We're building the workspace
NZ advisers deserve.
AdviserDesk was built by advisers, for advisers — because no CRM on the market paired real AI with pricing a Kiwi practice could actually afford. So we built the one we wanted.
AdviserDesk was started by financial advisers, not a software company. After years placing life, trauma, income and health cover for Kiwi families, we knew the advice was the easy part — it was everything around it that ate the evenings: chasing renewal dates, rebuilding context before every review, and re-writing the same SOA paragraphs at 9pm.
Every CRM we tried was built for someone else — overseas markets, generic sales teams, or enterprise suites that knew nothing about an advice process or an FMA audit. The few that came close were priced out of reach for a normal NZ practice. Nothing paired genuine AI with a price an adviser could actually justify. So we built it ourselves.
Today AdviserDesk gives a growing community of New Zealand advisers their evenings back — AI-native, FAP-ready, and priced to pay for itself in the first month. The mission hasn't changed: do the paperwork, so advisers can do the part only a human can.