Modernising financial advisory with applied fintech
We empower, inspire and democratise the financial advisory and management industry with collaborative, leading-edge AdviceTech solutions.
Cloud-Native
Built from day one to be cloud-first, secure, and globally accessible.
Isometric Modelling
An advanced algorithm at the core of every plan and projection.
Advisor-Centric
Every workflow shaped around how advisors and clients actually work.
Insight-Rich Data
Deep analytics that reveal what static reporting cannot.
A walk-through of the KoiZai platform.
Watch how advisors and clients use KoiZai end-to-end — from building a complete personal position to modelling outcomes and designing the lifestyle roadmap.
See beyond the obvious.
An advanced isometric algorithm and modelling system at the core, matched with rich data to create deep and insightful analytics for financial planning and wealth management.
To conduct insightful financial planning and wealth management, you need to build.
- An unbiased and detailed map of the client's current personal position. A detailed map of the position will give the users a complete macro and view of their current personal situation from all angles.
- A detailed map of the position will give the users a complete macro and view of their current personal situation from all angles.
The KoiZai Difference.
An unrivalled financial adviser/client wealth management platform — focused on driving business transformation and transparent outcomes for all stakeholders.
Fresh Technology
By using our easy-to-use system solution that is focused on client/advisor interaction, we have achieved the speed and sophistication of financial advice that is rarely seen.
Let's reshape financial advisory together.
Talk to the team about how KoiZai can fit your firm's workflow — from planning and modelling to client engagement.