The right tools for a successful advisory business.
A successful financial advisory business requires working with the right tools and technology solutions — built for speed, depth, and the realities of modern advice.
The industry challenges we set out to solve.
Six business challenges advisory firms face when implementing technology — and the rhetorical question that frames them all.
Meeting Client Expectations
Developing old and new clients to create a simple solution that meets their expectations — fast.
Talent & Partnerships
Finding the right talent or strategic partners to support digital transformation for all users.
Cutting Through The Noise
The noise of promises around advanced technologies for business transformation needs to be dissipated.
How do financial services organisations make sense of it all?
KoiZai exists to answer this — by addressing each of these challenges with a single, advisor-centric platform.
Digital + Human
Blending digital and physical financial services without compromising the human touch.
Security & Trust
Addressing security threats, data breaches, privacy, and fraud — by building a security-focused solution from the ground up.
Fintech As A Friend
Fintech is a friend when solutions work hand-in-hand with users — as an additional support tool, not a replacement.
Our key mission.
We've undertaken the challenge to build an unrivalled adviser-client and business management platform — guided by three fundamental principles.
Modernise & Humanise Engagement
An unrivalled adviser-client and business management platform — democratising financial services for greater usability and access for every stakeholder.
Enable Financial Professionals & Users
Bringing a rapid advice process to all users — accessible, easy to use, and powered by technology that does the heavy lifting.
Technology To Increase Efficiency
Obsessed with delivering detailed 360° views — the right information, analysis, and compliance for clients, advisers, and businesses.
How we make good use of technology.
A mathematical engine at the core.
The core of KoiZai is built around its unique and proprietary algorithm and mathematical calculation engine — not just a database or CRM. The database is the support mechanism.
Artificial Intelligence can be seen as the use of algorithms and techniques for analysing them. Machine Learning centres on applied mathematics and neural network architectures.
At KoiZai we combine both AI and Machine Learning — over time, allowing for better scenario outcomes and financial models to support users in their pursuit of better financial lifestyle outcomes.
A unique mathematical engine sits at the core — not just a database or CRM.
Algorithms and analytical techniques designed around real advisory workflows.
Applied mathematics and neural network architectures, built for better outcomes over time.
Ready to see how KoiZai fits your firm?
Talk to the team about how the platform can fit your advisory workflow — from planning and modelling to client engagement.