Adviser Colab is a new solution for New Zealand Financial Advisers. We service clients on your behalf, under your brand, with premium multi-channel customer service, compliant documentation and file remediation.
Get back to being an adviser, not an administrator.
Your clients need your advice. Spend more time supporting clients and generating revenue and less time on admin.
We add a team of insurance service experts to your business, without you dealing with costly overheads or human resource management.
Meet your obligations with confidence. Our system and processes are designed to make sure your servicing obligations are met and exceeded.
Really great service. The onboarding process was smooth and went really well
Colab services your clients, under your brand. We have a simple 4 step process to get you up and running.
Regulatory change is happening. It affects your processes, documentation, and increases your expenses. But mostly it affects your productive time. Our purpose is simple. We free you up to be the best adviser by taking care of service, admin, and compliance requirements. Get your time back by collaborating with Adviser Colab.
Start by scheduling a chat
