Support that keeps
your business moving

KoiZai is an all-in-one financial advice platform that helps advisers deliver comprehensive, compliant financial planning — without the complexity. From fact-finding and net worth analysis to lifestyle planning, insurance, estate planning and recommendations, everything lives in one secure workspace shared between you and your clients.

KoiZai is built for financial advisers, adviser groups and dealerships of every size — from independent advisers to large practices with compliance and team-management needs. Clients also get their own secure access to view their plans, submit information and approve documents online.

Most tools force you to choose between simple-but-shallow or comprehensive-but-clunky. KoiZai gives you full-depth holistic advice — net worth, cash flow, insurance, tax, estate planning, retirement and investments — in a modern interface that's fast to use in front of clients. Complex advice, made simple, without compromise.

• Capture complete client profiles with a structured digital fact-find
• Track net worth across properties, loans, investments, insurance and more
• Model cash flow, retirement and lifestyle goals with interactive projections
• Build and compare investment and insurance recommendations
• Manage estate planning, risk profiling and KYC in one place
• Store, share and e-sign documents securely (DocuSign integrated)
• Stay on top of compliance and team activity with built-in dashboards

Yes. KoiZai includes an AI assistant that helps you work faster — surfacing client information, assisting with analysis and streamlining routine tasks — so you spend more time advising and less time on admin.

Yes. You control online access per client. Clients can securely view their plans, review and approve submissions, and sign documents electronically — no printing or scanning required.

Yes. KoiZai handles multiple currencies with up-to-date FX rates, and the interface is available in English, Malay, Vietnamese, and Chinese (Simplified and Traditional).

Absolutely. KoiZai is built for financial services, where trust is everything. Client data is encrypted in transit and at rest, access is role-based, and every account is protected by secure authentication.

Yes. KoiZai includes compliance workflows out of the box — KYC and anti-money-laundering questionnaires, terms and conditions capture, audit trails, and compliance dashboards for practice managers.

You and your clients do. Your data is never sold or shared with third parties, and you can export your data at any time.

Contact our team to book a demo. We'll walk you through the platform, set up your practice, and help you migrate existing client data.

Yes. Our team supports data onboarding so you can bring across existing client records without re-keying everything manually.

Yes. Every practice gets onboarding support, and our team is available to help via in-app feedback and support channels.

Pricing is tailored to your practice size and needs — contact us for a quote.