Your CRM withAI built-in
The first CRM designed for New Zealand financial advisers with AI throughout. It transcribes meetings, extracts data, creates tasks and eliminates manual work — so you can focus on what matters: your clients.
The Smith Household
Auto-updating client record
Email linked
Auto-matched to household
Meeting scheduled
Synced from calendar
Meeting transcribed
95%+ accuracy · speaker labels
Data extracted
Income, KiwiSaver & goals updated
3 tasks created
Assigned & linked to the record
0 manual entries this session
Everything linkedAI handles the busy work
From transcribing meetings to extracting data to creating tasks — AI is embedded in every part of Wealthie. Eliminate manual data entry and focus on what you do best: advising clients.
Auto transcription
AI joins or ingests your meetings and produces perfect transcripts with speaker labels.
95%+ accuracyZero manual entry
Financial data is extracted and written straight to the client record — no double entry.
No double entrySmart notes
OCR turns handwritten notes into text and voice dictation into clean summaries.
OCR + voice-to-textAuto task creation
AI finds the action items in every meeting and creates assigned, linked tasks.
Nothing falls throughEmail intelligence
Emails auto-link to households and get categorised against the right client.
Auto-organisedTalk to your CRM
Ask questions in plain English and get instant answers — no SQL, no exports.
No SQL neededThe result: work smarter
AI eliminates the manual work that eats up your day. No more typing up notes, copying data between systems, or hunting for information. Everything happens automatically — so you spend more time with clients and less time on admin.
Everything connects automatically
Email, calendar, meetings, notes, tasks and documents — all linked to client records, with zero duplicate entry. Watch it run:
Step 1 · Client emails you
AI links it to the household, extracts the info and adds a timeline entry — instantly.
No duplicate entry
Enter once, it flows everywhere. Data in one place updates the whole system.
Complete context
Every interaction is linked to the client record — emails, meetings, notes, tasks.
Nothing lost
Everything is searchable forever. Find any detail from any meeting in seconds.
Everything you need in one place
Six core features that work together seamlessly. Each powered by AI, fully integrated, and designed for New Zealand financial advisers.
One platform, complete solution
Every feature works together seamlessly. Data flows automatically between systems. No switching between apps, no duplicate entry, no lost information — just one complete platform for managing client relationships.
Wealthie Assistant
Ask questions about your households and firm
Show me clients with KiwiSaver balances over $100,000 who haven't had a review in the last 6 months
I found 12 clients with KiwiSaver balances over $100,000 who haven't had a review in the last 6 months. Here's the list:
| Name | KiwiSaver Balance | Last Review |
|---|---|---|
| John Smith | $145,230 | Nov 15, 2024 |
| Sarah Johnson | $128,750 | Oct 22, 2024 |
| Michael Brown | $112,480 | Sep 30, 2024 |
Show me a breakdown of client investment allocations by asset class
Here's the breakdown of client investment allocations by asset class:
Instant insights from your data
The AI-powered Wealthie Assistant lets you query your client data in natural language. Generate reports, charts and insights without writing a single line of code.
Natural language queries
Ask questions in plain English and get instant answers from your client database.
Automated visualisations
Automatically generate charts and graphs to visualise query results.
Custom reports
Create and save custom reports for regular use and monitoring.
Scheduled reporting
Schedule reports to generate automatically and notify your team when they're ready.
Work together seamlessly
Tools that make it easy for your team to work together. Share client information, assign tasks and communicate within the platform.
Team management
John Doe
Financial Adviser
Sarah Johnson
Client Services
Client sharing
John Smith
Shared with
John Doe
Full accessSarah Johnson
View onlyTeam chat
Team management
Create teams, assign roles and manage permissions for different team members.
Client sharing
Share client information with team members with granular access controls.
Team chat
Communicate with your team directly within the platform to discuss client matters.
Activity feed
Stay updated with a real-time feed of all activity related to your clients and team.
Enterprise-grade security
We take security and compliance seriously. The platform is built with enterprise-grade security and complies with all relevant New Zealand financial regulations.
Data encryption
All data is encrypted at rest and in transit using industry-standard protocols.
Access controls
Granular permissions and role-based access control protect sensitive information.
Audit trails
Comprehensive audit logs of all system activity for compliance and monitoring.
Compliance tools
Built-in tools to help you comply with NZ financial regulations and privacy laws.
Security Dashboard
Monitor and manage security settings
Data encryption
AES-256 enabled for all data
Two-factor auth
Enabled for all admin users
Backup status
Last backup: today, 03:15 AM
Compliance
All compliance checks passed
Recent activity
Login from new device
John Doe · 2 hours ago
Permission settings updated
Admin · 1 day ago
Security audit completed
System · 3 days ago
Ready to transform your client relationships?
Join the waitlist to be among the first financial advisers to access Wealthie's AI-native CRM and transform your practice operations.
All-in-one platform for client management, document storage, and task tracking
Seamless integration with our financial modelling tools for a complete solution
Enterprise-grade security to protect your clients' sensitive information
Dedicated support to help you get the most out of the platform
Early access! Join the waitlist to be first in line when we launch. No commitment required.
Be first in line
The AI-native CRM is in beta. Join the waitlist and we'll let you know the moment access opens up.
Join the waitlistJoin CFP Accredited financial advisers already using Wealthie