Independent advisers Advice firms Enterprise
Choose a plan built to grow
with you.
From independent advisers to multi-market firms, KoiZai plans scale with your users, workflows, markets and integration needs.
Subscription plans
Choose the plan that fits your practice.
Professional
For individual advisers building a connected digital practice.
What's included
- 500 MB storage
- 1 adviser user
- Up to 50 clients
- Core features
Business
For growing teams that need shared workflows and stronger visibility.
What's included
- 500 MB storage
- 1 adviser user (dealership)
- Up to 50 clients
- Core features
Business Plus
For established firms requiring broader automation and governance.
What's included
- 500 MB storage per user
- Up to 10 advisers (dealership)
- Multiple clients
- Business features
Enterprise
For multi-office and regional organisations with tailored requirements.
What's included
- Multi-office or regional scope
- Tailored requirements
- Features and pricing by consultation
Not sure which plan is right for you? Speak with a KoiZai specialist
Flexible configuration
Configure KoiZai around the way you operate.
Start with the plan that fits your business. Add the modules, integrations and support you need as your requirements evolve.
We'll help you shape the right configuration for your firm.
Build the right configuration for your business.
Optional modules
Add capabilities as your business requirements evolve.
Integrations
Connect KoiZai with the systems and services your firm already uses.
Implementation support
Choose the rollout, migration and training support that fits your firm.
Regional configuration
Adapt KoiZai to local market, language, operating and governance requirements.