work, making your practice more efficient without changing your workflow.
From conversation to completed work
Each agent picks up where the last left off—no copy-paste, no re-keying. Data moves through the pipeline automatically while you stay focused on the client.
Meeting
Transcribed live, speaker-labelled
Extraction
Financials parsed into the CRM
Analysis
Risks & scenarios surfaced
Documents
SOAs & briefs drafted
Tasks
Actions assigned with deadlines
Supporting the Full 6-Step Advice Process
Every step of the Financial Advice Provider's 6-step process supported by integrated tools. From initial client contact to ongoing review—modelling, CRM, and documents work together seamlessly.
Establish & Clarify
CRM captures client meetings, AI transcribes conversations and extracts key information automatically.
Collect Information
Discovery documents auto-populate CRM data. AI-powered forms streamline information gathering.
Analysis & Strategy
Build comprehensive models with NZ-specific calculations. AI provides insights and scenario analysis.
Present Advice
Generate SOAs, Strategy Briefs, and Risk Profiles from your models. AI creates professional content.
Implement
Track implementation tasks in CRM. Document all client interactions and decisions in one timeline.
Review & Monitor
Scheduled reviews trigger automatically. Update models and documents with latest information.
One Platform, Complete Process
No switching between disconnected tools. Wealthie supports every step with integrated modelling, CRM, and documents. Data flows automatically, nothing gets lost, and you maintain complete visibility throughout the entire client journey.
Built to give advisers their time back
One connected platform across the entire advice lifecycle—less manual work, more time with clients.
Step advice process, fully covered
Meeting transcription accuracy
Hours saved per adviser, weekly
Manual data-entry steps between tools
Built by Advisers, for Advisers
We understand the unique challenges of financial advisory in New Zealand. That's why we've built tools that actually solve your daily problems.
Built for New Zealand
KiwiSaver calculations, NZ Super integration, and local tax considerations built right in.
AI-Powered Platform
Specialised AI agents handle transcription, data extraction, and document generation automatically.
Fully Integrated
Modelling, CRM, and documents share data seamlessly. No duplicate entry, complete visibility.
Team Collaboration
Work seamlessly with your entire advisory team across all products with shared access and permissions.
Trusted by CFP Accredited Financial Advisers
Join New Zealand financial advisers who are already using Wealthie to deliver better outcomes for their clients.
Ready to transform your financial advice practice?
Join financial advisers who are using Wealthie's agentic modelling tools to deliver better retirement outcomes for their clients with seamless team collaboration.
Comprehensive modelling for all aspects of your clients' financial lives
Agentic workflow that drafts the Statement of Advice while you stay in control
New Zealand-specific calculations for KiwiSaver, tax, and NZ Super
Team collaboration — work together with your entire firm seamlessly
Unlimited scenarios to help clients make better financial decisions
Join the waitlist
Be among the first advisers to get access to Wealthie. No commitment required.
Join the waitlistJoin CFP Accredited financial advisers already using Wealthie