One platform.
Connected intelligence.
Endless opportunities for growth.
Koizai brings client management, advice workflows, financial modelling and business intelligence together—so your team can work with clarity, serve clients better and create capacity for growth.
What KoiZai delivers
Three outcomes. One connected platform.
Connect your business, turn data into insight and create capacity for growth.
Connect the business
Bring client information, advice activity and workflows into one trusted environment.
One connected client view
Turn data into insight
Surface relevant information and Ask Koi analysis within the adviser workflow.
Faster, adviser-led decisions
Create capacity to grow
Reduce repetitive administration and improve visibility across the practice.
More time for clients and growth
See KoiZai in action
One Platform. Connected Intelligence.
One platform. Connected intelligence.
Work from one connected platform
Replace disconnected system
- One connected client record
- Integrated advice and workflows
- Proprietary financial calculations
- Business-wide intelligence and insights
Ask Koi · Adviser-led AI
Your AI assistant,
built into the way you work.
Ask Koi uses connected client information to explore different scenarios, highlight what matters and help advisers prepare for their next client conversation.
- Goal and data analysis
- Scenario modelling
- Monte Carlo simulation
- Insight summaries
Adviser question
When could this client purchase a new home without putting their retirement goal at risk?
Illustrative response
2040 appears to be the earliest sustainable window.
- Emergency liquidity remains above the agreed target.
- Projected cash flow supports the purchase and ongoing repayments.
- The current retirement goal remains on track under the modelled assumptions.
Illustrative analysis based on client data. Adviser review and professional judgement remain essential.
Multilingual & multicultural support
Built for diverse clients across Asia Pacific
Use culturally relevant terminology and consistent advice workflows while adapting to local market needs.
English
EN
Traditional Chinese
繁體中文
Simplified Chinese
简体中文
Bahasa Malaysia
BM
Vietnamese
Tiếng Việt
More languages will be introduced in partnership with our regional users.
Our partners
Technology & Industry Partners
We collaborate with leading academic institutions, industry associations, technology platforms and strategic partners to strengthen innovation, connectivity and outcomes for advisers, firms and their clients.
