Invitation-only access
See Wealthie in your advice practice
Available by invitation to New Zealand advice firms. Request a demo to explore suitability and access.
A demo covers
- Scenario modelling with demonstration data
- The AI assistant and adviser approvals
- Advice documents, workflows and reviews
- Connections your firm would use
What happens next
- We read your request.
- We email to arrange a demonstration.
- If Wealthie suits you, we discuss access.
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Request a demo
Tell us about your firm and what you want to see.
Loading the form. If it does not load, email info@wealthie.co.nz with your name, firm and what you would like to see.