“Cost-wise, there is virtually no difference from our old provider for a firm of our size, and yet KAN punch way above their weight for what they do.”
Eugene Bartsaikin, Twine Financial Advisers
Trail Only Licence
$300
+ GST p/month
receive greater discounts as you add more members
CRM software for NZ financial advisers
Advice and disclosure process for mortgage & insurance
Online complaints management process
KAN for Insurance Advisers
$600
+ GST p/month
receive greater discounts as you add more members
Everything in Trail Only, plus:
Built-in compliance processes and controls
Periodic business monitoring, audit and feedback
Access to training materials and events
Compliance & licensing advice and phone support
KAN for Mortgage Advisers
$900
+ GST p/month
receive greater discounts as you add more members
Everything in KAN Insurance, plus:
Access to New Zealand’s top lenders
Commission management within the Trail software
Do you have an assistant or admin staff member in your business? Add them to your pricing plan for only $100 + GST per month
Our pricing model supports advisers looking to scale their business: the more advisers you bring on board, the larger the discount per adviser. Check out how much you could save per adviser below:
Schedule a demo with our team to discuss pricing for your business and receive a custom quote.