For FAPs
Grow the whole network, not just one adviser.
NZMAI supports Financial Advice Providers with adviser capability, client engagement and practical technology that can work alongside the systems and relationships already in place.
How NZMAI can assist
Support across your network
People
- Adviser development
- Training
- Adviser onboarding
Tools
- CalcStudio deployment
- Adviser tools
- Network calculator branding
- Referral tools
- AI communication where appropriate (under development)
Growth
- Client database activation
- Client growth
- Prepared client opportunities
- Referral and database activation pathways
- Consumer acquisition pathways
A connected network proposition
Deploy consistently, while preserving adviser relationships
A FAP can establish common tools, training and communication standards while keeping adviser attribution visible at every client entry point.
Network rollout
- FAP and adviser branding
- Consistent calculator journeys
- Onboarding and practical training
- Phased rollout across adviser groups
Connected growth
- ClientConnection opportunities
- Existing database activation
- Consumer discovery
- Referral partner tools
Technology support
- CRM and workflow integrations
- AI-assisted communication
- Bespoke operational systems
- Attribution and activity reporting
Built to support FAPs
NZMAI supports your network. It does not compete with it.
Your licence, brand, adviser relationships and operating model remain central. NZMAI and Riverhorse provide optional capability around them.
Next step
Talk to us
FAP arrangements are scoped to the size of your network and what you want to deploy.
Adviser and client attribution rules still apply across a network deployment: traffic that comes through a nominated adviser or FAP channel belongs to that adviser.