One connected platform
Your advice business—
connected in one place.
Bring client information, advice, workflows, intelligence and reporting together in one secure platform.
One connected platform. Four outcomes that matter.
Integrated technology built for financial advisers and wealth management firms.
Understand every client
Bring client information and advice into one view, giving advisers more time with clients.
Advise with confidence
Turn client data into clear options, advice and financial plans.
Turn insights into action
Use live insights and automation to work faster and make better decisions.
Grow securely
Work securely across markets, with support for local languages and requirements.
Client & business management
Manage every client relationship from one connected workspace
Bring onboarding, client information, workflows and engagement together for a complete view of every client relationship.
Key features
- eKYC and digital onboarding
- Document and compliance management
- Centralised client and financial data
- Workflow and task management
- Customisable CRM and client workflows
- Real-time business dashboards
Client engagement and collaboration
Use interactive charts to explain scenarios, compare options and support more informed client conversations.
What you can achieve
Onboard clients faster
Have better client conversations
See business performance clearly
Keep client data in one trusted place
Advice & wealth management
Turn client goals into clear, compliant advice
Bring planning, modelling and documentation together to deliver clear, consistent advice aligned with each client's goals.
Key features
- Goal-based planning
- Automated Statement of Advice preparation
- Financial and cash flow modelling
- Integrated compliance workflows
- Scenario comparison and stress testing
- Audit-ready advice records
Statement of Advice automation
Generate professional Statements of Advice using your firm's templates, branding and compliance workflows. Example shown is adviser-branded.
What you can achieve
Prepare advice faster
Deliver consistent advice
Have clearer client conversations
Spend less time on administration
AI-powered intelligence
Turn connected data into adviser-led intelligence
Use connected data to surface timely insights while advisers remain responsible for every decision.
Key features
- Ask Koi AI assistant
- Opportunity identification
- Client and portfolio intelligence
- Automated insight summaries
- Predictive analytics and forecasting
- Adviser-reviewed insights and actions
Adviser-led by design
Advisers review, interpret and decide how each insight is applied.
Opportunity identification
Review financial projections across key life stages to identify potential shortfalls and opportunities earlier.
What you can achieve
Find relevant insights faster
Have more informed client conversations
Identify opportunities earlier
Help advisers work more efficiently
Enterprise management & security
Operate securely and scale with confidence
Bring access, security, integrations and multi-market configuration together in one enterprise control layer—supporting reliable operations, consistent governance and confident growth.
Key features
- API and platform integrations
- Scalable cloud infrastructure
- Role-based access and permissions
- Multi-jurisdiction configuration
- Multi-layered security controls
- Multi-language capability
Enterprise control centre
Manage access, security, integrations and market configuration
Enterprise settings overview
Centrally managedAccess & permissions
Role-based access and user controls
API integrations
Secure connections across systems and data
Security controls
Configurable protection and governance policies
Market configuration
Languages, jurisdictions and market settings
One connected control layer for secure, consistent enterprise operations.
What you can achieve
Operate securely with clear controls
Connect systems and workflows
Expand confidently across markets
Scale on a future-ready platform
Proprietary financial intelligence
The intelligence engine powering KoiZai
KoiZai combines purpose-built financial modelling, applied AI, workflow automation and real-time analytics in one governed engine.
KoiZai Intelligence Engine
Connected data · Intelligence · Adviser action
core
Financial modelling
Purpose-built calculations for scenario modelling, projections and financial planning.
Applied AI
Ask Koi uses connected client data to help advisers analyse scenarios and prepare for client conversations.
Machine learning
Pattern recognition that surfaces relevant insights within governed data settings.
Workflow automation
Structured workflows that reduce repetitive tasks and support consistent execution.
Real-time analytics
Current client and business insights that help advisers respond with greater clarity.