Running your own book is hard. Running a FAP with several advisers under it is a different job. You're accountable for an advice process you can't always see, records that live in everyone's inbox but yours, and the renewal that slipped because it sat in someone else's diary. AdviserDesk lets a multi-adviser practice or licensee group run as one organised business — shared standards and central oversight, with each adviser still moving fast on their own book.
See the whole practice, not just your own clients
When advice sits in five different CRMs — or five different spreadsheets — oversight turns into a monthly archaeology project. You ask for an update, you wait, you reconcile, you ask again.
AdviserDesk gives the practice one home. Each adviser works their own book day to day, while principals and compliance managers get a view across all of them: pipelines, renewals due, reviews overdue, and where the advice process has gaps — without interrupting anyone to pull a report.
- Cross-adviser view of pipelines, renewals and overdue reviews
- Role-based access: advisers see their book, leaders see the practice
- Full audit log on every record, for every adviser
One advice process, followed by everyone
As the FAP, you carry the obligations for advice given under your licence. That's easier to stand behind when every adviser follows the same process — and when record-keeping happens as they work, not in a scramble before an audit.
Shared SOA templates and a built-in advice-process tracker mean a new adviser inherits your standard from day one instead of inventing their own. AI drafts the SOA from the meeting transcript and the adviser reviews and finalises it, so the record builds as work happens across the group.
AI output is a first draft your adviser signs off — not guaranteed compliance. Confirm your conduct obligations with the FMA or your licensee.
Centralised compliance and reporting
What keeps a FAP principal up at night usually isn't one client — it's not knowing where the gaps are across the team until something surfaces.
Advice-process artefacts are captured as advisers work, and compliance packs can be exported across the practice rather than reassembled adviser by adviser. When you're monitoring conduct internally or preparing for an FMA conversation, the trail is already there.
- Advice-process tracking across every adviser
- Practice-wide, exportable compliance packs
- Seven-year retention, captured as work happens
- NZ jurisdiction with strict data-residency controls
Built for groups: SSO, volume pricing, migration handled
Rolling software out across a team shouldn't eat a quarter. The Enterprise tier is built for the practical realities of a group.
Single sign-on means one secure login per person and clean offboarding when someone leaves. Pricing is per user, with volume discounts for larger groups. Our team handles migration and onboarding, mapping each adviser's existing book — clients, policies and renewal dates — out of TAP, Adviser Plus or wherever it lives today, so the whole practice lands together.
The fastest way to see the fit is a walkthrough with your own structure in mind. Book a demo or talk to us about Enterprise — we'll scope migration, SSO and volume pricing for your group.
- Single sign-on (SSO) and role-based access
- Per-user pricing with volume discounts across your team
- Dedicated migration and onboarding for the whole team
- Custom data integrations and API access