Logo of Kiwi Adviser Network.
Logo of Kiwi Adviser Network.

Pricing

Pricing

Competitive & flexible pricing to suit your business needs

Competitive & flexible pricing to suit your business needs

“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 & KiwiSaver

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:

Image of Trail CRM logo.
Image of Kiwi Adviser Network logo and Trail CRM logo.

Total # of Financial Advisers in business

Software Only Price per Adviser

Price per Financial Adviser incl. Mortgage Aggregation Services

Price per Financial Adviser (insurance adviser not needing mortgage aggregation services)

1

$300

$900

$600

2

$290

$870

$580

3

$280

$840

$560

4

$270

$810

$540

5

$260

$780

$520

6+

$250

$750

$500

Software Only Price per Adviser

Total # of Financial Advisers in business

1

$300

2

$290

3

$280

4

$270

5

$260

6+

$250

Price per Financial Adviser incl. Mortgage Aggregation Services

Total # of Financial Advisers in business

1

$900

2

$870

3

$840

4

$810

5

$780

6+

$750

Price per Financial Adviser (insurance adviser not needing mortgage aggregation services)

Total # of Financial Advisers in business

1

$600

2

$580

3

$560

4

$540

5

$520

6+

$500

Image of Trail CRM logo.
Image of Kiwi Adviser Network logo and Trail CRM logo.

Total # of Financial Advisers in business

Software Only Price per Adviser

Price per Financial Adviser incl. Mortgage Aggregation Services

Price per Financial Adviser (insurance adviser not needing mortgage aggregation services)

1

$300

$900

$600

2

$290

$870

$580

3

$280

$840

$560

4

$270

$810

$540

5

$260

$780

$520

6+

$250

$750

$500

Schedule a demo with our team to discuss pricing for your business and receive a custom quote.

FAQ

Does KAN take any percentage of my commission?

No, KAN always pays 100% of the commission directly to you. We do not take a cut.

How often are commissions paid out?

Can I join KAN and one of my other advisers only joins Trail?

Does KAN take any percentage of my commission?

No, KAN always pays 100% of the commission directly to you. We do not take a cut.

How often are commissions paid out?

Can I join KAN and one of my other advisers only joins Trail?

Does KAN take any percentage of my commission?

No, KAN always pays 100% of the commission directly to you. We do not take a cut.

How often are commissions paid out?

Can I join KAN and one of my other advisers only joins Trail?