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Wealthie
Workflows & practice

Keep every advice engagement moving.

Planning, investment, KiwiSaver and insurance advice, reviews and claims, each with a phase, a task, an owner and a clear next step. The adviser decides when advice moves on.

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

Workflows
  • Onboarding
  • Planning
  • Investments
  • KiwiSaver
  • Insurance
  • Implementation
  • Reviews
  • Claims
  • Practice reports

Four areas, one client file

From first meeting to practice report

Advice workflows, reviews, insurance and practice reporting share the same client groups, tasks and documents.

01Advice workflows

Planning, investments, KiwiSaver and insurance advice, one engagement at a time

Wealthie supports advice on financial planning, investments, KiwiSaver and insurance. Each engagement runs as a workflow: onboarding, then product advice, then implementation, then review. Every phase has a task, an owner and a clear next step.
  • Workflows for onboarding, KiwiSaver, investment, insurance, review and claims
  • KiwiSaver, investment and insurance can run together as one multi-stream engagement
  • Phase tasks link the scenarios and documents used
  • Signed documents complete the linked task, opening the next phase where set up
  • Implementation ends with a 30-day check-in
Workflows
Practice-wide workflow pipeline across discovery, review, KiwiSaver, investment, insurance, multi-stream and claims

02Reviews

Client reviews, from booking to next steps

Book the meeting, collect the client's updates, and draft the review from the review wizard or the meeting transcript for the adviser to check and complete.
Dashboard / Ask Wealthie
Ask about a client. Answers come from the file, with links back to the records.

03Insurance advice

Personal risk insurance, from needs to claims

Needs, quotes, advice records, implementation and claims, all on the client file. Indicative premiums before underwriting. Final terms depend on the insurer's assessment.
Groups / Peter & Kiri Carston / Insurances
Insurance policies for the group, grouped by person, with premiums and policy detail

04Practice reporting

Practice reports with a definition behind every figure

Growth, pipeline, book, productivity, compliance and data quality, compared across periods. Reports come through the AI assistant or the Wealthie connector, with metric definitions.
  • Growth: new, lost and net clients, total clients and churn rate
  • Book: investable FUM, total assets, KiwiSaver, premiums and policies in force
  • Productivity: work done by each user and outcomes on each adviser's book, kept separate
  • Compliance: reviews due, completed and overdue; complaints received and resolved
  • Complaints register with response due dates, notes and linked evidence
Settings / Complaints
Complaints register with response due dates, status, notes and linked evidence

One client, start to finish

Onboarding → advice → implementation → review

An illustrative engagement covering planning, investments, KiwiSaver and insurance.

Onboard the client

Introduction, discovery meeting, data gathering, disclosure and engagement, then review and verification. A forms-first variant is also available. Wealthie creates and assigns the first phase task.
Groups / Peter & Kiri Carston / Workflows
A client workflow map showing completed phases, the current strategy development phase and its task

Workflows for the advice you give

KiwiSaver, investment and insurance can also run as one multi-stream engagement. Details in the workflows guide.

  • Onboarding

    Introduction → Discovery Meeting → Data Gathering → Disclosure & Engagement → Review & Verification. A forms-first variant is also available.

  • KiwiSaver

    Analysis & Scenario Modelling → Strategy Development → Advice Presentation → Implementation → 30-Day Check In.

  • Investment

    Analysis & Scenario Modelling → Strategy Development → Presentation → Implementation → 30-Day Check In.

  • Insurance

    Needs Analysis & Product Research → Strategy Development → Presentation → Implementation → Policy Issued → 30 Day Policy Check-in.

  • Review

    Initial Setup → Pre-Review Email → Client Response – Follow Up → Client Review Meeting.

  • Claims

    Claim Intake → Document Collection → Insurer Lodgement → Assessment Follow-up → Decision Review → Settlement → Closure.

Adviser controls

You stay in control

Wealthie keeps work moving. The adviser makes the advice decisions.
Settings
Settings overview with items that need attention and personal, planning and practice settings
  1. 01

    The adviser decides when advice moves on

    Workflows propose the next step; the adviser moves the phase. Where a phase waits for the client, the workflow waits too.
  2. 02

    Steps can be reverted, with history kept

    If a provider needs changes during implementation, revert the step. The history stays on the workflow.
  3. 03

    The adviser recommends

    Quote and needs tools never choose the recommendation. A quote with incomplete cover is never labelled cheapest.
  4. 04

    Drafts before issue

    Advice documents stay drafts until you review and issue them. Review drafts from transcripts are checked against the transcript and completed by the adviser.
  5. 05

    Your settings decide what is automatic

    Scheduling, booking and workflow settings decide what happens automatically. Booking pages can require you to approve each request.
  6. 06

    Figures you can check

    Relative periods become explicit NZ dates, figures are compared with the prior period and the same period last year, and every figure carries a definition, as-at date and caveats.

Common questions

See a workflow on demonstration data

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

Request a demo