Simple, low-cost plans

Track your licence, CPD and your firm's due-diligence log from just a few dollars a month. Every new account starts with a 14-day free trial — no card required.

Adviser

$6 / month (NZD)

Track your own licence, CPD hours and documents.

  • Your licence-renewal tracking
  • CPD log (20 hrs / 12 months)
  • Reminders & documents
Start free trial

Firm

$29 / month (NZD)

Oversight for a small firm, with the s68 due-diligence log.

  • Everything in Adviser
  • Run a firm
  • Oversee up to 15 adviser seats
  • Timestamped due-diligence check log (s68 defence)
Start free trial

Practice

$69 / month (NZD)

For larger practices with more advisers to oversee.

  • Everything in Firm
  • Oversee up to 50 adviser seats
Start free trial

Cancel any time. If a subscription lapses, your records are never locked away — you keep full read and export access to everything you've recorded.