Free
$0
A practical starting point for approved individual investors.
- Research screener
- Model portfolio
- Dashboard and saved research
Plans
Choose the workspace that fits your work.
All accounts are private and administrator-approved. Adviser features are reserved for the Adviser plan.
Investor
Pilotpricing to be confirmed
The complete private portfolio workspace for self-directed investors.
- Everything in Free
- Portfolio Builder
- Portfolio reports and tracking
Adviser
NZ$50per month
Specialist workflows for advisers managing richer client scenarios.
- Everything in Investor
- Fund Manager
- KiwiSaver modelling tools
This pilot uses manual account and plan approval. Payment collection and automated subscription changes will be introduced as a separate, audited billing step.