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Wealthie
AI assistant

An AI assistant that knows your client work.

Ask about a client, explore plans and prepare drafts on your Wealthie records, with changes waiting for your approval.

Request a demo

Available by invitation to New Zealand advice firms. Request a demo to explore suitability and access.

Dashboard / Ask Wealthie
Ask about a client. Answers come from the file, with links back to the records.

In action

Working where you work.

Morning brief

Start the day with the work already lined up.

The assistant reads your diary, inbox and tasks, then lays out what needs you today, with one-click next steps.
Dashboard / Morning brief
The morning brief, built by the assistant from your diary, inbox and tasks.

Capabilities

What it does

Across planning, investment, KiwiSaver and insurance advice, on the same client records you work from.
  1. 01

    Client understanding

    Reads a group's records, timeline, notes, transcripts and documents, with links back to the source.
  2. 02

    Planning

    Creates and compares scenarios, solves for a target and stress-tests a plan. Planning assistant guide
  3. 03

    Advice drafts

    Drafts Statements of Advice, Strategy Briefs and Terms of Engagement from records and scenarios. Documents & signing
  4. 04

    Daily work

    Morning brief, task and workflow updates, meeting packs and email drafts from your mailbox.
  5. 05

    Practice insight

    Client, book and product figures for your organisation, each with its definition. Practice reporting
  6. 06

    Insurance

    Requires setupNeeds workings and side-by-side quotes from NZ insurers, filed to the group.

Example prompts

Examples only. Real conversations include follow-up questions, and you review every result.
  • Example: “Prepare a meeting pack for this group from their recent activity and current plan.”
  • Example: “Compare retiring at 63 and 65 with the same assumptions.”
  • Example: “Draft a Strategy Brief from the selected scenarios and these meeting notes.”

You stay in control

Full detail in the assistant controls guide.

Where the adviser stays in control

Asks before changes
By default every change appears on an approval card. Nothing happens until you approve.
You choose what runs without asking
Set this in Assistant approvals preferences. Some checks, like client emails, always ask.
Drafts stay drafts
Document drafts never reach clients until you issue them.
Active organisation only
The in-app assistant works on your active organisation. You stay responsible for the advice.

See the assistant on demonstration data

Available by invitation to New Zealand advice firms. Request a demo to explore suitability and access.

Request a demo